De Burlo Group as of March 31, 2026
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 | 95k | 287.56 | |
| Eli Lilly & Co. (LLY) | 5.5 | $24M | 27k | 919.77 | |
| Advanced Micro Devices (AMD) | 5.1 | $22M | 110k | 203.43 | |
| McKesson Corporation (MCK) | 4.6 | $20M | 24k | 865.36 | |
| Microsoft Corporation (MSFT) | 4.4 | $19M | 52k | 370.17 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 4.1 | $18M | 444k | 40.47 | |
| Amazon (AMZN) | 3.6 | $16M | 76k | 208.27 | |
| Autodesk (ADSK) | 3.4 | $15M | 63k | 239.40 | |
| Intuit (INTU) | 3.0 | $13M | 30k | 432.38 | |
| Costco Wholesale Corporation (COST) | 2.8 | $12M | 12k | 996.44 | |
| Goldman Sachs (GS) | 2.8 | $12M | 14k | 845.99 | |
| NVIDIA Corporation (NVDA) | 2.7 | $12M | 68k | 174.40 | |
| Visa Com Cl A (V) | 2.2 | $9.8M | 32k | 302.24 | |
| Broadcom (AVGO) | 2.2 | $9.7M | 31k | 309.51 | |
| EQT Corporation (EQT) | 2.1 | $9.3M | 146k | 63.64 | |
| Meta Platforms Cl A (META) | 2.0 | $9.0M | 16k | 572.13 | |
| Ishares Core Msci Emkt (IEMG) | 2.0 | $8.8M | 126k | 69.75 | |
| Weyerhaeuser Com New (WY) | 2.0 | $8.8M | 359k | 24.43 | |
| Stanley Black & Decker (SWK) | 2.0 | $8.7M | 122k | 71.06 | |
| Trane Technologies SHS (TT) | 1.8 | $8.0M | 19k | 416.74 | |
| O'reilly Automotive (ORLY) | 1.8 | $7.8M | 85k | 92.31 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $6.8M | 14k | 499.66 | |
| MercadoLibre (MELI) | 1.4 | $6.1M | 3.5k | 1729.02 | |
| Abbvie (ABBV) | 1.3 | $5.7M | 26k | 217.49 | |
| Synopsys (SNPS) | 1.2 | $5.3M | 13k | 396.48 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $4.9M | 10k | 491.53 | |
| Solaris Energy Infras Com Cl A (SEI) | 1.1 | $4.7M | 84k | 56.51 | |
| Tesla Motors (TSLA) | 1.1 | $4.7M | 13k | 371.75 | |
| Constellation Energy (CEG) | 0.9 | $4.2M | 15k | 279.25 | |
| Core Scientific (CORZ) | 0.9 | $4.0M | 266k | 14.96 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $3.9M | 10k | 390.41 | |
| Micron Technology (MU) | 0.9 | $3.8M | 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 | 18k | 189.60 | |
| Snowflake Com Shs (SNOW) | 0.8 | $3.4M | 23k | 150.82 | |
| Roper Industries (ROP) | 0.7 | $3.2M | 9.0k | 353.86 | |
| Ishares Msci Japan Etf (EWJ) | 0.7 | $3.0M | 36k | 84.44 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.9M | 6.1k | 479.20 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.8M | 9.6k | 294.17 | |
| Iren Ordinary Shares (IREN) | 0.6 | $2.8M | 82k | 34.28 | |
| Church & Dwight (CHD) | 0.6 | $2.5M | 27k | 93.32 | |
| Teradyne (TER) | 0.5 | $2.3M | 7.7k | 296.46 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $2.1M | 4.8k | 446.54 | |
| Procter & Gamble Company (PG) | 0.4 | $1.8M | 13k | 144.44 | |
| American Tower Reit (AMT) | 0.4 | $1.8M | 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 | 8.8k | 160.32 | |
| salesforce (CRM) | 0.3 | $1.4M | 7.5k | 186.67 | |
| Masimo Corporation (MASI) | 0.3 | $1.4M | 7.8k | 177.87 | |
| Riot Blockchain (RIOT) | 0.3 | $1.4M | 111k | 12.36 | |
| Astrazeneca Ord (AZN) | 0.3 | $1.2M | 5.9k | 197.22 | |
| Boot Barn Hldgs (BOOT) | 0.2 | $1.1M | 7.5k | 146.36 | |
| American Water Works (AWK) | 0.2 | $1.0M | 7.4k | 136.09 | |
| Masco Corporation (MAS) | 0.2 | $966k | 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 | 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 (BLD) | 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 | 16k | 36.75 | |
| Automatic Data Processing (ADP) | 0.1 | $556k | 2.7k | 203.18 | |
| Netflix (NFLX) | 0.1 | $554k | 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 | 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 | 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 | 1.6k | 219.02 | |
| Johnson & Johnson (JNJ) | 0.1 | $326k | 1.3k | 244.44 | |
| Lululemon Athletica (LULU) | 0.1 | $307k | 2.0k | 153.10 | |
| Lpl Financial Holdings (LPLA) | 0.1 | $301k | 1.0k | 300.83 | |
| Abbott Laboratories (ABT) | 0.1 | $281k | 2.7k | 102.67 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $275k | 3.0k | 91.77 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $265k | 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 | 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 |
