Boit C F David
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC CL A | 38,422 | 38,322 | -100 | 9,340,388 | 12,591,460 | +3,251,072 |
| CATERPILLAR INC COM | 19,500 | 18,800 | -700 | 9,304,425 | 11,611,256 | +2,306,831 |
| MERCK & CO INC (NEW) | 70,283 | 70,283 | 0 | 5,898,852 | 7,768,380 | +1,869,528 |
| EXXON MOBIL CORP COM | 84,053 | 84,053 | 0 | 9,476,976 | 10,473,844 | +996,868 |
| JOHNSON & JOHNSON COM | 37,500 | 37,500 | 0 | 6,953,250 | 7,664,625 | +711,375 |
| ANALOG DEVICES INC COM | 11,944 | 11,944 | 0 | 2,934,641 | 3,594,308 | +659,667 |
| PARKER-HANNIFIN CORP COM | 3,100 | 3,100 | 0 | 2,350,265 | 2,855,069 | +504,804 |
| BANK OF AMERICA CORP COM | 107,198 | 107,198 | 0 | 5,530,345 | 5,987,008 | +456,663 |
| BROADCOM INC COM | 27,750 | 27,750 | 0 | 9,155,003 | 9,572,918 | +417,915 |
| CHUBB LIMITED | 16,165 | 16,165 | 0 | 4,562,571 | 4,959,584 | +397,013 |
| THERMO FISHER SCIENTIFIC INC COM | 2,715 | 2,715 | 0 | 1,316,829 | 1,680,205 | +363,376 |
| DANAHER CORP COM | 8,850 | 8,850 | 0 | 1,754,601 | 2,109,575 | +354,974 |
| QUALCOMM INC COM | 21,200 | 21,500 | +300 | 3,526,832 | 3,822,270 | +295,438 |
| APPLIED MATERIALS INC COM | 3,000 | 3,000 | 0 | 614,220 | 903,540 | +289,320 |
| PACCAR INC COM | 13,330 | 13,330 | 0 | 1,310,606 | 1,583,604 | +272,998 |
| LOCKHEED MARTIN CORP COM | 5,260 | 5,260 | 0 | 2,625,845 | 2,855,759 | +229,914 |
| VISA INC CL A | 26,630 | 26,630 | 0 | 9,090,949 | 9,314,375 | +223,426 |
| JPMORGAN CHASE & CO COM | 14,751 | 14,751 | 0 | 4,652,908 | 4,855,882 | +202,974 |
| AMGEN INC COM | 4,000 | 4,000 | 0 | 1,128,800 | 1,304,400 | +175,600 |
| NOVARTIS AG SPONSORED ADR | 12,800 | 12,800 | 0 | 1,641,472 | 1,811,712 | +170,240 |
| APPLE INC COM | 30,002 | 30,002 | 0 | 7,639,409 | 7,781,619 | +142,210 |
| WELLS FARGO & CO COM | 10,519 | 10,519 | 0 | 881,703 | 1,009,298 | +127,595 |
| AMAZON.COM INC COM | 4,440 | 4,440 | 0 | 974,891 | 1,098,367 | +123,476 |
| ASML HOLDING N V NY REG SHS (NEW) | 300 | 300 | 0 | 290,427 | 382,164 | +91,737 |
| ESTEE LAUDER COS INC | 3,500 | 3,500 | 0 | 308,420 | 398,055 | +89,635 |
| LINCOLN NATIONAL CORP COM | 23,990 | 23,990 | 0 | 967,517 | 1,050,282 | +82,765 |
| GE AEROSPACE COM | 3,936 | 3,936 | 0 | 1,184,028 | 1,265,778 | +81,750 |
| JARDINE MATHESON HOLDINGS LTD ADR | 6,960 | 6,960 | 0 | 438,480 | 520,051 | +81,571 |
| INTERNATIONAL BUSINESS MACHINES COM | 3,584 | 3,584 | 0 | 1,011,261 | 1,090,324 | +79,063 |
| MASTERCARD INC CL A | 11,140 | 11,140 | 0 | 6,336,543 | 6,411,516 | +74,973 |
