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CIK: 0001134288
Total reported value
$546.6M
$546.6M
88 檔
23.2%
In Q1 2026, De Burlo Group Inc's U.S. equity holdings reached a combined market value of $546.6M, distributed across 88 disclosed stock positions.
In Q1 2026, De Burlo Group Inc adopted a defensive or profit-taking posture, trimming 49 positions and completely liquidating 7 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, LLY) accounted for 23.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.26% | -0.69% | -1.90% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.22% | +0.24% | -33.65% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.53% | +0.31% | -38.01% | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 5.07% | +3.20% | -35.62% | |
| 5 | MCK | Mckesson CORP | Stock-Healthcare | 4.63% | -1.67% | -43.27% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.40% | -0.98% | -34.82% | |
| 7 | BN | Brookfield CORP | Stock-Financials | 4.07% | -0.59% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.56% | +0.33% | -56.33% | |
| 9 | ADSK | Autodesk Inc | Stock-Tech | 3.42% | -1.66% | -49.69% | |
| 10 | INTU | Intuit Inc | Stock-Tech | 2.96% | -2.08% | -28.80% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.78% | -0.66% | -37.88% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.76% | -0.10% | -63.27% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | -0.71% | -52.90% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.22% | -0.79% | +37.64% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 2.20% | -0.11% | -37.45% | |
| 16 | EQT | Eqt CORP | Stock-Energy | 2.10% | -1.26% | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.04% | -0.42% | -18.05% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.99% | -0.06% | -71.42% | |
| 19 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.99% | -0.40% | +165.93% | |
| 20 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.96% | +0.14% | -41.15% | |
| 21 | TT | Trane Technologies plc | Stock-Industrials | 1.82% | -0.09% | -52.99% | |
| 22 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.78% | -0.32% | -77.77% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.54% | -0.28% | -0.98% | |
| 24 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.37% | -0.28% | -58.03% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.30% | -0.10% | -0.94% | |
| 26 | SNPS | Synopsys Inc | Stock-Tech | 1.20% | -0.11% | -25.56% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.12% | -0.26% | -3.04% | |
| 28 | SEI | Solaris Energy Infrastructur | Stock-Energy | 1.08% | -0.17% | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.06% | -0.09% | — | |
| 30 | CEG | Constellation Energy | Stock-Utilities | 0.95% | -0.27% | — | |
| 31 | CORZ | Core Scientific Inc | Stock-Tech | 0.90% | +0.06% | — | |
| 32 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.88% | +0.52% | — | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.85% | +0.29% | -3.29% | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.84% | +0.18% | -1.06% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.78% | -0.27% | -13.56% | |
| 36 | SNOW | Snowflake Inc | Stock-Tech | 0.77% | +0.28% | — | |
| 37 | ROP | Roper Technologies Inc | Stock-Tech | 0.72% | -0.16% | -71.55% | |
| 38 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.69% | -0.08% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.04% | -90.60% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.07% | +0.42% | |
| 41 | IREN | IREN Limited | Stock-Other | 0.64% | +0.59% | — | |
| 42 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.56% | -0.11% | -2.61% | |
| 43 | TER | Teradyne Inc | Stock-Tech | 0.52% | +0.96% | +2.80% | |
| 44 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.48% | -0.05% | -0.63% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.16% | -5.44% | |
| 46 | AMT | American Tower CORP | Stock-Real Estate | 0.40% | -0.10% | -3.95% | |
