DE Burlo Group Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), DE Burlo Group Inc. reported 77 stock positions worth $749.3 million. Its top holding was Amazon.com (AMZN) at 6.4% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 5.6%) and Apple (AAPL, 4.8%). Compared with Q3 2024, it opened 3 new positions, sold out of 7, added to 14 and reduced 50. The biggest buy was Booking (BKNG, shares +167%) and the biggest sale Novo-Nordisk A/S-Spons ADR (NVO, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001134288
- Portfolio Value
- $749.3M (Q4 2024)
- SEC Filing
- 0001062993-25-002499 ↗ filed Feb 14, 2025
Holdings Value
Holdings 77 stocks · $749.3M
| AMZN Amazon.com Inc. | 6.42% | 219,145 | $48.1M | Reduce -12.4% |
| IWM iShares Russell 2000 ETF | 5.62% | 190,600 | $42.1M | No change |
| AAPL Apple Inc. | 4.82% | 144,102 | $36.1M | Reduce -5.9% |
| ADSK Autodesk Inc. | 4.76% | 120,740 | $35.7M | Add +11.7% |
| KKR KKR & Co. Inc. | 4.57% | 231,400 | $34.2M | Reduce -23.3% |
| MU Micron Technology Inc. | 3.97% | 353,225 | $29.7M | Add +5.2% |
| AMD Advanced Micro Devices | 3.95% | 245,285 | $29.6M | Reduce -8.8% |
| ORLY O'reilly Automotive Inc. | 3.84% | 24,250 | $28.8M | Add +22.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.81% | 63,010 | $28.6M | Reduce -29.8% |
| GS Goldman Sachs Group Inc. | 3.46% | 45,300 | $25.9M | Add +26.2% |
| MSFT Microsoft Corp. | 3.38% | 60,029 | $25.3M | Reduce -37.1% |
| COST Costco Wholesale Corp. | 3.22% | 26,355 | $24.1M | Reduce -8.0% |
| BX Blackstone Inc. | 3.16% | 137,253 | $23.7M | Add +42.1% |
| META Meta Platforms Inc. Class A | 2.87% | 36,720 | $21.5M | Add +0.1% |
| VRTX Vertex Pharmaceuticals Inc. | 2.62% | 48,735 | $19.6M | Reduce -0.9% |
| ISRG Intuitive Surgical Inc. | 2.50% | 35,900 | $18.7M | Add +33.2% |
| LLY Eli Lilly & Co. | 2.47% | 23,938 | $18.5M | Reduce -41.3% |
| BKNG Booking Holdings Inc. | 2.39% | 3,600 | $17.9M | Add +166.7% |
| ONON On Holding AG Class A filed as ON HLDG AG | 2.38% | 325,400 | $17.8M | Add +15.1% |
| KRE SS SPDR S&P Regional Bank | 2.37% | 294,800 | $17.8M | Add +46.7% |
| TT Trane Technologies PLC | 2.24% | 45,350 | $16.8M | Reduce -9.4% |
| ETN Eaton Corp. PLC | 2.23% | 50,440 | $16.7M | Reduce -10.0% |
| IR Ingersoll-Rand Inc. | 2.04% | 168,600 | $15.3M | Reduce -9.6% |
| ASML ASML Holding NV-NY Reg SHS | 1.95% | 21,095 | $14.6M | Reduce -9.6% |
| SWK Stanley Black & Decker Inc. | 1.58% | 147,800 | $11.9M | Add +90.7% |
| AVGO Broadcom Inc. | 1.17% | 37,685 | $8.7M | Reduce -9.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.08% | 7,700 | $8.1M | Add +54.0% |
| TER Teradyne Inc. | 1.02% | 60,750 | $7.6M | No change |
| V Visa Inc. Class A | 1.01% | 23,937 | $7.6M | Reduce -4.7% |
| MA Mastercard Inc. Class A | 0.99% | 14,142 | $7.4M | Reduce -5.3% |
| NOW ServiceNow Inc. | 0.95% | 6,700 | $7.1M | New |
| GOOGL Alphabet Inc. Class A | 0.92% | 36,395 | $6.9M | Reduce -12.9% |
| NFLX Netflix Inc. | 0.84% | 7,026 | $6.3M | Add +2055.2% |
| TMO Thermo Fisher Scientific Inc. | 0.76% | 10,895 | $5.7M | Reduce -3.8% |
| CRM Salesforce Inc. | 0.69% | 15,564 | $5.2M | Reduce -3.7% |
| DHR Danaher Corp. | 0.69% | 22,557 | $5.2M | Reduce -4.7% |
| ABBV Abbvie Inc. | 0.66% | 27,921 | $5.0M | Reduce -7.4% |
| ADBE Adobe Inc. | 0.56% | 9,456 | $4.2M | Reduce -6.6% |
| UNH Unitedhealth Group Inc. | 0.52% | 7,685 | $3.9M | Reduce -10.0% |
| AMP Ameriprise Financial Inc. | 0.50% | 7,040 | $3.7M | New |
| CHD Church & Dwight Co. Inc. | 0.42% | 29,977 | $3.1M | Reduce -5.1% |
