DE BURLO GROUP INC
Filing Date
Global Rank
#2,840
/ 8,578
▼ 750
Top Industry
Semiconductors
11.1%
3Y Alpha vs SPY
-4.6%
Period ended 3 months ago
Filed May 14, 2026 · 32d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+58.1%
SPY
+77.5%
Annualised alpha
-4.6%
Max drawdown
−23.6%
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
85 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.5%
+1.4 pts
Top 5
29.5%
+2.3 pts
Top 10
48.4%
−1.8 pts
HHI
332
Diversified−25
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.0% | $158,896,026 |
| Healthcare | 16.3% | $70,073,895 |
| Financial Services | 13.5% | $57,798,895 |
| Communication Services | 8.6% | $36,993,494 |
| Consumer Cyclical | 8.3% | $35,704,980 |
| Industrials | 4.5% | $19,487,022 |
| Consumer Defensive | 4.0% | $16,983,447 |
| Energy | 3.3% | $14,297,094 |
| Real Estate | 2.5% | $10,554,502 |
| Utilities | 1.5% | $6,563,401 |
| Basic Materials | 0.4% | $1,824,897 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | |
| CRWD | CrowdStrike Holdings, Inc. | 10,000 | $3,904,100 | |
| 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 | |
| XOM | Exxon Mobil Corp | 1,563 | $265,178 | |
| AMGN | Amgen Inc | 595 | $209,350 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
5 positions
19 positions ·
$70,073,895 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 26,518 | $24,390,460 | 34.81% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 23,630 | $20,448,456 | 29.18% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 26,339 | $5,728,469 | 8.17% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 10,045 | $4,937,418 | 7.05% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 18,119 | $3,435,362 | 4.90% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 4,755 | $2,123,297 | 3.03% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Held | 19,031 | $1,524,002 | 2.17% | |
| MASI |
Masimo Corp
Healthcare
|
Reduced | 7,802 | $1,387,741 | 1.98% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 5,924 | $1,168,331 | 1.67% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 6,133 | $854,756 | 1.22% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 2,258 | $741,956 | 1.06% | |
| STE |
STERIS plc
Healthcare
|
Reduced | 3,220 | $712,038 | 1.02% | |
| NBIX |
Neurocrine Biosciences Inc
Healthcare
|
Held | 4,667 | $614,830 | 0.88% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 16,100 | $591,675 | 0.84% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 1,736 | $463,078 | 0.66% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,333 | $325,838 | 0.46% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 2,733 | $280,597 | 0.40% | |
| AMGN |
Amgen Inc
Healthcare
|
NEW | 595 | $209,350 | 0.30% | |
| IART |
Integra Lifesciences Holdings Corp
Healthcare
|
Held | 14,463 | $136,241 | 0.19% |