Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOIT C F DAVID | 05-02-2024 | 03-31-2024 | 119 | 182,998,227 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC CL B (NEW) | COM CL B | 1 | $13,044,726 | 32,728 | 0.01 | 0.01 | -500 | -1.50 | 03-31-2024 |
| MICROSOFT CORP COM | COM | 2 | $12,521,178 | 31,704 | 0.01 | 0.01 | -1,000 | -3.06 | 03-31-2024 |
| EXXON MOBIL CORP COM | COM | 3 | $10,762,131 | 92,753 | 0.01 | 0.01 | -5,560 | -5.66 | 03-31-2024 |
| MERCK & CO INC (NEW) | COM | 4 | $9,181,250 | 71,283 | 0.01 | 0.00 | 0 | 0.00 | 03-31-2024 |