| 47 | ANET | Arista Networks Inc | Stock-Tech | 0.37% | +0.04% | -1.86% | |
| 48 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.35% | -0.04% | — | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.32% | +0.23% | -3.55% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.32% | -0.12% | -8.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +3% | -1.90% | Trim |
| 2 | WY | Weyerhaeuser Co | +1.6% | +165.93% | Add |
| 3 | V | Visa Inc-class A Shares | +1.2% | +37.64% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | -33.65% | Trim |
| 5 | COST | Costco Wholesale CORP | +0.7% | -37.88% | Trim |
| 6 | AMD | Advanced Micro Devices | +0.6% | -35.62% | Trim |
| 7 | MA | Mastercard Inc - A | +0.6% | -0.98% | Trim |
| 8 | ABBV | Abbvie Inc | +0.6% | -0.94% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.5% | -18.05% | Trim |
| 10 | MCK | Mckesson CORP | +0.5% | -43.27% | Trim |
| 11 | ASML | ASML Holding N.V. | +0.5% | -1.06% | Trim |
| 12 | MU | Micron Technology Inc | +0.5% | -3.29% | Trim |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.4% | -3.04% | Trim |
| 14 | TER | Teradyne Inc | +0.3% | +2.80% | Add |
| 15 | CHD | Church & Dwight Co Inc | +0.3% | -2.61% | Trim |
| 16 | JPM | Jpmorgan Chase & Co | +0.3% | +0.42% | Add |
| 17 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | -0.63% | Trim |
| 18 | DHR | Danaher CORP | +0.2% | -13.56% | Trim |
| 19 | PG | Procter & Gamble Co/the | +0.2% | -5.44% | Trim |
| 20 | MASI* | Masimo CORP | +0.2% | -1.89% | Trim |
| 21 | SNPS | Synopsys Inc | +0.2% | -25.56% | Trim |
| 22 | AMT | American Tower CORP | +0.2% | -3.95% | Trim |
| 23 | ANET | Arista Networks Inc | +0.2% | -1.86% | Trim |
| 24 | EW | Edwards Lifesciences CORP | +0.2% | — | Unchanged |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | -3.55% | Trim |
| 26 | ATO | Atmos Energy CORP | +0.1% | — | Unchanged |
| 27 | AWK | American Water Works Co Inc | +0.1% | — | Unchanged |
| 28 | GILD | Gilead Sciences Inc | +0.1% | — | Unchanged |
| 29 | AVGO | Broadcom Inc | +0.1% | -37.45% | Trim |
| 30 | SWK | Stanley Black & Decker Inc | +0.1% | -41.15% | Trim |
| 31 | MAS | Masco CORP | +0.1% | -3.61% | Trim |
| 32 | SHW | Sherwin-williams Co/the | +0.1% | — | Unchanged |
| 33 | CRM | Salesforce Inc | +0.1% | -8.02% | Trim |
| 34 | STE | STERIS plc | +0.1% | -1.53% | Trim |
| 35 | NBIX | Neurocrine Biosciences Inc | +0.1% | — | Unchanged |
| 36 | RGA | Reinsurance Group Of America | +0.1% | — | Unchanged |
| 37 | BLD | Topbuild CORP | +0.1% | +1.88% | Add |
| 38 | LIN | Linde plc | +0.1% | — | Unchanged |
| 39 | NEE | Nextera Energy Inc | +0.1% | — | Unchanged |
| 40 | ECL | Ecolab Inc | +0.1% | — | Unchanged |
| 41 | ADP | Automatic Data Processing | 0% | -5.33% | Trim |
| 42 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 43 | CI | THE Cigna Group | 0% | -1.36% | Trim |
| 44 | SYK | Stryker CORP | 0% | -28.72% | Trim |
| 45 | FSLR | First Solar Inc | 0% | — | Unchanged |
| 46 | LPLA | Lpl Financial Holdings Inc | 0% | — | Unchanged |
| 47 | VLTO | Veralto CORP | 0% | -1.57% | Trim |
| 48 | RGLD | Royal Gold Inc | 0% | — | Unchanged |
| 49 | GIS | General Mills Inc | 0% | -10.17% | Trim |
| 50 | CWST | Casella Waste Systems Inc-a | 0% | — | Unchanged |
According to official SEC Form 13F filings, De Burlo Group Inc reported a total U.S. public equity portfolio value of $546.6M across 88 disclosed positions in Q1 2026.
During Q1 2026, De Burlo Group Inc's top holdings by market value included AAPL (7.3%)、GOOGL (6.2%)、LLY (5.5%). The largest single position, AAPL, represented 7.3% 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
BN
市值: $18.0M
Top Position Liquidated / Trimmed
IWM
前期市值: $33.5M
In Q1 2026, De Burlo Group Inc made 77 total portfolio adjustments, initiating 16 new buys, adding to 5 positions, trimming 49 holdings, and fully liquidating 7 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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