Investor
DE BURLO GROUP INC
CIK 0001134288 · filed 2026-05-14 · SEC filing
13F book
$441.3M
Positions
88
16 new · 7 sold
Largest name
7.3%
Apple Inc. · AAPL
Est. mark
−$35.3M
Price effect on 72 names still held. Flow −$347.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 126.2K | $32M | 7.3% | −$2.28M | Cut−$2.95M |
| Alphabet Inc | — | 95.4K | $27.4M | 6.2% | −$2.43M | Cut−$17.6M |
| Eli Lilly & Co | LLY | 26.5K | $24.4M | 5.5% | −$4.11M | Cut−$21.6M |
| Advanced Micro Devices Inc | AMD | 110K | $22.4M | 5.1% | −$1.18M | Cut−$14.2M |
| Mckesson Corp | MCK | 23.6K | $20.4M | 4.6% | $1.07M | Cut−$13.7M |
| Microsoft Corp | MSFT | 52.4K | $19.4M | 4.4% | −$5.95M | Cut−$19.5M |
| Brookfield Corp | — | 444K | $18M | 4.1% | — | New |
| Amazon Com Inc | AMZN | 75.5K | $15.7M | 3.6% | −$1.7M | Cut−$24.2M |
| Autodesk, Inc. | ADSK | 63K | $15.1M | 3.4% | −$3.57M | Cut−$22M |
| Intuit Inc. | INTU | 30.2K | $13.1M | 3.0% | −$6.95M | Cut−$15M |
| Costco Whsl Corp New | — | 12.3K | $12.3M | 2.8% | $1.65M | Cut−$4.82M |
| Goldman Sachs Group Inc | — | 14.4K | $12.2M | 2.8% | −$475.3K | Cut−$22.3M |
| Nvidia Corp | NVDA | 67.9K | $11.8M | 2.7% | −$821.2K | Cut−$15M |
| Visa Inc. | V | 32.4K | $9.8M | 2.2% | −$1.14M | Added$1.54M |
| Broadcom Inc. | AVGO | 31.4K | $9.73M | 2.2% | −$1.15M | Cut−$7.66M |
| Eqt Corp | EQT | 145.9K | $9.29M | 2.1% | — | New |
| Meta Platforms, Inc. | META | 15.8K | $9.01M | 2.0% | −$1.39M | Cut−$3.68M |
| Ishares Inc | — | 126K | $8.79M | 2.0% | $318.7K | Cut−$20.8M |
| Weyerhaeuser Co Mtn Be | WY | 359K | $8.77M | 2.0% | $99.9K | Added$5.57M |
| Stanley Black & Decker, Inc. | SWK | 122K | $8.67M | 2.0% | −$392.8K | Cut−$6.73M |
| Trane Technologies Plc | TT | 19.3K | $8.02M | 1.8% | $530.1K | Cut−$7.92M |
| Oreilly Automotive Inc | — | 84.9K | $7.83M | 1.8% | $93.4K | Cut−$27M |
| Mastercard Inc | MA | 13.6K | $6.8M | 1.5% | −$969.1K | Cut−$1.05M |
| Mercadolibre Inc | MELI | 3.5K | $6.05M | 1.4% | −$998.3K | Cut−$10.7M |
| AbbVie Inc. | ABBV | 26.3K | $5.73M | 1.3% | −$289.7K | Cut−$346.9K |
| Synopsys Inc | SNPS | 13.4K | $5.31M | 1.2% | −$981.4K | Cut−$3.14M |
| Thermo Fisher Scientific Inc. | TMO | 10K | $4.94M | 1.1% | −$883.2K | Cut−$1.07M |
| Solaris Energy Infras Inc | — | 84K | $4.75M | 1.1% | — | New |
| Tesla, Inc. | TSLA | 12.6K | $4.69M | 1.1% | — | New |
| Constellation Energy Corp | CEG | 15K | $4.19M | 0.9% | — | New |
| Core Scientific Inc New | — | 266.4K | $3.99M | 0.9% | — | New |
| Crowdstrike Hldgs Inc | — | 10K | $3.9M | 0.9% | — | New |
| Micron Technology Inc | MU | 11.2K | $3.77M | 0.9% | $585K | Cut$476.6K |
| Asml Holding N V | — | 2.81K | $3.71M | 0.8% | $705.2K | Cut$673.1K |
| Danaher Corporation | — | 18.1K | $3.44M | 0.8% | −$712.4K | Cut−$1.36M |
| Snowflake Inc. | SNOW | 22.5K | $3.39M | 0.8% | — | New |
| Roper Technologies Inc | ROP | 8.98K | $3.18M | 0.7% | −$820.1K | Cut−$10.9M |
| Ishares Inc | — | 35.9K | $3.03M | 0.7% | — | New |
| Berkshire Hathaway Inc Del | — | 6.07K | $2.91M | 0.7% | −$142.2K | Cut−$29.5M |
| Jpmorgan Chase & Co. | — | 9.58K | $2.82M | 0.6% | −$267.6K | Added−$255.8K |
| Iren Limited | — | 81.8K | $2.8M | 0.6% | — | New |
| Church & Dwight Co Inc | — | 26.5K | $2.47M | 0.6% | $251.1K | Cut$191.6K |
