13F HOLDINGS REPORT
Boit C F David
Quarter ended Q4 2025 · Filed January 15, 2026 · Accession 0001308331-26-000001
Total Value
$231.4M
Positions
121
Other Managers
0
Confidential Omitted
No
Holdings (121)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC CL B (NEW) | BRK-A | 31,628 | $15.8M | 6.82% |
| 2 | MICROSOFT CORP COM | MSFT | 31,804 | $15.2M | 6.59% |
| 3 | ALPHABET INC CL A | GOOG | 38,322 | $12.6M | 5.44% |
| 4 | CATERPILLAR INC COM | CAT | 18,800 | $11.6M | 5.02% |
| 5 | EXXON MOBIL CORP COM | XOM | 84,053 | $10.5M | 4.53% |
| 6 | BROADCOM INC COM | AVGO | 27,750 | $9.6M | 4.14% |
| 7 | VISA INC CL A | V | 26,630 | $9.3M | 4.03% |
| 8 | APPLE INC COM | AAPL | 30,002 | $7.8M | 3.36% |
| 9 | MERCK & CO INC (NEW) | MRK | 70,283 | $7.8M | 3.36% |
| 10 | JOHNSON & JOHNSON COM | JNJ | 37,500 | $7.7M | 3.31% |
| 11 | MASTERCARD INC CL A | MA | 11,140 | $6.4M | 2.77% |
| 12 | MCDONALD'S CORP COM | MCD | 19,800 | $6.1M | 2.63% |
| 13 | BANK OF AMERICA CORP COM | 060505104 | 107,198 | $6.0M | 2.59% |
| 14 | AUTOMATIC DATA PROCESSING INC COM | ADP | 22,400 | $6.0M | 2.58% |
| 15 | ABBVIE INC COM | ABBV | 24,600 | $5.4M | 2.34% |
| 16 | INTUIT INC COM | INTU | 7,900 | $5.1M | 2.21% |
| 17 | CHUBB LIMITED | CB | 16,165 | $5.0M | 2.14% |
| 18 | JPMORGAN CHASE & CO COM | VYLD | 14,751 | $4.9M | 2.10% |
| 19 | STRYKER CORP COM | SYK | 11,645 | $4.3M | 1.85% |
| 20 | ABBOTT LABORATORIES COM | ABLZF | 32,800 | $4.1M | 1.78% |
| 21 | QUALCOMM INC COM | QCOM | 21,500 | $3.8M | 1.65% |
| 22 | ANALOG DEVICES INC COM | ADI | 11,944 | $3.6M | 1.55% |
| 23 | PROCTER & GAMBLE CO COM | 742718109 | 25,274 | $3.6M | 1.55% |
| 24 | PEPSICO INC COM | PEP | 22,900 | $3.2M | 1.38% |
| 25 | LOCKHEED MARTIN CORP COM | LMT | 5,260 | $2.9M | 1.23% |
| 26 | PARKER-HANNIFIN CORP COM | PH | 3,100 | $2.9M | 1.23% |
| 27 | DANAHER CORP COM | 235851102 | 8,850 | $2.1M | 0.91% |
| 28 | CHURCH & DWIGHT INC COM | CHD | 23,140 | $2.0M | 0.86% |
| 29 | ORACLE CORP COM | ORCL-PD | 9,800 | $1.9M | 0.84% |
| 30 | NOVARTIS AG SPONSORED ADR | NVSEF | 12,800 | $1.8M | 0.78% |
| 31 | THERMO FISHER SCIENTIFIC INC COM | TMO | 2,715 | $1.7M | 0.73% |
| 32 | PACCAR INC COM | PCAR | 13,330 | $1.6M | 0.68% |
| 33 | AMERICAN TOWER CORP CL A (REIT) | 03027X100 | 8,710 | $1.5M | 0.63% |
| 34 | CORNING INC COM | GLW | 17,000 | $1.4M | 0.63% |
| 35 | BOOKING HOLDINGS INC | BKNG | 250 | $1.4M | 0.59% |
| 36 | COLGATE-PALMOLIVE CO COM | CL | 16,200 | $1.3M | 0.57% |
| 37 | AMGEN INC COM | AMGN | 4,000 | $1.3M | 0.56% |
| 38 | UNION PACIFIC CORP COM | UNP | 5,625 | $1.3M | 0.56% |
| 39 | GE AEROSPACE COM | 369604301 | 3,936 | $1.3M | 0.55% |
