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| Name: |
Boit C F David |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02110 |
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data |
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| Holdings
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11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.B |
Berkshire Hathaway B |
1 |
- |
$412.05 |
$13,045,000 |
32,728 |
7.13% |
859,000 |
-500 |
0.002 |
Property & Casualty I... |
|
|
MSFT |
Microsoft Corp |
2 |
- |
$414.74 |
$12,521,000 |
31,704 |
6.84% |
401,000 |
-1,000 |
0 |
Application Software |
|
|
XOM |
Exxon Mobil Corp |
3 |
- |
$117.96 |
$10,762,000 |
92,753 |
5.88% |
614,000 |
-5,560 |
0.002 |
Integrated Oil & Gas |
|
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CAT |
Caterpillar Inc |
6 |
- |
$354.79 |
$7,085,000 |
21,400 |
3.87% |
717,000 |
-1,000 |
0.004 |
Farm & Construction M... |
|
|
WFC |
Wells Fargo & Co |
40 |
- |
$61.89 |
$924,000 |
15,519 |
0.5% |
-19,000 |
-3,844 |
0 |
Domestic Money Center... |
|
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MMM |
3M Co |
41 |
- |
$98.93 |
$921,000 |
9,360 |
0.5% |
-303,000 |
-2,000 |
0.002 |
Conglomerates |
|
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NVDA |
NVIDIA Corporation |
55 |
- |
$898.78 |
$498,000 |
600 |
0.27% |
-73,000 |
-600 |
0 |
Semiconductor - Speci... |
|
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ECL |
Ecolab Inc |
83 |
- |
$233.52 |
$180,000 |
800 |
0.1% |
-72,000 |
-485 |
0 |
Cleaning Products |
|
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VLTO |
Veralto Corp |
85 |
- |
$96.50 |
$166,000 |
1,764 |
0.09% |
-64,000 |
-1,182 |
0.001 |
N/A |
|
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RTX |
RTX Corp |
104 |
- |
$101.02 |
$51,000 |
500 |
0.03% |
-390,000 |
-750 |
0 |
Conglomerates |
|
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WBD |
Warner Bros Discovery Ord S... |
132 |
- |
$8.15 |
$0 |
42 |
0% |
-1,000 |
-52 |
0 |
Broadcasting - TV |
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