Boit C F David

CIK 0001308331 • 6 13F filings • Apr 8, 2025 – Jul 30, 2026

Import this data to Google Sheets with:

=jivedata("boit-c-f-david","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Boit C F David, Compliance Associate
Address: 230 CONGRESS ST, BOSTON, MA, 02110
Phone: 617-622-2276
AUM: $231.4M

AUM over time

$237.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $221.0M119 positionsView on SEC.gov

			% of Portfolio
3M COMPANY COM	COM	$211K	0.1%	1,360 SH	New
ABBOTT LABORATORIES COM	COM	$4.4M	2.0%Prev: 1.3%	32,800 SH	Increased
ABBVIE INC COM	COM	$5.7M	2.6%Prev: 2.6%	24,600 SH	Decreased
ACCENTURE PLC CL A	COM CL A	$74K	0.0%	300 SH	New
ADOBE INC	COM	$811K	0.4%Prev: 0.2%	2,300 SH	Increased+550 SH
AEGON LTD-NY REG SHR	COM	$117K	0.1%Prev: 0.1%	14,695 SH	Decreased
AFLAC INC COM	COM	$246K	0.1%Prev: 0.1%	2,200 SH	Decreased
AIR PRODUCTS & CHEMICALS INC COM	COM	$123K	0.1%	450 SH	New
ALIGN TECHNOLOGY INC	COM	$63K	0.0%	500 SH	New
ALPHABET INC CL A	COM CL A	$9.3M	4.2%Prev: 5.8%	38,422 SH	Decreased+100 SH
AMAZON.COM INC COM	COM	$975K	0.4%Prev: 0.5%	4,440 SH	Decreased-200 SH
AMERICAN EXPRESS CO COM	COM	$507K	0.2%Prev: 0.2%	1,525 SH	Decreased
AMERICAN TOWER CORP CL A (REIT)	COM CL A	$1.8M	0.8%Prev: 0.6%	9,210 SH	Increased+500 SH
AMGEN INC COM	COM	$1.1M	0.5%Prev: 0.6%	4,000 SH	Decreased
ANALOG DEVICES INC COM	COM	$2.9M	1.3%Prev: 2.0%	11,944 SH	Decreased
ANGI INC	COM	$9K	0.0%	525 SH	New
APPLE INC COM	COM	$7.6M	3.5%Prev: 3.7%	30,002 SH	Decreased
APPLIED MATERIALS INC COM	COM	$614K	0.3%Prev: 0.9%	3,000 SH	Decreased
APPLOVIN CORP A	COM CL A	$719K	0.3%Prev: 0.2%	1,000 SH	Increased
APTARGROUP INC COM	COM	$401K	0.2%Prev: 0.2%	3,000 SH	Increased
ASML HOLDING N V NY REG SHS (NEW)	COM	$290K	0.1%Prev: 0.3%	300 SH	Decreased
AT&T INC COM	COM	$189K	0.1%	6,701 SH	New
AUTOMATIC DATA PROCESSING INC COM	COM	$6.6M	3.0%Prev: 2.2%	22,400 SH	Increased-1,375 SH
BANK OF AMERICA CORP COM	COM	$5.5M	2.5%Prev: 2.6%	107,198 SH	Decreased
BERKSHIRE HATHAWAY INC CL B (NEW)	COM CL B	$15.9M	7.2%Prev: 6.6%	31,628 SH	Increased+500 SH
BHP GROUP LTD ADR	COM	$112K	0.1%	2,000 SH	New
BLACKROCK INC COM	COM	$466K	0.2%Prev: 0.2%	400 SH	Increased
BOOKING HOLDINGS INC	COM	$1.3M	0.6%Prev: 0.9%	250 SH	Decreased-12,000 SH
BROADCOM INC COM	COM	$9.2M	4.1%Prev: 4.2%	27,750 SH	Decreased+1,400 SH
BROWN-FORMAN CORP CL A	COM CL A	$112K	0.1%	4,160 SH	New
BROWN-FORMAN CORP CL B	COM CL B	$42K	0.0%	1,539 SH	New
CATERPILLAR INC COM	COM	$9.3M	4.2%Prev: 6.4%	19,500 SH	Decreased+5,300 SH
CHEVRON CORP COM	COM	$621K	0.3%Prev: 0.3%	4,000 SH	Decreased
CHUBB LIMITED	COM	$4.6M	2.1%Prev: 2.3%	16,165 SH	Decreased
CHURCH & DWIGHT INC COM	COM	$2.0M	0.9%Prev: 0.7%	23,140 SH	Increased+5,000 SH
CISCO SYSTEMS INC COM	COM	$164K	0.1%Prev: 0.1%	2,400 SH	Decreased
