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Home > Institutional Investor > Boit C F David > Profile

Instuitional Investor - Boit C F David

Fund Profile
Filing Period:
Fund Name: Boit C F David
Portfolio Value $207,884,766
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 31,804 $15,819,628 7.61%
2.
Berkshire Hathaway Inc
 BRK.A 31,628 $15,363,934 7.39%
3.
Visa Inc.
 V 26,630 $9,454,982 4.55%
4.
Exxon Mobil Corp
 XOM 84,053 $9,060,913 4.36%
5.
Broadcom Inc.
 AVGO 28,750 $7,924,938 3.81%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)