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CIK: 0001134288
Total reported value
$546.6M
$546.6M
84 檔
35.5%
As reported in its official Q1 2024 Form 13F filing, De Burlo Group Inc's tracked investment portfolio stood at $546.6M with 84 total positions.
During Q1 2024, De Burlo Group Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IWM, AMZN, MSFT) accounted for 35.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.64% | — | +61.16% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.46% | +0.33% | +11.74% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.45% | -0.98% | +14.23% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.74% | +0.31% | -14.06% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.47% | -0.04% | +1424.09% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.32% | -0.79% | -2.99% | |
| 7 | ADSK | Autodesk Inc | Stock-Tech | 3.98% | -1.66% | — | |
| 8 | ASML | ASML Holding N.V. | Stock-Tech | 3.91% | +0.18% | +21.19% | |
| 9 | PCAR | Paccar Inc | Stock-Industrials | 3.72% | — | +20.12% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.71% | -0.69% | -6.43% | |
| 11 | INTU | Intuit Inc | Stock-Tech | 3.61% | -2.08% | -11.65% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 3.55% | +0.29% | — | |
| 13 | GWW | Ww Grainger Inc | Stock-Industrials | 3.31% | — | +9.38% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 2.70% | +3.20% | -50.23% | |
| 15 | KKR | Kkr & Co Inc | Stock-Financials | 2.54% | — | — | |
| 16 | DASH | Doordash Inc - A | Stock-Consumer Disc | 2.53% | — | +4.92% | |
| 17 | IR | Ingersoll-rand Inc | Stock-Industrials | 2.38% | — | -1.15% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.33% | -0.66% | -18.05% | |
| 19 | LIN | Linde plc | Stock-Materials | 2.26% | -0.01% | -27.04% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.24% | -0.42% | — | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.22% | -0.05% | -38.18% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.10% | — | — | |
| 23 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.50% | -0.32% | — | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 1.49% | — | — | |
| 25 | MCK | Mckesson CORP | Stock-Healthcare | 1.45% | -1.67% | — | |
| 26 | TT | Trane Technologies plc | Stock-Industrials | 1.43% | -0.09% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | -0.71% | — | |
| 28 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.03% | — | — | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.02% | -0.28% | -61.77% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.91% | -0.26% | -4.33% | |
| 31 | ✓ | On Holding AG | Stock-Other | 0.89% | — | -37.21% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.85% | -0.12% | -11.82% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | -0.11% | -8.76% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.82% | -0.27% | -4.20% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | -0.10% | -3.24% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.76% | -0.03% | -5.44% | |
| 37 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.75% | — | -33.66% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | — | -6.29% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.24% | -87.01% | |
| 40 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.46% | -0.11% | -6.87% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.16% | -7.20% | |
| 42 | AMT | American Tower CORP | Stock-Real Estate | 0.33% | -0.10% | -5.60% | |
| 43 | GIS | General Mills Inc | Stock-Consumer Staples | 0.28% | -0.04% | -10.66% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.27% | +0.23% | -81.57% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.07% | -10.86% | |
| 46 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.24% | -0.04% | -4.29% | |
| 47 | MAS | Masco CORP | Stock-Industrials | 0.23% | +0.01% | -7.05% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.22% | -0.06% | EXIT | |
| 49 | MASI* | Masimo CORP | Stock-Other | 0.21% | -0.31% | EXIT | |
| 50 | ITW | Illinois Tool Works | Stock-Industrials | 0.19% | — | -5.05% |
According to official SEC Form 13F filings, De Burlo Group Inc reported a total U.S. public equity portfolio value of $546.6M across 84 disclosed positions in Q1 2024.
During Q1 2024, De Burlo Group Inc's top holdings by market value included IWM (5.6%)、AMZN (5.5%)、MSFT (5.5%). The largest single position, IWM, represented 5.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, De Burlo Group Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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