Investor
Boit C F David
CIK 0001308331 · filed 2026-04-09 · SEC filing
13F book
$225.3M
Positions
117
1 new · 3 sold
Largest name
6.7%
Berkshire Hathaway Inc Del
Est. mark
−$6.34M
Price effect on 116 names still held. Flow $253.4K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 31.6K | $15.2M | 6.7% | −$629.4K | Held |
| Exxon Mobil Corp | — | 84.1K | $14.3M | 6.3% | $3.79M | Held |
| Microsoft Corp | MSFT | 32.6K | $12.1M | 5.4% | −$3.47M | Added−$3.17M |
| Caterpillar Inc | CAT | 16.5K | $11.7M | 5.2% | $1.5M | Cut$78.3K |
| Alphabet Inc | — | 38.3K | $11M | 4.9% | −$1.57M | Held |
| Visa Inc. | V | 26.6K | $9.31M | 4.1% | $0 | Held |
| Johnson & Johnson | JNJ | 35.5K | $8.68M | 3.9% | $1.42M | Cut$1.01M |
| Broadcom Inc. | AVGO | 27.8K | $8.59M | 3.8% | −$984K | Held |
| Merck & Co., Inc. | MRK | 70.3K | $8.45M | 3.8% | $686K | Held |
| Apple Inc. | AAPL | 30K | $7.61M | 3.4% | −$167.4K | Held |
| Mcdonalds Corp | MCD | 19.8K | $6.15M | 2.7% | $68.7K | Held |
| Mastercard Inc | MA | 11.1K | $5.57M | 2.5% | −$845.3K | Held |
| AbbVie Inc. | ABBV | 24.6K | $5.35M | 2.4% | −$63.7K | Held |
| Chubb Limited | — | 16.2K | $5.27M | 2.3% | $309.1K | Held |
| Bank America Corp | — | 107.2K | $5.23M | 2.3% | −$761.1K | Held |
| Automatic Data Processing In | — | 22.4K | $4.55M | 2.0% | −$1.41M | Held |
| Jpmorgan Chase & Co. | — | 14.6K | $4.28M | 1.9% | −$509.7K | Cut−$575.6K |
| Intuit Inc. | INTU | 9.1K | $3.93M | 1.7% | −$1.69M | Added−$1.18M |
| Stryker Corp | SYK | 11.6K | $3.83M | 1.7% | −$453.6K | Held |
| Qualcomm Inc | — | 21.5K | $3.82M | 1.7% | $0 | Held |
| Analog Devices Inc | ADI | 11.9K | $3.8M | 1.7% | $205.6K | Held |
| Procter And Gamble Co | PG | 25.3K | $3.65M | 1.6% | $65K | Held |
| Abbott Labs | ABT | 32.8K | $3.37M | 1.5% | −$762.6K | Held |
| Pepsico Inc | PEP | 22.9K | $3.2M | 1.4% | $0 | Held |
| Lockheed Martin Corp | LMT | 5.26K | $3.18M | 1.4% | $323.3K | Held |
| Parker-Hannifin Corp | PH | 3.1K | $2.78M | 1.2% | −$79.8K | Held |
| Corning Inc | — | 17K | $2.31M | 1.0% | $862.6K | Held |
| Novartis Ag | — | 12.8K | $1.96M | 0.9% | $143.5K | Held |
| Eog Res Inc | — | 11.8K | $1.7M | 0.8% | $465.9K | Held |
| Church & Dwight Co Inc | — | 18.1K | $1.69M | 0.8% | $136.8K | Cut−$292.1K |
| Danaher Corporation | — | 8.85K | $1.68M | 0.7% | −$431.6K | Held |
| Paccar Inc | PCAR | 13.3K | $1.54M | 0.7% | −$44K | Held |
| American Tower Corp New | — | 8.71K | $1.5M | 0.7% | $35.4K | Held |
| Oracle Corp | — | 9.8K | $1.44M | 0.6% | −$503.8K | Held |
| Amgen Inc | AMGN | 4K | $1.41M | 0.6% | $103K | Held |
| Linde Plc | LIN | 2.8K | $1.39M | 0.6% | $41.3K | Added$1.03M |
| Colgate Palmolive Co | CL | 16.2K | $1.38M | 0.6% | $60.8K | Held |
