De Burlo Group Inc has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $675 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: O Reilly Automotive Inc with a value of $38.5M, Amazon Com Inc with a value of $38.2M, Berkshire Hathaway Inc Class B with a value of $33.8M, Apple Inc. with a value of $31.6M, and Meta Platforms, Inc. with a value of $30.1M.

Examining the 13F form we can see an decrease of $66M in the current position value, from $741M to 675M.

De Burlo Group Inc is based out at Boston, MA

Below you can find more details about De Burlo Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $675 Million
Technology: $167 Million
Consumer Cyclical: $122 Million
Financial Services: $114 Million
Healthcare: $96.8 Million
Communication Services: $57.5 Million
Industrials: $51.9 Million
ETFs: $34.7 Million
Consumer Defensive: $25.1 Million
Other: $6.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $675 Million
  • Prior Value $741 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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