Institutions / Boit C F David
Boit C F David
CIK 1308331 · Institution · as of Mar 31, 2026
Portfolio value
$225.31M
Positions
117
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$225.31M-2.6%Positions
117-1.7%Top holdings
Mar 31, 2026View all 117 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $15.16M | 6.7% |
| Exxon Mobil Corp | $14.26M | 6.3% |
| Microsoft Corp | $12.07M | 5.4% |
| Caterpillar Inc | $11.69M | 5.2% |
| Alphabet Inc. | $11.02M | 4.9% |
| Visa Inc | $9.31M | 4.1% |
| Johnson & Johnson | $8.68M | 3.9% |
| Broadcom Inc. | $8.59M | 3.8% |
| Merck & Co., Inc. | $8.45M | 3.8% |
| Apple Inc. | $7.61M | 3.4% |
| Mcdonald'S Corp | $6.15M | 2.7% |
| Mastercard Inc | $5.57M | 2.5% |
| AbbVie Inc. | $5.35M | 2.4% |
| Chubb Ltd | $5.27M | 2.3% |
| Bank of America Corp /De | $5.23M | 2.3% |
| Automatic Data Processing Inc | $4.55M | 2.0% |
| JPMORGAN CHASE & CO | $4.28M | 1.9% |
| Intuit Inc. | $3.93M | 1.7% |
| Stryker Corp | $3.83M | 1.7% |
| Qualcomm INC/DE | $3.82M | 1.7% |
| Analog Devices Inc | $3.80M | 1.7% |
| PROCTER & GAMBLE Co | $3.65M | 1.6% |
| Abbott Laboratories | $3.37M | 1.5% |
| Pepsico Inc | $3.20M | 1.4% |
| Lockheed Martin Corp | $3.18M | 1.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Caterpillar Inc | $-1.63M | -2K -12.23% | 16,500 5.19% of portfolio | low |
| Q1 2026 as of | Add | G5494J103 | $991.5K | +2K +250.00% | 2,800 0.62% of portfolio | low |
| Q1 2026 as of | New | Carlisle Companies Inc | $934.1K | +3K | 2,800 0.41% of portfolio | low |
| Q1 2026 as of | Add | S&P Global Inc. | $574.2K | +1K +192.86% | 2,050 0.39% of portfolio | low |
| Q1 2026 as of | Add | Intuit Inc. | $518.9K | +1K +15.19% | 9,100 1.75% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson | $-488.9K | -2K -5.33% | 35,500 3.85% of portfolio | low |
| Q1 2026 as of | Trim | Church & Dwight Co Inc /De | $-466.6K | -5K -21.61% | 18,140 0.75% of portfolio | low |
| Q1 2026 as of | Trim | GE Vernova Inc. | $-327.3K | -375 -47.11% | 421 0.16% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp | $296.1K | +800 +2.52% | 32,604 5.36% of portfolio | low |
| Q1 2026 as of | Exit | WEX Inc | $-161.9K | -1K -100.00% | — | low |