Fund HoldingsBoit C F David

Total Portfolio Value
$146.56M
Total Bought
$694.3K
Total Sold
$2.17M
Net Transaction
-$1.48M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
EXXON MOBIL CORP COM101,063101,063010,83911,6867.97%+847
CATERPILLAR INC COM(CAT)20,40020,40005,0195,5433.78%+524
ALPHABET INC CL A(GOOG)30,72230,72203,6774,1222.81%+445
AUTOMATIC DATA PROCESSING INC COM21,27521,27504,6765,0933.47%+417
ABBVIE INC COM(ABBV)24,60024,60003,3143,6472.49%+333
INTUIT INC COM(INTU)3,3503,450+1001,5351,7861.22%+251
BERKSHIRE HATHAWAY INC CL B (NEW)31,52831,528010,75110,9747.49%+223
PAYCOM SOFTWARE INC(PAYC)1,5502,700+1,1504987020.48%+204
CHUBB LIMITED
COM
14,19814,19802,7342,9302.00%+197
AMGEN INC COM(AMGN)3,0003,00006667990.55%+133
EOG RESOURCES INC COM(EOG)8,4508,45009671,0450.71%+78
THERMO FISHER SCIENTIFIC INC COM(TMO)1,3001,500+2006787440.51%+65
COMCAST CORP CL A (NEW)(CCZ)16,50016,50006867340.50%+49
CHEVRON CORP COM(CVX)4,0004,00006296660.45%+37
EMERSON ELECTRIC CO COM(EMR)5,8005,80005245550.38%+31
MSCI INC CL A(MSCI)81081003804110.28%+31
ADOBE INC(ADBE)95095004654950.34%+31
NVIDIA CORP COM(NVDA)1,2001,20005085370.37%+30
MASTERCARD INC CL A(MA)10,34010,34004,0674,0932.79%+26
INTERNATIONAL BUSINESS MACHINES COM(IBM)3,4963,49604684920.34%+24
SCHLUMBERGER LTD NV COM(SLB)2,0002,0000981160.08%+18
APPLOVIN CORP A(APP)01,000+1,0000410.03%+41
FAIRFAX FINANCIAL HOLDINGS LTD(FRFFF)100100075840.06%+9
PACCAR INC COM(PCAR)7,5937,59306356440.44%+8
NOVARTIS AG SPONSORED ADR(NVS)12,80012,80001,2921,3000.89%+8
WEX INC(WEX)1,5401,54002802880.20%+7
SHELL PLC ADR(SHEL)2,0002,00001211270.09%+6
CONSTELLATION ENERGY CORP(CEG)400400037420.03%+5
TOTALENERGIES SE ADR(TTE)480480028310.02%+3
ALIBABA GROUP HOLDING LTD SPONSORED ADR(BABA)1,0001,000083870.06%+3
CARRIER GLOBAL CORPORATION(CARR)0500+5000270.02%+27
ZIONS BANCORP NA COM(ZION)0360+3600120.01%+12
INTEL CORP COM(INTC)1,0001,000033350.02%+2
PJSC LUKOIL SPONSORED ADR5,0785,078035350.02%0
VODAFONE GROUP PLC SPONSORED ADR (NEW)(VOD)01,812+1,8120170.01%+17
EMBECTA CORP000000
AMAZON.COM INC COM(AMZN)94094001231220.08%-1
FORTIVE CORP COM(FTV)1,0501,050079770.05%-1
PAGSEGURO DIGITAL LTD - CL A(PAGS)02,000+2,0000170.01%+17
PARAMOUNT GLOBAL0719+719090.01%+9
GLOBE LIFE INC2,6752,67502932900.20%-3
ANHEUSER-BUSCH INBEV NV SPONSORED ADR(BUD)1,0001,000057530.04%-3
GENERAL ELECTRIC COM (NEW)(GE)3,7503,75004124080.28%-4
HOME DEPOT INC COM(HD)42542501321270.09%-5
JARDINE MATHESON HOLDINGS LTD ADR1,5601,560079730.05%-6
PARKER-HANNIFIN CORP COM(PH)1,5001,50005855780.39%-7
NXP SEMICONDUCTORS NV
COM
1,6501,65003383300.23%-7
FARFETCH LIMITED - CLASS A02,000+2,000040.00%+4
UNION PACIFIC CORP COM(UNP)4,0254,02508248160.56%-8
