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  Name: Boit C F David
  City: BOSTON
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $182,998,000
  Total Value Change : $5,973,000
  Securities Held Change : -13
   
All Securities Held : 118
  New Positions : 4
  Closed Positions : 16
  Increased Positions : 4
  Unchanged Positions : 99
  Decreased Positions : 11

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (ROP)1 Year Chart         ROP Roper Industries Inc 61 New $523.50 $386,000 750 0.21% 386,000 750 0.001    Diversified Machinery
   (SOLV)1 Year Chart         SOLV Solventum Corp 86 New $63.74 $152,000 2,340 0.08% 152,000 2,340 0.001    N/A
   (GEV)1 Year Chart         GEV Ge Vernova Llc 88 New $167.27 $149,000 983 0.08% 149,000 983 0    N/A
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 105 New $1,019.33 $50,000 50 0.03% 50,000 50 0    Auto Parts Stores

      4 Records Found
  1    
Page 1 of 1
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