De Burlo Group
Latest statistics and disclosures from De Burlo Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, GOOGL, AMZN, MSFT, ADSK, and represent 25.10% of De Burlo Group's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$38M), IWM (+$34M), ROP (+$14M), NFLX (+$11M), INTU (+$11M), SNPS (+$8.5M), ORLY, AMZN, BRK.B, WY.
- Started 5 new stock positions in SNPS, IWM, ROP, RGLD, WY.
- Reduced shares in these 10 stocks: TER (-$32M), ASML (-$22M), META (-$22M), KKR (-$7.3M), BABA (-$6.8M), RSG (-$6.3M), NVDA (-$6.2M), BKNG (-$5.6M), NVO (-$5.4M), BX (-$5.2M).
- Sold out of its positions in BABA, FI, HD, INDA.
- De Burlo Group was a net seller of stock by $-7.6M.
- De Burlo Group has $824M in assets under management (AUM), dropping by -0.72%.
- Central Index Key (CIK): 0001134288
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Portfolio Holdings for De Burlo Group
De Burlo Group holds 79 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 5.6 | $46M | 43k | 1074.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $45M | +583% | 144k | 313.00 |
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| Amazon (AMZN) | 4.8 | $40M | +11% | 173k | 230.82 |
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| Microsoft Corporation (MSFT) | 4.7 | $39M | 80k | 483.62 |
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| Autodesk (ADSK) | 4.5 | $37M | +8% | 125k | 296.01 |
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| Advanced Micro Devices (AMD) | 4.4 | $37M | -11% | 171k | 214.16 |
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| Apple (AAPL) | 4.2 | $35M | 129k | 271.86 |
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| O'reilly Automotive (ORLY) | 4.2 | $35M | +15% | 382k | 91.21 |
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| Goldman Sachs (GS) | 4.2 | $35M | +9% | 39k | 879.00 |
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| McKesson Corporation (MCK) | 4.1 | $34M | -9% | 42k | 820.29 |
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| Ishares Tr Russell 2000 Etf (IWM) | 4.1 | $34M | NEW | 136k | 246.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.9 | $33M | +13% | 65k | 502.65 |
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| Ishares Core Msci Emkt (IEMG) | 3.6 | $30M | 441k | 67.22 |
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| Intuit (INTU) | 3.4 | $28M | +60% | 42k | 662.42 |
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| NVIDIA Corporation (NVDA) | 3.3 | $27M | -18% | 144k | 186.50 |
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| Novo-nordisk A S Adr (NVO) | 2.3 | $19M | -22% | 375k | 50.88 |
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| Broadcom (AVGO) | 2.1 | $17M | -20% | 50k | 346.10 |
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| Costco Wholesale Corporation (COST) | 2.1 | $17M | 20k | 862.34 |
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| MercadoLibre (MELI) | 2.0 | $17M | -8% | 8.3k | 2014.26 |
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| Trane Technologies SHS (TT) | 1.9 | $16M | 41k | 389.20 |
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| Stanley Black & Decker (SWK) | 1.9 | $15M | -21% | 207k | 74.28 |
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| Lululemon Athletica (LULU) | 1.9 | $15M | +22% | 74k | 207.81 |
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| Roper Industries (ROP) | 1.7 | $14M | NEW | 32k | 445.13 |
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| Netflix (NFLX) | 1.6 | $13M | +507% | 138k | 93.76 |
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| Meta Platforms Cl A (META) | 1.5 | $13M | -63% | 19k | 660.09 |
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| Booking Holdings (BKNG) | 1.5 | $12M | -31% | 2.3k | 5355.33 |
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| Kkr & Co (KKR) | 1.5 | $12M | -37% | 95k | 127.48 |
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| Synopsys (SNPS) | 1.0 | $8.5M | NEW | 18k | 469.72 |
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| Visa Com Cl A (V) | 1.0 | $8.3M | 24k | 350.71 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $7.8M | 14k | 570.88 |
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| On Hldg Namen Akt A (ONON) | 0.8 | $6.9M | -19% | 149k | 46.48 |
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| Republic Services (RSG) | 0.8 | $6.8M | -48% | 32k | 211.93 |
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| Abbvie (ABBV) | 0.7 | $6.1M | 27k | 228.49 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $6.0M | 10k | 579.45 |
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| Danaher Corporation (DHR) | 0.6 | $4.8M | 21k | 228.92 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $3.7M | -58% | 24k | 154.14 |
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| Micron Technology (MU) | 0.4 | $3.3M | -18% | 12k | 285.41 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.4 | $3.2M | NEW | 135k | 23.69 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $3.1M | 9.5k | 322.22 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $3.0M | -87% | 2.8k | 1069.86 |
