De Burlo Group Inc

13F filer · CIK 0001134288

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$547MU.S. long equity reported on 13F

Positions875 new · 3 closed

Net flow last quarter-$15.5MBuys minus sells

Top 10 positions weight45.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202687 positions
AMDAdvanced Micro Devices Inc	$45.2M	8.27%	0.00%	-29.3%	Q3 2020
AAPLApple Inc.	$35.9M	6.57%	0.00%	-1.7%	Q2 2013
GOOGLAlphabet Inc.	$35.3M	6.46%	0.00%	+3.6%	Q4 2015
LLYELI LILLY & Co	$31.9M	5.84%	0.00%	+0.4%	Q3 2018
AMZNAmazon Com Inc	$21.3M	3.89%	0.00%	+18.1%	Q2 2013
BNBROOKFIELD Corp	$19M	3.48%	Not reported	+0.7%	Q1 2026
MSFTMicrosoft Corp	$18.7M	3.42%	0.00%	-4.5%	Q2 2013
MCKMckesson Corp	$16.2M	2.96%	0.02%	-9.4%	Q2 2013
GSGoldman Sachs Group Inc	$14.6M	2.66%	0.00%	Not reported	Q3 2024
COSTCostco Wholesale Corp	$11.6M	2.12%	0.00%	+0.4%	Q4 2020
SWKStanley Black & Decker, Inc.	$11.5M	2.10%	0.08%	-0.1%	Q3 2019
AVGOBroadcom Inc.	$11.4M	2.09%	0.00%	-3.8%	Q1 2016
NVDANvidia Corp	$10.8M	1.97%	0.00%	-20.7%	Q3 2020
ADSKAutodesk, Inc.	$9.61M	1.76%	0.02%	-21.5%	Q2 2018
TTTrane Technologies plc	$9.45M	1.73%	0.01%	Not reported	Q1 2024
METAMeta Platforms, Inc.	$8.87M	1.62%	Not reported	Not reported	Q4 2015
WYWeyerhaeuser Co	$8.69M	1.59%	0.05%	+1.1%	Q2 2013
TERTeradyne, Inc	$8.07M	1.48%	0.01%	+116.4%	Q3 2024
ORLYO Reilly Automotive Inc	$7.97M	1.46%	0.01%	+1.9%	Q4 2015
VVisa Inc.	$7.8M	1.43%	0.00%	-29.9%	Q2 2013
CRWDCrowdStrike Holdings, Inc.	$7.63M	1.40%	0.00%	Not reported	Q3 2021
ALABAstera Labs, Inc.	$7.15M	1.31%	0.01%	New	Q2 2026
MAMastercard Inc	$6.88M	1.26%	0.00%	-1.5%	Q2 2013
