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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 $199,253,658
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 31,628 $16,844,400 8.45%
2.
Microsoft Corp
 MSFT 31,804 $11,938,903 5.99%
3.
Exxon Mobil Corp
 XOM 84,053 $9,996,423 5.02%
4.
Visa Inc.
 V 26,630 $9,332,749 4.68%
5.
Automatic Data Processing Inc
 ADP 22,400 $6,843,872 3.43%
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)