De Burlo Group Inc Portfolio Holdings

De Burlo Group Inc

  • $808 Million
  • Q3 2024

De Burlo Group Inc has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $808 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $46.6M, Advanced Micro Devices Inc with a value of $44.1M, Ishares Russell 2000 ETF with a value of $42.1M, Berkshire Hathaway Inc Class B with a value of $41.3M, and Microsoft Corp with a value of $41M.

Examining the 13F form we can see an increase of $73.7M in the current position value, from $734M to 808M.

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 $808 Million
Technology: $240 Million
Healthcare: $133 Million
Financial Services: $130 Million
Consumer Cyclical: $90.2 Million
Industrials: $74.8 Million
ETFs: $70.1 Million
Consumer Defensive: $33.8 Million
Communication Services: $28.2 Million
Other: $6.87 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.98B
$262,000 0.03% of portfolio
14,463
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $808 Million
  • Prior Value $734 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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