DE BURLO GROUP INC

CIK

1134288

Location

BOSTON, MA

Portfolio Value

Small $528,383,467

Diversification

Diversified

Filing Date

Global Rank

#2,695 / 8,517 ▲ 239

Top Industry

Semiconductors 16.6%

3Y Alpha vs SPY

+67.2%

Period ended 46 days ago

Filed Aug 13, 2026 · 2d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+561.7%

SPY

+75.3%

Annualised alpha

+67.2%

Max drawdown

−22.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

88 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.6%

+1.1 pts

Top 5

33.0%

+3.3 pts

Top 10

49.9%

+1.3 pts

HHI

346

Diversified+12

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.0%	$206,205,380	25
Healthcare	13.6%	$71,741,333	17
Financial Services	13.4%	$70,548,984	12
Communication Services	8.4%	$44,587,664	3
Consumer Cyclical	7.9%	$41,928,774	6
Unclassified	4.9%	$25,828,350	1
Industrials	4.6%	$24,062,444	8
Consumer Defensive	3.0%	$15,720,705	4
Real Estate	2.0%	$10,312,834	2
Energy	1.9%	$9,777,280	3
Utilities	1.1%	$5,979,865	4
Basic Materials	0.3%	$1,689,854	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
RIOT	Riot Platforms, Inc.	+67,400	178,400	$4,884,592
IREN	IREN Ltd	+65,700	147,500	$6,745,175
AMZN	Amazon Com Inc	+13,690	89,170	$21,252,777
TER	Teradyne, Inc	+8,970	16,675	$8,068,032
WY	Weyerhaeuser Co	+4,000	363,000	$8,690,220
GOOGL	Alphabet Inc.	+3,410	98,794	$35,306,011
BN	BROOKFIELD Corp /ON/	+3,100	447,100	$19,041,989
ORLY	O Reilly Automotive Inc	+1,625	86,500	$7,965,785
BRK-B	Berkshire Hathaway Inc	+660	6,726	$3,365,623
LLY	ELI LILLY & Co	+95	26,613	$31,920,433
COST	Costco Wholesale Corp /New	+50	12,367	$11,568,957
JPM	Jpmorgan Chase & Co	+1	9,581	$3,136,148
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CORZ	Core Scientific, Inc./tx	−61,600	204,800	$5,240,832
EQT	EQT Corp	−59,400	86,500	$4,599,205
AMD	Advanced Micro Devices Inc	−32,265	77,780	$45,183,179
SEI	Solaris Energy Infrastructure, Inc.	−22,300	61,700	$4,964,382
NVDA	Nvidia Corp	−14,030	53,835	$10,771,845
ADSK	Autodesk, Inc.	−13,540	49,436	$9,611,347
INTU	Intuit Inc.	−11,825	18,370	$4,794,570
V	Visa Inc.	−9,700	22,738	$7,801,180
MU	Micron Technology Inc	−5,780	5,378	$6,207,771
DHR	Danaher Corp /De/	−3,616	14,503	$2,762,531
PG	PROCTER & GAMBLE Co	−2,994	9,754	$1,430,326
GIS	General Mills Inc	−2,600	8,000	$278,400
MSFT	Microsoft Corp	−2,343	50,081	$18,681,214
MCK	Mckesson Corp	−2,220	21,410	$16,177,396
AAPL	Apple Inc.	−2,147	124,085	$35,905,235
SYK	Stryker Corp	−1,443	815	$256,594
CHD	Church & Dwight Co Inc /De/	−1,300	25,217	$2,443,022
AVGO	Broadcom Inc.	−1,200	30,231	$11,419,760
NVO	Novo Nordisk A S	−850	15,250	$731,085
ADP	Automatic Data Processing Inc	−700	2,034	$455,514
TMO	Thermo Fisher Scientific Inc.	−648	9,397	$4,711,279
CRM	Salesforce, Inc.	−625	6,830	$1,069,987
MAS	Masco Corp /De/	−475	15,526	$1,263,350
AMT	American Tower Corp /Ma/	−418	9,920	$1,622,614
GILD	Gilead Sciences, Inc.	−375	5,758	$727,465
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	1,227,000	$25,828,350
ALAB	Astera Labs, Inc.	14,800	$7,148,696
U	Unity Software Inc.	169,000	$4,830,020
CLSK	Cleanspark, Inc.	205,700	$2,992,935
QCOM	Qualcomm Inc/De	14,934	$2,759,653
APH	Amphenol Corp /De/	24,800	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ABT	Abbott Laboratories	2,733	$280,597
RGLD	Royal Gold Inc	900	$229,041
MASI	Masimo Corp	7,802	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 tracked positions · $528,383,467 total · filing declares 90 positions · $546,638,059 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 88 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMD	Advanced Micro Devices Inc Technology	Reduced	77,780	-32,265	$45,183,179	+101.8%	8.55%
AAPL	Apple Inc. Technology	Reduced	124,085	-2,147	$35,905,235	+12.1%	6.80%
GOOGL	Alphabet Inc. Communication Services	Added	98,794	+3,410	$35,306,011	+28.7%	6.68%
