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CIK: 0001134288
Total reported value
$546.6M
$546.6M
77 檔
35.9%
As reported in its official Q4 2024 Form 13F filing, De Burlo Group Inc's tracked investment portfolio stood at $546.6M with 77 total positions.
In Q4 2024, De Burlo Group Inc adopted a defensive or profit-taking posture, trimming 48 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, IWM, AAPL) accounted for 35.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.42% | +0.33% | -12.41% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.62% | — | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.82% | -0.69% | -5.91% | |
| 4 | ADSK | Autodesk Inc | Stock-Tech | 4.76% | -1.66% | +11.65% | |
| 5 | KKR | Kkr & Co Inc | Stock-Financials | 4.57% | — | -23.25% | |
| 6 | MU | Micron Technology Inc | Stock-Tech | 3.97% | +0.29% | +5.18% | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 3.95% | +3.20% | -8.77% | |
| 8 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.84% | -0.32% | +22.17% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.81% | -0.04% | -29.84% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.46% | -0.10% | +26.18% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | -0.98% | -37.06% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.22% | -0.66% | -8.01% | |
| 13 | BX | Blackstone Inc | Stock-Financials | 3.16% | — | +42.15% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.87% | -0.42% | +0.05% | |
| 15 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.62% | -0.05% | -0.94% | |
| 16 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.50% | — | +33.21% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.47% | +0.31% | -41.33% | |
| 18 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.39% | — | +166.67% | |
| 19 | ✓ | On Holding AG | Stock-Other | 2.38% | — | +15.06% | |
| 20 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 2.37% | — | +46.67% | |
| 21 | TT | Trane Technologies plc | Stock-Industrials | 2.24% | -0.09% | -9.39% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 2.23% | — | -9.99% | |
| 23 | IR | Ingersoll-rand Inc | Stock-Industrials | 2.04% | — | -9.55% | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 1.95% | +0.18% | -9.64% | |
| 25 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.58% | +0.14% | +90.71% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | -0.11% | -9.87% | |
| 27 | GWW | Ww Grainger Inc | Stock-Industrials | 1.08% | — | +54.00% | |
| 28 | TER | Teradyne Inc | Stock-Tech | 1.02% | +0.96% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | -0.79% | -4.68% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.99% | -0.28% | -5.35% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 0.95% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.24% | -12.92% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.84% | -0.05% | +2055.21% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.76% | -0.26% | -3.75% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.69% | -0.12% | -3.71% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.69% | -0.27% | -4.65% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | -0.10% | -7.40% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.56% | -0.03% | -6.59% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | — | -9.96% | |
| 40 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.50% | — | — | |
| 41 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.42% | -0.11% | -5.06% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.16% | -5.20% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.07% | -1.56% | |
| 44 | AMT | American Tower CORP | Stock-Real Estate | 0.29% | -0.10% | -3.29% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.27% | +0.23% | +83.59% | |
| 46 | INTU | Intuit Inc | Stock-Tech | 0.26% | -2.08% | -78.30% | |
| 47 | ANET | Arista Networks Inc | Stock-Tech | 0.25% | +0.04% | — | |