| Teradyne, Inc | TER | 7.71K | $2.28M | 0.5% | $771.2K | Added$833.5K |
| Vertex Pharmaceuticals Inc | — | 4.75K | $2.12M | 0.5% | −$32.4K | Cut−$46K |
| Procter And Gamble Co | PG | 12.7K | $1.84M | 0.4% | $14.4K | Cut−$90.6K |
| American Tower Corp New | — | 10.3K | $1.78M | 0.4% | −$30.9K | Cut−$105.5K |
| Arista Networks, Inc. | ANET | 13.2K | $1.62M | 0.4% | −$108.9K | Cut−$141.7K |
| Edwards Lifesciences Corp | EW | 19K | $1.52M | 0.3% | −$98.4K | Held |
| Palo Alto Networks Inc | PANW | 8.82K | $1.41M | 0.3% | −$210.6K | Cut−$270.5K |
| Salesforce, Inc. | CRM | 7.46K | $1.39M | 0.3% | −$583.3K | Cut−$755.5K |
| Masimo Corp | — | 7.8K | $1.39M | 0.3% | $373K | Cut$353.5K |
| Riot Platforms, Inc. | RIOT | 111K | $1.37M | 0.3% | — | New |
| Astrazeneca Plc Ord | AZN | 5.92K | $1.17M | 0.3% | — | New |
| Boot Barn Hldgs Inc | — | 7.5K | $1.1M | 0.2% | — | New |
| American Wtr Wks Co Inc New | — | 7.41K | $1.01M | 0.2% | $41.4K | Held |
| Masco Corp | — | 16K | $966K | 0.2% | −$49.4K | Cut−$87.5K |
| Atmos Energy Corp | ATO | 5.13K | $948.5K | 0.2% | $87.8K | Held |
| Gilead Sciences, Inc. | GILD | 6.13K | $854.8K | 0.2% | $102K | Held |
| Stryker Corp | SYK | 2.26K | $742K | 0.2% | −$51.7K | Cut−$371.5K |
| STERIS plc | STE | 3.22K | $712K | 0.2% | −$104.3K | Cut−$117K |
| Sherwin Williams Co | SHW | 2.17K | $697.2K | 0.2% | −$7.57K | Held |
| Reinsurance Grp Of America I | — | 3.12K | $636.2K | 0.1% | $2.18K | Held |
| Topbuild Corp | — | 1.78K | $626.7K | 0.1% | −$115.4K | Added−$103.8K |
| Neurocrine Biosciences Inc | NBIX | 4.67K | $614.8K | 0.1% | −$47.1K | Held |
| Novo-Nordisk A S | — | 16.1K | $591.7K | 0.1% | −$227.5K | Cut−$18.5M |
| Automatic Data Processing In | — | 2.73K | $555.5K | 0.1% | −$147.8K | Cut−$187.4K |
| Netflix Inc | NFLX | 5.76K | $553.8K | 0.1% | $13.8K | Cut−$12.4M |
| Ecolab Inc. | ECL | 1.85K | $492.1K | 0.1% | $6.47K | Held |
| Cigna Group | CI | 1.74K | $463.1K | 0.1% | −$14.7K | Cut−$21.3K |
| Adobe Inc. | ADBE | 1.87K | $454.1K | 0.1% | −$199.7K | Cut−$1.74M |
| Nextera Energy Inc | — | 4.5K | $418K | 0.1% | $56.7K | Held |
| Linde Plc | LIN | 820 | $406.5K | 0.1% | $56.9K | Held |
| General Mls Inc | GIS | 10.6K | $394.5K | 0.1% | −$98.4K | Cut−$154.2K |
| First Solar, Inc. | FSLR | 2K | $394.5K | 0.1% | −$127.9K | Held |
| Veralto Corp | VLTO | 4.13K | $365.6K | 0.1% | −$47K | Cut−$53.6K |
| Republic Svcs Inc | — | 1.63K | $357.7K | 0.1% | $11.6K | Cut−$6.4M |
| Johnson & Johnson | JNJ | 1.33K | $325.8K | 0.1% | $50K | Held |
| lululemon athletica inc. | LULU | 2K | $307K | 0.1% | −$109.7K | Cut−$15.1M |
| Lpl Finl Hldgs Inc | — | 1K | $300.8K | 0.1% | −$56.3K | Held |
| Abbott Labs | ABT | 2.73K | $280.6K | 0.1% | −$61.8K | Cut−$788.5K |
| Vaneck Etf Trust | — | 3K | $275.4K | 0.1% | — | New |
| Exxon Mobil Corp | — | 1.56K | $265.2K | 0.1% | — | New |
| Casella Waste Sys Inc | — | 3.1K | $246K | 0.1% | −$57.7K | Held |
| Union Pac Corp | — | 964 | $233.9K | 0.1% | $10.9K | Held |
| Royal Gold Inc | RGLD | 900 | $229K | 0.1% | $29K | Held |
| Amgen Inc | AMGN | 595 | $209.4K | 0.0% | — | New |
| Bank America Corp | — | 4.25K | $207.1K | 0.0% | −$26.6K | Held |
| Integra Lifesciences Hldgs C | — | 14.5K | $136.2K | 0.0% | −$43.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.