Sponsored
The Analysis of Boit C F David's Holdings & P&L
Currently, Boit C F David holds 117 types of securities in its portfolio with a total value $225.3M. In the most recent quarter, they have increased their positions in LIN (+2.0K shares, valued at $991.5K), CSL (+2.8K shares, valued at $934.1K), SPGI (+1.4K shares, valued at $574.2K); decreased their positions in CAT (-2.3K shares, valued at $1.6M), JNJ (-2.0K shares, valued at $488.9K), CHD (-5.0K shares, valued at $466.6K); initiated new positions in CSL (+2.8K shares, valued at $934.1K).
1M P&L
+4.6M+2.53%
3M P&L
+1.8M+1.00%
HY P&L
+11.0M+6.31%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Drug Manufacturers - General18.8M
10.6%
2Credit Services15.3M
8.6%
3Oil & Gas Integrated15.3M
8.6%
Top Industries by Stock Count
1Software - Application6 stocks
6.1%
2Drug Manufacturers - General5 stocks
5.1%
3Specialty Chemicals5 stocks
5.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
BERKSHIRE HATHAWAY INC CL B (NEW) BERKSHIRE HATHAWAY INC CL B (NEW)31.6K shares0.00%2026-03-312026-04-09
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
UNILEVER PLC SPONSORED ADR (NEW) UNILEVER PLC SPONSORED ADR (NEW)11.6K shares0.00%2026-03-312026-04-09
JARDINE MATHESON HOLDINGS LTD ADR JARDINE MATHESON HOLDINGS LTD ADR7.0K shares0.00%2026-03-312026-04-09
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VODAFONE GROUP PLC SPONSORED ADR (NEW) VODAFONE GROUP PLC SPONSORED ADR (NEW)1.6K shares0.00%2026-03-312026-04-09
BERKSHIRE HATHAWAY INC CL B (NEW)
0.00%BERKSHIRE HATHAWAY INC CL B (NEW)
Shares31.6K
Event2026-03-31
Filed2026-04-09
XOM
0.00%EXXON MOBIL CORP COM
Shares84.1K
Event2026-03-31
Filed2026-04-09
MSFT
2.52%MICROSOFT CORP COM
Shares32.6K
Event2026-03-31
Filed2026-04-09
CAT
-12.23%CATERPILLAR INC COM
Shares16.5K
Event2026-03-31
Filed2026-04-09
ALPHABET INC CL A
0.00%ALPHABET INC CL A
Shares38.3K
Event2026-03-31
Filed2026-04-09
V
0.00%VISA INC CL A
Shares26.6K
Event2026-03-31
Filed2026-04-09
JNJ
-5.33%JOHNSON & JOHNSON COM
Shares35.5K
Event2026-03-31
Filed2026-04-09
BROADCOM INC COM
0.00%BROADCOM INC COM
Shares27.8K
Event2026-03-31
Filed2026-04-09
MERCK & CO INC (NEW)
0.00%MERCK & CO INC (NEW)
Shares70.3K
Event2026-03-31
Filed2026-04-09
AAPL
0.00%APPLE INC COM
Shares30.0K
Event2026-03-31
Filed2026-04-09
MCD
0.00%MCDONALD'S CORP COM
Shares19.8K
Event2026-03-31
Filed2026-04-09
MA
0.00%MASTERCARD INC CL A
Shares11.1K
Event2026-03-31
Filed2026-04-09
ABBV
0.00%ABBVIE INC COM
Shares24.6K
Event2026-03-31
Filed2026-04-09
CB
0.00%CHUBB LIMITED
Shares16.2K
Event2026-03-31
Filed2026-04-09
BAC
0.00%BANK OF AMERICA CORP COM
Shares107.2K
Event2026-03-31
Filed2026-04-09
ADP