| 40 | PFIZER INC COM | PFE | 49,103 | $1.3M | 0.54% |
| 41 | EOG RESOURCES INC COM | EOG | 11,750 | $1.2M | 0.53% |
| 42 | PPG INDUSTRIES INC COM | 693506107 | 10,872 | $1.2M | 0.50% |
| 43 | NVIDIA CORP COM | NVDA | 6,000 | $1.1M | 0.48% |
| 44 | AMAZON.COM INC COM | AMZN | 4,440 | $1.1M | 0.47% |
| 45 | INTERNATIONAL BUSINESS MACHINES COM | INTR | 3,584 | $1.1M | 0.47% |
| 46 | LINCOLN NATIONAL CORP COM | 534187109 | 23,990 | $1.1M | 0.45% |
| 47 | WELLS FARGO & CO COM | 949746101 | 10,519 | $1.0M | 0.44% |
| 48 | APPLIED MATERIALS INC COM | 038222105 | 3,000 | $903,540 | 0.39% |
| 49 | GRAINGER (W.W.) INC COM | 384802104 | 800 | $823,856 | 0.36% |
| 50 | ADOBE INC | ADBE | 2,350 | $784,782 | 0.34% |
| 51 | UNILEVER PLC SPONSORED ADR (NEW) | UNLYF | 11,555 | $741,831 | 0.32% |
| 52 | META PLATFORMS INC | META | 1,000 | $653,060 | 0.28% |
| 53 | CHEVRON CORP COM | CVX | 4,000 | $648,440 | 0.28% |
| 54 | APPLOVIN CORP A | APP | 1,000 | $647,720 | 0.28% |
| 55 | COSTCO WHOLESALE CORP COM | 221607104 | 700 | $647,416 | 0.28% |
| 56 | PAYCOM SOFTWARE INC | PAYC | 4,000 | $628,680 | 0.27% |
| 57 | PHILIP MORRIS INTERNATIONAL INC COM | 718172109 | 3,820 | $621,170 | 0.27% |
| 58 | AMERICAN EXPRESS CO COM | AXP | 1,525 | $572,805 | 0.25% |
| 59 | EMERSON ELECTRIC CO COM | EMR | 3,800 | $547,960 | 0.24% |
| 60 | NESTLE S A SPONSORED ADR | 641069307 | 5,800 | $545,936 | 0.24% |
| 61 | CMS ENERGY CORP COM | CMS-PC | 7,800 | $545,922 | 0.24% |
| 62 | GE VERNOVA INC | GEV | 796 | $495,510 | 0.21% |
| 63 | VERIZON COMMUNICATIONS INC COM | VZ | 11,897 | $481,353 | 0.21% |
| 64 | COMCAST CORP CL A (NEW) | CCZ | 16,772 | $475,822 | 0.21% |
| 65 | MSCI INC CL A | MSCI | 810 | $470,740 | 0.20% |
| 66 | HOME DEPOT INC COM | HD | 1,225 | $458,934 | 0.20% |
| 67 | BLACKROCK INC COM | BLK | 400 | $434,040 | 0.19% |
| 68 | ESTEE LAUDER COS INC | 518439104 | 3,500 | $398,055 | 0.17% |
| 69 | NXP SEMICONDUCTORS NV | NXPI | 1,650 | $397,898 | 0.17% |
| 70 | ASML HOLDING N V NY REG SHS (NEW) | ASMLF | 300 | $382,164 | 0.17% |
| 71 | S&P GLOBAL INC COM | SPGI | 700 | $379,358 | 0.16% |
| 72 | APTARGROUP INC COM | ATR | 3,000 | $371,550 | 0.16% |
| 73 | LINDE PLC | LIN | 800 | $355,264 | 0.15% |
| 74 | JARDINE MATHESON HOLDINGS LTD ORD | G50736100 | 4,500 | $336,240 | 0.15% |
| 75 | INTERCONTINENTAL EXCHANGE INC COM | 45866F104 | 2,000 | $331,960 | 0.14% |
| 76 | ROPER INDUSTRIES INC | ROP | 750 | $326,108 | 0.14% |
| 77 | SHERWIN WILLIAMS CO COM | SHW | 900 | $317,952 | 0.14% |
| 78 | SYSCO CORP COM | SYY | 4,000 | $297,120 | 0.13% |
| 79 | FISERV INC COM | FISV | 3,750 | $261,938 | 0.11% |
| 80 | HEINEKEN HOLDING NV - A ORD | N39338194 | 3,480 | $255,049 | 0.11% |
