DE BURLO GROUP INC

CIK

1134288

Location

BOSTON, MA

Portfolio Value

Small $425,984,400

Diversification

Diversified

Filing Date

Global Rank

#2,831 / 8,603 ▼ 699 · as of Mar 2026

Top Industry

Semiconductors 11.2%

3Y Alpha vs SPY

-3.8%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.6%

SPY

+76.0%

Annualised alpha

-2.9%

Max drawdown

−23.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

84 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.5%

+1.4 pts

Top 5

29.7%

+2.1 pts

Top 10

48.8%

−2.3 pts

HHI

336

Diversified−30

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.6%	$155,967,951	21
Healthcare	16.4%	$70,073,895	19
Financial Services	13.6%	$57,798,895	11
Communication Services	8.7%	$36,993,494	3
Consumer Cyclical	8.4%	$35,704,980	6
Industrials	4.6%	$19,487,022	8
Consumer Defensive	4.0%	$16,983,447	4
Energy	3.3%	$14,031,916	2
Real Estate	2.5%	$10,554,502	2
Utilities	1.5%	$6,563,401	4
Basic Materials	0.4%	$1,824,897	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
WY	Weyerhaeuser Co	+224,000	359,000	$8,770,370
V	Visa Inc.	+8,870	32,438	$9,804,061
TER	Teradyne, Inc	+210	7,705	$2,284,224
JPM	Jpmorgan Chase & Co	+40	9,580	$2,818,052
BLD	QXO Insulation, LLC	+33	1,784	$626,719
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVO	Novo Nordisk A S	−358,560	16,100	$591,675
ORLY	O Reilly Automotive Inc	−296,850	84,875	$7,834,811
NFLX	Netflix Inc	−132,600	5,760	$553,824
AMZN	Amazon Com Inc	−97,355	75,480	$15,720,219
SWK	Stanley Black & Decker, Inc.	−85,292	121,995	$8,668,964
NVDA	Nvidia Corp	−76,225	67,865	$11,835,656
LULU	lululemon athletica inc.	−71,920	2,005	$306,965
ADSK	Autodesk, Inc.	−62,212	62,976	$15,076,454
AMD	Advanced Micro Devices Inc	−60,885	110,045	$22,386,454
BRK-B	Berkshire Hathaway Inc	−58,495	6,066	$2,906,827
GOOGL	Alphabet Inc.	−48,365	95,384	$27,428,623
RSG	Republic Services, Inc.	−30,250	1,633	$357,659
MSFT	Microsoft Corp	−28,000	52,424	$19,405,792
GS	Goldman Sachs Group Inc	−24,800	14,400	$12,182,256
ROP	Roper Technologies Inc	−22,600	8,985	$3,179,432
TT	Trane Technologies plc	−21,700	19,250	$8,022,245
AVGO	Broadcom Inc.	−18,819	31,431	$9,728,208
MCK	Mckesson Corp	−18,020	23,630	$20,448,456
LLY	ELI LILLY & Co	−16,260	26,518	$24,390,460
INTU	Intuit Inc.	−12,215	30,195	$13,055,714
COST	Costco Wholesale Corp /New	−7,510	12,317	$12,273,028
ABT	Abbott Laboratories	−5,800	2,733	$280,597
MELI	Mercadolibre Inc	−4,840	3,500	$6,051,570
SNPS	Synopsys Inc	−4,600	13,400	$5,312,832
ADBE	Adobe Inc.	−4,387	1,868	$454,073
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
BN	BROOKFIELD Corp /ON/	444,000	$17,968,680
EQT	EQT Corp	145,900	$9,285,076
SEI	Solaris Energy Infrastructure, Inc.	84,000	$4,746,840
TSLA	Tesla, Inc.	12,626	$4,693,715
CEG	Constellation Energy Corp	15,000	$4,188,750
CORZ	Core Scientific, Inc./tx	266,400	$3,985,344
SNOW	Snowflake Inc.	22,500	$3,393,450
IREN	IREN Ltd	81,800	$2,804,104
RIOT	Riot Platforms, Inc.	111,000	$1,371,960
AZN	Astrazeneca PLC	5,924	$1,168,331
BOOT	Boot Barn Holdings, Inc.	7,500	$1,097,700
CRWD	CrowdStrike Holdings, Inc.	10,000	$976,025
AMGN	Amgen Inc	595	$209,350
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
KKR	KKR & Co. Inc.	95,200	$12,136,096
ONON	On Holding AG	149,150	$6,932,492
BX	Blackstone Inc.	23,950	$3,691,653
ETN	Eaton Corp plc	7,940	$2,528,969
BKNG	Booking Holdings Inc.	2,315	$495,903
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 positions · $425,984,400 total · as of Mar 31, 2026

