DE Burlo Group Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), DE Burlo Group Inc. reported 78 stock positions worth $829.9 million. Its top holding was Microsoft (MSFT) at 5.0% of the portfolio, followed by Meta Platforms Class A (META, 4.6%) and Autodesk (ADSK, 4.4%). Compared with Q2 2025, it opened 4 new positions, sold out of 6, added to 26 and reduced 27. The biggest buy was a new position in Novo-Nordisk A/S-Spons ADR (NVO) and the biggest sale Vertex Pharmaceuticals (VRTX, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001134288
- Portfolio Value
- $829.9M (Q3 2025)
- SEC Filing
- 0001062993-25-016715 ↗ filed Nov 13, 2025
Holdings Value
Holdings 78 stocks · $829.9M
| MSFT Microsoft Corp. | 5.03% | 80,559 | $41.7M | Reduce -6.1% |
| META Meta Platforms Inc. Class A | 4.63% | 52,340 | $38.4M | Add +0.2% |
| ADSK Autodesk Inc. | 4.41% | 115,163 | $36.6M | Add +47.6% |
| ORLY O'reilly Automotive Inc. | 4.31% | 331,625 | $35.8M | Add +0.9% |
| MCK McKesson Corp. | 4.27% | 45,840 | $35.4M | Add +210.3% |
| AMZN Amazon.com Inc. | 4.10% | 154,925 | $34.0M | Reduce -7.0% |
| NVDA Nvidia Corp. | 3.99% | 177,580 | $33.1M | Reduce -14.0% |
| AAPL Apple Inc. | 3.97% | 129,545 | $33.0M | Reduce -6.5% |
| LLY Eli Lilly & Co. | 3.93% | 42,788 | $32.6M | Add +50.0% |
| AMD Advanced Micro Devices | 3.75% | 192,360 | $31.1M | Add +455.8% |
| IEMG iShares Core MSCI Emerging | 3.50% | 440,600 | $29.0M | Add +26.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.44% | 56,821 | $28.6M | Add +0.4% |
| GS Goldman Sachs Group Inc. | 3.44% | 35,800 | $28.5M | Add +28.3% |
| NFLX Netflix Inc. | 3.29% | 22,786 | $27.3M | Reduce -19.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 3.22% | 481,160 | $26.7M | New |
| TER Teradyne Inc. | 2.89% | 174,070 | $24.0M | New |
| ASML ASML Holding NV-NY Reg SHS | 2.73% | 23,415 | $22.7M | Reduce -40.9% |
| MELI MercadoLibre Inc. | 2.58% | 9,160 | $21.4M | Add +86.9% |
| AVGO Broadcom Inc. | 2.52% | 63,425 | $20.9M | Reduce -46.7% |
| KKR KKR & Co. Inc. | 2.39% | 152,700 | $19.8M | Add +7.0% |
| SWK Stanley Black & Decker Inc. | 2.36% | 263,005 | $19.5M | Add +157.3% |
| COST Costco Wholesale Corp. | 2.21% | 19,827 | $18.4M | Add +0.4% |
| BKNG Booking Holdings Inc. | 2.19% | 3,370 | $18.2M | No change |
| INTU Intuit Inc. | 2.18% | 26,485 | $18.1M | Add +771.2% |
| TT Trane Technologies PLC | 2.08% | 40,950 | $17.3M | No change |
| RSG Republic Services Inc. | 1.70% | 61,498 | $14.1M | Add +40.2% |
| LULU Lululemon Athletica Inc. | 1.29% | 60,125 | $10.7M | New |
| BX Blackstone Inc. | 1.18% | 57,450 | $9.8M | Reduce -11.6% |
| V Visa Inc. Class A | 0.97% | 23,648 | $8.1M | Add +1.4% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.95% | 185,200 | $7.8M | Add +45.3% |
| MA Mastercard Inc. Class A | 0.94% | 13,782 | $7.8M | Add +0.2% |
| BABA Alibaba Group Holding-SP ADR | 0.82% | 38,000 | $6.8M | Reduce -75.2% |
| ETN Eaton Corp. PLC | 0.81% | 18,040 | $6.8M | Add +32.3% |
| ABBV Abbvie Inc. | 0.75% | 26,939 | $6.2M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.62% | 21,024 | $5.1M | Reduce -69.5% |
| TMO Thermo Fisher Scientific Inc. | 0.61% | 10,485 | $5.1M | Reduce -1.9% |
