DE Burlo Group Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), DE Burlo Group Inc. reported 77 stock positions worth $677.3 million. Its top holding was O'reilly Automotive (ORLY) at 5.7% of the portfolio, followed by Amazon.com (AMZN, 5.6%) and Berkshire Hathaway Class B (BRK.B, 5.0%). Compared with Q4 2024, it opened 3 new positions, sold out of 3, added to 13 and reduced 42. The biggest buy was a new position in Alibaba Group Holding-SP ADR (BABA) and the biggest sale iShares Russell 2000 ETF (IWM, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001134288
- Portfolio Value
- $677.3M (Q1 2025)
- SEC Filing
- 0001062993-25-008714 ↗ filed May 7, 2025
Holdings Value
Holdings 77 stocks · $677.3M
| ORLY O'reilly Automotive Inc. | 5.69% | 26,880 | $38.5M | Add +10.8% |
| AMZN Amazon.com Inc. | 5.64% | 200,745 | $38.2M | Reduce -8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.99% | 63,400 | $33.8M | Add +0.6% |
| AAPL Apple Inc. | 4.67% | 142,261 | $31.6M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 4.44% | 52,200 | $30.1M | Add +42.2% |
| MU Micron Technology Inc. | 4.19% | 326,260 | $28.3M | Reduce -7.6% |
| LLY Eli Lilly & Co. | 3.92% | 32,188 | $26.6M | Add +34.5% |
| VRTX Vertex Pharmaceuticals Inc. | 3.49% | 48,735 | $23.6M | No change |
| ASML ASML Holding NV-NY Reg SHS | 3.41% | 34,860 | $23.1M | Add +65.3% |
| MSFT Microsoft Corp. | 3.32% | 59,839 | $22.5M | Reduce -0.3% |
| GS Goldman Sachs Group Inc. | 3.29% | 40,800 | $22.3M | Reduce -9.9% |
| NFLX Netflix Inc. | 3.28% | 23,851 | $22.2M | Add +239.5% |
| BABA Alibaba Group Holding-SP ADR | 3.20% | 164,000 | $21.7M | New |
| AVGO Broadcom Inc. | 3.12% | 126,355 | $21.2M | Add +235.3% |
| KKR KKR & Co. Inc. | 3.01% | 176,300 | $20.4M | Reduce -23.8% |
| COST Costco Wholesale Corp. | 2.75% | 19,675 | $18.6M | Reduce -25.4% |
| ISRG Intuitive Surgical Inc. | 2.63% | 35,900 | $17.8M | No change |
| SWK Stanley Black & Decker Inc. | 2.29% | 201,585 | $15.5M | Add +36.4% |
| KRE SS SPDR S&P Regional Bank | 2.10% | 250,200 | $14.2M | Reduce -15.1% |
| BKNG Booking Holdings Inc. | 2.09% | 3,070 | $14.1M | Reduce -14.7% |
| AMD Advanced Micro Devices | 2.07% | 136,735 | $14.0M | Reduce -44.3% |
| TT Trane Technologies PLC | 2.04% | 40,950 | $13.8M | Reduce -9.7% |
| BX Blackstone Inc. | 2.03% | 98,550 | $13.8M | Reduce -28.2% |
| IWM iShares Russell 2000 ETF | 1.78% | 60,300 | $12.0M | Reduce -68.4% |
| ADSK Autodesk Inc. | 1.49% | 38,495 | $10.1M | Reduce -68.1% |
| ONON On Holding AG Class A filed as ON HLDG AG | 1.29% | 199,400 | $8.8M | Reduce -38.7% |
| IR Ingersoll-Rand Inc. | 1.25% | 105,900 | $8.5M | Reduce -37.2% |
| IEMG iShares Core MSCI Emerging | 1.25% | 157,000 | $8.5M | New |
| V Visa Inc. Class A | 1.23% | 23,822 | $8.3M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 1.14% | 14,112 | $7.7M | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.85% | 27,621 | $5.8M | Reduce -1.1% |
| ETN Eaton Corp. PLC | 0.82% | 20,340 | $5.5M | Reduce -59.7% |
| TMO Thermo Fisher Scientific Inc. | 0.80% | 10,900 | $5.4M | Add +0.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.78% | 5,380 | $5.3M | Reduce -30.1% |
| GOOGL Alphabet Inc. Class A | 0.76% | 33,410 | $5.2M | Reduce -8.2% |
