De Burlo Group Inc Top Holdings and 13F Report (2025)

About De Burlo Group Inc

Investment Activity

De Burlo Group Inc has $677.33 million in total holdings as of March 31, 2025.
De Burlo Group Inc owns shares of 77 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 13.98% of the portfolio was purchased this quarter.
About 18.51% of the portfolio was sold this quarter.
This quarter, De Burlo Group Inc has purchased 77 new stocks and bought additional shares in 13 stocks.
De Burlo Group Inc sold shares of 42 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

O'Reilly Automotive: $38,507,750
Amazon.com: $38,193,744
Berkshire Hathaway: $33,765,572
Apple: $31,600,436
Meta Platforms: $30,085,992

Largest New Holdings this Quarter

01609W102 - Alibaba Group: $21,685,720 Holding
46434G103 - iShares Core MSCI Emerging Markets ETF: $8,473,290 Holding
478160104 - Johnson & Johnson: $221,065 Holding

Largest Purchases this Quarter

Alibaba Group: 164,000 shares (about $21.69M)
Netflix: 16,825 shares (about $15.69M)
Broadcom: 88,670 shares (about $14.85M)
ASML: 13,765 shares (about $9.12M)
Meta Platforms: 15,480 shares (about $8.92M)

Largest Sales this Quarter

iShares Russell 2000 ETF: 130,300 shares (about $25.99M)
Autodesk: 82,245 shares (about $21.53M)
Advanced Micro Devices: 108,550 shares (about $11.15M)
Eaton: 30,100 shares (about $8.18M)
KKR & Co. Inc.: 55,100 shares (about $6.37M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ORLY O'Reilly Automotive	$38,507,750	$3,767,685 ▲	10.8%	26,880	5.7%	Retail/Wholesale
AMZN Amazon.com	$38,193,744	$3,500,784 ▼	-8.4%	200,745	5.6%	Retail/Wholesale
BRK.B Berkshire Hathaway	$33,765,572	$207,706 ▲	0.6%	63,400	5.0%	Finance
AAPL Apple	$31,600,436	$408,941 ▼	-1.3%	142,261	4.7%	Computer and Technology
META Meta Platforms	$30,085,992	$8,922,053 ▲	42.2%	52,200	4.4%	Computer and Technology
MU Micron Technology	$28,348,731	$2,342,989 ▼	-7.6%	326,260	4.2%	Computer and Technology
LLY Eli Lilly and Company	$26,584,391	$6,813,757 ▲	34.5%	32,188	3.9%	Medical
VRTX Vertex Pharmaceuticals	$23,627,703		0.0%	48,735	3.5%	Medical
ASML ASML	$23,099,282	$9,121,102 ▲	65.3%	34,860	3.4%	Computer and Technology
MSFT Microsoft	$22,462,962	$71,324 ▼	-0.3%	59,839	3.3%	Computer and Technology
GS The Goldman Sachs Group	$22,288,632	$2,458,305 ▼	-9.9%	40,800	3.3%	Finance
NFLX Netflix	$22,241,773	$15,689,817 ▲	239.5%	23,851	3.3%	Consumer Discretionary
BABA Alibaba Group	$21,685,720	$21,685,720 ▲	New Holding	164,000	3.2%	Retail/Wholesale
AVGO Broadcom	$21,155,618	$14,846,018 ▲	235.3%	126,355	3.1%	Computer and Technology
KKR KKR & Co. Inc.	$20,382,043	$6,370,111 ▼	-23.8%	176,300	3.0%	Finance
COST Costco Wholesale	$18,608,222	$6,317,811 ▼	-25.3%	19,675	2.7%	Retail/Wholesale
ISRG Intuitive Surgical	$17,780,193		0.0%	35,900	2.6%	Medical
SWK Stanley Black & Decker	$15,497,855	$4,134,991 ▲	36.4%	201,585	2.3%	Industrials
KRE SPDR S&P Regional Banking ETF	$14,223,870	$2,535,510 ▼	-15.1%	250,200	2.1%	ETF
BKNG Booking	$14,143,214	$2,441,662 ▼	-14.7%	3,070	2.1%	Retail/Wholesale
AMD Advanced Micro Devices	$14,048,154	$11,152,427 ▼	-44.3%	136,735	2.1%	Computer and Technology
TT Trane Technologies	$13,796,874	$1,482,448 ▼	-9.7%	40,950	2.0%	Construction
BX Blackstone	$13,775,319	$5,409,905 ▼	-28.2%	98,550	2.0%	Finance
IWM iShares Russell 2000 ETF	$12,029,247	$25,993,547 ▼	-68.4%	60,300	1.8%	Finance
ADSK Autodesk	$10,077,991	$21,531,741 ▼	-68.1%	38,495	1.5%	Computer and Technology
ONON ON	$8,757,648	$5,533,920 ▼	-38.7%	199,400	1.3%	Retail/Wholesale
IR Ingersoll Rand	$8,475,177	$5,017,881 ▼	-37.2%	105,900	1.3%	Industrials
IEMG iShares Core MSCI Emerging Markets ETF	$8,473,290	$8,473,290 ▲	New Holding	157,000	1.3%	ETF
V Visa	$8,348,658	$40,303 ▼	-0.5%	23,822	1.2%	Business Services
