Boit C F David

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

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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: $225.3M119 positionsView on SEC.gov

			% of Portfolio
3M COMPANY COM	COM	$52K	0.0%Prev: 0.4%	360 SH	Decreased-5,000 SH
ABBOTT LABORATORIES COM	COM	$3.4M	1.5%Prev: 2.2%	32,800 SH	Decreased
ABBVIE INC COM	COM	$5.4M	2.4%Prev: 2.6%	24,600 SH	Increased
ACCENTURE PLC CL A	COM CL A	$59K	0.0%	300 SH	New
ADOBE INC	COM	$717K	0.3%Prev: 0.4%	2,950 SH	Decreased+650 SH
AEGON LTD-NY REG SHR	COM	$107K	0.0%Prev: 0.0%	14,695 SH	Increased
AFLAC INC COM	COM	$241K	0.1%Prev: 0.1%	2,200 SH	Decreased
AIR PRODUCTS & CHEMICALS INC COM	COM	$131K	0.1%Prev: 0.1%	450 SH	Decreased
ALPHABET INC CL A	COM CL A	$11.0M	4.9%Prev: 3.0%	38,322 SH	Increased-100 SH
AMAZON.COM INC COM	COM	$966K	0.4%Prev: 0.4%	4,640 SH	Increased+700 SH
AMERICAN EXPRESS CO COM	COM	$461K	0.2%Prev: 0.2%	1,525 SH	Increased
AMERICAN TOWER CORP CL A (REIT)	COM CL A	$1.5M	0.7%Prev: 1.0%	8,710 SH	Decreased-500 SH
AMGEN INC COM	COM	$1.4M	0.6%Prev: 0.6%	4,000 SH	Increased
ANALOG DEVICES INC COM	COM	$3.8M	1.7%Prev: 1.2%	11,944 SH	Increased
ANGI INC	COM	$4K	0.0%	525 SH	New
APPLE INC COM	COM	$7.6M	3.4%Prev: 3.3%	30,002 SH	Increased
APPLIED MATERIALS INC COM	COM	$1.0M	0.5%Prev: 0.2%	3,000 SH	Increased
APPLOVIN CORP A	COM CL A	$398K	0.2%Prev: 0.1%	1,000 SH	Increased
APTARGROUP INC COM	COM	$378K	0.2%Prev: 0.2%	3,000 SH	Decreased
ASML HOLDING N V NY REG SHS (NEW)	COM	$396K	0.2%Prev: 0.1%	300 SH	Increased
AT&T INC COM	COM	$194K	0.1%Prev: 0.1%	6,701 SH	Increased
AUTOMATIC DATA PROCESSING INC COM	COM	$4.6M	2.0%Prev: 3.4%	22,400 SH	Decreased
BANK OF AMERICA CORP COM	COM	$5.2M	2.3%Prev: 2.2%	107,198 SH	Increased
BERKSHIRE HATHAWAY INC CL B (NEW)	COM CL B	$15.2M	6.7%Prev: 8.5%	31,628 SH	Decreased
BHP GROUP LTD ADR	COM	$145K	0.1%Prev: 0.0%	2,000 SH	Increased
BLACKROCK INC COM	COM	$385K	0.2%Prev: 0.2%	400 SH	Increased
BOOKING HOLDINGS INC	COM	$1.1M	0.5%Prev: 0.3%	250 SH	Increased+100 SH
BROADCOM INC COM	COM	$8.6M	3.8%Prev: 2.4%	27,750 SH	Increased-1,000 SH
BROWN-FORMAN CORP CL A	COM CL A	$111K	0.0%Prev: 0.1%	4,160 SH	Decreased
BROWN-FORMAN CORP CL B	COM CL B	$80K	0.0%Prev: 0.0%	3,039 SH	Increased+1,500 SH
CARLISLE COMPANIES	COM	$934K	0.4%	2,800 SH	New
CATERPILLAR INC COM	COM	$11.7M	5.2%Prev: 3.2%	16,500 SH	Increased-3,000 SH
CHEVRON CORP COM	COM	$828K	0.4%Prev: 0.3%	4,000 SH	Increased
CHUBB LIMITED	COM	$5.3M	2.3%Prev: 2.4%	16,165 SH	Increased
CHURCH & DWIGHT INC COM	COM	$1.7M	0.8%Prev: 1.6%	18,140 SH	Decreased-11,300 SH
CISCO SYSTEMS INC COM	COM	$186K	0.1%Prev: 0.1%	2,400 SH	Increased
CMS ENERGY CORP COM	COM	$605K	0.3%Prev: 0.3%	7,800 SH	Increased
COLGATE-PALMOLIVE CO COM	COM	$1.4M	0.6%Prev: 0.8%	16,200 SH	Decreased
COMCAST CORP CL A (NEW)	COM CL A	$482K	0.2%Prev: 0.3%	16,772 SH	Decreased
CONOCOPHILLIPS.COM	COM	$198K	0.1%Prev: 0.1%	1,500 SH	Increased
CONSTELLATION ENERGY CORP	COM	$112K	0.0%Prev: 0.0%	400 SH	Increased
CORNING INC COM	COM	$2.3M	1.0%Prev: 0.4%	17,000 SH	Increased
COSTCO WHOLESALE CORP COM	COM	$698K	0.3%Prev: 0.3%	700 SH	Increased
DANAHER CORP COM	COM	$1.7M	0.7%Prev: 0.9%	8,850 SH	Decreased
ECOLAB INC COM	COM	$213K	0.1%Prev: 0.1%	800 SH	Increased
EMERSON ELECTRIC CO COM	COM	$498K	0.2%Prev: 0.2%	3,800 SH	Increased
ENTEGRIS INC COM	COM	$24K	0.0%Prev: 0.0%	208 SH	Increased
EOG RESOURCES INC COM	COM	$1.7M	0.8%Prev: 0.8%	11,750 SH	Increased
ESTEE LAUDER COS INC	COM CL A	$251K	0.1%Prev: 0.1%	3,500 SH	Increased
EXXON MOBIL CORP COM	COM	$14.3M	6.3%Prev: 5.0%	84,053 SH	Increased
FAIRFAX FINANCIAL HOLDINGS LTD	COM	$170K	0.1%Prev: 0.1%	100 SH	Increased
FAIRFAX INDIA HOLDINGS CORP ORD	COM	$112K	0.0%Prev: 0.0%	7,000 SH	Increased+6,000 SH
FISERV INC COM	COM	$209K	0.1%Prev: 0.2%	3,750 SH	Decreased+1,600 SH
GE AEROSPACE COM	COM	$1.1M	0.5%Prev: 0.4%	3,936 SH	Increased
GE VERNOVA INC	COM	$367K	0.2%Prev: 0.1%	421 SH	Increased-375 SH
GRAINGER (W.W.) INC COM	COM	$873K	0.4%Prev: 0.4%	800 SH	Increased
HDFC BANK LTD ADR	ADR	$77K	0.0%Prev: 0.1%	3,100 SH	Decreased+1,550 SH
HEINEKEN HOLDING NV - A ORD	COM	$246K	0.1%Prev: 0.1%	3,480 SH	Decreased
HOME DEPOT INC COM	COM	$403K	0.2%Prev: 0.2%	1,225 SH	Decreased
IAC INC	COM	$40K	0.0%Prev: 0.0%	1,000 SH	Decreased
ILLINOIS TOOL WORKS INC COM	COM	$104K	0.0%Prev: 0.0%	400 SH	Increased
INTERCONTINENTAL EXCHANGE INC COM	COM	$315K	0.1%Prev: 0.2%	2,000 SH	Decreased
