Holders — by stockHoldings — by fund
DE BURLO GROUP INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001134288
$546.6M
disclosed book value
90
positions
8.3%
largest position share
Positions, as of 2026-06-30
top 90 of 90 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMDADVANCED MICRO DEVICES INC | 77,780 | $45.2M | 8.3% |
| 2 | AAPLAPPLE INC | 124,085 | $35.9M | 6.6% |
| 3 | GOOGLALPHABET INC | 98,794 | $35.3M | 6.5% |
| 4 | LLYELI LILLY & CO | 26,613 | $31.9M | 5.8% |
| 5 | XOVRENTREPRENEURSHARES SERIES TR | 1.2M | $25.8M | 4.7% |
| 6 | AMZNAMAZON COM INC | 89,170 | $21.3M | 3.9% |
| 7 | BNBROOKFIELD CORP | 447,100 | $19.0M | 3.5% |
| 8 | MSFTMICROSOFT CORP | 50,081 | $18.7M | 3.4% |
| 9 | MCKMCKESSON CORP | 21,410 | $16.2M | 3% |
| 10 | GSGOLDMAN SACHS GROUP INC | 14,400 | $14.6M | 2.7% |
| 11 | COSTCOSTCO WHOLESALE CORPORATION | 12,367 | $11.6M | 2.1% |
| 12 | SWKSTANLEY BLACK & DECKER INC | 121,870 | $11.5M | 2.1% |
| 13 | AVGOBROADCOM INC | 30,231 | $11.4M | 2.1% |
| 14 | NVDANVIDIA CORPORATION | 53,835 | $10.8M | 2% |
| 15 | IEMGISHARES INC | 127,150 | $10.5M | 1.9% |
| 16 | ADSKAUTODESK INC | 49,436 | $9.6M | 1.8% |
| 17 | TTTRANE TECHNOLOGIES PLC | 19,250 | $9.5M | 1.7% |
| 18 | METAMETA PLATFORMS INC | 15,750 | $8.9M | 1.6% |
| 19 | WYWEYERHAEUSER CO | 363,000 | $8.7M | 1.6% |
| 20 | TERTERADYNE INC | 16,675 | $8.1M | 1.5% |
| 21 | ORLYOREILLY AUTOMOTIVE INC | 86,500 | $8.0M | 1.5% |
| 22 | VVISA INC | 22,738 | $7.8M | 1.4% |
| 23 | CRWDCROWDSTRIKE HLDGS INC | 10,000 | $7.6M | 1.4% |
| 24 | ALABASTERA LABS INC | 14,800 | $7.1M | 1.3% |
| 25 | MAMASTERCARD INCORPORATED | 13,397 | $6.9M | 1.3% |
| 26 | IRENIREN LIMITED | 147,500 | $6.7M | 1.2% |
| 27 | ABBVABBVIE INC | 26,039 | $6.6M | 1.2% |
| 28 | MUMICRON TECHNOLOGY INC | 5,378 | $6.2M | 1.1% |
| 29 | SNPSSYNOPSYS INC | 13,400 | $6.0M | 1.1% |
| 30 | MELIMERCADOLIBRE INC | 3,500 | $5.9M | 1.1% |
| 31 | SNOWSNOWFLAKE INC | 22,500 | $5.7M | 1% |
| 32 | ASMLASML HLDG NV | 2,810 | $5.6M | 1% |
| 33 | TSLATESLA INC | 12,621 | $5.3M | 1% |
| 34 | CORZCORE SCIENTIFIC INC NEW | 204,800 | $5.2M | 1% |
| 35 | SEISOLARIS ENERGY INFRAS INC | 61,700 | $5.0M | 0.9% |
| 36 | RIOTRIOT PLATFORMS INC | 178,400 | $4.9M | 0.9% |
| 37 | UUNITY SOFTWARE INC | 169,000 | $4.8M | 0.9% |
| 38 | INTUINTUIT | 18,370 | $4.8M | 0.9% |
| 39 | TMOTHERMO FISHER SCIENTIFIC INC | 9,397 | $4.7M | 0.9% |
| 40 | EQTEQT CORP | 86,500 | $4.6M | 0.8% |
| 41 | APHAMPHENOL CORP | 24,800 | $4.4M | 0.8% |
| 42 | CEGCONSTELLATION ENERGY CORP | 15,000 | $3.7M | 0.7% |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,726 | $3.4M | 0.6% |