CMS ENERGY CORP COM	COM	$571K	0.3%Prev: 0.3%	7,800 SH	Decreased
COLGATE-PALMOLIVE CO COM	COM	$1.3M	0.6%Prev: 0.6%	16,200 SH	Decreased
COMCAST CORP CL A (NEW)	COM CL A	$527K	0.2%	16,772 SH	New
CONOCOPHILLIPS.COM	COM	$142K	0.1%	1,500 SH	New
CONSTELLATION ENERGY CORP	COM	$132K	0.1%	400 SH	New
CORNING INC COM	COM	$1.4M	0.6%Prev: 1.8%	17,000 SH	Decreased+100 SH
COSTCO WHOLESALE CORP COM	COM	$648K	0.3%Prev: 0.3%	700 SH	Decreased
DANAHER CORP COM	COM	$1.8M	0.8%Prev: 0.7%	8,850 SH	Increased
ECOLAB INC COM	COM	$219K	0.1%Prev: 0.1%	800 SH	Decreased
EMERSON ELECTRIC CO COM	COM	$498K	0.2%Prev: 0.2%	3,800 SH	Decreased
ENTEGRIS INC COM	COM	$19K	0.0%	208 SH	New
EOG RESOURCES INC COM	COM	$1.3M	0.6%Prev: 0.6%	11,750 SH	Decreased
ESTEE LAUDER COS INC	COM CL A	$308K	0.1%	3,500 SH	New
EXXON MOBIL CORP COM	COM	$9.5M	4.3%Prev: 4.8%	84,053 SH	Decreased
FAIRFAX FINANCIAL HOLDINGS LTD	COM	$175K	0.1%	100 SH	New
FAIRFAX INDIA HOLDINGS CORP ORD	COM	$121K	0.1%	7,000 SH	New
FISERV INC COM	COM	$483K	0.2%	3,750 SH	New
GE AEROSPACE COM	COM	$1.2M	0.5%Prev: 0.6%	3,936 SH	Decreased
GE VERNOVA INC	COM	$489K	0.2%Prev: 0.2%	796 SH	Decreased+375 SH
GRAINGER (W.W.) INC COM	COM	$762K	0.3%Prev: 0.5%	800 SH	Decreased
HDFC BANK LTD ADR	ADR	$106K	0.0%	3,100 SH	New
HEINEKEN HOLDING NV - A ORD	COM	$238K	0.1%Prev: 0.1%	3,480 SH	Decreased
HOME DEPOT INC COM	COM	$496K	0.2%Prev: 0.2%	1,225 SH	Increased
IAC INC	COM	$34K	0.0%	1,000 SH	New
ILLINOIS TOOL WORKS INC COM	COM	$104K	0.0%	400 SH	New
INTERCONTINENTAL EXCHANGE INC COM	COM	$337K	0.2%Prev: 0.1%	2,000 SH	Increased
INTERNATIONAL BUSINESS MACHINES COM	COM	$1.0M	0.5%Prev: 0.4%	3,584 SH	Increased
INTUIT INC COM	COM	$5.4M	2.4%Prev: 1.2%	7,850 SH	Increased-3,500 SH
JARDINE MATHESON HOLDINGS LTD ADR	COM	$155K	0.1%	2,460 SH	New
JARDINE MATHESON HOLDINGS LTD ORD	COM	$284K	0.1%Prev: 0.1%	4,500 SH	Increased
JOHNSON & JOHNSON COM	COM	$7.0M	3.1%Prev: 3.8%	37,500 SH	Decreased+2,000 SH
JPMORGAN CHASE & CO COM	COM	$4.7M	2.1%Prev: 2.0%	14,751 SH	Decreased+200 SH
LINCOLN NATIONAL CORP COM	COM	$968K	0.4%Prev: 0.3%	23,990 SH	Increased+4,000 SH
LINDE PLC	COM	$380K	0.2%Prev: 0.6%	800 SH	Decreased-2,000 SH
LOCKHEED MARTIN CORP COM	COM	$2.6M	1.2%Prev: 1.1%	5,260 SH	Decreased
MASTERCARD INC CL A	COM CL A	$6.3M	2.9%Prev: 2.4%	11,140 SH	Increased
MCDONALD'S CORP COM	COM	$6.0M	2.7%Prev: 2.3%	19,800 SH	Increased
MERCK & CO INC (NEW)	COM	$5.9M	2.7%Prev: 3.8%	70,283 SH	Decreased
META PLATFORMS INC	COM CL A	$734K	0.3%Prev: 0.2%	1,000 SH	Increased
MICROSOFT CORP COM	COM	$16.5M	7.5%Prev: 5.1%	31,804 SH	Increased-800 SH
MSCI INC CL A	COM CL A	$460K	0.2%Prev: 0.2%	810 SH	Increased
NESTLE S A SPONSORED ADR	COM	$533K	0.2%Prev: 0.3%	5,800 SH	Decreased
NEXTERA ENERGY INC COM	COM	$91K	0.0%	1,200 SH	New