| 48 | GIS | General Mills Inc | Stock-Consumer Staples | 0.22% | -0.04% | -4.08% | |
| 49 | MASI* | Masimo CORP | Stock-Other | 0.19% | -0.31% | EXIT | |
| 50 | MAS | Masco CORP | Stock-Industrials | 0.19% | +0.01% | -8.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKNG | Booking Holdings Inc | +1.7% | +166.67% | Add |
| 2 | BX | Blackstone Inc | +1.3% | +42.15% | Add |
| 3 | GS | Goldman Sachs Group Inc | +1.3% | +26.18% | Add |
| 4 | ADSK | Autodesk Inc | +1.1% | +11.65% | Add |
| 5 | ORLY | O'reilly Automotive Inc | +1% | +22.17% | Add |
| 6 | KRE | Ss Spdr S&p Regional Bank | +1% | +46.67% | Add |
| 7 | NOW | Servicenow Inc | +1% | NEW | New buy |
| 8 | ISRG | Intuitive Surgical Inc | +0.9% | +33.21% | Add |
| 9 | NFLX | Netflix Inc | +0.8% | +2055.21% | Add |
| 10 | AMZN | Amazon.com Inc | +0.7% | -12.41% | Trim |
| 11 | ✓ | On Holding AG | +0.6% | +15.06% | Add |
| 12 | SWK | Stanley Black & Decker Inc | +0.5% | +90.71% | Add |
| 13 | AMP | Ameriprise Financial Inc | +0.5% | NEW | New buy |
| 14 | GWW | Ww Grainger Inc | +0.4% | +54.00% | Add |
| 15 | IWM | Ishares Russell 2000 ETF | +0.4% | — | Unchanged |
| 16 | AAPL | Apple Inc | +0.4% | -5.91% | Trim |
| 17 | AVGO | Broadcom Inc | +0.3% | -9.87% | Trim |
| 18 | META | Meta Platforms Inc-class A | +0.3% | +0.05% | Add |
| 19 | ANET | Arista Networks Inc | +0.3% | NEW | New buy |
| 20 | V | Visa Inc-class A Shares | +0.2% | -4.68% | Trim |
| 21 | CRM | Salesforce Inc | +0.2% | -3.71% | Trim |
| 22 | COST | Costco Wholesale CORP | +0.1% | -8.01% | Trim |
| 23 | MA | Mastercard Inc - A | +0.1% | -5.35% | Trim |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | -12.92% | Trim |
| 25 | MASI* | Masimo CORP | +0.1% | -2.29% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | -1.56% | Trim |
| 27 | LPLA | Lpl Financial Holdings Inc | 0% | NEW | New buy |
| 28 | EW | Edwards Lifesciences CORP | 0% | — | Unchanged |
| 29 | TER | Teradyne Inc | 0% | — | Unchanged |
| 30 | CHD | Church & Dwight Co Inc | 0% | -5.06% | Trim |
| 31 | IART | Integra Lifesciences Holding | 0% | — | Unchanged |
| 32 | ADP | Automatic Data Processing | 0% | +0.14% | Add |
| 33 | PANW | Palo Alto Networks Inc | 0% | +83.59% | Add |
| 34 | NBIX | Neurocrine Biosciences Inc | 0% | -9.77% | Trim |
| 35 | FISV | Fiserv Inc | 0% | — | Unchanged |
| 36 | ATO | Atmos Energy CORP | 0% | — | Unchanged |
| 37 | GILD | Gilead Sciences Inc | 0% | -9.60% | Trim |
| 38 | PG | Procter & Gamble Co/the | — | -5.20% | Trim |
| 39 | RGA | Reinsurance Group Of America | — | -10.48% | Trim |
| 40 | SHW | Sherwin-williams Co/the | — | — | Unchanged |
| 41 | SYK | Stryker CORP | — | -4.29% | Trim |
| 42 | LIN | Linde plc | — | -1.80% | Trim |
| 43 | ECL | Ecolab Inc | — | -1.23% | Trim |
| 44 | HD | Home Depot Inc | — | — | Unchanged |
| 45 | HSIC | Henry Schein Inc | — | -4.92% | Trim |
| 46 | AWK | American Water Works Co Inc | 0% | — | Unchanged |
| 47 | FSLR | First Solar Inc | 0% | — | Unchanged |
| 48 | ABT | Abbott Laboratories | 0% | -11.19% | Trim |
| 49 | VLTO | Veralto CORP | 0% | -9.32% | Trim |
| 50 | NEE | Nextera Energy Inc | 0% | -6.25% | Trim |
According to official SEC Form 13F filings, De Burlo Group Inc reported a total U.S. public equity portfolio value of $546.6M across 77 disclosed positions in Q4 2024.
During Q4 2024, De Burlo Group Inc's top holdings by market value included AMZN (6.4%)、IWM (5.6%)、AAPL (4.8%). The largest single position, AMZN, represented 6.4% of total portfolio value.
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Top New Position Initiated
NOW
市值: $7.1M
Top Position Liquidated / Trimmed
EFA
前期市值: $16.6M
In Q4 2024, De Burlo Group Inc made 75 total portfolio adjustments, initiating 4 new buys, adding to 15 positions, trimming 48 holdings, and fully liquidating 8 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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