| NOW ServiceNow Inc. | 0.69% | 5,900 | $4.7M | Reduce -11.9% |
| DHR Danaher Corp. | 0.68% | 22,517 | $4.6M | Reduce -0.2% |
| AMP Ameriprise Financial Inc. | 0.61% | 8,590 | $4.2M | Add +22.0% |
| CRM Salesforce Inc. | 0.58% | 14,614 | $3.9M | Reduce -6.1% |
| UNH Unitedhealth Group Inc. | 0.55% | 7,100 | $3.7M | Reduce -7.6% |
| ADBE Adobe Inc. | 0.53% | 9,390 | $3.6M | Reduce -0.7% |
| CHD Church & Dwight Co. Inc. | 0.48% | 29,327 | $3.2M | Reduce -2.2% |
| PG The Procter & Gamble Co. | 0.38% | 15,211 | $2.6M | Reduce -9.3% |
| AMT American Tower Corp. | 0.37% | 11,500 | $2.5M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.35% | 9,638 | $2.4M | Add +1.7% |
| INTU Intuit Inc. | 0.28% | 3,100 | $1.9M | Add +1.0% |
| PANW Palo Alto Networks Inc. | 0.28% | 11,035 | $1.9M | Reduce -1.4% |
| MASI Masimo Corp. | 0.21% | 8,402 | $1.4M | Reduce -1.8% |
| EW Edwards Lifesciences Corp. | 0.20% | 18,800 | $1.4M | No change |
| MAS Masco Corp. | 0.20% | 19,301 | $1.3M | Reduce -0.5% |
| SYK Stryker Corp. | 0.18% | 3,218 | $1.2M | Reduce -3.7% |
| ABT Abbott Laboratories | 0.17% | 8,633 | $1.1M | Reduce -1.1% |
| ANET Arista Networks Inc. | 0.16% | 13,928 | $1.1M | Reduce -18.9% |
| AWK American Water Works Co. Inc. | 0.15% | 7,108 | $1.0M | Reduce -8.4% |
| ATO Atmos Energy Corp. | 0.15% | 6,585 | $1.0M | Reduce -2.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.14% | 12,642 | $929K | Reduce -3.1% |
| ADP Automatic Data Processing | 0.13% | 2,888 | $882K | No change |
| GILD Gilead Sciences Inc. | 0.12% | 7,065 | $792K | No change |
| SHW The Sherwin-Williams Co. | 0.11% | 2,175 | $759K | No change |
| STE Steris PLC | 0.11% | 3,350 | $759K | No change |
| GIS General Mills Inc. | 0.10% | 11,800 | $706K | Reduce -54.4% |
| HD Home Depot Inc. | 0.10% | 1,839 | $674K | Reduce -14.0% |
| RGA Reinsurance Group of America | 0.10% | 3,416 | $673K | No change |
| CI The Cigna Group | 0.09% | 1,929 | $635K | No change |
| BLD Topbuild Corp. | 0.08% | 1,853 | $565K | No change |
| NBIX Neurocrine Biosciences Inc. | 0.08% | 4,717 | $522K | Add +2.2% |
| ECL Ecolab Inc. | 0.07% | 2,000 | $507K | No change |
| VLTO Veralto Corp. | 0.07% | 4,516 | $440K | No change |
| LIN Linde PLC | 0.06% | 820 | $382K | No change |
| FISV Fiserv Inc. | 0.05% | 1,563 | $345K | No change |
| LPLA LPL Financial Holdings Inc. | 0.05% | 1,000 | $327K | No change |
| NEE Nextera Energy Inc. | 0.05% | 4,500 | $319K | No change |
| IART Integra Lifesciences Holding | 0.05% | 14,463 | $318K | No change |
| ITW Illinois Tool Works | 0.04% | 1,163 | $288K | Reduce -54.6% |
| FSLR First Solar Inc. | 0.04% | 2,000 | $253K | No change |
| UNP Union Pacific Corp. | 0.03% | 964 | $228K | No change |
| JNJ Johnson & Johnson | 0.03% | 1,333 | $221K | New |
Portfolio Sells Q4 2024 → Q1 2025
| IWM iShares Russell 2000 ETF | Reduce -68.4% | 1.78% | −3.84 |
| ADSK Autodesk Inc. | Reduce -68.1% | 1.49% | −3.27 |
| AMD Advanced Micro Devices | Reduce -44.3% | 2.07% | −1.88 |
| KKR KKR & Co. Inc. | Reduce -23.8% | 3.01% | −1.56 |
| ETN Eaton Corp. PLC | Reduce -59.7% | 0.82% | −1.42 |
| BX Blackstone Inc. | Reduce -28.2% | 2.03% | −1.12 |
| ONON On Holding AG Class A | Reduce -38.7% | 1.29% | −1.09 |
| TER Teradyne Inc. | Sold out | 0.00% | −1.02 |
