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Edmond G Romulus

@Boit C F David

Latest period2024 - Q3ReportedManaged Assets$201.859MTotal holdings128
Assets growth rate5.17%Assets growth rate (2-Q avg)5.03%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Boit C F David's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Boit C F David over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 201.859M in assets, with a quarterly growth rate of 5.17% and a 2-quarter average growth rate of 5.03%. The portfolio is managed by Edmond G Romulus, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Cl B (new)
Recent Activity
Decreased -3.05%
7.18%
$14.489M
31,728 shares@ $456.68 avg price
AAPLApple Inc Com
Recent Activity
Decreased -0.33%
3.36%
$6.781M
29,902 shares@ $226.79 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -1.14%
3.29%
$6.632M
41,150 shares@ $161.18 avg price
BACBank Of America Corp Com
Recent Activity
Decreased -1.01%
2.28%
$4.598M
117,198 shares@ $39.24 avg price
SYKStryker Corp Com
Recent Activity
Decreased -0.86%
2.02%
$4.064M
11,445 shares@ $355.12 avg price
QCOMQualcomm Inc Com
Recent Activity
Decreased -0.46%
1.77%
$3.568M
21,200 shares@ $168.32 avg price
EOGEog Resources Inc Com
Recent Activity
Decreased -1.67%
0.75%
$1.508M
11,750 shares@ $128.34 avg price
MMM3m Company Com
Recent Activity
Decreased -13.58%
0.43%
$861,335
6,360 shares@ $135.44 avg price
2216⤦Costco Wholesale Corp Com
Recent Activity
Decreased -15.15%
0.31%
$614,971
700 shares@ $878.53 avg price
VLTOVeralto Corp
Recent Activity
Decreased -22.61%
0.08%
$151,897
1,365 shares@ $111.28 avg price