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CIK: 0001134288
Total reported value
$546.6M
$546.6M
79 檔
37.8%
The Q4 2025 SEC filing reveals that De Burlo Group Inc held a total portfolio value of $546.6M, covering 79 public equity positions.
In Q4 2025, De Burlo Group Inc adopted a defensive or profit-taking posture, trimming 41 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including LLY, GOOGL, AMZN) accounted for 37.8% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.58% | +0.31% | -0.02% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.46% | +0.24% | +583.74% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.84% | +0.33% | +11.56% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.72% | -0.98% | -0.17% | |
| 5 | ADSK | Autodesk Inc | Stock-Tech | 4.50% | -1.66% | +8.71% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 4.44% | +3.20% | -11.14% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.25% | -0.69% | -0.67% | |
| 8 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 4.23% | -0.32% | +15.11% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.18% | -0.10% | +9.50% | |
| 10 | MCK | Mckesson CORP | Stock-Healthcare | 4.15% | -1.67% | -9.14% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.06% | — | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.94% | -0.04% | +13.62% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.60% | -0.06% | +0.01% | |
| 14 | INTU | Intuit Inc | Stock-Tech | 3.41% | -2.08% | +60.13% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 3.26% | -0.71% | -18.86% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.31% | — | -22.13% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 2.11% | -0.11% | -20.77% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.08% | -0.66% | — | |
| 19 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.04% | -0.28% | -8.95% | |
| 20 | TT | Trane Technologies plc | Stock-Industrials | 1.93% | -0.09% | — | |
| 21 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.87% | +0.14% | -21.19% | |
| 22 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.86% | -0.03% | +22.95% | |
| 23 | ROP | Roper Technologies Inc | Stock-Tech | 1.71% | -0.16% | — | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.57% | -0.05% | +507.21% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.42% | -63.28% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.50% | — | -31.31% | |
| 27 | KKR | Kkr & Co Inc | Stock-Financials | 1.47% | — | -37.66% | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 1.03% | -0.11% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | -0.79% | -0.34% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.95% | -0.28% | -0.29% | |
| 31 | ✓ | On Holding AG | Stock-Other | 0.84% | — | -19.47% | |
| 32 | RSG | Republic Services Inc | Stock-Industrials | 0.82% | -0.02% | -48.16% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | -0.10% | -1.30% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.73% | -0.26% | -1.19% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.58% | -0.27% | -1.29% | |
| 36 | BX | Blackstone Inc | Stock-Financials | 0.45% | — | -58.31% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.40% | +0.29% | -18.69% | |
| 38 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.39% | -0.40% | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.07% | -0.08% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.37% | +0.18% | -87.87% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.31% | — | -55.99% | |
| 42 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.28% | -0.11% | -3.37% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.27% | -0.03% | -12.33% | |
| 44 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.26% | -0.05% | -4.78% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.26% | -0.12% | -12.04% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | -0.16% | -8.51% | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.23% | -0.10% | -3.04% | |
| 48 | ANET | Arista Networks Inc | Stock-Tech | 0.21% | +0.04% | -1.28% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.20% | +0.23% | -10.30% | |
| 50 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.20% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +4.8% | +583.74% | Add |
| 2 | LLY | Eli Lilly & Co | +1.7% | -0.02% | Trim |
| 3 | INTU | Intuit Inc | +1.2% | +60.13% | Add |
| 4 | GS | Goldman Sachs Group Inc | +0.7% | +9.50% | Add |
| 5 | AMZN | Amazon.com Inc | +0.7% | +11.56% | Add |
| 6 | AMD | Advanced Micro Devices | +0.7% | -11.14% | Trim |
| 7 | LULU | Lululemon Athletica Inc | +0.6% | +22.95% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +13.62% | Add |
| 9 | AAPL | Apple Inc | +0.3% | -0.67% | Trim |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.19% | Trim |
| 11 | MU | Micron Technology Inc | +0.1% | -18.69% | Trim |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | +0.01% | Add |
| 13 | ADSK | Autodesk Inc | +0.1% | +8.71% | Add |
| 14 | DHR | Danaher CORP | +0.1% | -1.29% | Trim |
| 15 | V | Visa Inc-class A Shares | 0% | -0.34% | Trim |
| 16 | VRTX | Vertex Pharmaceuticals Inc | 0% | -4.78% | Trim |
| 17 | AZNN | Astrazeneca Plc-spons Adr | 0% | — | Unchanged |
| 18 | EW | Edwards Lifesciences CORP | 0% | — | Unchanged |
| 19 | CWST | Casella Waste Systems Inc-a | 0% | +40.91% | Add |
| 20 | FSLR | First Solar Inc | 0% | — | Unchanged |
| 21 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -0.08% | Trim |
| 23 | BLD | Topbuild CORP | 0% | — | Unchanged |
| 24 | MA | Mastercard Inc - A | 0% | -0.29% | Trim |
| 25 | SYK | Stryker CORP | 0% | +4.97% | Add |
| 26 | SHW | Sherwin-williams Co/the | — | — | Unchanged |
| 27 | GIS | General Mills Inc | — | — | Unchanged |
| 28 | CRM | Salesforce Inc | — | -12.04% | Trim |
| 29 | VLTO | Veralto CORP | — | -0.59% | Trim |
| 30 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 31 | IART | Integra Lifesciences Holding | — | — | Unchanged |
| 32 | LPLA | Lpl Financial Holdings Inc | — | — | Unchanged |
| 33 | CI | THE Cigna Group | — | — | Unchanged |
| 34 | AWK | American Water Works Co Inc | — | +4.22% | Add |
| 35 | NEE | Nextera Energy Inc | — | — | Unchanged |
| 36 | ECL | Ecolab Inc | — | — | Unchanged |
| 37 | STE | STERIS plc | — | — | Unchanged |
| 38 | BAC | Bank Of America CORP | — | — | Unchanged |
| 39 | NBIX | Neurocrine Biosciences Inc | — | -2.10% | Trim |
| 40 | UNP | Union Pacific CORP | — | — | Unchanged |
| 41 | RGA | Reinsurance Group Of America | — | -6.03% | Trim |
| 42 | ABBV | Abbvie Inc | 0% | -1.30% | Trim |
| 43 | MASI* | Masimo CORP | 0% | -1.24% | Trim |
| 44 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 45 | ABT | Abbott Laboratories | 0% | -0.58% | Trim |
| 46 | LIN | Linde plc | 0% | — | Unchanged |
| 47 | ATO | Atmos Energy CORP | 0% | -0.48% | Trim |
| 48 | MAS | Masco CORP | 0% | -6.74% | Trim |
| 49 | CHD | Church & Dwight Co Inc | 0% | -3.37% | Trim |
| 50 | ADBE | Adobe Inc | 0% | -12.33% | 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 79 disclosed positions in Q4 2025.
During Q4 2025, De Burlo Group Inc's top holdings by market value included LLY (5.6%)、GOOGL (5.5%)、AMZN (4.8%). The largest single position, LLY, represented 5.6% of total portfolio value.
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Top New Position Initiated
IWM
市值: $33.5M
Top Position Liquidated / Trimmed
BABA
前期市值: $6.8M
In Q4 2025, De Burlo Group Inc made 63 total portfolio adjustments, initiating 5 new buys, adding to 13 positions, trimming 41 holdings, and fully liquidating 4 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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