| MCDONALD'S CORP COM | 19,800 | 19,800 | 0 | 6,017,022 | 6,084,936 | +67,914 |
| AMERICAN EXPRESS CO COM | 1,525 | 1,525 | 0 | 506,544 | 572,805 | +66,261 |
| GRAINGER (W.W.) INC COM | 800 | 800 | 0 | 762,368 | 823,856 | +61,488 |
| CORNING INC COM | 17,000 | 17,000 | 0 | 1,394,510 | 1,448,910 | +54,400 |
| EMERSON ELECTRIC CO COM | 3,800 | 3,800 | 0 | 498,484 | 547,960 | +49,476 |
| MAGNUM ICE CREAM COMPANY | 0 | 2,600 | +2,600 | 0 | 39,728 | +39,728 |
| S&P GLOBAL INC COM | 700 | 700 | 0 | 340,697 | 379,358 | +38,661 |
| BROWN-FORMAN CORP CL B | 1,539 | 3,039 | +1,500 | 41,676 | 78,892 | +37,216 |
| CHEVRON CORP COM | 4,000 | 4,000 | 0 | 621,160 | 648,440 | +27,280 |
| PPG INDUSTRIES INC COM | 10,872 | 10,872 | 0 | 1,142,756 | 1,167,762 | +25,006 |
| COLGATE-PALMOLIVE CO COM | 16,200 | 16,200 | 0 | 1,295,028 | 1,319,976 | +24,948 |
| ALIGN TECHNOLOGY INC | 500 | 500 | 0 | 62,610 | 86,395 | +23,785 |
| BOOKING HOLDINGS INC | 250 | 250 | 0 | 1,349,818 | 1,373,028 | +23,210 |
| VERSANT MEDIA GROUP INC | 0 | 670 | +670 | 0 | 23,085 | +23,085 |
| NXP SEMICONDUCTORS NV | 1,650 | 1,650 | 0 | 375,755 | 397,898 | +22,143 |
| SCHLUMBERGER LTD NV COM | 2,000 | 2,000 | 0 | 68,740 | 90,400 | +21,660 |
| HEINEKEN HOLDING NV - A ORD | 3,480 | 3,480 | 0 | 238,163 | 255,049 | +16,886 |
| 3M COMPANY COM | 1,360 | 1,360 | 0 | 211,045 | 224,726 | +13,681 |
| NESTLE S A SPONSORED ADR | 5,800 | 5,800 | 0 | 532,655 | 545,936 | +13,281 |
| CISCO SYSTEMS INC COM | 2,400 | 2,400 | 0 | 164,208 | 177,312 | +13,104 |
| FAIRFAX FINANCIAL HOLDINGS LTD | 100 | 100 | 0 | 174,827 | 187,451 | +12,624 |
| BHP GROUP LTD ADR | 2,000 | 2,000 | 0 | 111,500 | 123,440 | +11,940 |
| MSCI INC CL A | 810 | 810 | 0 | 459,602 | 470,740 | +11,138 |
| ACCENTURE PLC CL A | 300 | 300 | 0 | 73,980 | 84,201 | +10,221 |
| TEXAS INSTRUMENTS INC COM | 1,250 | 1,250 | 0 | 229,663 | 237,888 | +8,225 |
| SHERWIN WILLIAMS CO COM | 900 | 900 | 0 | 311,634 | 317,952 | +6,318 |
| GE VERNOVA INC | 796 | 796 | 0 | 489,460 | 495,510 | +6,050 |
| CONSTELLATION ENERGY CORP | 400 | 400 | 0 | 131,628 | 137,008 | +5,380 |
| IAC INC | 1,000 | 1,000 | 0 | 34,070 | 39,410 | +5,340 |
| NEXTERA ENERGY INC COM | 1,200 | 1,200 | 0 | 90,588 | 95,868 | +5,280 |
| CONOCOPHILLIPS.COM | 1,500 | 1,500 | 0 | 141,885 | 146,265 | +4,380 |
| WEX INC | 1,000 | 1,000 | 0 | 157,530 | 161,880 | +4,350 |
| FAIRFAX INDIA HOLDINGS CORP ORD | 7,000 | 7,000 | 0 | 120,750 | 123,970 | +3,220 |
| VODAFONE GROUP PLC SPONSORED ADR (NEW) | 1,574 | 1,574 | 0 | 18,258 | 21,249 | +2,991 |
| ENTEGRIS INC COM | 208 | 208 | 0 | 19,232 | 21,421 | +2,189 |
