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
78 檔
34.4%
As reported in its official Q3 2025 Form 13F filing, De Burlo Group Inc's tracked investment portfolio stood at $546.6M with 78 total positions.
In Q3 2025, De Burlo Group Inc adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 9 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, META, ADSK) accounted for 34.4% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.03% | -0.98% | -6.11% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.63% | -0.42% | +0.19% | |
| 3 | ADSK | Autodesk Inc | Stock-Tech | 4.41% | -1.66% | +47.64% | |
| 4 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 4.31% | -0.32% | +0.95% | |
| 5 | MCK | Mckesson CORP | Stock-Healthcare | 4.27% | -1.67% | +210.25% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.10% | +0.33% | -7.02% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.99% | -0.71% | -13.97% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.97% | -0.69% | -6.46% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.93% | +0.31% | +49.99% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 3.75% | +3.20% | +455.79% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.50% | -0.06% | +26.17% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.44% | -0.04% | +0.40% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.44% | -0.10% | +28.32% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 3.29% | -0.05% | -19.67% | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 3.22% | — | — | |
| 16 | TER | Teradyne Inc | Stock-Tech | 2.89% | +0.96% | — | |
| 17 | ASML | ASML Holding N.V. | Stock-Tech | 2.73% | +0.18% | -40.90% | |
| 18 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.58% | -0.28% | +86.94% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 2.52% | -0.11% | -46.66% | |
| 20 | KKR | Kkr & Co Inc | Stock-Financials | 2.39% | — | +7.01% | |
| 21 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 2.36% | +0.14% | +157.33% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.21% | -0.66% | +0.40% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.19% | — | — | |
| 24 | INTU | Intuit Inc | Stock-Tech | 2.18% | -2.08% | +771.22% | |
| 25 | TT | Trane Technologies plc | Stock-Industrials | 2.08% | -0.09% | — | |
| 26 | RSG | Republic Services Inc | Stock-Industrials | 1.70% | -0.02% | +40.22% | |
| 27 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.29% | -0.03% | — | |
| 28 | BX | Blackstone Inc | Stock-Financials | 1.18% | — | -11.55% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | -0.79% | +1.38% | |
| 30 | ✓ | On Holding AG | Stock-Other | 0.95% | — | +45.25% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | -0.28% | +0.22% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.82% | — | -75.16% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.81% | — | +32.26% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | -0.10% | +0.23% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.24% | -69.54% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.61% | -0.26% | -1.87% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.51% | -0.27% | -3.96% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.07% | +0.42% | |
| 39 | INDA | Ishares Msci India ETF | ETF-Other | 0.34% | — | — | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.30% | -0.03% | -20.90% | |
| 41 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.30% | -0.11% | -1.74% | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.29% | +0.29% | -90.37% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.16% | -0.34% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.26% | -0.12% | -30.30% | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.26% | -0.10% | — | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.25% | +0.23% | -4.90% | |
| 47 | ANET | Arista Networks Inc | Stock-Tech | 0.24% | +0.04% | -1.45% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.24% | -0.05% | -89.70% | |
| 49 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.18% | -0.04% | +0.61% | |
| 50 | MAS | Masco CORP | Stock-Industrials | 0.15% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADSK | Autodesk Inc | +2.9% | +47.64% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +2.3% | +26.17% | Add |
| 3 | INTU | Intuit Inc | +1.9% | +771.22% | Add |
| 4 | MSFT | Microsoft CORP | +1.7% | -6.11% | Add |
| 5 | AMD | Advanced Micro Devices | +1.7% | +455.79% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.2% | +0.19% | Add |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | +28.32% | Trim |
| 8 | BKNG | Booking Holdings Inc | +0.1% | — | Add |
| 9 | ANET | Arista Networks Inc | +0.1% | -1.45% | Trim |
| 10 | SWK | Stanley Black & Decker Inc | +0.1% | +157.33% | Add |
| 11 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 12 | LLY | Eli Lilly & Co | 0% | +49.99% | Add |
| 13 | NFLX | Netflix Inc | 0% | -19.67% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | 0% | +0.42% | Trim |
| 15 | FSLR | First Solar Inc | 0% | — | Unchanged |
| 16 | NBIX | Neurocrine Biosciences Inc | — | +2.14% | Add |
| 17 | BLD | Topbuild CORP | — | +0.98% | Trim |
| 18 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 19 | UNP | Union Pacific CORP | — | — | Unchanged |
| 20 | ETN | Eaton Corporation plc | 0% | +32.26% | Trim |
| 21 | STE | STERIS plc | 0% | -1.51% | Trim |
| 22 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 23 | VLTO | Veralto CORP | 0% | -3.41% | Trim |
| 24 | LIN | Linde plc | 0% | — | Unchanged |
| 25 | LPLA | Lpl Financial Holdings Inc | 0% | — | Unchanged |
| 26 | ECL | Ecolab Inc | 0% | -5.13% | Trim |
| 27 | EW | Edwards Lifesciences CORP | 0% | +0.61% | Add |
| 28 | RGA | Reinsurance Group Of America | 0% | -2.93% | Trim |
| 29 | SHW | Sherwin-williams Co/the | 0% | — | Unchanged |
| 30 | PANW | Palo Alto Networks Inc | 0% | -4.90% | Trim |
| 31 | FISV | Fiserv Inc | 0% | — | Unchanged |
| 32 | CI | THE Cigna Group | 0% | — | Trim |
| 33 | IART | Integra Lifesciences Holding | 0% | — | Unchanged |
| 34 | GIS | General Mills Inc | 0% | — | Unchanged |
| 35 | AWK | American Water Works Co Inc | 0% | — | Unchanged |
| 36 | AZNN | Astrazeneca Plc-spons Adr | 0% | — | Trim |
| 37 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 38 | ABT | Abbott Laboratories | 0% | +1.18% | Trim |
| 39 | ATO | Atmos Energy CORP | 0% | -3.73% | Trim |
| 40 | GILD | Gilead Sciences Inc | 0% | +1.05% | Trim |
| 41 | HD | Home Depot Inc | -0.1% | -35.09% | Trim |
| 42 | MAS | Masco CORP | -0.1% | — | Trim |
| 43 | SYK | Stryker CORP | -0.1% | — | Trim |
| 44 | MASI* | Masimo CORP | -0.1% | -0.62% | Trim |
| 45 | ABBV | Abbvie Inc | -0.1% | +0.23% | Trim |
| 46 | AMT | American Tower CORP | -0.1% | — | Trim |
| 47 | PG | Procter & Gamble Co/the | -0.1% | -0.34% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.1% | -69.54% | Trim |
| 49 | DHR | Danaher CORP | -0.2% | -3.96% | Trim |
| 50 | CHD | Church & Dwight Co Inc | -0.2% | -1.74% | 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 78 disclosed positions in Q3 2025.
During Q3 2025, De Burlo Group Inc's top holdings by market value included MSFT (5.0%)、META (4.6%)、ADSK (4.4%). The largest single position, MSFT, represented 5.0% 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
MCK
市值: $35.4M
Top Position Liquidated / Trimmed
ISRG
前期市值: $17.8M
In Q3 2025, De Burlo Group Inc made 74 total portfolio adjustments, initiating 10 new buys, adding to 13 positions, trimming 42 holdings, and fully liquidating 9 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.