DE BURLO GROUP INC

CIK: 0001134288SEC EDGAR →

Portfolio Value

$823K

Holdings

79

As of

Q4 2025

New Positions

78

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

143,749$44.0M
5346.29%
2

AMAZON COM INC

172,835$39.0M
4738.76%
3

MICROSOFT CORP

80,424$38.0M
4617.25%
4

AUTODESK INC

125,188$37.0M
4495.75%
5

ADVANCED MICRO DEVICES INC

170,930$36.0M
4374.24%
6

APPLE INC

128,680$34.0M
4131.23%
7

OREILLY AUTOMOTIVE INC

381,725$34.0M
4131.23%
8

ISHARES TR

136,020$33.0M
4009.72%
9

BERKSHIRE HATHAWAY INC DEL

64,561$32.0M
3888.21%
10

ISHARES INC

440,650$29.0M
3523.69%

Quarterly Changes

Top Buys

GOOGL↑ Increased
$38.9M
IWMNEW
$33.0M
BRK/B↑ Increased
$32.0M
ROPNEW
$14.0M
NFLX↑ Increased
$12.0M

Top Sells

MSFT↓ Decreased
$38.0M
TER↓ Decreased
$23.0M
RSG↓ Decreased
$8.1M
KKR↓ Decreased
$7.8M
NVO↓ Decreased
$7.7M

New Positions (5)

$33.0M · 136K shares
$14.0M · 32K shares
$8.0M · 18K shares
$3.0M · 135K shares
$0 · 900 shares

Closed Positions (4)

$6.8M · 38K shares
$2.8M · 54K shares
$404K · 999 shares
$201K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Technology15$206.0M36.0%
Consumer Cyclical5$94.0M16.4%
Financial Services11$88.0M15.4%
Communication Services3$56.0M9.8%
Industrials11$53.0M9.3%
Healthcare17$35.1M6.1%
Unknown4$33.0M5.8%
Real Estate2$4.0M0.7%
Consumer Defensive4$3.0M0.5%
Utilities2$00.0%
Basic Materials4$00.0%
Energy1$00.0%