Fund Holdings

Boit C F David

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP COM84,05384,053010,473,84414,260,4326.33%+3,786,588
LINDE PLC(LIN)8002,800+2,000355,2641,388,1280.62%+1,032,864
JOHNSON & JOHNSON COM(JNJ)37,50035,500-2,0007,664,6258,677,6203.85%+1,012,995
CARLISLE COMPANIES(CSL)02,800+2,8000934,1360.41%+934,136
CORNING INC COM(GLW)17,00017,00001,448,9102,311,4901.03%+862,580
MERCK & CO INC (NEW)(MRK)70,28370,28307,768,3808,454,3423.75%+685,962
S&P GLOBAL INC COM(SPGI)7002,050+1,350379,358871,9470.39%+492,589
EOG RESOURCES INC COM(EOG)11,75011,75001,232,8101,698,6980.75%+465,888
LOCKHEED MARTIN CORP COM(LMT)5,2605,26002,855,7593,179,0911.41%+323,332
CHUBB LIMITED
COM
16,16516,16504,959,5845,268,6582.34%+309,074
ANALOG DEVICES INC COM(ADI)11,94411,94403,594,3083,799,8641.69%+205,556
CHEVRON CORP COM(CVX)4,0004,0000648,440827,6000.37%+179,160
NOVARTIS AG SPONSORED ADR(NVS)12,80012,80001,811,7121,955,2000.87%+143,488
PFIZER INC COM(PFE)49,10349,10301,251,1441,378,8120.61%+127,668
APPLIED MATERIALS INC COM3,0003,0000903,5401,025,3700.46%+121,830
VERIZON COMMUNICATIONS INC COM(VZ)11,89711,8970481,353597,2290.27%+115,876
AMGEN INC COM(AMGN)4,0004,00001,304,4001,407,4000.62%+103,000
UNION PACIFIC CORP COM(UNP)5,6255,62501,284,9751,364,7380.61%+79,763
CATERPILLAR INC COM(CAT)18,80016,500-2,30011,611,25611,689,5905.19%+78,334
MCDONALD'S CORP COM(MCD)19,80019,80006,084,9366,153,6422.73%+68,706
PROCTER & GAMBLE CO COM(PG)25,27425,27403,585,6223,650,5771.62%+64,955
COLGATE-PALMOLIVE CO COM(CL)16,20016,20001,319,9761,380,7260.61%+60,750
CMS ENERGY CORP COM(CMS)7,8007,8000545,922605,1240.27%+59,202
CONOCOPHILLIPS.COM(COP)1,5001,5000146,265198,0000.09%+51,735
COSTCO WHOLESALE CORP COM(COST)7007000647,416697,5010.31%+50,085
GRAINGER (W.W.) INC COM(GWW)8008000823,856872,6480.39%+48,792
SHELL PLC ADR(SHEL)2,0002,0000141,660186,0000.08%+44,340
PHILIP MORRIS INTERNATIONAL INC COM(PM)3,8204,020+200621,170664,6670.29%+43,497
AMERICAN TOWER CORP CL A (REIT)(AMT)8,7108,71001,467,7221,503,1720.67%+35,450
AT&T INC COM(T)6,7016,7010160,757194,2620.09%+33,505
BHP GROUP LTD ADR2,0002,0000123,440145,4800.06%+22,040
NESTLE S A SPONSORED ADR5,8005,8000545,936566,0340.25%+20,098
NEXTERA ENERGY INC COM(NEE)1,2001,200095,868111,4560.05%+15,588
ASML HOLDING N V NY REG SHS (NEW)
N Y REGISTRY SHS
3003000382,164396,2490.18%+14,085
SCHLUMBERGER LTD NV COM(SLB)2,0002,000090,400102,7800.05%+12,380
AIR PRODUCTS & CHEMICALS INC COM4504500118,674130,7210.06%+12,047
WEC ENERGY GROUP INC COM(WEC)867867090,732100,3730.04%+9,641
CISCO SYSTEMS INC COM2,4002,4000177,312186,2160.08%+8,904
APTARGROUP INC COM3,0003,0000371,550378,0600.17%+6,510
COMCAST CORP CL A (NEW)(CCZ)16,77216,7720475,822481,5240.21%+5,702
TEXAS INSTRUMENTS INC COM(TXN)1,2501,2500237,888242,6750.11%+4,787
ENTEGRIS INC COM(ENTG)208208021,42124,3860.01%+2,965
BROWN-FORMAN CORP CL A(BF-A)4,1604,1600108,701111,4460.05%+2,745
VODAFONE GROUP PLC SPONSORED ADR (NEW)(VOD)1,5741,574021,24923,6410.01%+2,392
ILLINOIS TOOL WORKS INC COM(ITW)4004000102,048104,1160.05%+2,068
BROWN-FORMAN CORP CL B(BF-A)3,0393,039078,89280,3510.04%+1,459
AFLAC INC COM(AFL)2,2002,2000240,328241,3620.11%+1,034
IAC INC1,0001,000039,41040,0300.02%+620
