Boit C F David Portfolio Holdings
Boit C F David
- $190 Million
- Q2 2024
Boit C F David has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $190 Million distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.2M, Berkshire Hathaway Inc Class B with a value of $13.3M, Exxon Mobil Corp with a value of $10.3M, Merck & Co., Inc. with a value of $8.7M, and Caterpillar Inc with a value of $7.13M.
Examining the 13F form we can see an increase of $1.29M in the current position value, from $189M to 190M.
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
$190 Million
Technology: $43.2 Million
Financial Services: $41.1 Million
Healthcare: $34.6 Million
Industrials: $23 Million
Consumer Defensive: $15.1 Million
Energy: $12.8 Million
Communication Services: $8.93 Million
Consumer Cyclical: $6.4 Million
Other: $5.15 Million