De Burlo Group
Latest statistics and disclosures from De Burlo Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, LLY, AMD, MCK, and represent 28.71% of De Burlo Group's stock portfolio.
- Added to shares of these 10 stocks: BN (+$18M), EQT (+$9.3M), WY (+$5.5M), SEI, TSLA, CEG, CORZ, CRWD, SNOW, EWJ.
- Started 16 new stock positions in XOM, RIOT, TSLA, GDX, AZN, IREN, BN, CEG, EQT, EWJ. BOOT, CRWD, SNOW, CORZ, AMGN, SEI.
- Reduced shares in these 10 stocks: IWM (-$34M), BRK.B (-$28M), ORLY (-$27M), IEMG (-$22M), GS (-$21M), AMZN (-$20M), MCK (-$16M), LLY (-$15M), ADSK (-$15M), GOOGL (-$14M).
- Sold out of its positions in AstraZeneca, BX, BKNG, IWM, KKR, ETN, ONON.
- De Burlo Group was a net seller of stock by $-317M.
- De Burlo Group has $441M in assets under management (AUM), dropping by -46.44%.
- Central Index Key (CIK): 0001134288
Tip: Access up to 7 years of quarterly data
Positions held by De Burlo Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for De Burlo Group
De Burlo Group holds 88 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.3 | $32M | 126k | 253.79 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $27M | -33% | 95k | 287.56 |
|
| Eli Lilly & Co. (LLY) | 5.5 | $24M | -38% | 27k | 919.77 |
|
| Advanced Micro Devices (AMD) | 5.1 | $22M | -35% | 110k | 203.43 |
|
| McKesson Corporation (MCK) | 4.6 | $20M | -43% | 24k | 865.36 |
|
| Microsoft Corporation (MSFT) | 4.4 | $19M | -34% | 52k | 370.17 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 4.1 | $18M | NEW | 444k | 40.47 |
|
| Amazon (AMZN) | 3.6 | $16M | -56% | 76k | 208.27 |
|
| Autodesk (ADSK) | 3.4 | $15M | -49% | 63k | 239.40 |
|
| Intuit (INTU) | 3.0 | $13M | -28% | 30k | 432.38 |
|
| Costco Wholesale Corporation (COST) | 2.8 | $12M | -37% | 12k | 996.44 |
|
| Goldman Sachs (GS) | 2.8 | $12M | -63% | 14k | 845.99 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $12M | -52% | 68k | 174.40 |
|
| Visa Com Cl A (V) | 2.2 | $9.8M | +37% | 32k | 302.24 |
|
| Broadcom (AVGO) | 2.2 | $9.7M | -37% | 31k | 309.51 |
|
| EQT Corporation (EQT) | 2.1 | $9.3M | NEW | 146k | 63.64 |
|
| Meta Platforms Cl A (META) | 2.0 | $9.0M | -18% | 16k | 572.13 |
|
| Ishares Core Msci Emkt (IEMG) | 2.0 | $8.8M | -71% | 126k | 69.75 |
|
| Weyerhaeuser Com New (WY) | 2.0 | $8.8M | +165% | 359k | 24.43 |
|
| Stanley Black & Decker (SWK) | 2.0 | $8.7M | -41% | 122k | 71.06 |
|
| Trane Technologies SHS (TT) | 1.8 | $8.0M | -52% | 19k | 416.74 |
|
| O'reilly Automotive (ORLY) | 1.8 | $7.8M | -77% | 85k | 92.31 |
|
| Mastercard Incorporated Cl A (MA) | 1.5 | $6.8M | 14k | 499.66 |
|
|
| MercadoLibre (MELI) | 1.4 | $6.1M | -58% | 3.5k | 1729.02 |
|
| Abbvie (ABBV) | 1.3 | $5.7M | 26k | 217.49 |
|
|
| Synopsys (SNPS) | 1.2 | $5.3M | -25% | 13k | 396.48 |
|
| Thermo Fisher Scientific (TMO) | 1.1 | $4.9M | -3% | 10k | 491.53 |
|
| Solaris Energy Infras Com Cl A (SEI) | 1.1 | $4.7M | NEW | 84k | 56.51 |
|
| Tesla Motors (TSLA) | 1.1 | $4.7M | NEW | 13k | 371.75 |
|
| Constellation Energy (CEG) | 0.9 | $4.2M | NEW | 15k | 279.25 |
|
| Core Scientific (CORZ) | 0.9 | $4.0M | NEW | 266k | 14.96 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $3.9M | NEW | 10k | 390.41 |
|
| Micron Technology (MU) | 0.9 | $3.8M | -3% | 11k | 337.84 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.8 | $3.7M | 2.8k | 1320.83 |
|
|
| Danaher Corporation (DHR) | 0.8 | $3.4M | -13% | 18k | 189.60 |
|
| Snowflake Com Shs (SNOW) | 0.8 | $3.4M | NEW | 23k | 150.82 |
|
| Roper Industries (ROP) | 0.7 | $3.2M | -71% | 9.0k | 353.86 |
|