| 44 | EWJISHARES INC | 35,900 | $3.3M | 0.6% |
| 45 | JPMJPMORGAN CHASE & CO | 9,581 | $3.1M | 0.6% |
| 46 | ROPROPER TECHNOLOGIES INC | 8,985 | $3.0M | 0.6% |
| 47 | PANWPALO ALTO NETWORKS INC | 8,780 | $3.0M | 0.5% |
| 48 | CLSKCLEANSPARK INC | 205,700 | $3.0M | 0.5% |
| 49 | DHRDANAHER CORP DEL | 14,503 | $2.8M | 0.5% |
| 50 | QCOMQUALCOMM INC | 14,934 | $2.8M | 0.5% |
| 51 | CHDCHURCH & DWIGHT CO INC | 25,217 | $2.4M | 0.4% |
| 52 | VRTXVERTEX PHARMACEUTICALS INC | 4,740 | $2.4M | 0.4% |
| 53 | ANETARISTA NETWORKS INC | 13,203 | $2.2M | 0.4% |
| 54 | EWEDWARDS LIFESCIENCES CORP | 19,031 | $1.7M | 0.3% |
| 55 | AMTAMERICAN TOWER CORP | 9,920 | $1.6M | 0.3% |
| 56 | PGPROCTER & GAMBLE CO | 9,754 | $1.4M | 0.3% |
| 57 | MASMASCO CORP | 15,526 | $1.3M | 0.2% |
| 58 | BOOTBOOT BARN HLDGS INC | 7,500 | $1.2M | 0.2% |
| 59 | AZNASTRAZENECA PLC | 5,753 | $1.1M | 0.2% |
| 60 | CRMSALESFORCE INC | 6,830 | $1.1M | 0.2% |
| 61 | AWKAMERICAN WTR WKS CO INC NEW | 7,408 | $974,745 | 0.2% |
| 62 | ATOATMOS ENERGY CORP | 5,135 | $884,606 | 0.2% |
| 63 | NBIXNEUROCRINE BIOSCIENCES INC | 4,667 | $786,553 | 0.1% |
| 64 | SHWSHERWIN WILLIAMS CO | 2,175 | $748,896 | 0.1% |
| 65 | NVONOVO-NORDISK A S | 15,250 | $731,085 | 0.1% |
| 66 | GILDGILEAD SCIENCES INC | 5,758 | $727,466 | 0.1% |
| 67 | STESTERIS PLC | 3,220 | $678,035 | 0.1% |
| 68 | RGAREINSURANCE GROUP AMER INC | 3,016 | $641,352 | 0.1% |
| 69 | BLDTOPBUILD COR | 1,718 | $609,083 | 0.1% |
| 70 | ECLECOLAB INC | 1,850 | $515,428 | 0.1% |
| 71 | FSLRFIRST SOLAR INC | 2,000 | $471,920 | 0.1% |
| 72 | CITHE CIGNA GROUP | 1,657 | $456,802 | 0.1% |
| 73 | ADPAUTOMATIC DATA PROCESSING IN | 2,034 | $455,514 | 0.1% |
| 74 | LINLINDE PLC | 820 | $425,531 | 0.1% |
| 75 | NFLXNETFLIX INC. | 5,740 | $409,836 | 0.1% |
| 76 | NEENEXTERA ENERGY INC | 4,500 | $394,965 | 0.1% |
| 77 | ADBEADOBE INC | 1,868 | $382,977 | 0.1% |
| 78 | VLTOVERALTO CORP | 4,052 | $359,331 | 0.1% |
| 79 | RSGREPUBLIC SVCS INC | 1,608 | $342,633 | 0.1% |
| 80 | JNJJOHNSON & JOHNSON | 1,333 | $338,542 | 0.1% |
| 81 | CWSTCASELLA WASTE SYS INC | 3,100 | $300,607 | 0.1% |
| 82 | GISGENERAL MILLS INC | 8,000 | $278,400 | 0.1% |
| 83 | UNPUNION PAC CORP | 964 | $262,208 | 0% |
| 84 | IARTINTEGRA LIFESCIENCES HLDGS C | 14,463 | $259,755 | 0% |
| 85 | SYKSTRYKER CORPORATION | 815 | $256,595 | 0% |
| 86 | LPLALPL FINL HLDGS INC | 900 | $253,512 | 0% |
| 87 | BACBANK OF AMER CORP | 4,248 | $242,051 | 0% |
| 88 | LULULULULEMON ATHLETICA INC | 2,005 | $228,931 | 0% |
| 89 | AMGNAMGEN INC | 595 | $215,461 | 0% |
| 90 | XOMEXXON MOBIL CORP | 1,563 | $213,693 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.