NIKE INC CL B	COM CL B	$105K	0.0%	1,500 SH	New
NOVARTIS AG SPONSORED ADR	ADR	$1.6M	0.7%Prev: 0.8%	12,800 SH	Decreased
NVIDIA CORP COM	COM	$1.1M	0.5%Prev: 0.5%	6,000 SH	Decreased
NXP SEMICONDUCTORS NV	COM	$376K	0.2%Prev: 0.2%	1,650 SH	Decreased
O'REILLY AUTOMOTIVE INC	COM	$81K	0.0%	750 SH	New
ORACLE CORP COM	COM	$2.8M	1.2%Prev: 0.6%	9,800 SH	Increased
PACCAR INC COM	COM	$1.3M	0.6%Prev: 0.7%	13,330 SH	Decreased
PARKER-HANNIFIN CORP COM	COM	$2.4M	1.1%Prev: 1.3%	3,100 SH	Decreased
PAYCOM SOFTWARE INC	COM	$833K	0.4%Prev: 0.2%	4,000 SH	Increased
PEPSICO INC COM	COM	$3.2M	1.5%Prev: 1.3%	22,900 SH	Increased
PFIZER INC COM	COM	$1.3M	0.6%Prev: 0.5%	49,103 SH	Increased
PHILIP MORRIS INTERNATIONAL INC COM	COM	$620K	0.3%Prev: 0.3%	3,820 SH	Decreased-200 SH
PJSC LUKOIL SPONSORED ADR	COM	$35K	0.0%	5,078 SH	New
PPG INDUSTRIES INC COM	COM	$1.1M	0.5%Prev: 0.6%	10,872 SH	Decreased
PROCTER & GAMBLE CO COM	COM	$3.9M	1.8%Prev: 1.6%	25,274 SH	Increased
QUALCOMM INC COM	COM	$3.5M	1.6%Prev: 1.7%	21,200 SH	Decreased-300 SH
ROPER INDUSTRIES INC	COM	$374K	0.2%Prev: 0.1%	750 SH	Increased
S&P GLOBAL INC COM	COM	$341K	0.2%Prev: 0.4%	700 SH	Decreased-1,650 SH
SCHLUMBERGER LTD NV COM	COM	$69K	0.0%	2,000 SH	New
SHELL PLC ADR	COM	$143K	0.1%	2,000 SH	New
SHERWIN WILLIAMS CO COM	COM	$312K	0.1%Prev: 0.1%	900 SH	Increased
STRYKER CORP COM	COM	$4.3M	1.9%Prev: 1.7%	11,645 SH	Increased-1,400 SH
SYSCO CORP COM	COM	$329K	0.1%Prev: 0.2%	4,000 SH	Decreased-1,000 SH
TESLA MOTORS INC	COM	$4K	0.0%	10 SH	New
TEXAS INSTRUMENTS INC COM	COM	$230K	0.1%Prev: 0.2%	1,250 SH	Decreased
THERMO FISHER SCIENTIFIC INC COM	COM	$1.3M	0.6%Prev: 0.6%	2,715 SH	Decreased
UNILEVER PLC SPONSORED ADR (NEW)	ADR	$771K	0.3%Prev: 0.3%	13,000 SH	Increased+1,445 SH
UNION PACIFIC CORP COM	COM	$1.3M	0.6%Prev: 0.6%	5,625 SH	Decreased
VERALTO CORP	COM	$14K	0.0%	133 SH	New
VERIZON COMMUNICATIONS INC COM	COM	$580K	0.3%Prev: 0.2%	13,197 SH	Increased+1,300 SH
VISA INC CL A	COM CL A	$9.1M	4.1%Prev: 3.8%	26,630 SH	Decreased
VODAFONE GROUP PLC SPONSORED ADR (NEW)	ADR	$18K	0.0%	1,574 SH	New
WALT DISNEY HOLDING CO COM	COM	$46K	0.0%	400 SH	New
WATSCO INC COM	COM	$243K	0.1%Prev: 0.1%	600 SH	Decreased
WEC ENERGY GROUP INC COM	COM	$99K	0.0%	867 SH	New
WELLS FARGO & CO COM	COM	$882K	0.4%Prev: 0.3%	10,519 SH	Increased+859 SH
WEX INC	COM	$158K	0.1%	1,000 SH	New
YUM CHINA BRANDS INC COM	COM	$24K	0.0%	160 SH	New
YUM CHINA HOLDINGS INC COM	COM	$7K	0.0%	160 SH	New
ZIMMER BIOMET HOLDINGS INC COM	COM	$148K	0.1%	1,500 SH	New

Sold (vs prior filing)

CARLISLE COMPANIES INC COM — $1.0M
MOOG INC CL A — $339K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 15, 2026	Q4 2025	13F-HR	0001308331-26-000001	$231.4M	View
Oct 28, 2025	Q3 2025	13F-HR	0001308331-25-000007	$221.0M	View
Jul 30, 2026	Q2 2026