| Pfizer Inc | PFE | 49.1K | $1.38M | 0.6% | $127.7K | Held |
| Union Pac Corp | — | 5.63K | $1.36M | 0.6% | $79.8K | Held |
| Thermo Fisher Scientific Inc. | TMO | 2.71K | $1.33M | 0.6% | −$345.7K | Held |
| Ppg Inds Inc | — | 10.9K | $1.16M | 0.5% | −$5.76K | Held |
| Ge Aerospace | — | 3.94K | $1.12M | 0.5% | −$148.9K | Held |
| Booking Holdings Inc. | BKNG | 250 | $1.05M | 0.5% | −$320.4K | Held |
| Nvidia Corp | NVDA | 6K | $1.05M | 0.5% | −$62.8K | Held |
| Applied Matls Inc | — | 3K | $1.03M | 0.5% | $121.8K | Held |
| Amazon Com Inc | AMZN | 4.64K | $966.4K | 0.4% | −$173.6K | Added−$132K |
| Carlisle Cos Inc | — | 2.8K | $934.1K | 0.4% | — | New |
| Ww Grainger Inc | — | 800 | $872.6K | 0.4% | $48.8K | Held |
| S&P Global Inc. | SPGI | 2.05K | $871.9K | 0.4% | −$81.6K | Added$492.6K |
| International Business Machs | — | 3.58K | $868.7K | 0.4% | −$221.6K | Held |
| Chevron Corp New | CVX | 4K | $827.6K | 0.4% | $179.2K | Held |
| Wells Fargo Co New | — | 9.66K | $769K | 0.3% | −$157.8K | Cut−$240.3K |
| Adobe Inc. | ADBE | 2.95K | $717.1K | 0.3% | −$213.5K | Added−$67.7K |
| Lincoln Natl Corp Ind | — | 20K | $709.6K | 0.3% | −$165.5K | Cut−$340.6K |
| Costco Wholesale Corp Com | — | 700 | $697.5K | 0.3% | $50.1K | Held |
| Philip Morris Intl Inc | — | 4.02K | $664.7K | 0.3% | $10.4K | Added$43.5K |
| Unilever Plc | — | 11.6K | $658.3K | 0.3% | −$83.5K | Held |
| Cms Energy Corp | — | 7.8K | $605.1K | 0.3% | $59.2K | Held |
| Verizon Communications Inc | VZ | 11.9K | $597.2K | 0.3% | $115.9K | Held |
| Meta Platforms, Inc. | META | 1K | $572.1K | 0.3% | −$80.9K | Held |
| Nestle S A Sponsored Adr | — | 5.8K | $566K | 0.3% | $20.1K | Held |
| Emerson Elec Co | — | 3.8K | $497.9K | 0.2% | −$50.1K | Held |
| Jardine Matheson Holdings Ltd Adr | — | 6.96K | $495.2K | 0.2% | −$24.8K | Held |
| Paycom Software, Inc. | PAYC | 4K | $486.2K | 0.2% | −$142.5K | Held |
| Comcast Corp New | — | 16.8K | $481.5K | 0.2% | $5.7K | Held |
| American Express Co | AXP | 1.52K | $461.3K | 0.2% | −$111.5K | Held |
| MSCI Inc. | MSCI | 810 | $436.6K | 0.2% | −$34.1K | Held |
| Home Depot, Inc. | HD | 1.23K | $402.9K | 0.2% | −$56K | Held |
| Applovin Corp | APP | 1K | $398K | 0.2% | −$249.7K | Held |
| Asml Holding N V | — | 300 | $396.2K | 0.2% | $14.1K | Held |
| BlackRock, Inc. | BLK | 400 | $384.7K | 0.2% | −$49.4K | Held |
| Aptargroup, Inc. | ATR | 3K | $378.1K | 0.2% | $6.51K | Held |
| GE Vernova Inc. | GEV | 421 | $367.5K | 0.2% | $105.4K | Cut−$128K |
| NXP Semiconductors N.V. | NXPI | 1.65K | $324.8K | 0.1% | −$73.1K | Held |
| Intercontinental Exchange In | — | 2K | $314.6K | 0.1% | −$17.4K | Held |
| Sherwin Williams Co | SHW | 900 | $288.5K | 0.1% | −$29.5K | Held |
