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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$0 0.0% of portfolio
5,078
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $201 Million
  • Prior Value $190 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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