DB

De Burlo Group INC

Diversified strategyContrarianHigh-turnover trader

Total reported value

$441.3M

Reporting period: 2026-03-31 · Number of holdings: 88

DE BURLO GROUP INC disclosed 88 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $441.3M and a quarterly turnover rate of 83.4%.

Personality snowflake

Concentration
12.72
Portfolio Stability
83.4
Momentum/Contrarian
0
Sector conviction
60.91
Diversification
100
Sizing Uniformity
86.51

Recent moves

  • Trim BRK-B

    -90.6%　-$29.5M

  • Add AAPL

    -1.9%　-$2.9M

  • Trim ORLY

    -77.8%　-$27.0M

  • Trim NVO

    -95.7%　-$18.5M

  • Trim LULU

    -97.3%　-$15.1M

  • Trim IEMG

    -71.4%　-$20.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech7.26%+3.01%-1.90%
2GOOGLAlphabet Inc-cl AStock-Comm Services6.22%+0.76%-33.65%
3LLYEli Lilly & CoStock-Healthcare5.53%-0.05%-38.01%
4AMDAdvanced Micro DevicesStock-Tech5.07%+0.63%-35.62%
5MCKMckesson CORPStock-Healthcare4.63%+0.48%-43.27%
6MSFTMicrosoft CORPStock-Tech4.40%-0.32%-34.82%
7BNBrookfield CORPStock-Financials4.07%+4.07%NEW
8AMZNAmazon.com INCStock-Consumer Disc3.56%-1.28%-56.33%
9ADSKAutodesk INCStock-Tech3.42%-1.08%-49.69%
10INTUIntuit INCStock-Tech2.96%-0.45%-28.80%
11COSTCostco Wholesale CORPStock-Consumer Staples2.78%+0.70%-37.88%
12GSGoldman Sachs Group INCStock-Financials2.76%-1.42%-63.27%
13NVDANvidia CORPStock-Tech2.68%-0.58%-52.90%
14VVisa Inc-class A SharesStock-Financials2.22%+1.22%+37.64%
15AVGOBroadcom INCStock-Tech2.20%+0.09%-37.45%
16EQTEqt CORPStock-Energy2.10%+2.10%NEW
17METAMeta Platforms Inc-class AStock-Comm Services2.04%+0.50%-18.05%
18IEMGIshares Core Msci EmergingETF-Emerging Markets1.99%-1.61%-71.42%
19WYWeyerhaeuser CoStock-Real Estate1.99%+1.60%+165.93%
20SWKStanley Black & Decker INCStock-Industrials1.96%+0.09%-41.15%
21TTTrane Technologies plcStock-Industrials1.82%-0.11%-52.99%
22ORLYO'reilly Automotive INCStock-Consumer Disc1.78%-2.45%-77.77%
23MAMastercard INC - AStock-Financials1.54%—-0.98%
24MELIMercadolibre INCStock-Consumer Disc1.37%-0.67%-58.03%
25ABBVAbbvie INCStock-Healthcare1.30%—-0.94%
26SNPSSynopsys INCStock-Tech1.20%+0.17%-25.56%
27TMOThermo Fisher Scientific INCStock-Healthcare1.12%—-3.04%
28SEISolaris Energy InfrastructurStock-Energy1.08%+1.08%NEW
29TSLATesla INCStock-Consumer Disc1.06%+1.06%NEW
30CEGConstellation EnergyStock-Utilities0.95%+0.95%NEW
31CORZCore Scientific INCStock-Tech0.90%+0.90%NEW
32CRWDCrowdstrike Holdings INC - AStock-Tech0.88%+0.88%NEW
33MUMicron Technology INCStock-Tech0.85%—-3.29%
34ASMLASML Holding N.V.Stock-Tech0.84%—-1.06%
35DHRDanaher CORPStock-Healthcare0.78%+0.20%-13.56%
36SNOWSnowflake INCStock-Tech0.77%+0.77%NEW
37ROPRoper Technologies INCStock-Tech0.72%-0.99%-71.55%
38EWJIshares Msci Japan ETFETF-Other0.69%+0.69%NEW
39BRK-BBerkshire Hathaway Inc-cl BStock-Other0.66%-3.28%-90.60%
40JPMJpmorgan Chase & CoStock-Financials0.64%—+0.42%
41✓ Iren LTD FStock-Other0.64%+0.64%NEW
42CHDChurch & Dwight Co INCStock-Consumer Staples0.56%—-2.61%
43TERTeradyne INCStock-Tech0.52%—+2.80%
44VRTXVertex Pharmaceuticals INCStock-Healthcare0.48%—-0.63%
45PGProcter & Gamble Co/theStock-Consumer Staples0.42%—-5.44%
46AMTAmerican Tower CORPStock-Real Estate0.40%—-3.95%
47ANETArista Networks INCStock-Tech0.37%—-1.86%
48EWEdwards Lifesciences CORPStock-Healthcare0.35%——
49PANWPalo Alto Networks INCStock-Tech0.32%—-3.55%
50CRMSalesforce INCStock-Tech0.32%—-8.02%
1–50 of 88

Holding changes this quarter

De Burlo Group INC's most significant position changes for 2026-03-31: Sold out: Ishares Russell 2000 ETF (IWM); New buy: Brookfield CORP (BN); Sold out: Booking Holdings INC (BKNG); Sold out: Kkr & Co INC (KKR); New buy: Eqt CORP (EQT).

