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Livermore
Livermore
ZHEN

De Burlo Group Inc

SEC CIK
0001134288
Latest filing
Aug 13, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
81
0 vs. Q3 2023
Portfolio value
$575.6M
$0 (0.0%) vs. Q3 2023
Filed
Feb 13, 2024
SEC
Holdings of De Burlo Group Inc in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock174,336$29.8M5.2%00.0%UnchangedHistory
LLYEli Lilly & CoStock53,424$28.7M5.0%00.0%UnchangedHistory
VVisa Inc.Stock120,085$27.6M4.8%00.0%UnchangedHistory
MSFTMicrosoft CorpStock85,467$27.0M4.7%00.0%UnchangedHistory
AMZNAmazon Com IncStock204,255$26.0M4.5%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock192,883$25.2M4.4%00.0%UnchangedHistory
INTUIntuit Inc.Stock47,330$24.2M4.2%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock226,365$23.3M4.0%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock64,765$22.5M3.9%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF125,400$22.2M3.9%00.0%Unchanged–
LINLinde PLCStock50,300$18.7M3.3%00.0%UnchangedHistory
MAMastercard IncStock41,782$16.5M2.9%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock29,245$16.5M2.9%00.0%UnchangedHistory
PCARPaccar IncCOM188,400$16.0M2.8%00.0%UnchangedHistory
GWWW.W. Grainger, Inc.Stock22,400$15.5M2.7%00.0%UnchangedHistory
ASMLASML Holding NVADR25,055$14.7M2.6%00.0%UnchangedHistory
TSLATesla, Inc.Stock58,314$14.6M2.5%00.0%UnchangedHistory
WSTWest Pharmaceutical Services IncCOM38,400$14.4M2.5%00.0%UnchangedHistory
CPCanadian Pacific Kansas City LtdCOM169,600$12.6M2.2%00.0%UnchangedHistory
ONOn Semiconductor CorpStock132,700$12.3M2.1%00.0%UnchangedHistory
IRIngersoll Rand Inc.COM191,300$12.2M2.1%00.0%UnchangedHistory
DTDynatrace, Inc.Stock233,700$10.9M1.9%00.0%UnchangedHistory
DASHDoorDash, Inc.Stock132,000$10.5M1.8%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock38,988$9.14M1.6%00.0%UnchangedHistory
ONONOn Holding AGStock300,700$8.37M1.5%00.0%UnchangedHistory
ALGNAlign Technology IncCOM25,900$7.91M1.4%00.0%UnchangedHistory
ANETArista Networks, Inc.COM40,268$7.41M1.3%00.0%UnchangedHistory
ABNBAirbnb, Inc.Stock51,700$7.09M1.2%00.0%UnchangedHistory
DHRDanaher CorpStock25,796$6.40M1.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock12,370$6.26M1.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock11,958$6.10M1.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock33,216$4.95M0.9%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock23,979$4.86M0.8%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock9,535$4.81M0.8%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock5,250$4.36M0.8%00.0%UnchangedHistory
GPKGraphic Packaging Holding CoCOM194,400$4.33M0.8%00.0%UnchangedHistory
FSLRFirst Solar, Inc.Stock26,600$4.30M0.7%00.0%UnchangedHistory
MNSTMonster Beverage CorpCOM65,170$3.45M0.6%00.0%UnchangedHistory
CHDChurch & Dwight Co IncCOM35,860$3.29M0.6%00.0%UnchangedHistory
PGProcter & Gamble CoStock20,989$3.06M0.5%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT13,400$2.20M0.4%00.0%UnchangedHistory
GISGeneral Mills IncStock33,148$2.12M0.4%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock5,252$1.84M0.3%00.0%UnchangedHistory
JNJJohnson & JohnsonStock10,402$1.62M0.3%00.0%UnchangedHistory
BCEBce IncCOM NEW41,400$1.58M0.3%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock10,773$1.56M0.3%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock15,383$1.49M0.3%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock19,800$1.37M0.2%00.0%UnchangedHistory
CCICrown Castle Inc.REIT14,265$1.31M0.2%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock5,680$1.31M0.2%00.0%UnchangedHistory
MASMasco CorpCOM24,101$1.29M0.2%00.0%UnchangedHistory
HSICHenry Schein IncCOM15,130$1.12M0.2%00.0%UnchangedHistory
AZNAstraZeneca PLCSPONSORED ADR16,292$1.10M0.2%00.0%UnchangedHistory
SYKStryker CorpStock3,993$1.09M0.2%00.0%UnchangedHistory
STESTERIS plcSHS USD4,900$1.08M0.2%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock9,167$1.03M0.2%00.0%UnchangedHistory
MASIMasimo CorpCOM11,452$1.00M0.2%00.0%UnchangedHistory
AWKAmerican Water Works Company, Inc.Stock8,050$996.8K0.2%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock3,755$903.4K0.2%00.0%UnchangedHistory
NKENIKE, Inc.Stock9,310$890.2K0.2%00.0%UnchangedHistory
ATOAtmos Energy CorpCOM7,610$806.1K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock2,526$763.3K0.1%00.0%UnchangedHistory
SHWSherwin Williams CoCOM2,850$726.9K0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock9,698$726.8K0.1%00.0%UnchangedHistory
CICigna GroupStock2,380$680.8K0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock4,194$653.7K0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock10,520$610.6K0.1%00.0%UnchangedHistory
ILMNIllumina, Inc.COM4,385$602.0K0.1%00.0%UnchangedHistory
RGAReinsurance Group of America IncCOM NEW4,066$590.3K0.1%00.0%UnchangedHistory
BLDQXO Insulation, LLCStock2,250$566.1K0.1%00.0%UnchangedHistory
IARTIntegra Lifesciences Holdings CorpCOM NEW14,463$552.3K0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock2,564$522.1K0.1%00.0%UnchangedHistory
HOLXHologic IncCOM6,800$471.9K0.1%00.0%UnchangedHistory
ECLEcolab Inc.Stock2,150$364.2K0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock1,890$328.8K0.1%00.0%UnchangedHistory
AMGNAmgen IncStock1,145$307.7K0.1%00.0%UnchangedHistory
NEENextera Energy IncStock4,800$275.0K<0.1%00.0%UnchangedHistory
QRVOQorvo, Inc.Stock2,783$265.7K<0.1%00.0%UnchangedHistory
FISVFiserv IncStock2,063$233.0K<0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock1,296$219.6K<0.1%00.0%UnchangedHistory
CMICummins IncStock933$213.2K<0.1%00.0%UnchangedHistory