Boit C F David Portfolio Holdings
Boit C F David
- $201 Million
- Q3 2024
Boit C F David has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $201 Million distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $14.6M, Microsoft Corp with a value of $13.6M, Exxon Mobil Corp with a value of $10.5M, Caterpillar Inc with a value of $8.37M, and Merck & Co., Inc. with a value of $7.98M.
Examining the 13F form we can see an increase of $11M in the current position value, from $190M to 201M.
Boit C F David is based out at Boston, MA
Below you can find more details about Boit C F David portfolio as well as his latest detailed transactions.
Portfolio value
$201 Million
Financial Services: $44.5 Million
Technology: $43.2 Million
Healthcare: $36.2 Million
Industrials: $26.6 Million
Consumer Defensive: $16 Million
Energy: $12.9 Million
Communication Services: $8.49 Million
Consumer Cyclical: $7.46 Million
Other: $5.87 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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