0.00%AUTOMATIC DATA PROCESSING INC COM
Shares22.4K
Event2026-03-31
Filed2026-04-09
JPM
-1.36%JPMORGAN CHASE & CO COM
Shares14.6K
Event2026-03-31
Filed2026-04-09
INTU
15.19%INTUIT INC COM
Shares9.1K
Event2026-03-31
Filed2026-04-09
SYK
0.00%STRYKER CORP COM
Shares11.6K
Event2026-03-31
Filed2026-04-09
QCOM
0.00%QUALCOMM INC COM
Shares21.5K
Event2026-03-31
Filed2026-04-09
ADI
0.00%ANALOG DEVICES INC COM
Shares11.9K
Event2026-03-31
Filed2026-04-09
PG
0.00%PROCTER & GAMBLE CO COM
Shares25.3K
Event2026-03-31
Filed2026-04-09
ABT
0.00%ABBOTT LABORATORIES COM
Shares32.8K
Event2026-03-31
Filed2026-04-09
PEP
0.00%PEPSICO INC COM
Shares22.9K
Event2026-03-31
Filed2026-04-09
LMT
0.00%LOCKHEED MARTIN CORP COM
Shares5.3K
Event2026-03-31
Filed2026-04-09
PH
0.00%PARKER-HANNIFIN CORP COM
Shares3.1K
Event2026-03-31
Filed2026-04-09
GLW
0.00%CORNING INC COM
Shares17.0K
Event2026-03-31
Filed2026-04-09
NVS
0.00%NOVARTIS AG SPONSORED ADR
Shares12.8K
Event2026-03-31
Filed2026-04-09
EOG
0.00%EOG RESOURCES INC COM
Shares11.8K
Event2026-03-31
Filed2026-04-09
CHD
-21.61%CHURCH & DWIGHT INC COM
Shares18.1K
Event2026-03-31
Filed2026-04-09
DHR
0.00%DANAHER CORP COM
Shares8.8K
Event2026-03-31
Filed2026-04-09
PCAR
0.00%PACCAR INC COM
Shares13.3K
Event2026-03-31
Filed2026-04-09
AMT
0.00%AMERICAN TOWER CORP CL A (REIT)
Shares8.7K
Event2026-03-31
Filed2026-04-09
ORCL
0.00%ORACLE CORP COM
Shares9.8K
Event2026-03-31
Filed2026-04-09
AMGN
0.00%AMGEN INC COM
Shares4.0K
Event2026-03-31
Filed2026-04-09
LIN
250.00%LINDE PLC
Shares2.8K
Event2026-03-31
Filed2026-04-09
CL
0.00%COLGATE-PALMOLIVE CO COM
Shares16.2K
Event2026-03-31
Filed2026-04-09
PFE
0.00%PFIZER INC COM
Shares49.1K
Event2026-03-31
Filed2026-04-09
UNP
0.00%UNION PACIFIC CORP COM
Shares5.6K
Event2026-03-31
Filed2026-04-09
TMO
0.00%THERMO FISHER SCIENTIFIC INC COM
Shares2.7K
Event2026-03-31
Filed2026-04-09
PPG
0.00%PPG INDUSTRIES INC COM
Shares10.9K
Event2026-03-31
Filed2026-04-09
GE AEROSPACE COM
0.00%GE AEROSPACE COM
Shares3.9K
Event2026-03-31
Filed2026-04-09
BKNG
0.00%BOOKING HOLDINGS INC
Shares250
Event2026-03-31
Filed2026-04-09
NVDA
0.00%NVIDIA CORP COM
Shares6.0K
Event2026-03-31
Filed2026-04-09
AMAT
0.00%APPLIED MATERIALS INC COM
Shares3.0K
Event2026-03-31
Filed2026-04-09
AMZN
4.50%AMAZON.COM INC COM
Shares4.6K
Event2026-03-31
Filed2026-04-09
CSL
NewCARLISLE COMPANIES
Shares2.8K
Event2026-03-31
Filed2026-04-09
GWW
0.00%GRAINGER (W.W.) INC COM
Shares800
Event2026-03-31
Filed2026-04-09
SPGI
192.86%S&P GLOBAL INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-09
IBM
0.00%INTERNATIONAL BUSINESS MACHINES COM
Shares3.6K
Event2026-03-31
Filed2026-04-09
CVX
0.00%CHEVRON CORP COM
Shares4.0K
Event2026-03-31