INTERNATIONAL BUSINESS MACHINES COM	COM	$869K	0.4%Prev: 0.4%	3,584 SH	Decreased
INTUIT INC COM	COM	$3.9M	1.7%Prev: 2.0%	9,100 SH	Decreased+2,550 SH
JARDINE MATHESON HOLDINGS LTD ADR	COM	$175K	0.1%Prev: 0.0%	2,460 SH	Increased+900 SH
JARDINE MATHESON HOLDINGS LTD ORD	COM	$320K	0.1%Prev: 0.1%	4,500 SH	Increased
JOHNSON & JOHNSON COM	COM	$8.7M	3.9%Prev: 3.1%	35,500 SH	Increased-2,000 SH
JPMORGAN CHASE & CO COM	COM	$4.3M	1.9%Prev: 1.8%	14,551 SH	Increased-200 SH
LINCOLN NATIONAL CORP COM	COM	$710K	0.3%Prev: 0.4%	19,990 SH	Decreased-4,000 SH
LINDE PLC	COM	$1.4M	0.6%Prev: 0.2%	2,800 SH	Increased+2,000 SH
LOCKHEED MARTIN CORP COM	COM	$3.2M	1.4%Prev: 1.2%	5,260 SH	Increased
MASTERCARD INC CL A	COM CL A	$5.6M	2.5%Prev: 3.1%	11,140 SH	Decreased
MCDONALD'S CORP COM	COM	$6.2M	2.7%Prev: 3.1%	19,800 SH	Decreased
MERCK & CO INC (NEW)	COM	$8.5M	3.8%Prev: 3.2%	70,283 SH	Increased
META PLATFORMS INC	COM CL A	$572K	0.3%Prev: 0.3%	1,000 SH	Decreased
MICROSOFT CORP COM	COM	$12.1M	5.4%Prev: 6.0%	32,604 SH	Increased+800 SH
MSCI INC CL A	COM CL A	$437K	0.2%Prev: 0.2%	810 SH	Decreased
NESTLE S A SPONSORED ADR	COM	$566K	0.3%Prev: 0.3%	5,800 SH	Decreased
NEXTERA ENERGY INC COM	COM	$111K	0.0%Prev: 0.0%	1,200 SH	Increased
NIKE INC CL B	COM CL B	$79K	0.0%Prev: 0.0%	1,500 SH	Decreased
NOVARTIS AG SPONSORED ADR	ADR	$2.0M	0.9%Prev: 0.7%	12,800 SH	Increased
NVIDIA CORP COM	COM	$1.0M	0.5%Prev: 0.3%	6,000 SH	Increased
NXP SEMICONDUCTORS NV	COM	$325K	0.1%Prev: 0.2%	1,650 SH	Increased
O'REILLY AUTOMOTIVE INC	COM	$69K	0.0%Prev: 0.0%	750 SH	Decreased+700 SH
ORACLE CORP COM	COM	$1.4M	0.6%Prev: 0.7%	9,800 SH	Increased
PACCAR INC COM	COM	$1.5M	0.7%Prev: 0.7%	13,330 SH	Increased
PARKER-HANNIFIN CORP COM	COM	$2.8M	1.2%Prev: 0.9%	3,100 SH	Increased
PAYCOM SOFTWARE INC	COM	$486K	0.2%Prev: 0.4%	4,000 SH	Decreased
PEPSICO INC COM	COM	$3.2M	1.4%Prev: 1.7%	22,900 SH	Decreased
PFIZER INC COM	COM	$1.4M	0.6%Prev: 0.6%	49,103 SH	Increased
PHILIP MORRIS INTERNATIONAL INC COM	COM	$665K	0.3%Prev: 0.3%	4,020 SH	Increased+200 SH
PJSC LUKOIL SPONSORED ADR	COM	$35K	0.0%Prev: 0.0%	5,078 SH
PPG INDUSTRIES INC COM	COM	$1.2M	0.5%Prev: 0.6%	10,872 SH	Decreased
PROCTER & GAMBLE CO COM	COM	$3.7M	1.6%Prev: 2.2%	25,274 SH	Decreased