LLY	ELI LILLY & Co Healthcare	Added	26,613	+95	$31,920,433	+30.9%	6.04%
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	NEW	1,227,000	NEW	$25,828,350	NEW	4.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	89,170	+13,690	$21,252,777	+35.2%	4.02%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	447,100	+3,100	$19,041,989	+6.0%	3.60%
MSFT	Microsoft Corp Technology	Reduced	50,081	-2,343	$18,681,214	−3.7%	3.54%
MCK	Mckesson Corp Healthcare	Reduced	21,410	-2,220	$16,177,396	−20.9%	3.06%
GS	Goldman Sachs Group Inc Financial Services	Held	14,400	0	$14,563,728	+19.5%	2.76%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	12,367	+50	$11,568,957	−5.7%	2.19%
SWK	Stanley Black & Decker, Inc. Industrials	Reduced	121,870	-125	$11,470,404	+32.3%	2.17%
AVGO	Broadcom Inc. Technology	Reduced	30,231	-1,200	$11,419,760	+17.4%	2.16%
NVDA	Nvidia Corp Technology	Reduced	53,835	-14,030	$10,771,845	−9.0%	2.04%
ADSK	Autodesk, Inc. Technology	Reduced	49,436	-13,540	$9,611,347	−36.2%	1.82%
TT	Trane Technologies plc Industrials	Held	19,250	0	$9,454,830	+17.9%	1.79%
META	Meta Platforms, Inc. Communication Services	Held	15,750	0	$8,871,817	−1.5%	1.68%
WY	Weyerhaeuser Co Real Estate	Added	363,000	+4,000	$8,690,220	−0.9%	1.64%
TER	Teradyne, Inc Technology	Added	16,675	+8,970	$8,068,032	+253.2%	1.53%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	86,500	+1,625	$7,965,785	+1.7%	1.51%
V	Visa Inc. Financial Services	Reduced	22,738	-9,700	$7,801,180	−20.4%	1.48%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	10,000	0	$7,631,400	+95.5%	1.44%
ALAB	Astera Labs, Inc. Technology	NEW	14,800	NEW	$7,148,696	NEW	1.35%
MA	Mastercard Inc Financial Services	Reduced	13,397	-210	$6,880,699	+1.2%	1.30%
IREN	IREN Ltd Financial Services	Added	147,500	+65,700	$6,745,175	+140.5%	1.28%
ABBV	AbbVie Inc. Healthcare	Reduced	26,039	-300	$6,552,453	+14.4%	1.24%
MU	Micron Technology Inc Technology	Reduced	5,378	-5,780	$6,207,771	+64.7%	1.17%
SNPS	Synopsys Inc Technology	Held	13,400	0	$5,977,338	+12.5%	1.13%
MELI	Mercadolibre Inc Consumer Cyclical	Held	3,500	0	$5,940,865	−1.8%	1.12%
SNOW	Snowflake Inc. Technology	Held	22,500	0	$5,726,250	+68.7%	1.08%
ASML	Asml Holding NV Technology	Held	2,810	0	$5,590,326	+50.6%	1.06%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	12,621	-5	$5,308,392	+13.1%	1.00%
CORZ	Core Scientific, Inc./tx Technology	Reduced	204,800	-61,600	$5,240,832	+31.5%	0.99%
SEI	Solaris Energy Infrastructure, Inc. Energy	Reduced	61,700	-22,300	$4,964,382	+4.6%	0.94%
RIOT	Riot Platforms, Inc. Financial Services	Added	178,400	+67,400	$4,884,592	+256.0%	0.92%
U	Unity Software Inc. Technology	NEW	169,000	NEW	$4,830,020	NEW	0.91%
INTU	Intuit Inc. Technology	Reduced	18,370	-11,825	$4,794,570	−63.3%	0.91%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	9,397	-648	$4,711,279	−4.6%	0.89%
EQT	EQT Corp Energy	Reduced	86,500	-59,400	$4,599,205	−50.5%	0.87%
CEG	Constellation Energy Corp Utilities	Held	15,000	0	$3,725,550	−11.1%	0.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,726	+660	$3,365,623	+15.8%	0.64%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,581	+1	$3,136,148	+11.3%	0.59%
ROP	Roper Technologies Inc Technology	Held	8,985	0	$3,040,434	−4.4%	0.58%
PANW	Palo Alto Networks Inc Technology	Reduced	8,780	-40	$2,994,155	+111.7%	0.57%
CLSK	Cleanspark, Inc. Financial Services	NEW	205,700	NEW	$2,992,935	NEW	0.57%
DHR	Danaher Corp /De/ Healthcare	Reduced	14,503	-3,616	$2,762,531	−19.6%	0.52%
QCOM	Qualcomm Inc/De Technology	NEW	14,934	NEW	$2,759,653	NEW	0.52%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	25,217	-1,300	$2,443,022	−1.3%	0.46%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	4,740	-15	$2,354,500	+10.9%	0.45%
ANET	Arista Networks, Inc. Technology	Held	13,203	0	$2,242,925	+38.4%	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.