| IR Ingersoll-Rand Inc. | Reduce -37.2% | 1.25% | −0.78 |
| AMZN Amazon.com Inc. | Reduce -8.4% | 5.64% | −0.78 |
| COST Costco Wholesale Corp. | Reduce -25.4% | 2.75% | −0.48 |
| BKNG Booking Holdings Inc. | Reduce -14.7% | 2.09% | −0.30 |
| GWW WW Grainger Inc. | Reduce -30.1% | 0.78% | −0.30 |
| KRE SS SPDR S&P Regional Bank | Reduce -15.1% | 2.10% | −0.27 |
| NOW ServiceNow Inc. | Reduce -11.9% | 0.69% | −0.25 |
| TT Trane Technologies PLC | Reduce -9.7% | 2.04% | −0.20 |
| GS Goldman Sachs Group Inc. | Reduce -9.9% | 3.29% | −0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -8.2% | 0.76% | −0.16 |
| AAPL Apple Inc. | Reduce -1.3% | 4.67% | −0.15 |
| GIS General Mills Inc. | Reduce -54.4% | 0.10% | −0.12 |
| CRM Salesforce Inc. | Reduce -6.1% | 0.58% | −0.12 |
| ANET Arista Networks Inc. | Reduce -18.9% | 0.16% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.3% | 3.32% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.06 |
| ITW Illinois Tool Works | Reduce -54.6% | 0.04% | −0.04 |
| ADBE Adobe Inc. | Reduce -0.7% | 0.53% | −0.03 |
| HSIC Henry Schein Inc. | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -14.0% | 0.10% | −0.01 |
| DHR Danaher Corp. | Reduce -0.2% | 0.68% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -1.4% | 0.28% | +0.01 |
| PG The Procter & Gamble Co. | Reduce -9.3% | 0.38% | +0.01 |
| MAS Masco Corp. | Reduce -0.5% | 0.20% | +0.01 |
| SYK Stryker Corp. | Reduce -3.7% | 0.18% | +0.02 |
| MASI Masimo Corp. | Reduce -1.8% | 0.21% | +0.02 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -3.1% | 0.14% | +0.02 |
| ATO Atmos Energy Corp. | Reduce -2.6% | 0.15% | +0.02 |
| AWK American Water Works Co. Inc. | Reduce -8.4% | 0.15% | +0.03 |
| UNH Unitedhealth Group Inc. | Reduce -7.6% | 0.55% | +0.03 |
| ABT Abbott Laboratories | Reduce -1.1% | 0.17% | +0.04 |
| CHD Church & Dwight Co. Inc. | Reduce -2.2% | 0.48% | +0.06 |
| AMT American Tower Corp. | Reduce -2.1% | 0.37% | +0.08 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 1.14% | +0.15 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.85% | +0.19 |
| MU Micron Technology Inc. | Reduce -7.6% | 4.19% | +0.22 |
| V Visa Inc. Class A | Reduce -0.5% | 1.23% | +0.22 |
Portfolio Buys Q4 2024 → Q1 2025
| BABA Alibaba Group Holding-SP ADR | New | 3.20% | +3.20 |
| NFLX Netflix Inc. | Add +239.5% | 3.28% | +2.45 |
| AVGO Broadcom Inc. | Add +235.3% | 3.12% | +1.96 |
| ORLY O'reilly Automotive Inc. | Add +10.8% | 5.69% | +1.85 |
| META Meta Platforms Inc. Class A | Add +42.2% | 4.44% | +1.57 |
| ASML ASML Holding NV-NY Reg SHS | Add +65.3% | 3.41% | +1.46 |
| LLY Eli Lilly & Co. | Add +34.5% | 3.92% | +1.46 |
| IEMG iShares Core MSCI Emerging | New | 1.25% | +1.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 4.99% | +1.17 |
| SWK Stanley Black & Decker Inc. | Add +36.4% | 2.29% | +0.70 |
| AMP Ameriprise Financial Inc. | Add +22.0% | 0.61% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +1.7% | 0.35% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +0.1% | 0.80% | +0.04 |
| JNJ Johnson & Johnson | New | 0.03% | +0.03 |
| INTU Intuit Inc. | Add +1.0% | 0.28% | +0.02 |
| NBIX Neurocrine Biosciences Inc. | Add +2.2% | 0.08% | −0.01 |
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 |