QUALCOMM INC COM	COM	$3.8M	1.7%Prev: 1.6%	21,500 SH	Increased+300 SH
ROPER INDUSTRIES INC	COM	$265K	0.1%Prev: 0.2%	750 SH	Decreased
S&P GLOBAL INC COM	COM	$872K	0.4%Prev: 0.2%	2,050 SH	Increased+1,350 SH
SCHLUMBERGER LTD NV COM	COM	$103K	0.0%Prev: 0.0%	2,000 SH	Increased
SHELL PLC ADR	COM	$186K	0.1%Prev: 0.1%	2,000 SH	Increased
SHERWIN WILLIAMS CO COM	COM	$288K	0.1%Prev: 0.2%	900 SH	Decreased
STRYKER CORP COM	COM	$3.8M	1.7%Prev: 2.1%	11,645 SH	Decreased+200 SH
SYSCO CORP COM	COM	$285K	0.1%Prev: 0.2%	4,000 SH	Decreased
TESLA MOTORS INC	COM	$4K	0.0%	10 SH	New
TEXAS INSTRUMENTS INC COM	COM	$243K	0.1%Prev: 0.1%	1,250 SH	Increased
THERMO FISHER SCIENTIFIC INC COM	COM	$1.3M	0.6%Prev: 0.6%	2,715 SH	Increased+500 SH
UNILEVER PLC SPONSORED ADR (NEW)	ADR	$658K	0.3%Prev: 0.4%	11,555 SH	Decreased-1,445 SH
UNION PACIFIC CORP COM	COM	$1.4M	0.6%Prev: 0.7%	5,625 SH	Increased
VERALTO CORP	COM	$12K	0.0%Prev: 0.0%	133 SH	Decreased-66 SH
VERIZON COMMUNICATIONS INC COM	COM	$597K	0.3%Prev: 0.3%	11,897 SH	Decreased-1,300 SH
VERSANT MEDIA GROUP INC	COM	$10K	0.0%	270 SH	New
VISA INC CL A	COM CL A	$9.3M	4.1%Prev: 4.7%	26,630 SH	Decreased
VODAFONE GROUP PLC SPONSORED ADR (NEW)	ADR	$24K	0.0%Prev: 0.0%	1,574 SH	Increased
WALT DISNEY HOLDING CO COM	COM	$39K	0.0%Prev: 0.0%	400 SH	Decreased
WATSCO INC COM	COM	$218K	0.1%Prev: 0.2%	600 SH	Decreased
WEC ENERGY GROUP INC COM	COM	$100K	0.0%Prev: 0.0%	867 SH	Increased
WELLS FARGO & CO COM	COM	$769K	0.3%Prev: 0.4%	9,660 SH	Increased-859 SH
YUM CHINA BRANDS INC COM	COM	$25K	0.0%Prev: 0.0%	160 SH	Decreased
YUM CHINA HOLDINGS INC COM	COM	$8K	0.0%Prev: 0.0%	160 SH	Decreased
ZIMMER BIOMET HOLDINGS INC COM	COM	$136K	0.1%Prev: 0.1%	1,500 SH	Decreased-800 SH

Sold (vs prior filing)

ALIGN TECHNOLOGY INC — $79K
CARRIER GLOBAL CORPORATION — $32K
FORTIVE CORP COM — $22K
GE HEALTHCARE TECHNOLOGY — $5K
INTEL CORP COM — $2K
KYNDRUL HOLDINGS INC — $502
ORGANON & CO — $3K
PAGSEGURO DIGITAL LTD - CL A — $15K
PAYPAL HOLDINGS INC — $274K
SNAP INC - A — $30K
SOLVENTUM CORP — $45K
TOTALENERGIES SE ADR — $31K
UBER TECHNOLOGIES INC — $73K
WARNER BROS DISCOVERY INC — $450
WEX INC — $314K

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