13FBOX
Boit C F David · 13F Holdings
Options Calculator Rankings

Boit C F David

No.6548
Latest AUM (Q2 2026)
$237.6M
QoQ Change Q1 2026
+$12.3M+5.5%
Holdings
85
New Buys
1
Adds
6
Reduces
6
Exits
33
Unchanged
72
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BERKSHIRE HATHAWAY INC DELBRK.B
6.56%6.73%$15.6M31,128$15.2M31,628-500-1.58%Reduce
CATERPILLAR INCCAT
6.36%5.19%$15.1M14,200$11.7M16,500-2,300-13.94%Reduce
ALPHABET INCGOOGL
5.78%4.89%$13.7M38,322$11.0M38,32200.00%Unchanged
MICROSOFT CORPMSFT
5.12%5.36%$12.2M32,604$12.1M32,60400.00%Unchanged
EXXON MOBIL CORPXOM
4.82%6.33%$11.5M84,053$14.3M84,05300.00%Unchanged
BROADCOM INCAVGO
4.19%3.81%$10.0M26,350$8.6M27,750-1,400-5.05%Reduce
VISA INCV
3.85%4.13%$9.1M26,630$9.3M26,63000.00%Unchanged
MERCK & CO INCMRK
3.8%3.75%$9.0M70,283$8.5M70,28300.00%Unchanged
JOHNSON & JOHNSONJNJ
3.79%3.85%$9.0M35,500$8.7M35,50000.00%Unchanged
APPLE INCAAPL
3.65%3.38%$8.7M30,002$7.6M30,00200.00%Unchanged
ABBVIE INCABBV
2.61%2.37%$6.2M24,600$5.4M24,60000.00%Unchanged
BBANK OF AMER CORPBAC
2.57%2.32%$6.1M107,198$5.2M107,19800.00%Unchanged
MASTERCARD INCORPORATEDMA
2.41%2.47%$5.7M11,140$5.6M11,14000.00%Unchanged
CHUBB LIMITEDCB
2.32%2.34%$5.5M16,165$5.3M16,16500.00%Unchanged
MCDONALDS CORPMCD
2.25%2.73%$5.4M19,800$6.2M19,80000.00%Unchanged
AUTOMATIC DATA PROCESSING INADP
2.24%2.02%$5.3M23,775$4.6M22,400+1,375+6.14%Add
JPMORGAN CHASE & COJPM
2%1.9%$4.8M14,551$4.3M14,55100.00%Unchanged
ANALOG DEVICES INC COMADI
2%1.69%$4.7M11,944$3.8M11,94400.00%Unchanged
CORNING INCGLW
1.82%1.03%$4.3M16,900$2.3M17,000-100-0.59%Reduce
STRYKER CORPORATIONSYK
1.73%1.7%$4.1M13,045$3.8M11,645+1,400+12.02%Add
QQUALCOMM INCQCOM
1.67%1.7%$4.0M21,500$3.8M21,50000.00%Unchanged
PROCTER & GAMBLE COPG
1.56%1.62%$3.7M25,274$3.7M25,27400.00%Unchanged
PEPSICO INCPEP
1.3%1.42%$3.1M22,900$3.2M22,90000.00%Unchanged
PARKER-HANNIFIN CORPPH
1.28%1.23%$3.0M3,100$2.8M3,10000.00%Unchanged
ABBOTT LABORATORIESABT
1.25%1.49%$3.0M32,800$3.4M32,80000.00%Unchanged
INTUITINTU
1.25%1.75%$3.0M11,350$3.9M9,100+2,250+24.73%Add
LOCKHEED MARTIN CORPLMT
1.13%1.41%$2.7M5,260$3.2M5,26000.00%Unchanged
BOOKING HOLDINGS INC COMBKNG
0.92%0.47%$2.2M12,250$1.1M250+12,000+4,800.00%Add
APPLIED MATLS INCAMAT
0.91%0.46%$2.2M3,000$1.0M3,00000.00%Unchanged
NOVARTIS AGNVS
0.84%0.87%$2.0M12,800$2.0M12,80000.00%Unchanged
CHURCH & DWIGHTCHD
0.74%0.75%$1.8M18,140$1.7M18,14000.00%Unchanged
DANAHER CORP DEL COMDHR
0.71%0.74%$1.7M8,850$1.7M8,85000.00%Unchanged
PACCAR INCPCAR
0.67%0.68%$1.6M13,330$1.5M13,33000.00%Unchanged
UNION PAC CORPUNP
0.64%0.61%$1.5M5,625$1.4M5,62500.00%Unchanged
EOG RES INCEOG
0.64%0.75%$1.5M11,750$1.7M11,75000.00%Unchanged
COLGATE PALMOLIVE COCL
0.63%0.61%$1.5M16,200$1.4M16,20000.00%Unchanged
GE AEROSPACEGE
0.62%0.5%$1.5M3,936$1.1M3,93600.00%Unchanged
LINDE PLCLIN
0.61%0.62%$1.5M2,800$1.4M2,80000.00%Unchanged
AMGEN INC COMAMGN
0.61%0.62%$1.4M4,000$1.4M4,00000.00%Unchanged
ORACLE CORPORCL
0.6%0.64%$1.4M9,800$1.4M9,80000.00%Unchanged
AMERICAN TOWER CORP COMAMT
0.6%0.67%$1.4M8,710$1.5M8,71000.00%Unchanged
TTHERMO FISHER SCIENTIFIC INCTMO
0.57%0.59%$1.4M2,715$1.3M2,71500.00%Unchanged
PPG INDS INCPPG
0.55%0.52%$1.3M10,872$1.2M10,87200.00%Unchanged
NVIDIA CORPORATIONNVDA
0.51%0.46%$1.2M6,000$1.0M6,00000.00%Unchanged
PFIZER INCPFE
0.5%0.61%$1.2M49,103$1.4M49,10300.00%Unchanged
AMAZON COM INCAMZN
0.47%0.43%$1.1M4,640$966,3734,64000.00%Unchanged
WW GRAINGER INCGWW
0.46%0.39%$1.1M800$872,64880000.00%Unchanged
CARLISLE COS INCCSL
0.43%0.41%$1.0M2,800$934,1362,80000.00%Unchanged
IINTERNATIONAL BUSINESS MACHSIBM
0.42%0.39%$1.0M3,584$868,7263,58400.00%Unchanged
S&P GLOBAL INCSPGI
0.4%0.39%$957,0612,350$871,9472,050+300+14.63%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow