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CIK: 0001134288
Total reported value
$546.6M
$546.6M
77 檔
31.5%
According to the latest 13F quarterly dataset, De Burlo Group Inc managed an equity portfolio of $546.6M at the end of Q1 2025, spanning 77 distinct U.S. exchange-listed positions.
In Q1 2025, De Burlo Group Inc displayed an active expansion posture, initiating 77 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 5.69% | -0.32% | +10.85% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.64% | +0.33% | -8.40% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.99% | -0.04% | +0.62% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.67% | -0.69% | -1.28% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.44% | -0.42% | +42.16% | |
| 6 | MU | Micron Technology Inc | Stock-Tech | 4.19% | +0.29% | -7.63% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.92% | +0.31% | +34.46% | |
| 8 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.49% | -0.05% | — | |
| 9 | ASML | ASML Holding N.V. | Stock-Tech | 3.41% | +0.18% | +65.25% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.32% | -0.98% | -0.32% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.29% | -0.10% | -9.93% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 3.28% | -0.05% | +239.47% | |
| 13 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 3.20% | — | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 3.12% | -0.11% | +235.29% | |
| 15 | KKR | Kkr & Co Inc | Stock-Financials | 3.01% | — | -23.81% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.75% | -0.66% | -25.35% | |
| 17 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.63% | — | — | |
| 18 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 2.29% | +0.14% | +36.39% | |
| 19 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 2.10% | — | -15.13% | |
| 20 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.09% | — | -14.72% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 2.07% | +3.20% | -44.25% | |
| 22 | TT | Trane Technologies plc | Stock-Industrials | 2.04% | -0.09% | -9.70% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 2.03% | — | -28.20% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.78% | — | -68.36% | |
| 25 | ADSK | Autodesk Inc | Stock-Tech | 1.49% | -1.66% | -68.12% | |
| 26 | ✓ | On Holding AG | Stock-Other | 1.29% | — | -38.72% | |
| 27 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.25% | — | -37.19% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.25% | -0.06% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | -0.79% | -0.48% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.14% | -0.28% | -0.21% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | -0.10% | -1.07% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.82% | — | -59.67% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.80% | -0.26% | +0.05% | |
| 34 | GWW | Ww Grainger Inc | Stock-Industrials | 0.78% | — | -30.13% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.24% | -8.20% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.69% | — | -11.94% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.68% | -0.27% | -0.18% | |
| 38 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.61% | — | +22.02% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.12% | -6.10% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | — | -7.61% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.53% | -0.03% | -0.70% | |
| 42 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.48% | -0.11% | -2.17% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.16% | -9.25% | |
| 44 | AMT | American Tower CORP | Stock-Real Estate | 0.37% | -0.10% | -2.13% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.07% | +1.74% | |
| 46 | INTU | Intuit Inc | Stock-Tech | 0.28% | -2.08% | +0.98% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.28% | +0.23% | -1.39% | |
| 48 | MASI* | Masimo CORP | Stock-Other | 0.21% | -0.31% | EXIT | |
| 49 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.20% | -0.04% | — | |
| 50 | MAS | Masco CORP | Stock-Industrials | 0.20% | +0.01% | -0.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | MU | Micron Technology Inc | — | NEW | New buy |
| 7 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 8 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 9 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 10 | MSFT | Microsoft CORP | — | NEW | New buy |
| 11 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 12 | NFLX | Netflix Inc | — | NEW | New buy |
| 13 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 14 | AVGO | Broadcom Inc | — | NEW | New buy |
| 15 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 16 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 17 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 18 | SWK | Stanley Black & Decker Inc | — | NEW | New buy |
| 19 | KRE | Ss Spdr S&p Regional Bank | — | NEW | New buy |
| 20 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 21 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 22 | TT | Trane Technologies plc | — | NEW | New buy |
| 23 | BX | Blackstone Inc | — | NEW | New buy |
| 24 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 25 | ADSK | Autodesk Inc | — | NEW | New buy |
| 26 | ✓ | On Holding AG | — | NEW | New buy |
| 27 | IR | Ingersoll-rand Inc | — | NEW | New buy |
| 28 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 29 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 30 | MA | Mastercard Inc - A | — | NEW | New buy |
| 31 | ABBV | Abbvie Inc | — | NEW | New buy |
| 32 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 33 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 34 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 35 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 36 | NOW | Servicenow Inc | — | NEW | New buy |
| 37 | DHR | Danaher CORP | — | NEW | New buy |
| 38 | AMP | Ameriprise Financial Inc | — | NEW | New buy |
| 39 | CRM | Salesforce Inc | — | NEW | New buy |
| 40 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 41 | ADBE | Adobe Inc | — | NEW | New buy |
| 42 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 43 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 44 | AMT | American Tower CORP | — | NEW | New buy |
| 45 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 46 | INTU | Intuit Inc | — | NEW | New buy |
| 47 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 48 | MASI* | Masimo CORP | — | NEW | New buy |
| 49 | EW | Edwards Lifesciences CORP | — | NEW | New buy |
| 50 | MAS | Masco CORP | — | NEW | New buy |
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 Q1 2025.
During Q1 2025, De Burlo Group Inc's top holdings by market value included ORLY (5.7%)、AMZN (5.6%)、BRK-B (5.0%). The largest single position, ORLY, represented 5.7% 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 terms of portfolio concentration, the top 5 core holdings (including ORLY, AMZN, BRK-B) accounted for 31.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
ORLY
市值: $38.5M
In Q1 2025, De Burlo Group Inc made 77 total portfolio adjustments, initiating 77 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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