Filed2026-04-09
WFC
-8.17%WELLS FARGO & CO COM
Shares9.7K
Event2026-03-31
Filed2026-04-09
ADBE
25.53%ADOBE INC
Shares3.0K
Event2026-03-31
Filed2026-04-09
LNC
-16.67%LINCOLN NATIONAL CORP COM
Shares20.0K
Event2026-03-31
Filed2026-04-09
COSTCO WHOLESALE CORP COM
0.00%COSTCO WHOLESALE CORP COM
Shares700
Event2026-03-31
Filed2026-04-09
PM
5.24%PHILIP MORRIS INTERNATIONAL INC COM
Shares4.0K
Event2026-03-31
Filed2026-04-09
UNILEVER PLC SPONSORED ADR (NEW)
0.00%UNILEVER PLC SPONSORED ADR (NEW)
Shares11.6K
Event2026-03-31
Filed2026-04-09
CMS
0.00%CMS ENERGY CORP COM
Shares7.8K
Event2026-03-31
Filed2026-04-09
VZ
0.00%VERIZON COMMUNICATIONS INC COM
Shares11.9K
Event2026-03-31
Filed2026-04-09
META
0.00%META PLATFORMS INC
Shares1.0K
Event2026-03-31
Filed2026-04-09
NESTLE S A SPONSORED ADR
0.00%NESTLE S A SPONSORED ADR
Shares5.8K
Event2026-03-31
Filed2026-04-09
EMR
0.00%EMERSON ELECTRIC CO COM
Shares3.8K
Event2026-03-31
Filed2026-04-09
JARDINE MATHESON HOLDINGS LTD ADR
0.00%JARDINE MATHESON HOLDINGS LTD ADR
Shares7.0K
Event2026-03-31
Filed2026-04-09
PAYC
0.00%PAYCOM SOFTWARE INC
Shares4.0K
Event2026-03-31
Filed2026-04-09
CMCSA
0.00%COMCAST CORP CL A (NEW)
Shares16.8K
Event2026-03-31
Filed2026-04-09
AXP
0.00%AMERICAN EXPRESS CO COM
Shares1.5K
Event2026-03-31
Filed2026-04-09
MSCI
0.00%MSCI INC CL A
Shares810
Event2026-03-31
Filed2026-04-09
HD
0.00%HOME DEPOT INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-09
APP
0.00%APPLOVIN CORP A
Shares1.0K
Event2026-03-31
Filed2026-04-09
ASML
0.00%ASML HOLDING N V NY REG SHS (NEW)
Shares300
Event2026-03-31
Filed2026-04-09
BLK
0.00%BLACKROCK INC COM
Shares400
Event2026-03-31
Filed2026-04-09
ATR
0.00%APTARGROUP INC COM
Shares3.0K
Event2026-03-31
Filed2026-04-09
GEV
-47.11%GE VERNOVA INC
Shares421
Event2026-03-31
Filed2026-04-09
NXPI
0.00%NXP SEMICONDUCTORS NV
Shares1.6K
Event2026-03-31
Filed2026-04-09
ICE
0.00%INTERCONTINENTAL EXCHANGE INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-09
SHW
0.00%SHERWIN WILLIAMS CO COM
Shares900
Event2026-03-31
Filed2026-04-09
SYY
0.00%SYSCO CORP COM
Shares4.0K
Event2026-03-31
Filed2026-04-09
ROP
0.00%ROPER INDUSTRIES INC
Shares750
Event2026-03-31
Filed2026-04-09
EL
0.00%ESTEE LAUDER COS INC
Shares3.5K
Event2026-03-31
Filed2026-04-09
HEINEKEN HOLDING NV - A ORD
0.00%HEINEKEN HOLDING NV - A ORD
Shares3.5K
Event2026-03-31
Filed2026-04-09
TXN
0.00%TEXAS INSTRUMENTS INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-09
AFL
0.00%AFLAC INC COM
Shares2.2K
Event2026-03-31
Filed2026-04-09
WSO
0.00%WATSCO INC COM
Shares600
Event2026-03-31
Filed2026-04-09
ECL
0.00%ECOLAB INC COM
Shares800
Event2026-03-31
Filed2026-04-09
FI
0.00%FISERV INC COM