IRENIREN Ltd	$6.75M	1.23%	0.04%	+80.3%	Q1 2026
ABBVAbbVie Inc.	$6.55M	1.20%	0.00%	-1.1%	Q2 2013
MUMicron Technology Inc	$6.21M	1.14%	0.00%	-51.8%	Q1 2024
SNPSSynopsys Inc	$5.98M	1.09%	0.01%	Not reported	Q4 2025
MELIMercadolibre Inc	$5.94M	1.09%	0.01%	Not reported	Q2 2025
SNOWSnowflake Inc.	$5.73M	1.05%	0.01%	Not reported	Q1 2026
ASMLAsml Holding NV	$5.59M	1.02%	0.00%	Not reported	Q3 2021
TSLATesla, Inc.	$5.31M	0.97%	0.00%	0.0%	Q2 2022
CORZCore Scientific, Inc./tx	$5.24M	0.96%	0.06%	-23.1%	Q1 2026
SEISolaris Energy Infrastructure, Inc.	$4.96M	0.91%	Not reported	-26.6%	Q1 2026
RIOTRiot Platforms, Inc.	$4.88M	0.89%	0.05%	+60.7%	Q1 2026
UUnity Software Inc.	$4.83M	0.88%	0.04%	New	Q2 2026
INTUIntuit Inc.	$4.79M	0.88%	0.01%	-39.2%	Q2 2022
TMOThermo Fisher Scientific Inc.	$4.71M	0.86%	0.00%	-6.5%	Q2 2013
EQTEQT Corp	$4.6M	0.84%	0.01%	-40.7%	Q1 2026
APHAmphenol Corp	$4.37M	0.80%	0.00%	New	Q2 2026
CEGConstellation Energy Corp	$3.73M	0.68%	0.00%	Not reported	Q1 2026
BRK.BBerkshire Hathaway Inc	$3.37M	0.62%	Not reported	+10.9%	Q3 2013
JPMJPMorgan Chase & Co	$3.14M	0.57%	0.00%	0.0%	Q4 2017
ROPRoper Technologies Inc	$3.04M	0.56%	0.01%	Not reported	Q2 2017
PANWPalo Alto Networks Inc	$2.99M	0.55%	0.00%	-0.5%	Q2 2015
CLSKCleanspark, Inc.	$2.99M	0.55%	0.08%	New	Q2 2026
DHRDanaher Corp	$2.76M	0.51%	0.00%	-20.0%	Q2 2013
QCOMQualcomm Inc	$2.76M	0.50%	0.00%	Not reported	Q2 2013
CHDChurch & Dwight Co Inc	$2.44M	0.45%	0.01%	-4.9%	Q2 2013
VRTXVertex Pharmaceuticals Inc / Ma	$2.35M	0.43%	0.00%	-0.3%	Q3 2017
ANETArista Networks, Inc.	$2.24M	0.41%	0.00%	Not reported	Q2 2017