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

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	126,232	-2,448	$32,036,419	−8.4%	7.52%
GOOGL	Alphabet Inc. Communication Services	Reduced	95,384	-48,365	$27,428,623	−39.0%	6.44%
LLY	ELI LILLY & Co Healthcare	Reduced	26,518	-16,260	$24,390,460	−46.9%	5.73%
AMD	Advanced Micro Devices Inc Technology	Reduced	110,045	-60,885	$22,386,454	−38.8%	5.26%
MCK	Mckesson Corp Healthcare	Reduced	23,630	-18,020	$20,448,456	−40.1%	4.80%
MSFT	Microsoft Corp Technology	Reduced	52,424	-28,000	$19,405,792	−50.1%	4.56%
BN	BROOKFIELD Corp /ON/ Financial Services	NEW	444,000	NEW	$17,968,680	NEW	4.22%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	75,480	-97,355	$15,720,219	−60.6%	3.69%
ADSK	Autodesk, Inc. Technology	Reduced	62,976	-62,212	$15,076,454	−59.3%	3.54%
INTU	Intuit Inc. Technology	Reduced	30,195	-12,215	$13,055,714	−53.5%	3.06%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	12,317	-7,510	$12,273,028	−28.2%	2.88%
GS	Goldman Sachs Group Inc Financial Services	Reduced	14,400	-24,800	$12,182,256	−64.6%	2.86%
NVDA	Nvidia Corp Technology	Reduced	67,865	-76,225	$11,835,656	−56.0%	2.78%
V	Visa Inc. Financial Services	Added	32,438	+8,870	$9,804,061	+18.6%	2.30%
AVGO	Broadcom Inc. Technology	Reduced	31,431	-18,819	$9,728,208	−44.1%	2.28%
EQT	EQT Corp Energy	NEW	145,900	NEW	$9,285,076	NEW	2.18%
META	Meta Platforms, Inc. Communication Services	Reduced	15,750	-3,470	$9,011,047	−29.0%	2.12%
WY	Weyerhaeuser Co Real Estate	Added	359,000	+224,000	$8,770,370	+174.2%	2.06%
SWK	Stanley Black & Decker, Inc. Industrials	Reduced	121,995	-85,292	$8,668,964	−43.7%	2.04%
TT	Trane Technologies plc Industrials	Reduced	19,250	-21,700	$8,022,245	−49.7%	1.88%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	84,875	-296,850	$7,834,811	−77.5%	1.84%
MA	Mastercard Inc Financial Services	Reduced	13,607	-135	$6,798,873	−13.3%	1.60%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	3,500	-4,840	$6,051,570	−64.0%	1.42%
ABBV	AbbVie Inc. Healthcare	Reduced	26,339	-250	$5,728,469	−5.7%	1.34%
SNPS	Synopsys Inc Technology	Reduced	13,400	-4,600	$5,312,832	−37.2%	1.25%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	10,045	-315	$4,937,418	−17.8%	1.16%
SEI	Solaris Energy Infrastructure, Inc. Energy	NEW	84,000	NEW	$4,746,840	NEW	1.11%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	12,626	NEW	$4,693,715	NEW	1.10%
CEG	Constellation Energy Corp Utilities	NEW	15,000	NEW	$4,188,750	NEW	0.98%
CORZ	Core Scientific, Inc./tx Technology	NEW	266,400	NEW	$3,985,344	NEW	0.94%
MU	Micron Technology Inc Technology	Reduced	11,158	-380	$3,769,618	+14.5%	0.88%
ASML	Asml Holding NV Technology	Reduced	2,810	-30	$3,711,532	+22.2%	0.87%
DHR	Danaher Corp /De/ Healthcare	Reduced	18,119	-2,843	$3,435,362	−28.4%	0.81%
SNOW	Snowflake Inc. Technology	NEW	22,500	NEW	$3,393,450	NEW	0.80%
ROP	Roper Technologies Inc Technology	Reduced	8,985	-22,600	$3,179,432	−77.4%	0.75%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,066	-58,495	$2,906,827	−91.0%	0.68%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,580	+40	$2,818,052	−8.3%	0.66%
IREN	IREN Ltd Financial Services	NEW	81,800	NEW	$2,804,104	NEW	0.66%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	26,517	-710	$2,474,566	+8.4%	0.58%
TER	Teradyne, Inc Technology	Added	7,705	+210	$2,284,224	+57.5%	0.54%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	4,755	-30	$2,123,297	−2.1%	0.50%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,748	-733	$1,841,321	−4.7%	0.43%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	10,338	-425	$1,784,132	−5.6%	0.42%
ANET	Arista Networks, Inc. Technology	Reduced	13,203	-250	$1,621,064	−8.0%	0.38%
EW	Edwards Lifesciences Corp Healthcare	Held	19,031	0	$1,524,002	−6.1%	0.36%
PANW	Palo Alto Networks Inc Technology	Reduced	8,820	-325	$1,414,022	−16.1%	0.33%
CRM	Salesforce, Inc. Technology	Reduced	7,455	-650	$1,391,624	−35.2%	0.33%
MASI	Masimo Corp Healthcare	Reduced	7,802	-150	$1,387,741	+34.2%	0.33%
RIOT	Riot Platforms, Inc. Financial Services	NEW	111,000	NEW	$1,371,960	NEW	0.32%
AZN	Astrazeneca PLC Healthcare	NEW	5,924	NEW	$1,168,331	NEW	0.27%