| PG The Procter & Gamble Co. | 0.38% | 16,761 | $2.8M | Reduce -5.2% |
| JPM JPMorgan Chase & Co. | 0.30% | 9,473 | $2.3M | Reduce -1.6% |
| AMT American Tower Corp. | 0.29% | 11,750 | $2.2M | Reduce -3.3% |
| PANW Palo Alto Networks Inc. | 0.27% | 11,190 | $2.0M | Reduce -8.2% |
| INTU Intuit Inc. | 0.26% | 3,070 | $1.9M | Reduce -78.3% |
| ANET Arista Networks Inc. | 0.25% | 17,172 | $1.9M | Reduce -2.8% |
| GIS General Mills Inc. | 0.22% | 25,850 | $1.6M | Reduce -4.1% |
| MASI Masimo Corp. | 0.19% | 8,552 | $1.4M | Reduce -2.3% |
| MAS Masco Corp. | 0.19% | 19,401 | $1.4M | Reduce -8.5% |
| EW Edwards Lifesciences Corp. | 0.19% | 18,800 | $1.4M | No change |
| SYK Stryker Corp. | 0.16% | 3,343 | $1.2M | Reduce -4.3% |
| ABT Abbott Laboratories | 0.13% | 8,733 | $988K | Reduce -11.2% |
| AWK American Water Works Co. Inc. | 0.13% | 7,758 | $966K | No change |
| ATO Atmos Energy Corp. | 0.13% | 6,760 | $941K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.11% | 13,041 | $854K | Reduce -4.7% |
| ADP Automatic Data Processing | 0.11% | 2,888 | $845K | Add +0.1% |
| HD Home Depot Inc. | 0.11% | 2,139 | $832K | No change |
| SHW The Sherwin-Williams Co. | 0.10% | 2,175 | $739K | No change |
| RGA Reinsurance Group of America | 0.10% | 3,416 | $730K | Reduce -10.5% |
| STE Steris PLC | 0.09% | 3,350 | $689K | Reduce -10.7% |
| GILD Gilead Sciences Inc. | 0.09% | 7,065 | $653K | Reduce -9.6% |
| ITW Illinois Tool Works | 0.09% | 2,563 | $650K | Reduce -28.1% |
| NBIX Neurocrine Biosciences Inc. | 0.08% | 4,617 | $630K | Reduce -9.8% |
| BLD Topbuild Corp. | 0.08% | 1,853 | $577K | Reduce -9.2% |
| CI The Cigna Group | 0.07% | 1,929 | $533K | Reduce -5.9% |
| ECL Ecolab Inc. | 0.06% | 2,000 | $469K | Reduce -1.2% |
| VLTO Veralto Corp. | 0.06% | 4,516 | $460K | Reduce -9.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.06% | 4,955 | $426K | Reduce -96.7% |
| FSLR First Solar Inc. | 0.05% | 2,000 | $352K | No change |
| LIN Linde PLC | 0.05% | 820 | $343K | Reduce -1.8% |
| IART Integra Lifesciences Holding | 0.04% | 14,463 | $328K | No change |
| LPLA LPL Financial Holdings Inc. | 0.04% | 1,000 | $327K | New |
| NEE Nextera Energy Inc. | 0.04% | 4,500 | $323K | Reduce -6.3% |
| FISV Fiserv Inc. | 0.04% | 1,563 | $321K | No change |
| UNP Union Pacific Corp. | 0.03% | 964 | $220K | Reduce -42.1% |
| HSIC Henry Schein Inc. | 0.03% | 2,900 | $201K | Reduce -4.9% |
Portfolio Sells Q3 2024 → Q4 2024
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -96.7% | 0.06% | −2.12 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −2.04 |
| LLY Eli Lilly & Co. | Reduce -41.3% | 2.47% | −1.98 |
| MSFT Microsoft Corp. | Reduce -37.1% | 3.38% | −1.68 |
| AMD Advanced Micro Devices | Reduce -8.8% | 3.95% | −1.48 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -29.8% | 3.81% | −1.28 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −1.09 |
| INTU Intuit Inc. | Reduce -78.3% | 0.26% | −0.82 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -9.6% | 1.95% | −0.44 |
| KKR KKR & Co. Inc. | Reduce -23.3% | 4.57% | −0.28 |
| IR Ingersoll-Rand Inc. | Reduce -9.6% | 2.04% | −0.22 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.9% | 2.62% | −0.20 |
| TT Trane Technologies PLC | Reduce -9.4% | 2.24% | −0.16 |
| DHR Danaher Corp. | Reduce -4.7% | 0.69% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.8% | 0.76% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -10.0% | 0.52% | −0.10 |
| ADBE Adobe Inc. | Reduce -6.6% | 0.56% | −0.08 |
| ABBV Abbvie Inc. | Reduce -7.4% | 0.66% | −0.07 |
