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Boit C F David 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Boit C F David

报告期 2026-03-31 · CIK 0001308331

持仓数

117

前50大市值合计

$206.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BRK/B BERKSHIRE HATHAWAY INC CL B (NEW)

COM CL B

$15.2M

31,628

7.3%

— EXXON MOBIL CORP COM

COM

$14.3M

84,053

6.9%

MSFT MICROSOFT CORP COM

COM

$12.1M

32,604

5.8%

CAT CATERPILLAR INC COM

COM

$11.7M

16,500

5.7%

GOOGL ALPHABET INC CL A

COM CL A

$11.0M

38,322

5.3%

V VISA INC CL A

COM CL A

$9.3M

26,630

4.5%

JNJ JOHNSON & JOHNSON COM

COM

$8.7M

35,500

4.2%

AVGO BROADCOM INC COM

COM

$8.6M

27,750

4.2%

MRK MERCK & CO INC (NEW)

COM

$8.5M

70,283

4.1%

AAPL APPLE INC COM

COM

$7.6M

30,002

3.7%

MCD MCDONALD'S CORP COM

COM

$6.2M

19,800

3.0%

MA MASTERCARD INC CL A

COM CL A

$5.6M

11,140

2.7%

ABBV ABBVIE INC COM

COM

$5.4M

24,600

2.6%

— CHUBB LIMITED

COM

$5.3M

16,165

2.5%

BAC BANK OF AMERICA CORP COM

COM

$5.2M

107,198

2.5%

ADP AUTOMATIC DATA PROCESSING INC COM

COM

$4.6M

22,400

2.2%

JPM JPMORGAN CHASE & CO COM

COM

$4.3M

14,551

2.1%

INTU INTUIT INC COM

COM

$3.9M

9,100

1.9%

SYK STRYKER CORP COM

COM

$3.8M

11,645

1.9%

QCOM QUALCOMM INC COM

COM

$3.8M

21,500

1.8%

ADI ANALOG DEVICES INC COM

COM

$3.8M

11,944

1.8%

PG PROCTER & GAMBLE CO COM

COM

$3.7M

25,274

1.8%

ABT ABBOTT LABORATORIES COM

COM

$3.4M

32,800

1.6%

PEP PEPSICO INC COM

COM

$3.2M

22,900

1.5%

LMT LOCKHEED MARTIN CORP COM

COM

$3.2M

5,260

1.5%

PH PARKER-HANNIFIN CORP COM

COM

$2.8M

3,100

1.3%

GLW CORNING INC COM

COM

$2.3M

17,000

1.1%

NVS NOVARTIS AG SPONSORED ADR

ADR

$2.0M

12,800

0.9%

EOG EOG RESOURCES INC COM

COM

$1.7M

11,750

0.8%

CHD CHURCH & DWIGHT INC COM

COM

$1.7M

18,140

0.8%

DHR DANAHER CORP COM

COM

$1.7M

8,850

0.8%

PCAR PACCAR INC COM

COM

$1.5M

13,330

0.7%

AMT AMERICAN TOWER CORP CL A (REIT)

COM CL A

$1.5M

8,710

0.7%

ORCL ORACLE CORP COM

COM

$1.4M

9,800

0.7%

AMGN AMGEN INC COM

COM

$1.4M

4,000

0.7%

— LINDE PLC

COM

$1.4M

2,800

0.7%

CL COLGATE-PALMOLIVE CO COM

COM

$1.4M

16,200

0.7%

PFE PFIZER INC COM

COM

$1.4M

49,103

0.7%

UNP UNION PACIFIC CORP COM

COM

$1.4M

5,625

0.7%

TMO THERMO FISHER SCIENTIFIC INC COM

COM

$1.3M

2,715

0.6%

PPG PPG INDUSTRIES INC COM

COM

$1.2M

10,872

0.6%

GE GE AEROSPACE COM

COM

$1.1M

3,936

0.5%

BKNG BOOKING HOLDINGS INC

COM

$1.1M

250

0.5%

NVDA NVIDIA CORP COM

COM

$1.0M

6,000

0.5%

AMAT APPLIED MATERIALS INC COM

COM

$1.0M

3,000

0.5%

AMZN AMAZON.COM INC COM

COM

$966.4K

4,640

0.5%

CSL CARLISLE COMPANIES

COM

$934.1K

2,800

0.5%

GWW GRAINGER (W.W.) INC COM

COM

$872.6K

800

0.4%

SPGI S&P GLOBAL INC COM

COM

$871.9K

2,050

0.4%

IBM INTERNATIONAL BUSINESS MACHINES COM

COM

$868.7K

3,584

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

BRK/B7.3%EXXON MOBIL CORP COM6.9%MSFT5.8%CAT5.7%GOOGL5.3%V4.5%