Q1 2026Reported May 14, 202685 positions
AAPLApple Inc.	$32M	7.26%	0.00%	-1.9%	Q2 2013
GOOGLAlphabet Inc.	$27.4M	6.22%	0.00%	-33.7%	Q4 2015
LLYELI LILLY & Co	$24.4M	5.53%	0.00%	-38.0%	Q3 2018
AMDAdvanced Micro Devices Inc	$22.4M	5.07%	0.01%	-35.6%	Q3 2020
MCKMckesson Corp	$20.4M	4.63%	0.02%	-43.3%	Q2 2013
MSFTMicrosoft Corp	$19.4M	4.40%	0.00%	-34.8%	Q2 2013
BNBROOKFIELD Corp	$18M	4.07%	Not reported	New	Q1 2026
AMZNAmazon Com Inc	$15.7M	3.56%	0.00%	-56.3%	Q2 2013
ADSKAutodesk, Inc.	$15.1M	3.42%	0.03%	-49.7%	Q2 2018
INTUIntuit Inc.	$13.1M	2.96%	0.01%	-28.8%	Q2 2022
COSTCostco Wholesale Corp	$12.3M	2.78%	0.00%	-37.9%	Q4 2020
GSGoldman Sachs Group Inc	$12.2M	2.76%	0.00%	-63.3%	Q3 2024
NVDANvidia Corp	$11.8M	2.68%	0.00%	-52.9%	Q3 2020
VVisa Inc.	$9.8M	2.22%	0.00%	+37.6%	Q2 2013
AVGOBroadcom Inc.	$9.73M	2.20%	0.00%	-37.5%	Q1 2016
EQTEQT Corp	$9.29M	2.10%	0.02%	New	Q1 2026
METAMeta Platforms, Inc.	$9.01M	2.04%	Not reported	-18.1%	Q4 2015
WYWeyerhaeuser Co	$8.77M	1.99%	0.05%	+165.9%	Q2 2013
SWKStanley Black & Decker, Inc.	$8.67M	1.96%	0.08%	-41.2%	Q3 2019
TTTrane Technologies plc	$8.02M	1.82%	0.01%	-53.0%	Q1 2024
ORLYO Reilly Automotive Inc	$7.83M	1.78%	0.01%	-77.8%	Q4 2015
MAMastercard Inc	$6.8M	1.54%	0.00%	-1.0%	Q2 2013
MELIMercadolibre Inc	$6.05M	1.37%	0.01%	-58.0%	Q2 2025
ABBVAbbVie Inc.	$5.73M	1.30%	0.00%	-0.9%	Q2 2013
SNPSSynopsys Inc	$5.31M	1.20%	0.01%	-25.6%	Q4 2025
TMOThermo Fisher Scientific Inc.	$4.94M	1.12%	0.00%	-3.0%	Q2 2013
SEISolaris Energy Infrastructure, Inc.	$4.75M	1.08%	Not reported	New	Q1 2026
TSLATesla, Inc.	$4.69M	1.06%	0.00%	Not reported	Q2 2022
CEGConstellation Energy Corp	$4.19M	0.95%	0.00%	New	Q1 2026
CORZCore Scientific, Inc./tx	$3.99M	0.90%	0.08%	New	Q1 2026
CRWDCrowdStrike Holdings, Inc.	$3.9M	0.88%	0.00%	Not reported	Q3 2021
MUMicron Technology Inc	$3.77M	0.85%	0.00%	-3.3%	Q1 2024
ASMLAsml Holding NV	$3.71M	0.84%	0.00%	-1.1%	Q3 2021
DHRDanaher Corp	$3.44M	0.78%	0.00%	-13.6%	Q2 2013
SNOWSnowflake Inc.	$3.39M	0.77%	0.01%	New	Q1 2026
ROPRoper Technologies Inc	$3.18M	0.72%	0.01%	-71.6%	Q2 2017
BRK.BBerkshire Hathaway Inc	$2.91M	0.66%	Not reported	-90.6%	Q3 2013
JPMJPMorgan Chase & Co	$2.82M	0.64%	0.00%	+0.4%	Q4 2017
IRENIREN Ltd	$2.8M	0.64%	0.02%	New	Q1 2026
CHDChurch & Dwight Co Inc	$2.47M	0.56%	0.01%	-2.6%	Q2 2013
TERTeradyne, Inc	$2.28M	0.52%	0.00%	+2.8%	Q3 2024
VRTXVertex Pharmaceuticals Inc / Ma	$2.12M	0.48%	0.00%	-0.6%	Q3 2017
PGPROCTER & GAMBLE Co	$1.84M	0.42%	0.00%	-5.4%	Q2 2013
AMTAmerican Tower Corp	$1.78M	0.40%	0.00%	-4.0%	Q2 2013
ANETArista Networks, Inc.	$1.62M	0.37%	0.00%	-1.9%	Q2 2017
EWEdwards Lifesciences Corp	$1.52M	0.35%	0.00%	Not reported	Q4 2014
PANWPalo Alto Networks Inc	$1.41M	0.32%	0.00%	-3.6%	Q2 2015
CRMSalesforce, Inc.	$1.39M	0.32%	0.00%	-8.0%	Q3 2014
MASIMasimo Corp	$1.39M	0.31%	0.01%	-1.9%	Q3 2016
RIOTRiot Platforms, Inc.	$1.37M	0.31%	0.03%	New	Q1 2026