| DHR Danaher Corp. | 0.51% | 21,237 | $4.2M | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 0.36% | 9,548 | $3.0M | Add +0.4% |
| INDA iShares MSCI India ETF | 0.34% | 54,000 | $2.8M | No change |
| ADBE Adobe Inc. | 0.30% | 7,135 | $2.5M | Reduce -20.9% |
| CHD Church & Dwight Co. Inc. | 0.30% | 28,177 | $2.5M | Reduce -1.7% |
| MU Micron Technology Inc. | 0.29% | 14,190 | $2.4M | Reduce -90.4% |
| PG The Procter & Gamble Co. | 0.27% | 14,735 | $2.3M | Reduce -0.3% |
| CRM Salesforce Inc. | 0.26% | 9,214 | $2.2M | Reduce -30.3% |
| AMT American Tower Corp. | 0.26% | 11,100 | $2.1M | No change |
| PANW Palo Alto Networks Inc. | 0.25% | 10,195 | $2.1M | Reduce -4.9% |
| ANET Arista Networks Inc. | 0.24% | 13,628 | $2.0M | Reduce -1.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.24% | 5,025 | $2.0M | Reduce -89.7% |
| EW Edwards Lifesciences Corp. | 0.18% | 19,031 | $1.5M | Add +0.6% |
| MAS Masco Corp. | 0.15% | 17,801 | $1.3M | No change |
| MASI Masimo Corp. | 0.14% | 8,052 | $1.2M | Reduce -0.6% |
| ABT Abbott Laboratories | 0.14% | 8,583 | $1.1M | Add +1.2% |
| SYK Stryker Corp. | 0.13% | 3,018 | $1.1M | No change |
| AWK American Water Works Co. Inc. | 0.12% | 7,108 | $989K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.11% | 11,626 | $892K | No change |
| ATO Atmos Energy Corp. | 0.11% | 5,160 | $881K | Reduce -3.7% |
| ADP Automatic Data Processing | 0.10% | 2,888 | $848K | No change |
| STE Steris PLC | 0.10% | 3,270 | $809K | Reduce -1.5% |
| SHW The Sherwin-Williams Co. | 0.09% | 2,175 | $753K | No change |
| BLD Topbuild Corp. | 0.08% | 1,751 | $684K | Add +1.0% |
| GILD Gilead Sciences Inc. | 0.08% | 6,133 | $681K | Add +1.1% |
| NBIX Neurocrine Biosciences Inc. | 0.08% | 4,767 | $669K | Add +2.1% |
| RGA Reinsurance Group of America | 0.08% | 3,316 | $637K | Reduce -2.9% |
| GIS General Mills Inc. | 0.07% | 11,800 | $595K | No change |
| CI The Cigna Group | 0.06% | 1,760 | $507K | No change |
| ECL Ecolab Inc. | 0.06% | 1,850 | $507K | Reduce -5.1% |
| VLTO Veralto Corp. | 0.05% | 4,226 | $451K | Reduce -3.4% |
| FSLR First Solar Inc. | 0.05% | 2,000 | $441K | No change |
| HD Home Depot Inc. | 0.05% | 999 | $405K | Reduce -35.1% |
| LIN Linde PLC | 0.05% | 820 | $390K | No change |
| NEE Nextera Energy Inc. | 0.04% | 4,500 | $340K | No change |
| LPLA LPL Financial Holdings Inc. | 0.04% | 1,000 | $333K | No change |
| JNJ Johnson & Johnson | 0.03% | 1,333 | $247K | No change |
| UNP Union Pacific Corp. | 0.03% | 964 | $228K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 4,248 | $219K | No change |
| CWST Casella Waste Systems Inc. Class A | 0.03% | 2,200 | $209K | New |
| IART Integra Lifesciences Holding | 0.03% | 14,463 | $207K | No change |
| FISV Fiserv Inc. | 0.02% | 1,563 | $202K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| VRTX Vertex Pharmaceuticals Inc. | Reduce -89.7% | 0.24% | −2.62 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −2.57 |
| MU Micron Technology Inc. | Reduce -90.4% | 0.29% | −2.11 |
| AVGO Broadcom Inc. | Reduce -46.7% | 2.52% | −1.80 |
| NFLX Netflix Inc. | Reduce -19.7% | 3.29% | −1.71 |
| BABA Alibaba Group Holding-SP ADR | Reduce -75.2% | 0.82% | −1.47 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -40.9% | 2.73% | −1.45 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −1.30 |
