| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC CL B (NEW) | 12 | Q2 2024 | 7.5% |
| MICROSOFT CORP COM | 12 | Q2 2024 | 7.4% |
| EXXON MOBIL CORP COM | 12 | Q2 2024 | 8.0% |
| MERCK & CO INC (NEW) | 12 | Q2 2024 | 5.5% |
| JOHNSON & JOHNSON COM | 12 | Q2 2024 | 5.3% |
| VISA INC CL A | 12 | Q2 2024 | 4.2% |
| MCDONALD'S CORP COM | 12 | Q2 2024 | 3.8% |
| CATERPILLAR INC COM | 12 | Q2 2024 | 3.9% |
| AUTOMATIC DATA PROCESSING INC COM | 12 | Q2 2024 | 3.9% |
| APPLE INC COM | 12 | Q2 2024 | 3.3% |
View Boit C F David's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-10 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-14 |
View Boit C F David's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.