Boit C F David Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Boit C F David disclosed 80 stock positions valued at approximately $237.61M as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC CL B (NEW), CATERPILLAR INC COM, and ALPHABET INC CL A.
- Report Period
- June 30, 2026
- No. of Stocks
- 80
- Portfolio Value
- $237.61M
Holdings by Sector
Boit C F David Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC CL B (NEW) | BRK-B | Financial Services | 6.56% | 31,128 | -500 | -1.58% | $15,576,140 |
| CATERPILLAR INC COM | CAT | Industrials | 6.36% | 14,200 | -2,300 | -13.94% | $15,121,580 |
| ALPHABET INC CL A | GOOGL | Communication Services | 5.78% | 38,322 | - | - | $13,730,870 |
| MICROSOFT CORP COM | MSFT | Technology | 5.12% | 32,604 | - | - | $12,161,944 |
| EXXON MOBIL CORP COM | XOM | Energy | 4.82% | 84,053 | - | - | $11,464,382 |
| BROADCOM INC COM | AVGO | Technology | 4.19% | 26,350 | -1,400 | -5.05% | $9,953,713 |
| VISA INC CL A | V | Financial Services | 3.85% | 26,630 | - | - | $9,136,487 |
| MERCK & CO INC (NEW) | MRK | Healthcare | 3.80% | 70,283 | - | - | $9,031,366 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 3.79% | 35,500 | - | - | $9,015,935 |
| APPLE INC COM | AAPL | Technology | 3.65% | 30,002 | - | - | $8,681,379 |
| ABBVIE INC COM | ABBV | Healthcare | 2.61% | 24,600 | - | - | $6,190,344 |
| BANK OF AMERICA CORP COM | BAC | Financial Services | 2.57% | 107,198 | - | - | $6,108,142 |
| MASTERCARD INC CL A | MA | Financial Services | 2.41% | 11,140 | - | - | $5,721,504 |
| CHUBB LIMITED | CB | Financial Services | 2.32% | 16,165 | - | - | $5,508,062 |
| MCDONALD'S CORP COM | MCD | Consumer Cyclical | 2.25% | 19,800 | - | - | $5,352,138 |
| AUTOMATIC DATA PROCESSING INC COM | ADP | Technology | 2.24% | 23,775 | +1,375 | +6.14% | $5,324,411 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 2.00% | 14,551 | - | - | $4,762,979 |
| ANALOG DEVICES INC COM | ADI | Technology | 2.00% | 11,944 | - | - | $4,743,798 |
| CORNING INC COM | GLW | Technology | 1.82% | 16,900 | -100 | -0.59% | $4,316,767 |
| STRYKER CORP COM | SYK | Healthcare | 1.73% | 13,045 | +1,400 | +12.02% | $4,107,088 |
| QUALCOMM INC COM | QCOM | Technology | 1.67% | 21,500 | - | - | $3,972,985 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 1.56% | 25,274 | - | - | $3,706,179 |
| PEPSICO INC COM | PEP | Consumer Defensive | 1.30% | 22,900 | - | - | $3,100,660 |
| PARKER-HANNIFIN CORP COM | PH | Industrials | 1.28% | 3,100 | - | - | $3,032,172 |
| ABBOTT LABORATORIES COM | ABT | Healthcare | 1.25% | 32,800 | - | - | $2,976,272 |
| INTUIT INC COM | INTU | Technology | 1.25% | 11,350 | +2,250 | +24.73% | $2,962,350 |
| LOCKHEED MARTIN CORP COM | LMT | Industrials | 1.13% | 5,260 | - | - | $2,679,760 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.92% | 12,250 | +12,000 | +4800.00% | $2,183,440 |
| APPLIED MATERIALS INC COM | AMAT | Technology | 0.91% | 3,000 | - | - | $2,169,000 |
| NOVARTIS AG SPONSORED ADR | NVS | Healthcare | 0.84% | 12,800 | - | - | $2,006,016 |
Showing 30 of 80 holdings in the latest reporting period.