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Boit C F David

All holdings · as of Mar 31, 2026

117 positions

CompanyClassValueShares% of portfolio
Angi Inc.$3.6K5250.0%
Tesla Inc$3.7K100.0%
Versant Media Group, Inc.$10.0K2700.0%
Veralto Corp$11.8K1330.0%
VODAFONE GROUP PLC SPONSORED ADR (NEW)$23.6K1,5740.0%
Entegris, Inc.$24.4K2080.0%
Yum China Holdings, Inc.YUMCCommon Stock$32.7K3200.0%
PJSC LUKOIL SPONSORED ADR$35.3K5,0780.0%
Walt Disney Co$38.6K4000.0%
IAC INC$40.0K1,0000.0%
3M CO$52.3K3600.0%
Accenture plc$59.5K3000.0%
O REILLY AUTOMOTIVE INC$69.2K7500.0%
HDFC BANK LTDHDBADR$77.1K3,1000.0%
NIKE, Inc.$79.2K1,5000.0%
BROWN FORMAN CORP$80.4K3,0390.0%
WEC ENERGY GROUP, INC.$100.4K8670.0%
SLB LIMITED/NV$102.8K2,0000.0%
ILLINOIS TOOL WORKS INC$104.1K4000.0%
AEGON LTD.AEGNY Reg Shrs$106.7K14,6950.0%
BROWN-FORMAN CORP CL A$111.4K4,1600.0%
NEXTERA ENERGY INC$111.5K1,2000.0%
Constellation Energy Corp$111.7K4000.0%
FAIRFAX INDIA HOLDINGS CORP ORD$112.3K7,0000.0%
Air Products & Chemicals, Inc.$130.7K4500.1%
Zimmer Biomet Holdings Inc$135.6K1,5000.1%
BHP Group LtdBHPADR$145.5K2,0000.1%
FAIRFAX FINANCIAL HOLDINGS LTD$170.2K1000.1%
SHELL PLC ADR$186.0K2,0000.1%
CISCO SYSTEMS INC COM$186.2K2,4000.1%
AT&T INC.$194.3K6,7010.1%
ConocoPhillips$198.0K1,5000.1%
FISERV INC$209.3K3,7500.1%
ECOLAB INC.$212.8K8000.1%
Watsco, Inc.$218.3K6000.1%
AFLAC INC$241.4K2,2000.1%
TEXAS INSTRUMENTS INC$242.7K1,2500.1%
HEINEKEN HOLDING NV - A ORD$245.9K3,4800.1%
Estee Lauder Cos Inc/The$251.2K3,5000.1%
ROPER TECHNOLOGIES INC$265.4K7500.1%
SYSCO CORP$285.3K4,0000.1%
SHERWIN WILLIAMS CO$288.5K9000.1%
Intercontinental Exchange, Inc.$314.6K2,0000.1%
NXP Semiconductors N.V.$324.8K1,6500.1%
GE Vernova Inc.$367.5K4210.2%
APTARGROUP, INC.$378.1K3,0000.2%
BLACKROCK INC COM$384.7K4000.2%
ASML HOLDING N V NY REG SHS (NEW)$396.2K3000.2%
AppLovin Corp$398.0K1,0000.2%
HOME DEPOT, INC.$402.9K1,2250.2%
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