| 81 | AFLAC INC COM | AFL | 2,200 | $240,328 | 0.10% |
| 82 | TEXAS INSTRUMENTS INC COM | 882508104 | 1,250 | $237,888 | 0.10% |
| 83 | WATSCO INC COM | WSO-B | 600 | $225,300 | 0.10% |
| 84 | 3M COMPANY COM | MMM | 1,360 | $224,726 | 0.10% |
| 85 | ECOLAB INC COM | ECL | 800 | $217,384 | 0.09% |
| 86 | FAIRFAX FINANCIAL HOLDINGS LTD | FRFFF | 100 | $187,451 | 0.08% |
| 87 | JARDINE MATHESON HOLDINGS LTD ADR | G50736100 | 2,460 | $183,811 | 0.08% |
| 88 | CISCO SYSTEMS INC COM | CSCO | 2,400 | $177,312 | 0.08% |
| 89 | WEX INC | WEX | 1,000 | $161,880 | 0.07% |
| 90 | AT&T INC COM | T-PC | 6,701 | $160,757 | 0.07% |
| 91 | CONOCOPHILLIPS.COM | COP | 1,500 | $146,265 | 0.06% |
| 92 | SHELL PLC ADR | RYDAF | 2,000 | $141,660 | 0.06% |
| 93 | ZIMMER BIOMET HOLDINGS INC COM | ZBH | 1,500 | $139,275 | 0.06% |
| 94 | CONSTELLATION ENERGY CORP | CEG | 400 | $137,008 | 0.06% |
| 95 | FAIRFAX INDIA HOLDINGS CORP ORD | 303897102 | 7,000 | $123,970 | 0.05% |
| 96 | BHP GROUP LTD ADR | BHPLF | 2,000 | $123,440 | 0.05% |
| 97 | AIR PRODUCTS & CHEMICALS INC COM | AIIR | 450 | $118,674 | 0.05% |
| 98 | AEGON LTD-NY REG SHR | AEFC | 14,695 | $112,123 | 0.05% |
| 99 | BROWN-FORMAN CORP CL A | BF-B | 4,160 | $108,701 | 0.05% |
| 100 | HDFC BANK LTD ADR | HDB | 3,100 | $102,610 | 0.04% |
| 101 | ILLINOIS TOOL WORKS INC COM | 452308109 | 400 | $102,048 | 0.04% |
| 102 | NIKE INC CL B | NKE | 1,500 | $98,880 | 0.04% |
| 103 | NEXTERA ENERGY INC COM | NEE-PW | 1,200 | $95,868 | 0.04% |
| 104 | WEC ENERGY GROUP INC COM | WEC | 867 | $90,732 | 0.04% |
| 105 | SCHLUMBERGER LTD NV COM | SLB | 2,000 | $90,400 | 0.04% |
| 106 | ALIGN TECHNOLOGY INC | ALGN | 500 | $86,395 | 0.04% |
| 107 | ACCENTURE PLC CL A | ACN | 300 | $84,201 | 0.04% |
| 108 | BROWN-FORMAN CORP CL B | BF-B | 3,039 | $78,892 | 0.03% |
| 109 | O'REILLY AUTOMOTIVE INC | 67103H107 | 750 | $70,350 | 0.03% |
| 110 | WALT DISNEY HOLDING CO COM | 254687106 | 400 | $46,352 | 0.02% |
| 111 | MAGNUM ICE CREAM COMPANY | MICC | 2,600 | $39,728 | 0.02% |
| 112 | IAC INC | IAC | 1,000 | $39,410 | 0.02% |
| 113 | PJSC LUKOIL SPONSORED ADR | 69343P105 | 5,078 | $35,343 | 0.02% |
| 114 | YUM CHINA BRANDS INC COM | YUMC | 160 | $24,883 | 0.01% |
| 115 | VERSANT MEDIA GROUP INC | VSNT | 670 | $23,085 | 0.01% |
| 116 | ENTEGRIS INC COM | ENTG | 208 | $21,421 | 0.01% |
| 117 | VODAFONE GROUP PLC SPONSORED ADR (NEW) | 92857W308 | 1,574 | $21,249 | 0.01% |
| 118 | VERALTO CORP | VLTO | 133 | $13,663 | 0.01% |
| 119 | YUM CHINA HOLDINGS INC COM | YUMC | 160 | $7,557 | 0.00% |
| 120 | ANGI INC | ANGI | 525 | $7,376 | 0.00% |
| 121 | TESLA MOTORS INC | TSLA | 10 | $4,450 | 0.00% |