Edmond G Romulus

Boit C F David

Assets Managed

$225.312M

Holdings

117

Last Quarter

2026 - Q1

Filed Date

1mo 4d ago

Growth Rate

-2.63%(2Q avg: 1.04%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Boit C F David's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 117 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 225.312M in assets, with a quarterly growth rate of -2.63% and a 2-quarter average growth rate of 1.04%. The portfolio is managed by Edmond G Romulus, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BRK.B Berkshire Hathaway Inc-cl B Recent Activity	6.73%	$15.156M 31,628 shares@ $479.21 avg price
XOM Exxon Mobil Corp Recent Activity	6.33%	$14.26M 84,053 shares@ $169.67 avg price
MSFT Microsoft Corp Recent Activity Increased 2.52%	5.36%	$12.069M 32,604 shares@ $370.18 avg price	Increased 2.52%
CAT Caterpillar Inc Recent Activity Decreased -12.23%	5.19%	$11.69M 16,500 shares@ $708.46 avg price	Decreased -12.23%
GOOGL Alphabet Inc-cl A Recent Activity	4.9%	$11.02M 38,322 shares@ $287.56 avg price
V Visa Inc-class A Shares Recent Activity	4.14%	$9.314M 26,630 shares@ $349.77 avg price
JNJ Johnson & Johnson Recent Activity Decreased -5.33%	3.86%	$8.678M 35,500 shares@ $244.44 avg price	Decreased -5.33%
AVGO Broadcom Inc Recent Activity	3.82%	$8.589M 27,750 shares@ $309.52 avg price
MRK Merck & Co. Inc. Recent Activity	3.76%	$8.454M 70,283 shares@ $120.29 avg price
AAPL Apple Inc Recent Activity	3.38%	$7.614M 30,002 shares@ $253.8 avg price

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