Shares3.8K
Event2026-03-31
Filed2026-04-09
COP
0.00%CONOCOPHILLIPS.COM
Shares1.5K
Event2026-03-31
Filed2026-04-09
T
0.00%AT&T INC COM
Shares6.7K
Event2026-03-31
Filed2026-04-09
CISCO SYSTEMS INC COM
0.00%CISCO SYSTEMS INC COM
Shares2.4K
Event2026-03-31
Filed2026-04-09
SHEL
0.00%SHELL PLC ADR
Shares2.0K
Event2026-03-31
Filed2026-04-09
FRFHF
0.00%FAIRFAX FINANCIAL HOLDINGS LTD
Shares100
Event2026-03-31
Filed2026-04-09
BHP
0.00%BHP GROUP LTD ADR
Shares2.0K
Event2026-03-31
Filed2026-04-09
ZBH
0.00%ZIMMER BIOMET HOLDINGS INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-09
APD
0.00%AIR PRODUCTS & CHEMICALS INC COM
Shares450
Event2026-03-31
Filed2026-04-09
FAIRFAX INDIA HOLDINGS CORP ORD
0.00%FAIRFAX INDIA HOLDINGS CORP ORD
Shares7.0K
Event2026-03-31
Filed2026-04-09
CEG
0.00%CONSTELLATION ENERGY CORP
Shares400
Event2026-03-31
Filed2026-04-09
NEE
0.00%NEXTERA ENERGY INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-09
BF.A
0.00%BROWN-FORMAN CORP CL A
Shares4.2K
Event2026-03-31
Filed2026-04-09
AEGON LTD-NY REG SHR
0.00%AEGON LTD-NY REG SHR
Shares14.7K
Event2026-03-31
Filed2026-04-09
ITW
0.00%ILLINOIS TOOL WORKS INC COM
Shares400
Event2026-03-31
Filed2026-04-09
SLB
0.00%SCHLUMBERGER LTD NV COM
Shares2.0K
Event2026-03-31
Filed2026-04-09
WEC ENERGY GROUP INC COM
0.00%WEC ENERGY GROUP INC COM
Shares867
Event2026-03-31
Filed2026-04-09
BF.B
0.00%BROWN-FORMAN CORP CL B
Shares3.0K
Event2026-03-31
Filed2026-04-09
NKE
0.00%NIKE INC CL B
Shares1.5K
Event2026-03-31
Filed2026-04-09
HDB
0.00%HDFC BANK LTD ADR
Shares3.1K
Event2026-03-31
Filed2026-04-09
ORLY
0.00%O'REILLY AUTOMOTIVE INC
Shares750
Event2026-03-31
Filed2026-04-09
ACCENTURE PLC CL A
0.00%ACCENTURE PLC CL A
Shares300
Event2026-03-31
Filed2026-04-09
MMM
-73.53%3M COMPANY COM
Shares360
Event2026-03-31
Filed2026-04-09
MTCH
0.00%IAC INC
Shares1.0K
Event2026-03-31
Filed2026-04-09
DIS
0.00%WALT DISNEY HOLDING CO COM
Shares400
Event2026-03-31
Filed2026-04-09
PJSC LUKOIL SPONSORED ADR
0.00%PJSC LUKOIL SPONSORED ADR
Shares5.1K
Event2026-03-31
Filed2026-04-09
YUMC
0.00%YUM CHINA BRANDS INC COM
Shares320
Event2026-03-31
Filed2026-04-09
ENTG
0.00%ENTEGRIS INC COM
Shares208
Event2026-03-31
Filed2026-04-09
VODAFONE GROUP PLC SPONSORED ADR (NEW)
0.00%VODAFONE GROUP PLC SPONSORED ADR (NEW)
Shares1.6K
Event2026-03-31
Filed2026-04-09
VLTO
0.00%VERALTO CORP
Shares133
Event2026-03-31
Filed2026-04-09
VERSANT MEDIA GROUP INC
-59.70%VERSANT MEDIA GROUP INC
Shares270
Event2026-03-31
Filed2026-04-09
TSLA
0.00%TESLA MOTORS INC
Shares10
Event2026-03-31
Filed2026-04-09
ANGI INC
0.00%ANGI INC
Shares525
Event2026-03-31
Filed2026-04-09
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available