Q4 2025Reported Feb 13, 202677 positions
LLYELI LILLY & Co	$46M	5.58%	0.00%	0.0%	Q3 2018
GOOGLAlphabet Inc.	$45M	5.46%	0.00%	+583.7%	Q4 2015
AMZNAmazon Com Inc	$39.9M	4.84%	0.00%	+11.6%	Q2 2013
MSFTMicrosoft Corp	$38.9M	4.72%	0.00%	-0.2%	Q2 2013
ADSKAutodesk, Inc.	$37.1M	4.50%	0.06%	+8.7%	Q2 2018
AMDAdvanced Micro Devices Inc	$36.6M	4.44%	0.01%	-11.1%	Q3 2020
AAPLApple Inc.	$35M	4.25%	0.00%	-0.7%	Q2 2013
ORLYO Reilly Automotive Inc	$34.8M	4.23%	0.05%	+15.1%	Q4 2015
GSGoldman Sachs Group Inc	$34.5M	4.18%	0.01%	+9.5%	Q3 2024
MCKMckesson Corp	$34.2M	4.15%	0.03%	-9.1%	Q2 2013
BRK.BBerkshire Hathaway Inc	$32.5M	3.94%	Not reported	+13.6%	Q3 2013
INTUIntuit Inc.	$28.1M	3.41%	0.02%	+60.1%	Q2 2022
NVDANvidia Corp	$26.9M	3.26%	0.00%	-18.9%	Q3 2020
NVONovo Nordisk A S	$19.1M	2.31%	Not reported	-22.1%	Q2 2022
AVGOBroadcom Inc.	$17.4M	2.11%	0.00%	-20.8%	Q1 2016
COSTCostco Wholesale Corp	$17.1M	2.08%	0.00%	Not reported	Q4 2020
MELIMercadolibre Inc	$16.8M	2.04%	0.02%	-9.0%	Q2 2025
TTTrane Technologies plc	$15.9M	1.93%	0.02%	Not reported	Q1 2024
SWKStanley Black & Decker, Inc.	$15.4M	1.87%	0.13%	-21.2%	Q3 2019
LULUlululemon athletica inc.	$15.4M	1.86%	0.07%	+23.0%	Q4 2016
ROPRoper Technologies Inc	$14.1M	1.71%	0.03%	Not reported	Q2 2017
NFLXNetflix Inc	$13M	1.57%	0.00%	-39.3%	Q3 2017
METAMeta Platforms, Inc.	$12.7M	1.54%	Not reported	-63.3%	Q4 2015
BKNGBooking Holdings Inc.	$12.4M	1.50%	0.01%	-31.3%	Q2 2024
KKRKKR & Co. Inc.	$12.1M	1.47%	0.01%	-37.7%	Q1 2024
SNPSSynopsys Inc	$8.45M	1.03%	0.01%	New	Q4 2025
VVisa Inc.	$8.27M	1.00%	0.00%	-0.3%	Q2 2013
MAMastercard Inc	$7.85M	0.95%	0.00%	-0.3%	Q2 2013
ONONOn Holding AG	$6.93M	0.84%	0.05%	-19.5%	Q1 2023
RSGRepublic Services, Inc.	$6.76M	0.82%	0.01%	-48.2%	Q1 2022
ABBVAbbVie Inc.	$6.08M	0.74%	0.00%	-1.3%	Q2 2013
TMOThermo Fisher Scientific Inc.	$6M	0.73%	0.00%	-1.2%	Q2 2013
DHRDanaher Corp	$4.8M	0.58%	0.00%	-1.3%	Q2 2013
BXBlackstone Inc.	$3.69M	0.45%	0.00%	-58.3%	Q3 2024
MUMicron Technology Inc	$3.29M	0.40%	0.00%	-18.7%	Q1 2024
WYWeyerhaeuser Co	$3.2M	0.39%	0.02%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$3.07M	0.37%	0.00%	-0.1%	Q4 2017
ASMLAsml Holding NV	$3.04M	0.37%	0.00%	-87.9%	Q3 2021
ETNEaton Corp plc	$2.53M	0.31%	0.00%	-56.0%	Q3 2022
CHDChurch & Dwight Co Inc	$2.28M	0.28%	0.01%	-3.4%	Q2 2013
ADBEAdobe Inc.	$2.19M	0.27%	0.00%	-12.3%	Q2 2013
VRTXVertex Pharmaceuticals Inc / Ma	$2.17M	0.26%	0.00%	-4.8%	Q3 2017
CRMSalesforce, Inc.	$2.15M	0.26%	0.00%	-12.0%	Q3 2014
PGPROCTER & GAMBLE Co	$1.93M	0.23%	0.00%	-8.5%	Q2 2013
AMTAmerican Tower Corp	$1.89M	0.23%	0.00%	-3.0%	Q2 2013
ANETArista Networks, Inc.	$1.76M	0.21%	0.00%	-1.3%	Q2 2017
PANWPalo Alto Networks Inc	$1.68M	0.20%	0.00%	-10.3%	Q2 2015
EWEdwards Lifesciences Corp	$1.62M	0.20%	0.00%	Not reported	Q4 2014
TERTeradyne, Inc	$1.45M	0.18%	0.00%	-95.7%	Q3 2024
SYKStryker Corp	$1.11M	0.14%	0.00%	+5.0%	Q2 2016