ILLINOIS TOOL WORKS INC COM(ITW)4004000100920.06%-8
LINDE PLC(LIN)80080003052960.20%-9
AIR PRODUCTS & CHEMICALS INC COM45045001351260.09%-9
ECOLAB INC COM(ECL)485485091810.06%-10
AMERICAN EXPRESS CO COM(AXP)400400070600.04%-10
SNAP INC - A(SNAP)3,5003,500041310.02%-11
SHERWIN WILLIAMS CO COM(SHW)90090002392270.16%-12
AT&T INC COM(T)9,2699,26901481360.09%-12
RAYTHEON TECHNOLOGIES CORP(RTX)500500049360.02%-13
BROWN-FORMAN CORP CL B(BF-A)1,5391,5390103870.06%-15
CAMBRIDGE BANCORP COM000000
HDFC BANK LTD ADR(HDB)1,5501,5500108900.06%-18
BLACKROCK INC COM(BLK)40040002762570.18%-19
THE TRAVELERS COS INC COM(TRV)2,0002,00003473250.22%-23
BOEING CO COM(BA)1,0001,00002111880.13%-23
JPMORGAN CHASE & CO COM(JPM)14,13714,13702,0562,0321.39%-24
NIKE INC CL B(NKE)1,5001,50001661420.10%-24
PHILIP MORRIS INTERNATIONAL INC COM(PM)3,8203,82003733490.24%-24
FISERV INC COM(FISV)1,8501,85002342090.14%-25
ZIMMER BIOMET HOLDINGS INC COM(ZBH)8008000116890.06%-27
PAYPAL HOLDINGS INC(PYPL)3,7003,70002472170.15%-30
GE HEALTHCARE TECHNOLOGY(GEHC)1,2501,000-250102680.05%-34
LINCOLN NATIONAL CORP COM(LNC)23,99023,99006185810.40%-37
WALT DISNEY HOLDING CO COM(DIS)5,4005,400085440.03%-41
BROWN-FORMAN CORP CL A(BF-A)4,1604,16002832390.16%-44
UNILEVER PLC SPONSORED ADR (NEW)(UL)13,00013,00006786340.43%-44
CORNING INC COM(GLW)9,5009,50003332870.20%-46
ANALOG DEVICES INC COM(ADI)9,64410,444+8001,8791,8321.25%-47
NESTLE S A SPONSORED ADR5,6005,60006746260.43%-47
BECTON DICKINSON & CO COM(BDX)1,2151,055-1603212720.19%-49
EDWARDS LIFESCIENCES CORP6500-650610-61
ORGANON & CO(OGN)3,505549-2,9567390.01%-64
CMS ENERGY CORP COM(CMS)7,8007,80004583940.27%-64
WEC ENERGY GROUP INC COM(WEC)86786707770.00%-70
BROADCOM INC COM(AVGO)2,8752,87502,4942,4001.64%-93
3M COMPANY COM(MMM)11,00011,00001,1019920.68%-109
ORACLE CORP COM(ORCL)9,8009,80001,1671,0460.71%-121
PFIZER INC COM(PFE)44,34244,34201,6261,5051.03%-121
META PLATFORMS INC(META)1,5001,000-5004303070.21%-124
LOCKHEED MARTIN CORP COM(LMT)2,7202,760+401,2521,1260.77%-127
COLGATE-PALMOLIVE CO COM(CL)20,40020,40001,5721,4440.98%-128
VISA INC CL A(V)23,93023,93005,6835,5343.78%-149
PROCTER & GAMBLE CO COM(PG)23,67223,67203,5923,4372.35%-155
VERIZON COMMUNICATIONS INC COM(VZ)16,51714,017-2,5006144450.30%-169
QUALCOMM INC COM(QCOM)21,30021,30002,5362,3661.61%-169
DANAHER CORP COM(DHR)7,4507,45001,7881,5921.09%-196
BANK OF AMERICA CORP COM108,207108,20703,1042,8891.97%-215
WELLS FARGO & CO COM(WFC)23,16319,363-3,8009897670.52%-222
CHURCH & DWIGHT INC COM(CHD)26,59026,59002,6652,4371.66%-228
PPG INDUSTRIES INC COM(PPG)12,87212,87201,9091,6651.14%-244
AMERICAN TOWER CORP CL A (REIT)(AMT)7,6857,68501,4901,2430.85%-248
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