Boit C F David
86 holdingsFiling period: 2026-06-30Current AUM: $257.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC CL B (NEW) | 31.1K | $15.6M | $15.6M | 6.05% | -500 | 2026-06-30 |
| 2 | CAT | CATERPILLAR INC COM | 14.2K | $15.1M | $11.1M | 4.32% | -2,300 | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC CL A | 38.3K | $13.7M | $13.3M | 5.14% | -- | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP COM | 32.6K | $12.2M | $16.2M | 6.29% | -- | 2026-06-30 |
| 5 | XOM | EXXON MOBIL CORP COM | 84.1K | $11.5M | $14.2M | 5.51% | -- | 2026-06-30 |
| 6 | XOM | EXXON MOBIL CORP COM | 84.1K | $11.5M | $14.2M | 5.51% | -- | 2026-06-30 |
| 7 | AVGO | BROADCOM INC COM | 26.4K | $10.0M | $8.9M | 3.47% | -1,400 | 2026-06-30 |
| 8 | V | VISA INC CL A | 26.6K | $9.1M | $10.0M | 3.88% | -- | 2026-06-30 |
| 9 | MRK | MERCK & CO INC (NEW) | 70.3K | $9.0M | $10.1M | 3.92% | -- | 2026-06-30 |
| 10 | JNJ | JOHNSON & JOHNSON COM | 35.5K | $9.0M | $9.5M | 3.68% | -- | 2026-06-30 |
| 11 | AAPL | APPLE INC COM | 30.0K | $8.7M | $9.9M | 3.86% | -- | 2026-06-30 |
| 12 | ABBV | ABBVIE INC COM | 24.6K | $6.2M | $6.5M | 2.51% | -- | 2026-06-30 |
| 13 | BAC | BANK OF AMERICA CORP COM | 107.2K | $6.1M | $6.4M | 2.48% | -- | 2026-06-30 |
| 14 | MA | MASTERCARD INC CL A | 11.1K | $5.7M | $6.4M | 2.48% | -- | 2026-06-30 |
| 15 | — | CHUBB LIMITED | 16.2K | $5.5M | $5.5M | 2.14% | -- | 2026-06-30 |
| 16 | MCD | MCDONALD'S CORP COM | 19.8K | $5.4M | $5.0M | 1.94% | -- | 2026-06-30 |
| 17 | ADP | AUTOMATIC DATA PROCESSING INC COM | 23.8K | $5.3M | $6.6M | 2.55% | +1.4K | 2026-06-30 |
| 18 | JPM | JPMORGAN CHASE & CO COM | 14.6K | $4.8M | $5.1M | 1.99% | -- | 2026-06-30 |
| 19 | ADI | ANALOG DEVICES INC COM | 11.9K | $4.7M | $4.3M | 1.67% | -- | 2026-06-30 |
| 20 | GLW | CORNING INC COM | 16.9K | $4.3M | $2.4M | 0.94% | -100 | 2026-06-30 |
| 21 | SYK | STRYKER CORP COM | 13.0K | $4.1M | $3.7M | 1.43% | +1.4K | 2026-06-30 |
| 22 | QCOM | QUALCOMM INC COM | 21.5K | $4.0M | $4.0M | 1.57% | -- | 2026-06-30 |
| 23 | PG | PROCTER & GAMBLE CO COM | 25.3K | $3.7M | $3.7M | 1.44% | -- | 2026-06-30 |
| 24 | PEP | PEPSICO INC COM | 22.9K | $3.1M | $3.1M | 1.20% | -- | 2026-06-30 |
| 25 | PH | PARKER-HANNIFIN CORP COM | 3.1K | $3.0M | $2.9M | 1.11% | -- | 2026-06-30 |
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