Boit C F David

Q3 2023 13F Holdings Report, Stock Holdings

Signature - Title
Edmond Romulus - Compliance Associate
Location
Boston, MA
Holdings as of
September 30, 2023
Value $
$146M
Num holdings
106
Date filed
10/23/2023, 02:25 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included XOM, BRKB, MSFT, MRK, and JNJ.
Previous filing
Q2 2023 - Jul 11, 2023
Filing 2023 Q3 compared to 2023 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Edmond Romulus Compliance Associate Boston, Massachusetts 10/23/2023