| PHILIP MORRIS INTERNATIONAL INC COM | 3,820 | 3,820 | 0 | 619,604 | 621,170 | +1,566 |
| YUM CHINA BRANDS INC COM | 320 | 320 | 0 | 31,187 | 32,440 | +1,253 |
| WALT DISNEY HOLDING CO COM | 400 | 400 | 0 | 45,800 | 46,352 | +552 |
| TESLA MOTORS INC | 10 | 10 | 0 | 4,447 | 4,450 | +3 |
| PFIZER INC COM | 49,103 | 49,103 | 0 | 1,251,144 | 1,251,144 | 0 |
| PJSC LUKOIL SPONSORED ADR | 5,078 | 5,078 | 0 | 35,343 | 35,343 | 0 |
| VERALTO CORP | 133 | 133 | 0 | 14,179 | 13,663 | -516 |
| COSTCO WHOLESALE CORP COM | 700 | 700 | 0 | 647,941 | 647,416 | -525 |
| ANGI INC | 525 | 525 | 0 | 8,537 | 7,376 | -1,161 |
| SHELL PLC ADR | 2,000 | 2,000 | 0 | 143,060 | 141,660 | -1,400 |
| ECOLAB INC COM | 800 | 800 | 0 | 219,088 | 217,384 | -1,704 |
| ILLINOIS TOOL WORKS INC COM | 400 | 400 | 0 | 104,304 | 102,048 | -2,256 |
| BROWN-FORMAN CORP CL A | 4,160 | 4,160 | 0 | 111,946 | 108,701 | -3,245 |
| HDFC BANK LTD ADR | 3,100 | 3,100 | 0 | 105,896 | 102,610 | -3,286 |
| AIR PRODUCTS & CHEMICALS INC COM | 450 | 450 | 0 | 122,724 | 118,674 | -4,050 |
| INTERCONTINENTAL EXCHANGE INC COM | 2,000 | 2,000 | 0 | 336,960 | 331,960 | -5,000 |
| AEGON LTD-NY REG SHR | 14,695 | 14,695 | 0 | 117,413 | 112,123 | -5,290 |
| AFLAC INC COM | 2,200 | 2,200 | 0 | 245,740 | 240,328 | -5,412 |
| NIKE INC CL B | 1,500 | 1,500 | 0 | 104,595 | 98,880 | -5,715 |
| ZIMMER BIOMET HOLDINGS INC COM | 1,500 | 1,500 | 0 | 147,750 | 139,275 | -8,475 |
| WEC ENERGY GROUP INC COM | 867 | 867 | 0 | 99,350 | 90,732 | -8,618 |
| NVIDIA CORP COM | 6,000 | 6,000 | 0 | 1,119,480 | 1,109,160 | -10,320 |
| O'REILLY AUTOMOTIVE INC | 750 | 750 | 0 | 80,858 | 70,350 | -10,508 |
| PEPSICO INC COM | 22,900 | 22,900 | 0 | 3,216,076 | 3,203,939 | -12,137 |
| WATSCO INC COM | 600 | 600 | 0 | 242,580 | 225,300 | -17,280 |
| LINDE PLC | 800 | 800 | 0 | 380,000 | 355,264 | -24,736 |
| STRYKER CORP COM | 11,645 | 11,645 | 0 | 4,304,807 | 4,280,003 | -24,804 |
| CMS ENERGY CORP COM | 7,800 | 7,800 | 0 | 571,428 | 545,922 | -25,506 |
| ADOBE INC | 2,300 | 2,350 | +50 | 811,325 | 784,782 | -26,543 |
| AT&T INC COM | 6,701 | 6,701 | 0 | 189,236 | 160,757 | -28,479 |
| UNILEVER PLC SPONSORED ADR (NEW) | 13,000 | 11,555 | -1,445 | 770,640 | 741,831 | -28,809 |
| APTARGROUP INC COM | 3,000 | 3,000 | 0 | 400,980 | 371,550 | -29,430 |
| SYSCO CORP COM | 4,000 | 4,000 | 0 | 329,360 | 297,120 | -32,240 |
| BLACKROCK INC COM | 400 | 400 | 0 | 466,348 | 434,040 | -32,308 |
| HOME DEPOT INC COM | 1,225 | 1,225 | 0 | 496,358 | 458,934 | -37,424 |