DE BURLO GROUP INC
89 holdingsFiling period: 2026-03-31Current AUM: $529.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 126.2K | $32.0M | $39.0M | 7.36% | -2,448 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 95.4K | $27.4M | $34.0M | 6.41% | -48,365 | 2026-03-31 |
| 3 | LLY | ELI LILLY & CO | 26.5K | $24.4M | $30.5M | 5.75% | -16,260 | 2026-03-31 |
| 4 | AMD | ADVANCED MICRO DEVICES INC | 110.0K | $22.4M | $52.4M | 9.89% | -60,885 | 2026-03-31 |
| 5 | MCK | MCKESSON CORP | 23.6K | $20.4M | $20.2M | 3.82% | -18,020 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 52.4K | $19.4M | $24.4M | 4.60% | -28,000 | 2026-03-31 |
| 7 | BN | BROOKFIELD CORP | 444.0K | $18.0M | $18.9M | 3.56% | -- | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 75.5K | $15.7M | $20.5M | 3.87% | -97,355 | 2026-03-31 |
| 9 | ADSK | AUTODESK INC | 63.0K | $15.1M | $14.7M | 2.78% | -62,212 | 2026-03-31 |
| 10 | INTU | INTUIT | 30.2K | $13.1M | $9.5M | 1.80% | -12,215 | 2026-03-31 |
| 11 | COST | COSTCO WHOLESALE CORPORATION | 12.3K | $12.3M | $11.7M | 2.21% | -7,510 | 2026-03-31 |
| 12 | GS | GOLDMAN SACHS GROUP INC | 14.4K | $12.2M | $14.7M | 2.77% | -24,800 | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 67.9K | $11.8M | $13.6M | 2.57% | -76,225 | 2026-03-31 |
| 14 | V | VISA INC | 32.4K | $9.8M | $11.9M | 2.24% | +8.9K | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 31.4K | $9.7M | $12.2M | 2.31% | -18,819 | 2026-03-31 |
| 16 | EQT | EQT CORP | 145.9K | $9.3M | $7.8M | 1.47% | -- | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 15.8K | $9.0M | $8.8M | 1.66% | -3,470 | 2026-03-31 |
| 18 | IEMG | ISHARES INC | 126.0K | $8.8M | $9.8M | 1.85% | -314,700 | 2026-03-31 |
| 19 | WY | WEYERHAEUSER CO | 359.0K | $8.8M | $9.0M | 1.70% | +224.0K | 2026-03-31 |
| 20 | SWK | STANLEY BLACK & DECKER INC | 122.0K | $8.7M | $11.5M | 2.18% | -85,292 | 2026-03-31 |
| 21 | — | TRANE TECHNOLOGIES PLC | 19.3K | $8.0M | $8.0M | 1.51% | -21,700 | 2026-03-31 |
| 22 | ORLY | OREILLY AUTOMOTIVE INC | 84.9K | $7.8M | $7.6M | 1.43% | -296,850 | 2026-03-31 |
| 23 | MA | MASTERCARD INCORPORATED | 13.6K | $6.8M | $7.8M | 1.47% | -135 | 2026-03-31 |
| 24 | MELI | MERCADOLIBRE INC | 3.5K | $6.1M | $6.6M | 1.24% | -4,840 | 2026-03-31 |
| 25 | ABBV | ABBVIE INC | 26.3K | $5.7M | $6.6M | 1.25% | -250 | 2026-03-31 |
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