Q3 2025Reported Nov 13, 202576 positions
MSFTMicrosoft Corp	$41.7M	5.03%	0.00%	-6.1%	Q2 2013
METAMeta Platforms, Inc.	$38.4M	4.63%	Not reported	+0.2%	Q4 2015
ADSKAutodesk, Inc.	$36.6M	4.41%	0.05%	+47.6%	Q2 2018
ORLYO Reilly Automotive Inc	$35.8M	4.31%	0.04%	+1.0%	Q4 2015
MCKMckesson Corp	$35.4M	4.27%	0.04%	+210.3%	Q2 2013
AMZNAmazon Com Inc	$34M	4.10%	0.00%	-7.0%	Q2 2013
NVDANvidia Corp	$33.1M	3.99%	0.00%	-14.0%	Q3 2020
AAPLApple Inc.	$33M	3.97%	0.00%	-6.5%	Q2 2013
LLYELI LILLY & Co	$32.6M	3.93%	0.00%	+50.0%	Q3 2018
AMDAdvanced Micro Devices Inc	$31.1M	3.75%	0.01%	+455.8%	Q3 2020
BRK.BBerkshire Hathaway Inc	$28.6M	3.44%	Not reported	+0.4%	Q3 2013
GSGoldman Sachs Group Inc	$28.5M	3.44%	0.01%	+28.3%	Q3 2024
NFLXNetflix Inc	$27.3M	3.29%	0.01%	-19.7%	Q3 2017
NVONovo Nordisk A S	$26.7M	3.22%	Not reported	Not reported	Q2 2022
TERTeradyne, Inc	$24M	2.89%	0.11%	Not reported	Q3 2024
ASMLAsml Holding NV	$22.7M	2.73%	0.01%	-40.9%	Q3 2021
MELIMercadolibre Inc	$21.4M	2.58%	0.02%	+86.9%	Q2 2025
AVGOBroadcom Inc.	$20.9M	2.52%	0.00%	-46.7%	Q1 2016
KKRKKR & Co. Inc.	$19.8M	2.39%	0.02%	+7.0%	Q1 2024
SWKStanley Black & Decker, Inc.	$19.5M	2.36%	0.17%	+157.3%	Q3 2019
COSTCostco Wholesale Corp	$18.4M	2.21%	0.00%	+0.4%	Q4 2020
BKNGBooking Holdings Inc.	$18.2M	2.19%	0.01%	Not reported	Q2 2024
INTUIntuit Inc.	$18.1M	2.18%	0.01%	+771.2%	Q2 2022
TTTrane Technologies plc	$17.3M	2.08%	0.02%	Not reported	Q1 2024
RSGRepublic Services, Inc.	$14.1M	1.70%	0.02%	+40.2%	Q1 2022
LULUlululemon athletica inc.	$10.7M	1.29%	0.05%	Not reported	Q4 2016
BXBlackstone Inc.	$9.82M	1.18%	0.01%	-11.6%	Q3 2024
VVisa Inc.	$8.07M	0.97%	0.00%	+1.4%	Q2 2013
ONONOn Holding AG	$7.84M	0.95%	0.06%	+45.3%	Q1 2023
MAMastercard Inc	$7.84M	0.94%	0.00%	+0.2%	Q2 2013
BABAAlibaba Group Holding Ltd	$6.79M	0.82%	0.00%	-75.2%	Q3 2014
ETNEaton Corp plc	$6.75M	0.81%	0.00%	+32.3%	Q3 2022
ABBVAbbVie Inc.	$6.24M	0.75%	0.00%	+0.2%	Q2 2013
GOOGLAlphabet Inc.	$5.11M	0.62%	0.00%	-69.5%	Q4 2015
TMOThermo Fisher Scientific Inc.	$5.09M	0.61%	0.00%	-1.9%	Q2 2013
DHRDanaher Corp	$4.21M	0.51%	0.00%	-4.0%	Q2 2013
JPMJPMorgan Chase & Co	$3.01M	0.36%	0.00%	+0.4%	Q4 2017
ADBEAdobe Inc.	$2.52M	0.30%	0.00%	-20.9%	Q2 2013
CHDChurch & Dwight Co Inc	$2.47M	0.30%	0.01%	-1.7%	Q2 2013
MUMicron Technology Inc	$2.37M	0.29%	0.00%	-90.4%	Q1 2024
PGPROCTER & GAMBLE Co	$2.26M	0.27%	0.00%	-0.3%	Q2 2013
CRMSalesforce, Inc.	$2.18M	0.26%	0.00%	-30.3%	Q3 2014
AMTAmerican Tower Corp	$2.13M	0.26%	0.00%	Not reported	Q2 2013
PANWPalo Alto Networks Inc	$2.08M	0.25%	0.00%	-4.9%	Q2 2015
ANETArista Networks, Inc.	$1.99M	0.24%	0.00%	-1.5%	Q2 2017
VRTXVertex Pharmaceuticals Inc / Ma	$1.97M	0.24%	0.00%	-89.7%	Q3 2017
EWEdwards Lifesciences Corp	$1.48M	0.18%	0.00%	+0.6%	Q4 2014
MASMasco Corp	$1.25M	0.15%	0.01%	Not reported	Q2 2013
MASIMasimo Corp	$1.19M	0.14%	0.02%	-0.6%	Q3 2016
ABTAbbott Laboratories	$1.15M	0.14%	0.00%	+1.2%	Q2 2013

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