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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
MSFTMicrosoft Corp Com
Recent Activity
6.56%
$13.225M
31,704 shares@ $417.14 avg price
XOMExxon Mobil Corp Com
Recent Activity
5.36%
$10.81M
89,253 shares@ $121.12 avg price
CATCaterpillar Inc Com
Recent Activity
4.18%
$8.433M
21,400 shares@ $394.05 avg price
MRKMerck & Co Inc (new)
Recent Activity
3.91%
$7.877M
70,283 shares@ $112.09 avg price
VVisa Inc Cl A
Recent Activity
3.66%
$7.377M
26,630 shares@ $277.0 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
ADPAutomatic Data Processing Inc Com
Recent Activity
3.15%
$6.352M
22,400 shares@ $283.55 avg price
MCDMcdonald's Corp Com
Recent Activity
2.98%
$6.014M
19,800 shares@ $303.76 avg price