Position changes disclosed by De Burlo Group INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AAPLApple INC+3%-1.90%Trim
2WYWeyerhaeuser Co+1.6%+165.93%Add
3VVisa Inc-class A Shares+1.2%+37.64%Add
4GOOGLAlphabet Inc-cl A+0.8%-33.65%Trim
5COSTCostco Wholesale CORP+0.7%-37.88%Trim
6AMDAdvanced Micro Devices+0.6%-35.62%Trim
7METAMeta Platforms Inc-class A+0.5%-18.05%Trim
8MCKMckesson CORP+0.5%-43.27%Trim
9DHRDanaher CORP+0.2%-13.56%Trim
10SNPSSynopsys INC+0.2%-25.56%Trim
11AVGOBroadcom INC+0.1%-37.45%Trim
12SWKStanley Black & Decker INC+0.1%-41.15%Trim
13LLYEli Lilly & Co-0.1%-38.01%Trim
14TTTrane Technologies plc-0.1%-52.99%Trim
15ADBEAdobe INC-0.2%-70.14%Trim
16MSFTMicrosoft CORP-0.3%-34.82%Trim
17INTUIntuit INC-0.5%-28.80%Trim
18NVDANvidia CORP-0.6%-52.90%Trim
19MELIMercadolibre INC-0.7%-58.03%Trim
20RSGRepublic Services INC-0.7%-94.88%Trim
21ROPRoper Technologies INC-1%-71.55%Trim
22ADSKAutodesk INC-1.1%-49.69%Trim
23AMZNAmazon.com INC-1.3%-56.33%Trim
24GSGoldman Sachs Group INC-1.4%-63.27%Trim
25NFLXNetflix INC-1.4%-95.84%Trim
26IEMGIshares Core Msci Emerging-1.6%-71.42%Trim
27LULULululemon Athletica INC-1.8%-97.29%Trim
28NVONovo-nordisk A/s-spons Adr-2.2%-95.70%Trim
29ORLYO'reilly Automotive INC-2.5%-77.77%Trim
30BRK-BBerkshire Hathaway Inc-cl B-3.3%-90.60%Trim
31IWMIshares Russell 2000 ETF—EXITSold out
32BNBrookfield CORP—NEWNew buy
33BKNGBooking Holdings INC—EXITSold out
34KKRKkr & Co INC—EXITSold out
35EQTEqt CORP—NEWNew buy
36✓ On Hldg AG—EXITSold out
37SEISolaris Energy Infrastructur—NEWNew buy
38TSLATesla INC—NEWNew buy
39CEGConstellation Energy—NEWNew buy
40CORZCore Scientific INC—NEWNew buy
41CRWDCrowdstrike Holdings INC - A—NEWNew buy
42BXBlackstone INC—EXITSold out
43SNOWSnowflake INC—NEWNew buy
44EWJIshares Msci Japan ETF—NEWNew buy
45✓ Iren LTD F—NEWNew buy
46ETNEaton Corporation plc—EXITSold out
47RIOTRiot Platforms INC—NEWNew buy
48AZNAstraZeneca PLC—NEWNew buy
49BOOTBoot Barn Holdings INC—NEWNew buy
50AZNNAstrazeneca Plc-spons Adr—EXITSold out

FAQ

What is De Burlo Group INC and what type of investor is it?
De Burlo Group INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $441.3M, spread across 88 disclosed positions.
What are De Burlo Group INC's largest equity positions?
Based on the latest 13F filing, De Burlo Group INC's top holdings by market value are: 1. Apple INC (AAPL) — $32.0M (7.3%) 2. Alphabet Inc-cl A (GOOGL) — $27.4M (6.2%) 3. Eli Lilly & Co (LLY) — $24.4M (5.5%) 4. Advanced Micro Devices (AMD) — $22.4M (5.1%) 5. Mckesson CORP (MCK) — $20.4M (4.6%)
What changes did De Burlo Group INC make in its most recent portfolio filing?
In the latest reported quarter, De Burlo Group INC made 50 notable position adjustments: 13 new positions were initiated, 2 existing holdings were added to, 28 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Ishares Russell 2000 ETF (IWM); New buy: Brookfield CORP (BN); Sold out: Booking Holdings INC (BKNG); Sold out: Kkr & Co INC (KKR); New buy: Eqt CORP (EQT)
What sectors does De Burlo Group INC focus on?
De Burlo Group INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.4% • Health Care: 16.1% • Financials: 12.9% • Communication Services: 8.7% • Consumer Discretionary: 8.4% • Industrials: 4.6%