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| Eaton Corp SHS (ETN) | 0.3 | $2.5M | -55% | 7.9k | 318.51 |
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| Church & Dwight (CHD) | 0.3 | $2.3M | -3% | 27k | 83.85 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $2.2M | -12% | 6.3k | 349.99 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $2.2M | -4% | 4.8k | 453.36 |
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| salesforce (CRM) | 0.3 | $2.1M | -12% | 8.1k | 264.91 |
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| Procter & Gamble Company (PG) | 0.2 | $1.9M | -8% | 14k | 143.31 |
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| American Tower Reit (AMT) | 0.2 | $1.9M | -3% | 11k | 175.57 |
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| Arista Networks Com Shs (ANET) | 0.2 | $1.8M | 14k | 131.03 |
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| Palo Alto Networks (PANW) | 0.2 | $1.7M | -10% | 9.1k | 184.20 |
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| Edwards Lifesciences (EW) | 0.2 | $1.6M | 19k | 85.25 |
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| Teradyne (TER) | 0.2 | $1.5M | -95% | 7.5k | 193.56 |
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| Stryker Corporation (SYK) | 0.1 | $1.1M | +4% | 3.2k | 351.47 |
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| Abbott Laboratories (ABT) | 0.1 | $1.1M | 8.5k | 125.29 |
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| Astrazeneca Sponsored Adr | 0.1 | $1.1M | 12k | 91.93 |
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| Masco Corporation (MAS) | 0.1 | $1.1M | -6% | 17k | 63.46 |
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| Masimo Corporation (MASI) | 0.1 | $1.0M | 8.0k | 130.06 |
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| American Water Works (AWK) | 0.1 | $967k | +4% | 7.4k | 130.50 |
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| Atmos Energy Corporation (ATO) | 0.1 | $861k | 5.1k | 167.63 |
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| Steris Shs Usd (STE) | 0.1 | $829k | 3.3k | 253.52 |
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| Gilead Sciences (GILD) | 0.1 | $753k | 6.1k | 122.74 |
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| Automatic Data Processing (ADP) | 0.1 | $743k | 2.9k | 257.23 |
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| Topbuild (BLD) | 0.1 | $731k | 1.8k | 417.19 |
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| Sherwin-Williams Company (SHW) | 0.1 | $705k | 2.2k | 324.03 |
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| Neurocrine Biosciences (NBIX) | 0.1 | $662k | -2% | 4.7k | 141.83 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $634k | -6% | 3.1k | 203.46 |
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| General Mills (GIS) | 0.1 | $549k | 12k | 46.50 |
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| First Solar (FSLR) | 0.1 | $523k | 2.0k | 261.23 |
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| Ecolab (ECL) | 0.1 | $486k | 1.9k | 262.52 |
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| Cigna Corp (CI) | 0.1 | $484k | 1.8k | 275.23 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $419k | 4.2k | 99.78 |
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| Nextera Energy (NEE) | 0.0 | $361k | 4.5k | 80.28 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $357k | 1.0k | 357.17 |
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| Linde SHS (LIN) | 0.0 | $350k | 820.00 | 426.39 |
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| Casella Waste Sys Cl A (CWST) | 0.0 | $304k | +40% | 3.1k | 97.94 |
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| Johnson & Johnson (JNJ) | 0.0 | $276k | 1.3k | 206.95 |
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| Bank of America Corporation (BAC) | 0.0 | $234k | 4.2k | 55.00 |
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| Union Pacific Corporation (UNP) | 0.0 | $223k | 964.00 | 231.32 |
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| Royal Gold (RGLD) | 0.0 | $200k | NEW | 900.00 | 222.29 |
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| Integra Lifesciences Hldgs C Com New (IART) | 0.0 | $180k | 15k | 12.42 |
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Past Filings by De Burlo Group
SEC 13F filings are viewable for De Burlo Group going back to 2011
- De Burlo Group 2025 Q4 filed Feb. 13, 2026
- De Burlo Group 2025 Q3 filed Nov. 13, 2025
- De Burlo Group 2025 Q2 filed Aug. 13, 2025
- De Burlo Group 2025 Q1 filed May 7, 2025
- De Burlo Group 2024 Q4 filed Feb. 14, 2025
- De Burlo Group 2024 Q3 filed Nov. 12, 2024
- De Burlo Group 2024 Q2 filed Aug. 14, 2024
- De Burlo Group 2024 Q1 filed May 13, 2024
- De Burlo Group 2023 Q3 filed Nov. 13, 2023
- De Burlo Group 2023 Q2 filed Aug. 14, 2023
- De Burlo Group 2023 Q1 filed May 15, 2023
- De Burlo Group 2022 Q4 filed Feb. 14, 2023
- De Burlo Group 2022 Q3 filed Nov. 14, 2022
- De Burlo Group 2022 Q2 filed Aug. 11, 2022
- De Burlo Group 2022 Q1 filed May 16, 2022
- De Burlo Group 2021 Q4 filed Jan. 28, 2022