| Sysco Corp | SYY | 4K | $285.3K | 0.1% | −$11.8K | Held |
| Roper Technologies Inc | ROP | 750 | $265.4K | 0.1% | −$60.7K | Held |
| Lauder Estee Cos Inc | — | 3.5K | $251.2K | 0.1% | −$146.9K | Held |
| Heineken Hldg | — | 3.48K | $245.9K | 0.1% | −$9.14K | Held |
| Texas Instrs Inc | — | 1.25K | $242.7K | 0.1% | $4.79K | Held |
| Aflac Inc | AFL | 2.2K | $241.4K | 0.1% | $1.03K | Held |
| Watsco Inc | — | 600 | $218.3K | 0.1% | −$7.03K | Held |
| Ecolab Inc. | ECL | 800 | $212.8K | 0.1% | −$4.57K | Held |
| Fiserv Inc | FISV | 3.75K | $209.3K | 0.1% | −$52.7K | Held |
| Conocophillips | COP | 1.5K | $198K | 0.1% | $51.7K | Held |
| At&T Inc | — | 6.7K | $194.3K | 0.1% | $33.5K | Held |
| Cisco Systems, Inc. | CSCO | 2.4K | $186.2K | 0.1% | $8.9K | Held |
| Shell Plc | — | 2K | $186K | 0.1% | $44.3K | Held |
| Fairfax Financial Holdings | — | 100 | $170.2K | 0.1% | −$17.3K | Held |
| Bhp Group Ltd | — | 2K | $145.5K | 0.1% | $22K | Held |
| Zimmer Biomet Holdings, Inc. | ZBH | 1.5K | $135.6K | 0.1% | −$3.64K | Held |
| Air Prods & Chems Inc | — | 450 | $130.7K | 0.1% | $12K | Held |
| Fairfax India | — | 7K | $112.3K | 0.1% | −$11.6K | Held |
| Constellation Energy Corp | CEG | 400 | $111.7K | 0.1% | −$25.3K | Held |
| Nextera Energy Inc | — | 1.2K | $111.5K | 0.0% | $15.6K | Held |
| Brown Forman Corp | — | 4.16K | $111.4K | 0.0% | $2.74K | Held |
| Aegon Ltd | — | 14.7K | $106.7K | 0.0% | −$5.44K | Held |
| Illinois Tool Wks Inc | — | 400 | $104.1K | 0.0% | $2.07K | Held |
| Slb Limited/Nv | SLB | 2K | $102.8K | 0.0% | $12.4K | Held |
| Wec Energy Group, Inc. | WEC | 867 | $100.4K | 0.0% | $9.64K | Held |
| Brown Forman Corp | — | 3.04K | $80.4K | 0.0% | $1.46K | Held |
| NIKE, Inc. | NKE | 1.5K | $79.2K | 0.0% | −$19.7K | Held |
| Hdfc Bank Ltd | HDB | 3.1K | $77.1K | 0.0% | −$25.5K | Held |
| Oreilly Automotive Inc | — | 750 | $69.2K | 0.0% | −$1.12K | Held |
| Accenture Plc Ireland | — | 300 | $59.5K | 0.0% | −$24.7K | Held |
| 3M CO | MMM | 360 | $52.3K | 0.0% | −$7.2K | Cut−$172.4K |
| Iac Inc | — | 1K | $40K | 0.0% | $620 | Held |
| Disney Walt Co | — | 400 | $38.6K | 0.0% | −$7.8K | Held |
| Lukoil Pjsc | — | 5.08K | $35.3K | 0.0% | $0 | Held |
| Yum China Hldgs Inc | — | 320 | $32.7K | 0.0% | $242 | Held |
| Entegris Inc | ENTG | 208 | $24.4K | 0.0% | $2.96K | Held |
| Vodafone Group Plc New | — | 1.57K | $23.6K | 0.0% | $2.39K | Held |
| Veralto Corp | VLTO | 133 | $11.8K | 0.0% | −$1.9K | Held |
| Versant Media Group, Inc. | VSNT | 270 | $9.99K | 0.0% | $692 | Cut−$13.1K |
| Tesla, Inc. | TSLA | 10 | $3.72K | 0.0% | −$732 | Held |
| Angi Inc. | ANGI | 525 | $3.6K | 0.0% | −$3.78K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.