MA Mastercard	$7,735,069	$16,444 ▼	-0.2%	14,112	1.1%	Business Services
ABBV AbbVie	$5,787,152	$62,856 ▼	-1.1%	27,621	0.9%	Medical
ETN Eaton	$5,529,022	$8,182,083 ▼	-59.7%	20,340	0.8%	Industrials
TMO Thermo Fisher Scientific	$5,423,840	$2,488 ▲	0.0%	10,900	0.8%	Medical
GWW W.W. Grainger	$5,314,525	$2,291,765 ▼	-30.1%	5,380	0.8%	Industrials
GOOGL Alphabet	$5,166,522	$461,600 ▼	-8.2%	33,410	0.8%	Computer and Technology
NOW ServiceNow	$4,697,226	$636,912 ▼	-11.9%	5,900	0.7%	Computer and Technology
DHR Danaher	$4,615,985	$8,200 ▼	-0.2%	22,517	0.7%	Medical
AMP Ameriprise Financial	$4,158,505	$750,371 ▲	22.0%	8,590	0.6%	Finance
CRM Salesforce	$3,921,813	$254,942 ▼	-6.1%	14,614	0.6%	Computer and Technology
UNH UnitedHealth Group	$3,718,625	$306,394 ▼	-7.6%	7,100	0.5%	Medical
ADBE Adobe	$3,601,347	$25,313 ▼	-0.7%	9,390	0.5%	Computer and Technology
CHD Church & Dwight	$3,228,609	$71,558 ▼	-2.2%	29,327	0.5%	Consumer Staples
PG Procter & Gamble	$2,592,259	$264,151 ▼	-9.2%	15,211	0.4%	Consumer Staples
AMT American Tower	$2,502,400	$54,400 ▼	-2.1%	11,500	0.4%	Finance
JPM JPMorgan Chase & Co.	$2,364,201	$40,474 ▲	1.7%	9,638	0.3%	Finance
INTU Intuit	$1,903,369	$18,420 ▲	1.0%	3,100	0.3%	Computer and Technology
PANW Palo Alto Networks	$1,883,012	$26,449 ▼	-1.4%	11,035	0.3%	Computer and Technology
MASI Masimo	$1,399,773	$24,990 ▼	-1.8%	8,402	0.2%	Medical
EW Edwards Lifesciences	$1,362,624		0.0%	18,800	0.2%	Medical
MAS Masco	$1,342,192	$6,954 ▼	-0.5%	19,301	0.2%	Construction
SYK Stryker	$1,197,900	$46,531 ▼	-3.7%	3,218	0.2%	Medical
ABT Abbott Laboratories	$1,145,167	$13,265 ▼	-1.1%	8,633	0.2%	Medical
ARISTA NETWORKS INC	$1,079,141	$251,345 ▼	-18.9%	13,928	0.2%	COM SHS
AWK American Water Works	$1,048,572	$95,888 ▼	-8.4%	7,108	0.2%	Utilities
ATO Atmos Energy	$1,017,909	$27,051 ▼	-2.6%	6,585	0.2%	Utilities
AZN AstraZeneca	$929,187	$29,327 ▼	-3.1%	12,642	0.1%	Medical
ADP Automatic Data Processing	$882,371		0.0%	2,888	0.1%	Business Services
GILD Gilead Sciences	$791,633		0.0%	7,065	0.1%	Medical
SHW Sherwin-Williams	$759,488		0.0%	2,175	0.1%	Basic Materials
STE STERIS	$759,278		0.0%	3,350	0.1%	Medical
GIS General Mills	$705,522	$840,050 ▼	-54.4%	11,800	0.1%	Consumer Staples
HD Home Depot	$673,975	$109,947 ▼	-14.0%	1,839	0.1%	Retail/Wholesale
RGA Reinsurance Group of America	$672,610		0.0%	3,416	0.1%	Finance
CI The Cigna Group	$634,641		0.0%	1,929	0.1%	Medical
BLD TopBuild	$565,072		0.0%	1,853	0.1%	Construction
NBIX Neurocrine Biosciences	$521,700	$11,060 ▲	2.2%	4,717	0.1%	Medical
ECL Ecolab	$507,040		0.0%	2,000	0.1%	Basic Materials
VERALTO CORP	$440,084		0.0%	4,516	0.1%	COM SHS
LINDE PLC	$381,825		0.0%	820	0.1%	SHS
FI Fiserv	$345,157		0.0%	1,563	0.1%	Business Services
LPLA LPL Financial	$327,140		0.0%	1,000	0.0%	Finance
NEE NextEra Energy	$319,005		0.0%	4,500	0.0%	Utilities
IART Integra LifeSciences	$318,041		0.0%	14,463	0.0%	Medical
ITW Illinois Tool Works	$288,483	$347,271 ▼	-54.6%	1,163	0.0%	Industrials
FSLR First Solar	$252,860		0.0%	2,000	0.0%	Energy
UNP Union Pacific	$227,735		0.0%	964	0.0%	Transportation
JNJ Johnson & Johnson	$221,065	$221,065 ▲	New Holding	1,333	0.0%	Medical
TER Teradyne	$0	$7,649,640 ▼	-100.0%	0	0.0%	Computer and Technology
NVO Novo Nordisk A/S	$0	$426,229 ▼	-100.0%	0	0.0%	Medical
HSIC Henry Schein	$0	$200,680 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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De Burlo Group Inc Top Holdings and 13F Report (2025)

About De Burlo Group Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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De Burlo Group Inc Top Holdings and 13F Report (2025)

About De Burlo Group Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDe Burlo Group Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools