Boit C F David
118 holdingsFiling period: 2026-03-31Current AUM: $259.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC CL B (NEW) | 31.6K | $15.2M | $15.2M | 5.84% | -- | 2026-03-31 |
| 2 | XOM | EXXON MOBIL CORP COM | 84.1K | $14.3M | $13.1M | 5.03% | -- | 2026-03-31 |
| 3 | XOM | EXXON MOBIL CORP COM | 84.1K | $14.3M | $13.1M | 5.03% | -- | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP COM | 32.6K | $12.1M | $15.2M | 5.84% | +800 | 2026-03-31 |
| 5 | CAT | CATERPILLAR INC COM | 16.5K | $11.7M | $13.4M | 5.18% | -2,300 | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC CL A | 38.3K | $11.0M | $13.6M | 5.26% | -- | 2026-03-31 |
| 7 | V | VISA INC CL A | 26.6K | $9.3M | $11.3M | 4.35% | -- | 2026-03-31 |
| 8 | JNJ | JOHNSON & JOHNSON COM | 35.5K | $8.7M | $9.1M | 3.51% | -2,000 | 2026-03-31 |
| 9 | AVGO | BROADCOM INC COM | 27.8K | $8.6M | $10.8M | 4.16% | -- | 2026-03-31 |
| 10 | MRK | MERCK & CO INC (NEW) | 70.3K | $8.5M | $9.2M | 3.53% | -- | 2026-03-31 |
| 11 | AAPL | APPLE INC COM | 30.0K | $7.6M | $9.3M | 3.57% | -- | 2026-03-31 |
| 12 | MCD | MCDONALD'S CORP COM | 19.8K | $6.2M | $5.4M | 2.06% | -- | 2026-03-31 |
| 13 | MA | MASTERCARD INC CL A | 11.1K | $5.6M | $6.4M | 2.46% | -- | 2026-03-31 |
| 14 | ABBV | ABBVIE INC COM | 24.6K | $5.3M | $6.2M | 2.38% | -- | 2026-03-31 |
| 15 | — | CHUBB LIMITED | 16.2K | $5.3M | $5.3M | 2.03% | -- | 2026-03-31 |
| 16 | BAC | BANK OF AMERICA CORP COM | 107.2K | $5.2M | $6.6M | 2.56% | -- | 2026-03-31 |
| 17 | ADP | AUTOMATIC DATA PROCESSING INC COM | 22.4K | $4.6M | $6.0M | 2.30% | -- | 2026-03-31 |
| 18 | JPM | JPMORGAN CHASE & CO COM | 14.6K | $4.3M | $5.1M | 1.97% | -200 | 2026-03-31 |
| 19 | INTU | INTUIT INC COM | 9.1K | $3.9M | $2.9M | 1.11% | +1.2K | 2026-03-31 |
| 20 | SYK | STRYKER CORP COM | 11.6K | $3.8M | $3.8M | 1.46% | -- | 2026-03-31 |
| 21 | QCOM | QUALCOMM INC COM | 21.5K | $3.8M | $4.4M | 1.69% | -- | 2026-03-31 |
| 22 | ADI | ANALOG DEVICES INC COM | 11.9K | $3.8M | $4.4M | 1.69% | -- | 2026-03-31 |
| 23 | PG | PROCTER & GAMBLE CO COM | 25.3K | $3.6M | $3.7M | 1.41% | -- | 2026-03-31 |
| 24 | ABT | ABBOTT LABORATORIES COM | 32.8K | $3.4M | $3.5M | 1.34% | -- | 2026-03-31 |
| 25 | PEP | PEPSICO INC COM | 22.9K | $3.2M | $2.9M | 1.11% | -- | 2026-03-31 |
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