| Ishares Msci Japan Etf (EWJ) | 0.7 | $3.0M | NEW | 36k | 84.44 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.9M | -90% | 6.1k | 479.20 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.8M | 9.6k | 294.17 |
|
|
| Iren Ordinary Shares (IREN) | 0.6 | $2.8M | NEW | 82k | 34.28 |
|
| Church & Dwight (CHD) | 0.6 | $2.5M | -2% | 27k | 93.32 |
|
| Teradyne (TER) | 0.5 | $2.3M | +2% | 7.7k | 296.46 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $2.1M | 4.8k | 446.54 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $1.8M | -5% | 13k | 144.44 |
|
| American Tower Reit (AMT) | 0.4 | $1.8M | -3% | 10k | 172.58 |
|
| Arista Networks Com Shs (ANET) | 0.4 | $1.6M | 13k | 122.78 |
|
|
| Edwards Lifesciences (EW) | 0.3 | $1.5M | 19k | 80.08 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $1.4M | -3% | 8.8k | 160.32 |
|
| salesforce (CRM) | 0.3 | $1.4M | -8% | 7.5k | 186.67 |
|
| Masimo Corporation | 0.3 | $1.4M | 7.8k | 177.87 |
|
|
| Riot Blockchain (RIOT) | 0.3 | $1.4M | NEW | 111k | 12.36 |
|
| Astrazeneca Ord (AZN) | 0.3 | $1.2M | NEW | 5.9k | 197.22 |
|
| Boot Barn Hldgs (BOOT) | 0.2 | $1.1M | NEW | 7.5k | 146.36 |
|
| American Water Works (AWK) | 0.2 | $1.0M | 7.4k | 136.09 |
|
|
| Masco Corporation (MAS) | 0.2 | $966k | -3% | 16k | 60.37 |
|
| Atmos Energy Corporation (ATO) | 0.2 | $949k | 5.1k | 184.72 |
|
|
| Gilead Sciences (GILD) | 0.2 | $855k | 6.1k | 139.37 |
|
|
| Stryker Corporation (SYK) | 0.2 | $742k | -28% | 2.3k | 328.59 |
|
| Steris Shs Usd (STE) | 0.2 | $712k | 3.2k | 221.13 |
|
|
| Sherwin-Williams Company (SHW) | 0.2 | $697k | 2.2k | 320.55 |
|
|
| Reinsurance Group Amer Com New (RGA) | 0.1 | $636k | 3.1k | 204.16 |
|
|
| Topbuild | 0.1 | $627k | 1.8k | 351.30 |
|
|
| Neurocrine Biosciences (NBIX) | 0.1 | $615k | 4.7k | 131.74 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $592k | -95% | 16k | 36.75 |
|
| Automatic Data Processing (ADP) | 0.1 | $556k | -5% | 2.7k | 203.18 |
|
| Netflix (NFLX) | 0.1 | $554k | -95% | 5.8k | 96.15 |
|
| Ecolab (ECL) | 0.1 | $492k | 1.9k | 266.02 |
|
|
| Cigna Corp (CI) | 0.1 | $463k | 1.7k | 266.75 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $454k | -70% | 1.9k | 243.08 |
|
| Nextera Energy (NEE) | 0.1 | $418k | 4.5k | 92.88 |
|
|
| Linde SHS (LIN) | 0.1 | $407k | 820.00 | 495.76 |
|
|
| General Mills (GIS) | 0.1 | $395k | -10% | 11k | 37.22 |
|
| First Solar (FSLR) | 0.1 | $395k | 2.0k | 197.26 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.1 | $366k | 4.1k | 88.42 |
|
|
| Republic Services (RSG) | 0.1 | $358k | -94% | 1.6k | 219.02 |
|
| Johnson & Johnson (JNJ) | 0.1 | $326k | 1.3k | 244.44 |
|
|
| Lululemon Athletica (LULU) | 0.1 | $307k | -97% | 2.0k | 153.10 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $301k | 1.0k | 300.83 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $281k | -67% | 2.7k | 102.67 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $275k | NEW | 3.0k | 91.77 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $265k | NEW | 1.6k | 169.66 |
|
| Casella Waste Sys Cl A (CWST) | 0.1 | $246k | 3.1k | 79.34 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $234k | 964.00 | 242.62 |
|
|
| Royal Gold (RGLD) | 0.1 | $229k | 900.00 | 254.49 |
|
|
| Amgen (AMGN) | 0.0 | $209k | NEW | 595.00 | 351.85 |
|
| Bank of America Corporation (BAC) | 0.0 | $207k | 4.2k | 48.75 |
|
|
| Integra Lifesciences Hldgs C Com New (IART) | 0.0 | $136k | 15k | 9.42 |
|
Past Filings by De Burlo Group
SEC 13F filings are viewable for De Burlo Group going back to 2011
- De Burlo Group 2026 Q1 filed May 14, 2026
- 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