13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001134288
Total reported value
$546.6M
$546.6M
80 檔
34.5%
At the close of Q2 2025, De Burlo Group Inc disclosed equity holdings valued at approximately $546.6M, spread across 80 reported holdings.
In Q2 2025, De Burlo Group Inc adopted a defensive or profit-taking posture, trimming 44 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, META, NFLX) accounted for 34.5% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.62% | -0.98% | +43.38% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.08% | -0.42% | +0.08% | |
| 3 | NFLX | Netflix Inc | Stock-Comm Services | 5.00% | -0.05% | +18.93% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.82% | +0.33% | -17.00% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.32% | -0.11% | -5.90% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.30% | -0.71% | — | |
| 7 | ASML | ASML Holding N.V. | Stock-Tech | 4.18% | +0.18% | +13.65% | |
| 8 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.90% | -0.32% | +1122.10% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.74% | -0.69% | -2.65% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.62% | -0.04% | -10.73% | |
| 11 | ADSK | Autodesk Inc | Stock-Tech | 3.18% | -1.66% | +102.63% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.93% | +0.31% | -11.37% | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.86% | -0.05% | +0.06% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.76% | -0.06% | +122.42% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.60% | -0.10% | -31.62% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.58% | -0.66% | +0.37% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.57% | — | +9.77% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.57% | — | — | |
| 19 | KKR | Kkr & Co Inc | Stock-Financials | 2.50% | — | -19.06% | |
| 20 | MU | Micron Technology Inc | Stock-Tech | 2.39% | +0.29% | -54.84% | |
| 21 | TT | Trane Technologies plc | Stock-Industrials | 2.36% | -0.09% | — | |
| 22 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.29% | — | -6.71% | |
| 23 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.69% | -0.28% | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.24% | +106.57% | |
| 25 | MCK | Mckesson CORP | Stock-Healthcare | 1.43% | -1.67% | — | |
| 26 | RSG | Republic Services Inc | Stock-Industrials | 1.42% | -0.02% | — | |
| 27 | GWW | Ww Grainger Inc | Stock-Industrials | 1.30% | — | +76.58% | |
| 28 | BX | Blackstone Inc | Stock-Financials | 1.28% | — | -34.09% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | -0.79% | -2.08% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.02% | -0.28% | -2.55% | |
| 31 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.91% | +0.14% | -49.30% | |
| 32 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.89% | — | -23.32% | |
| 33 | ✓ | On Holding AG | Stock-Other | 0.87% | — | -36.06% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | -0.10% | -2.69% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.65% | +3.20% | -74.69% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.64% | — | -32.94% | |
| 37 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.60% | — | — | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.59% | — | -26.27% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.58% | -0.27% | -1.80% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.57% | -0.26% | -1.97% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.47% | -0.12% | -9.55% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.46% | -0.03% | -3.94% | |
| 43 | INDA | Ishares Msci India ETF | ETF-Other | 0.40% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.07% | -1.35% | |
| 45 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.36% | -0.11% | -2.22% | |
| 46 | AMT | American Tower CORP | Stock-Real Estate | 0.32% | -0.10% | -3.48% | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.32% | -2.08% | -1.94% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.16% | -2.80% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.29% | +0.23% | -2.85% | |
| 50 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.19% | -0.04% | +0.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +4.3% | NEW | New buy |
| 2 | MSFT | Microsoft CORP | +2.3% | +43.38% | Add |
| 3 | NFLX | Netflix Inc | +1.7% | +18.93% | Add |
| 4 | ADSK | Autodesk Inc | +1.7% | +102.63% | Add |
| 5 | MELI | Mercadolibre Inc | +1.7% | NEW | New buy |
| 6 | IEMG | Ishares Core Msci Emerging | +1.5% | +122.42% | Add |
| 7 | MCK | Mckesson CORP | +1.4% | NEW | New buy |
| 8 | RSG | Republic Services Inc | +1.4% | NEW | New buy |
| 9 | AVGO | Broadcom Inc | +1.2% | -5.90% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.8% | +106.57% | Add |
| 11 | ASML | ASML Holding N.V. | +0.8% | +13.65% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.6% | +0.08% | Add |
| 13 | GWW | Ww Grainger Inc | +0.5% | +76.58% | Add |
| 14 | BKNG | Booking Holdings Inc | +0.5% | +9.77% | Add |
| 15 | INDA | Ishares Msci India ETF | +0.4% | NEW | New buy |
| 16 | TT | Trane Technologies plc | +0.3% | — | Unchanged |
| 17 | INTU | Intuit Inc | 0% | -1.94% | Trim |
| 18 | ANET | Arista Networks Inc | 0% | -0.72% | Trim |
| 19 | BAC | Bank Of America CORP | 0% | NEW | New buy |
| 20 | JPM | Jpmorgan Chase & Co | 0% | -1.35% | Trim |
| 21 | PANW | Palo Alto Networks Inc | 0% | -2.85% | Trim |
| 22 | FSLR | First Solar Inc | — | — | Unchanged |
| 23 | NBIX | Neurocrine Biosciences Inc | — | -1.06% | Trim |
| 24 | LPLA | Lpl Financial Holdings Inc | — | — | Unchanged |
| 25 | STE | STERIS plc | — | -0.90% | Trim |
| 26 | ECL | Ecolab Inc | — | -2.50% | Trim |
| 27 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 28 | UNP | Union Pacific CORP | — | — | Unchanged |
| 29 | VLTO | Veralto CORP | — | -3.12% | Trim |
| 30 | ITW | Illinois Tool Works | — | +0.09% | Add |
| 31 | AMP | Ameriprise Financial Inc | 0% | — | Unchanged |
| 32 | EW | Edwards Lifesciences CORP | 0% | +0.62% | Add |
| 33 | FISV | Fiserv Inc | 0% | — | Unchanged |
| 34 | CI | THE Cigna Group | 0% | -8.76% | Trim |
| 35 | SHW | Sherwin-williams Co/the | 0% | — | Unchanged |
| 36 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 37 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 38 | RGA | Reinsurance Group Of America | 0% | — | Unchanged |
| 39 | BLD | Topbuild CORP | 0% | -6.42% | Trim |
| 40 | LIN | Linde plc | 0% | — | Unchanged |
| 41 | GIS | General Mills Inc | 0% | — | Unchanged |
| 42 | AWK | American Water Works Co Inc | 0% | — | Unchanged |
| 43 | ABT | Abbott Laboratories | 0% | -1.74% | Trim |
| 44 | SYK | Stryker CORP | 0% | -6.21% | Trim |
| 45 | IART | Integra Lifesciences Holding | 0% | — | Unchanged |
| 46 | GILD | Gilead Sciences Inc | 0% | -14.10% | Trim |
| 47 | AZNN | Astrazeneca Plc-spons Adr | 0% | -8.04% | Trim |
| 48 | HD | Home Depot Inc | 0% | -16.31% | Trim |
| 49 | MASI* | Masimo CORP | 0% | -3.57% | Trim |
| 50 | ATO | Atmos Energy CORP | 0% | -18.60% | 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 80 disclosed positions in Q2 2025.
During Q2 2025, De Burlo Group Inc's top holdings by market value included MSFT (5.6%)、META (5.1%)、NFLX (5.0%). The largest single position, MSFT, 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.
Top New Position Initiated
NVDA
市值: $32.6M
Top Position Liquidated / Trimmed
KRE
前期市值: $14.2M
In Q2 2025, De Burlo Group Inc made 67 total portfolio adjustments, initiating 6 new buys, adding to 14 positions, trimming 44 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.