DB
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DE BURLO GROUP INC13F | |
| DE BURLO GROUP INC | |
| Last update 2025-02-16 | 77 Stocks (3 new) |
| Value $749.00 Mil | Turnover 10 % |
DE BURLO GROUP INC Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 219,145 | 48,078.2 | -12.41% | 6.420 | -0.71% | 0.000 | -10.13% | -6.17% | 2,181,539.4 | Retail - Cyclical | |
IWM | iShares Russell 2000 ETF | 190,600 | 42,115.0 | 0% | 5.620 | 0% | 0.060 | -6.49% | -5.46% | 67,924.7 | ||
AAPL | Apple Inc | 144,102 | 36,086.0 | -5.91% | 4.820 | -0.26% | 0.000 | -13.45% | -10.76% | 3,353,227.1 | Hardware | |
ADSK | Autodesk Inc | 120,740 | 35,687.1 | +11.65% | 4.760 | +0.50% | 0.060 | -9.21% | -7.47% | 58,255.5 | Software | |
KKR | KKR & Co Inc | 231,400 | 34,226.4 | -23.25% | 4.570 | -1.13% | 0.030 | -19.61% | -17.07% | 108,815.1 | Asset Management | |
MU | Micron Technology Inc | 353,225 | 29,727.4 | +5.18% | 3.970 | +0.20% | 0.030 | +5.76% | +12.05% | 105,384.8 | Semiconductors | |
AMD | Advanced Micro Devices Inc | 245,285 | 29,628.0 | -8.77% | 3.950 | -0.48% | 0.020 | -10.56% | -6.49% | 183,033.0 | Semiconductors | |
ORLY | O'Reilly Automotive Inc | 24,250 | 28,755.7 | +22.17% | 3.840 | +0.70% | 0.040 | +12.26% | +15.65% | 78,541.4 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 63,010 | 28,561.2 | -29.84% | 3.810 | -1.52% | 0.000 | +16.01% | +17.38% | 1,148,335.2 | Insurance | |
GS | The Goldman Sachs Group Inc | 45,300 | 25,939.7 | +26.18% | 3.460 | +0.72% | 0.010 | +0.71% | +2.50% | 181,514.6 | Capital Markets |
DE BURLO GROUP INC's Historical Top Holdings Breakdowns
DE BURLO GROUP INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVO | Novo Nordisk AS | 2024-12-31 | Reduce | -2.11% | 85 ($107.98) 120.04 | $74.82 | -30.71% | Reduce -96.67% | 4,955 | -143,775 | |
EFA | iShares MSCI EAFE ETF | 2024-12-31 | Sold Out | -2.04% | 75.1 ($79.14) 82.84 | $84.08 | 6.24% | Sold Out | 0 | -198,200 | |
MSFT | Microsoft Corp | 2024-12-31 | Reduce | -1.87% | 406.35 ($426.03) 454.46 | $395.50 | -7.17% | Reduce -37.06% | 60,029 | -35,350 | |
LLY | Eli Lilly and Co | 2024-12-31 | Reduce | -1.84% | 727.2 ($827.11) 932.06 | $865.04 | 4.59% | Reduce -41.33% | 23,938 | -16,863 | |
BRK.B | Berkshire Hathaway Inc | 2024-12-31 | Reduce | -1.52% | 442.29 ($461.8) 483.08 | $532.07 | 15.22% | Reduce -29.84% | 63,010 | -26,800 | |
BKNG | Booking Holdings Inc | 2024-12-31 | Add | +1.49% | 4104.12 ($4816.41) 5300.34 | $4,766.43 | -1.04% | Add 166.67% | 3,600 | 2,250 | |
KKR | KKR & Co Inc | 2024-12-31 | Reduce | -1.13% | 130.9 ($146.98) 162.87 | $122.50 | -16.65% | Reduce -23.25% | 231,400 | -70,100 | |
REGN | Regeneron Pharmaceuticals Inc | 2024-12-31 | Sold Out | -1.09% | 701.85 ($835.93) 1040.27 | $652.43 | -21.95% | Sold Out | 0 | -8,390 | |
NOW | ServiceNow Inc | 2024-12-31 | New Buy | +0.95% | 880.41 ($1015.19) 1148.42 | $865.12 | -14.78% | New holding | 6,700 | 6,700 | |
BX | Blackstone Inc | 2024-12-31 | Add | +0.94% | 148.42 ($174.59) 199.05 | $151.82 | -13.04% | Add 42.15% | 137,253 | 40,700 |
DE BURLO GROUP INC Total Holding History ($B)
DE BURLO GROUP INC's Asset Allocation
DE BURLO GROUP INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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DE BURLO GROUP INC's Hypothetical Growth since 2024-12-31
DE BURLO GROUP INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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DE BURLO GROUP INC's Holdings Heat Map
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DE BURLO GROUP INC's Holdings Bubble Chart
DE BURLO GROUP INC News
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