| GOOGL Alphabet Inc. Class A | Reduce -69.5% | 0.62% | −0.99 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.89 |
| AMZN Amazon.com Inc. | Reduce -7.0% | 4.10% | −0.72 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.60 |
| MSFT Microsoft Corp. | Reduce -6.1% | 5.03% | −0.59 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.59 |
| NVDA Nvidia Corp. | Reduce -14.0% | 3.99% | −0.30 |
| CRM Salesforce Inc. | Reduce -30.3% | 0.26% | −0.21 |
| ADBE Adobe Inc. | Reduce -20.9% | 0.30% | −0.16 |
| BX Blackstone Inc. | Reduce -11.6% | 1.18% | −0.10 |
| DHR Danaher Corp. | Reduce -4.0% | 0.51% | −0.07 |
| CHD Church & Dwight Co. Inc. | Reduce -1.7% | 0.30% | −0.07 |
| PANW Palo Alto Networks Inc. | Reduce -4.9% | 0.25% | −0.04 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.27% | −0.04 |
| MASI Masimo Corp. | Reduce -0.6% | 0.14% | −0.04 |
| HD Home Depot Inc. | Reduce -35.1% | 0.05% | −0.03 |
| RGA Reinsurance Group of America | Reduce -2.9% | 0.08% | −0.01 |
| ECL Ecolab Inc. | Reduce -5.1% | 0.06% | −0.01 |
| STE Steris PLC | Reduce -1.5% | 0.10% | −0.01 |
| VLTO Veralto Corp. | Reduce -3.4% | 0.05% | −0.00 |
| ATO Atmos Energy Corp. | Reduce -3.7% | 0.11% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.9% | 0.61% | +0.04 |
| ANET Arista Networks Inc. | Reduce -1.4% | 0.24% | +0.05 |
| AAPL Apple Inc. | Reduce -6.5% | 3.97% | +0.23 |
Portfolio Buys Q2 2025 → Q3 2025
| NVO Novo-Nordisk A/S-Spons ADR | New | 3.22% | +3.22 |
| AMD Advanced Micro Devices | Add +455.8% | 3.75% | +3.10 |
| TER Teradyne Inc. | New | 2.89% | +2.89 |
| MCK McKesson Corp. | Add +210.3% | 4.27% | +2.84 |
| INTU Intuit Inc. | Add +771.2% | 2.18% | +1.86 |
| SWK Stanley Black & Decker Inc. | Add +157.3% | 2.36% | +1.44 |
| LULU Lululemon Athletica Inc. | New | 1.29% | +1.29 |
| ADSK Autodesk Inc. | Add +47.6% | 4.41% | +1.23 |
| LLY Eli Lilly & Co. | Add +50.0% | 3.93% | +1.00 |
| MELI MercadoLibre Inc. | Add +86.9% | 2.58% | +0.89 |
| GS Goldman Sachs Group Inc. | Add +28.3% | 3.44% | +0.83 |
| IEMG iShares Core MSCI Emerging | Add +26.2% | 3.50% | +0.74 |
| ORLY O'reilly Automotive Inc. | Add +0.9% | 4.31% | +0.41 |
| RSG Republic Services Inc. | Add +40.2% | 1.70% | +0.28 |
| ETN Eaton Corp. PLC | Add +32.3% | 0.81% | +0.17 |
| ABBV Abbvie Inc. | Add +0.2% | 0.75% | +0.09 |
| ONON On Holding AG Class A | Add +45.3% | 0.95% | +0.07 |
| CWST Casella Waste Systems Inc. Class A | New | 0.03% | +0.03 |
| BLD Topbuild Corp. | Add +1.0% | 0.08% | +0.01 |
| NBIX Neurocrine Biosciences Inc. | Add +2.1% | 0.08% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 0.36% | −0.00 |
| GILD Gilead Sciences Inc. | Add +1.1% | 0.08% | −0.01 |
| ABT Abbott Laboratories | Add +1.2% | 0.14% | −0.01 |
| EW Edwards Lifesciences Corp. | Add +0.6% | 0.18% | −0.02 |
| MA Mastercard Inc. Class A | Add +0.2% | 0.94% | −0.07 |
| KKR KKR & Co. Inc. | Add +7.0% | 2.39% | −0.11 |
| V Visa Inc. Class A | Add +1.4% | 0.97% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 3.44% | −0.18 |
| COST Costco Wholesale Corp. | Add +0.4% | 2.21% | −0.36 |
| META Meta Platforms Inc. Class A | Add +0.2% | 4.63% | −0.45 |
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 |