YUM CHINA BRANDS INC COM(YUMC)320320032,44032,6820.01%+242
PEPSICO INC COM(PEP)22,90022,90003,203,9393,203,9391.42%0
PJSC LUKOIL SPONSORED ADR5,0785,078035,34335,3430.02%0
QUALCOMM INC COM(QCOM)21,50021,50003,822,2703,822,2701.70%0
VISA INC CL A(V)26,63026,63009,314,3759,314,3754.13%0
TESLA MOTORS INC(TSLA)101004,4503,7180.00%-732
O'REILLY AUTOMOTIVE INC(ORLY)750750070,35069,2330.03%-1,117
VERALTO CORP(VLTO)133133013,66311,7600.01%-1,903
ZIMMER BIOMET HOLDINGS INC COM(ZBH)1,5001,5000139,275135,6300.06%-3,645
ANGI INC52552507,3763,5960.00%-3,780
ECOLAB INC COM(ECL)8008000217,384212,8160.09%-4,568
AEGON LTD-NY REG SHR(AEG)14,69514,6950112,123106,6860.05%-5,437
PPG INDUSTRIES INC COM(PPG)10,87210,87201,167,7621,161,9990.52%-5,763
WATSCO INC COM(WSO)6006000225,300218,2740.10%-7,026
WALT DISNEY HOLDING CO COM(DIS)400400046,35238,5520.02%-7,800
HEINEKEN HOLDING NV - A ORD3,4803,4800255,049245,9090.11%-9,140
FAIRFAX INDIA HOLDINGS CORP ORD7,0007,0000123,970112,3500.05%-11,620
SYSCO CORP COM(SYY)4,0004,0000297,120285,3200.13%-11,800
VERSANT MEDIA GROUP INC(VSNT)670270-40023,0859,9950.00%-13,090
FAIRFAX FINANCIAL HOLDINGS LTD(FRFFF)1001000187,451170,2000.08%-17,251
INTERCONTINENTAL EXCHANGE INC COM(ICE)2,0002,0000331,960314,5600.14%-17,400
NIKE INC CL B(NKE)1,5001,500098,88079,2300.04%-19,650
ACCENTURE PLC CL A
SHS CLASS A
300300084,20159,4870.03%-24,714
JARDINE MATHESON HOLDINGS LTD ADR6,9606,9600520,051495,2040.22%-24,847
CONSTELLATION ENERGY CORP(CEG)4004000137,008111,7000.05%-25,308
HDFC BANK LTD ADR(HDB)3,1003,1000102,61077,1280.03%-25,482
SHERWIN WILLIAMS CO COM(SHW)9009000317,952288,4950.13%-29,457
MSCI INC CL A(MSCI)8108100470,740436,5980.19%-34,142
MAGNUM ICE CREAM COMPANY(MICC)2,6000-2,60039,7280-39,728
PACCAR INC COM(PCAR)13,33013,33001,583,6041,539,6150.68%-43,989
BLACKROCK INC COM(BLK)4004000434,040384,6840.17%-49,356
EMERSON ELECTRIC CO COM(EMR)3,8003,8000547,960497,8760.22%-50,084
FISERV INC COM(FISV)3,7503,7500261,938209,2500.09%-52,688
HOME DEPOT INC COM(HD)1,2251,2250458,934402,8900.18%-56,044
ROPER INDUSTRIES INC(ROP)7507500326,108265,3950.12%-60,713
NVIDIA CORP COM(NVDA)6,0006,00001,109,1601,046,4000.46%-62,760
ABBVIE INC COM(ABBV)24,60024,60005,413,9685,350,2542.37%-63,714
ADOBE INC(ADBE)2,3502,950+600784,782717,0860.32%-67,696
NXP SEMICONDUCTORS NV
COM
1,6501,6500397,898324,8190.14%-73,079
PARKER-HANNIFIN CORP COM(PH)3,1003,10002,855,0692,775,2441.23%-79,825
META PLATFORMS INC(META)1,0001,0000653,060572,1300.25%-80,930
UNILEVER PLC SPONSORED ADR (NEW)(UL)11,55511,5550741,831658,2880.29%-83,543
ALIGN TECHNOLOGY INC5000-50086,3950-86,395
AMERICAN EXPRESS CO COM(AXP)1,5251,5250572,805461,2820.20%-111,523
GE VERNOVA INC(GEV)796421-375495,510367,4910.16%-128,019
AMAZON.COM INC COM(AMZN)4,4404,640+2001,098,367966,3730.43%-131,994
PAYCOM SOFTWARE INC(PAYC)4,0004,0000628,680486,1600.22%-142,520
ESTEE LAUDER COS INC(EL)3,5003,5000398,055251,1950.11%-146,860
GE AEROSPACE COM(GE)3,9363,93601,265,7781,116,9190.50%-148,859
WEX INC(WEX)1,0000-1,000161,8800-161,880
APPLE INC COM(AAPL)30,00230,00207,781,6197,614,2083.38%-167,411
3M COMPANY COM(MMM)1,360360-1,000224,72652,2820.02%-172,444
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