| AMT American Tower Corp. | Reduce -3.3% | 0.29% | −0.06 |
| ETN Eaton Corp. PLC | Reduce -10.0% | 2.23% | −0.05 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.04 |
| QRVO Qorvo Inc. | Sold out | 0.00% | −0.03 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.03 |
| MAS Masco Corp. | Reduce -8.5% | 0.19% | −0.03 |
| ITW Illinois Tool Works | Reduce -28.1% | 0.09% | −0.03 |
| RGLD Royal Gold Inc. | Sold out | 0.00% | −0.03 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.03 |
| BLD Topbuild Corp. | Reduce -9.2% | 0.08% | −0.03 |
| GIS General Mills Inc. | Reduce -4.1% | 0.22% | −0.03 |
| UNP Union Pacific Corp. | Reduce -42.1% | 0.03% | −0.02 |
| STE Steris PLC | Reduce -10.7% | 0.09% | −0.02 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -4.7% | 0.11% | −0.02 |
| CI The Cigna Group | Reduce -5.9% | 0.07% | −0.02 |
| VLTO Veralto Corp. | Reduce -9.3% | 0.06% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -6.3% | 0.04% | −0.01 |
| ABT Abbott Laboratories | Reduce -11.2% | 0.13% | −0.01 |
| RGA Reinsurance Group of America | Reduce -10.5% | 0.10% | −0.01 |
| LIN Linde PLC | Reduce -1.8% | 0.05% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -5.2% | 0.38% | −0.00 |
| ECL Ecolab Inc. | Reduce -1.2% | 0.06% | −0.00 |
| HSIC Henry Schein Inc. | Reduce -4.9% | 0.03% | −0.00 |
| SYK Stryker Corp. | Reduce -4.3% | 0.16% | +0.01 |
| GILD Gilead Sciences Inc. | Reduce -9.6% | 0.09% | +0.01 |
| NBIX Neurocrine Biosciences Inc. | Reduce -9.8% | 0.08% | +0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -5.1% | 0.42% | +0.01 |
| PANW Palo Alto Networks Inc. | Reduce -8.2% | 0.27% | +0.02 |
| ANET Arista Networks Inc. | Reduce -2.8% | 0.25% | +0.04 |
| MASI Masimo Corp. | Reduce -2.3% | 0.19% | +0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.6% | 0.30% | +0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -12.9% | 0.92% | +0.07 |
Portfolio Buys Q3 2024 → Q4 2024
| BKNG Booking Holdings Inc. | Add +166.7% | 2.39% | +1.69 |
| BX Blackstone Inc. | Add +42.1% | 3.16% | +1.34 |
| GS Goldman Sachs Group Inc. | Add +26.2% | 3.46% | +1.27 |
| ADSK Autodesk Inc. | Add +11.7% | 4.76% | +1.09 |
| ORLY O'reilly Automotive Inc. | Add +22.2% | 3.84% | +1.02 |
| KRE SS SPDR S&P Regional Bank | Add +46.7% | 2.37% | +0.97 |
| NOW ServiceNow Inc. | New | 0.95% | +0.95 |
| ISRG Intuitive Surgical Inc. | Add +33.2% | 2.50% | +0.87 |
| NFLX Netflix Inc. | Add +2055.2% | 0.84% | +0.81 |
| ONON On Holding AG Class A | Add +15.1% | 2.38% | +0.63 |
| SWK Stanley Black & Decker Inc. | Add +90.7% | 1.58% | +0.53 |
| AMP Ameriprise Financial Inc. | New | 0.50% | +0.50 |
| GWW WW Grainger Inc. | Add +54.0% | 1.08% | +0.44 |
| META Meta Platforms Inc. Class A | Add +0.1% | 2.87% | +0.28 |
| LPLA LPL Financial Holdings Inc. | New | 0.04% | +0.04 |
| ADP Automatic Data Processing | Add +0.1% | 0.11% | +0.01 |
| MU Micron Technology Inc. | Add +5.2% | 3.97% | −0.32 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 90 | $546.6M | AMD, AAPL, GOOGL, LLY, XOVR |
| Q1 2026 | 88 | $441.3M | AAPL, GOOGL, LLY, AMD, MCK |
| Q4 2025 | 79 | $823.9M | LLY, GOOGL, AMZN, MSFT, ADSK |
| Q3 2025 | 78 | $829.9M | MSFT, META, ADSK, ORLY, MCK |
| Q2 2025 | 80 | $759.1M | MSFT, META, NFLX, AMZN, AVGO |
| Q1 2025 | 77 | $677.3M | ORLY, AMZN, BRK.B, AAPL, META |
| Q4 2024 | 77 | $749.3M | AMZN, IWM, AAPL, ADSK, KKR |
| Q3 2024 | 81 | $812.1M | AMZN, AMD, IWM, BRK.B, MSFT |
| Q2 2024 | 79 | $744.0M | AMZN, AAPL, MSFT, LLY, IWM |
| Q1 2024 | 84 | $753.4M | IWM, AMZN, MSFT, LLY, BRK.B |