Boit C F David
86 holdingsFiling period: 2026-06-30Current AUM: $262.7Mestimated 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 | 5.93% | -500 | 2026-06-30 |
| 2 | CAT | Caterpillar Inc.com | 14.2K | $15.1M | $9.8M | 3.74% | -2,300 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc CL A | 38.3K | $13.7M | $12.2M | 4.63% | -- | 2026-06-30 |
| 4 | MSFT | Microsoft Corp.com | 32.6K | $12.2M | $17.4M | 6.61% | -- | 2026-06-30 |
| 5 | XOM | Exxon Mobil Corp.com | 84.1K | $11.5M | $15.5M | 5.89% | -- | 2026-06-30 |
| 6 | XOM | Exxon Mobil Corp.com | 84.1K | $11.5M | $15.5M | 5.89% | -- | 2026-06-30 |
| 7 | AVGO | Broadcom Inc.com | 26.4K | $10.0M | $8.7M | 3.30% | -1,400 | 2026-06-30 |
| 8 | V | Visa Inc CL A | 26.6K | $9.1M | $10.8M | 4.10% | -- | 2026-06-30 |
| 9 | MRK | Merck & Co Inc (New) | 70.3K | $9.0M | $9.9M | 3.76% | -- | 2026-06-30 |
| 10 | JNJ | Johnson & Johnson.com | 35.5K | $9.0M | $9.5M | 3.60% | -- | 2026-06-30 |
| 11 | AAPL | Apple Inc.com | 30.0K | $8.7M | $10.3M | 3.93% | -- | 2026-06-30 |
| 12 | ABBV | Abbvie Inc.com | 24.6K | $6.2M | $7.1M | 2.69% | -- | 2026-06-30 |
| 13 | BAC | Bank of America Corp.com | 107.2K | $6.1M | $5.4M | 2.06% | -- | 2026-06-30 |
| 14 | MA | Mastercard Inc CL A | 11.1K | $5.7M | $6.8M | 2.60% | -- | 2026-06-30 |
| 15 | — | Chubb Limited | 16.2K | $5.5M | $5.5M | 2.10% | -- | 2026-06-30 |
| 16 | MCD | McDonald's Corp.com | 19.8K | $5.4M | $5.0M | 1.89% | -- | 2026-06-30 |
| 17 | ADP | Automatic Data Processing Inc.com | 23.8K | $5.3M | $7.2M | 2.73% | +1.4K | 2026-06-30 |
| 18 | JPM | JPMorgan Chase & Co.com | 14.6K | $4.8M | $4.9M | 1.85% | -- | 2026-06-30 |
| 19 | ADI | Analog Devices Inc.com | 11.9K | $4.7M | $4.9M | 1.85% | -- | 2026-06-30 |
| 20 | GLW | Corning Inc.com | 16.9K | $4.3M | $2.2M | 0.82% | -100 | 2026-06-30 |
| 21 | SYK | Stryker Corp.com | 13.0K | $4.1M | $4.0M | 1.52% | +1.4K | 2026-06-30 |
| 22 | QCOM | Qualcomm Inc.com | 21.5K | $4.0M | $3.9M | 1.47% | -- | 2026-06-30 |
| 23 | PG | Procter & Gamble Co.com | 25.3K | $3.7M | $4.0M | 1.54% | -- | 2026-06-30 |
| 24 | PEP | Pepsico Inc.com | 22.9K | $3.1M | $3.1M | 1.18% | -- | 2026-06-30 |
| 25 | PH | Parker-Hannifin Corp.com | 3.1K | $3.0M | $2.8M | 1.07% | -- | 2026-06-30 |
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