DE BURLO GROUP INC 13F Holdings
CIK 0001134288 · BOSTON, MA
As of Sep 30, 2025, DE BURLO GROUP INC reported 78 positions worth $829.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 80,559 | $41.7M | 5.03% |
| META PLATFORMS INC | META | Communication Services | 52,340 | $38.4M | 4.63% |
| AUTODESK INC | ADSK | Technology | 115,163 | $36.6M | 4.41% |
| O REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 331,625 | $35.8M | 4.31% |
| MCKESSON CORP | MCK | Healthcare | 45,840 | $35.4M | 4.27% |
| AMAZON.COM INC | AMZN | Equity | 154,925 | $34.0M | 4.10% |
| NVIDIA CORP | NVDA | Technology | 177,580 | $33.1M | 3.99% |
| APPLE INC | AAPL | Technology | 129,545 | $33.0M | 3.97% |
| ELI LILLY & CO | LLY | Healthcare | 42,788 | $32.6M | 3.93% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 192,360 | $31.1M | 3.75% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 440,600 | $29.0M | 3.50% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 56,821 | $28.6M | 3.44% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 35,800 | $28.5M | 3.44% |
| NETFLIX INC | NFLX | Communication Services | 22,786 | $27.3M | 3.29% |
| NOVO NORDISK A S | NVO | Healthcare | 481,160 | $26.7M | 3.22% |
| TERADYNE INC | TER | Technology | 174,070 | $24.0M | 2.89% |
| ASML HOLDING NV | ASML | Technology | 23,415 | $22.7M | 2.73% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 9,160 | $21.4M | 2.58% |
| BROADCOM INC | AVGO | Technology | 63,425 | $20.9M | 2.52% |
| KKR & CO INC | KKR | Financial Services | 152,700 |