De Burlo Group Inc Portfolio Holdings

De Burlo Group Inc

  • $675 Million
  • Q1 2025

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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$129B
$28.3 Million 4.2% of portfolio
326,260
Q1 2025 Reduced 7.63%
$121B
$23.6 Million 3.5% of portfolio
48,735
Q4 2024 Reduced 0.94%
$112B
$21.2 Million 3.14% of portfolio
126,355
Q1 2025 Added 235.29%
$120B
$20.4 Million 3.02% of portfolio
176,300
Q1 2025 Reduced 23.81%
$183B
$17.8 Million 2.64% of portfolio
35,900
Q4 2024 Added 33.21%
$10.6B
$15.5 Million 2.3% of portfolio
201,585
Q1 2025 Added 36.39%
$102B
$13.8 Million 2.05% of portfolio
40,950
Q1 2025 Reduced 9.7%
$116B
$13.8 Million 2.04% of portfolio
98,550
Q1 2025 Reduced 28.2%
$53.1B
$9.46 Million 1.4% of portfolio
38,495
Q1 2025 Reduced 68.12%
$15B
$8.76 Million 1.3% of portfolio
199,400
Q1 2025 Reduced 38.72%
$35.3B
$8.48 Million 1.26% of portfolio
105,900
Q1 2025 Reduced 37.19%
$144B
$5.53 Million 0.82% of portfolio
20,340
Q1 2025 Reduced 59.67%
$167B
$5.42 Million 0.8% of portfolio
10,900
Q1 2025 Added 0.05%
$53.4B
$5.31 Million 0.79% of portfolio
5,380
Q1 2025 Reduced 30.13%
$194B
$4.7 Million 0.7% of portfolio
5,900
Q1 2025 Reduced 11.94%
$144B
$4.62 Million 0.68% of portfolio
22,517
Q1 2025 Reduced 0.18%
$171B
$3.6 Million 0.53% of portfolio
9,390
Q1 2025 Reduced 0.7%
$23.6B
$3.23 Million 0.48% of portfolio
29,327
Q1 2025 Reduced 2.17%
$103B
$2.5 Million 0.37% of portfolio
11,500
Q1 2025 Reduced 2.13%
$57.1B
$1.88 Million 0.28% of portfolio
11,035
Q1 2025 Reduced 1.39%
$14.9B
$1.34 Million 0.2% of portfolio
19,301
Q1 2025 Reduced 0.52%
$48.4B
$1.36 Million 0.2% of portfolio
18,800
Q3 2024 Reduced 0.53%
$148B
$1.2 Million 0.18% of portfolio
3,218
Q1 2025 Reduced 3.74%
$26.1B
$1.05 Million 0.16% of portfolio
7,108
Q1 2025 Reduced 8.38%
$21.7B
$1.02 Million 0.15% of portfolio
6,585
Q1 2025 Reduced 2.59%
$126B
$882,000 0.13% of portfolio
2,888
Q4 2024 Added 0.14%
$140B
$791,000 0.12% of portfolio
7,065
Q4 2024 Reduced 9.6%
$89.3B
$759,000 0.11% of portfolio
2,175
Q1 2024 Reduced 23.68%
$22.6B
$759,000 0.11% of portfolio
3,350
Q4 2024 Reduced 10.67%
$13.2B
$672,000 0.1% of portfolio
3,416
Q4 2024 Reduced 10.48%
$30.3B
$705,000 0.1% of portfolio
11,800
Q1 2025 Reduced 54.35%
$92.5B
$634,000 0.09% of portfolio
1,929
Q4 2024 Reduced 5.9%
$12.1B
$565,000 0.08% of portfolio
1,853
Q4 2024 Reduced 9.21%
$12.9B
$521,000 0.08% of portfolio
4,717
Q1 2025 Added 2.17%
$76.4B
$507,000 0.08% of portfolio
2,000
Q4 2024 Reduced 1.23%
$147B
$319,000 0.05% of portfolio
4,500
Q4 2024 Reduced 6.25%
$29.6B
$327,000 0.05% of portfolio
1,000
Q4 2024 New
$79.1B
$288,000 0.04% of portfolio
1,163
Q1 2025 Reduced 54.62%
$17.1B
$252,000 0.04% of portfolio
2,000
Q1 2024 Reduced 92.48%
$143B
$227,000 0.03% of portfolio
964
Q4 2024 Reduced 42.07%
$79.5B
$195,000 0.03% of portfolio
1,563
Q1 2024 Reduced 24.24%

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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