StockDriftsStockDriftsTop 50 De Burlo Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 8.27% | 77.8K | $45.2M | -29.32%(-32.27K) | $148.56(+244.81%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.57% | 124.1K | $35.9M | -1.70%(-2.15K) | $119.70(+155.11%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.46% | 98.8K | $35.3M | +3.58%(+3.41K) | $262.23(+31.45%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 5.84% | 26.6K | $31.9M | +0.36%(+95) | $587.88(+100.62%) | 2026-06-30 | |
| XOVR | ENTREPRENEURSHARES SERIES TR | 4.72% | 1.23M | $25.8M | new | $18.74(+9.55%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.89% | 89.2K | $21.3M | +18.14%(+13.69K) | $158.77(+65.35%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 3.48% | 447.1K | $19.0M | +0.70%(+3.10K) | $43.16(+0.25%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.42% | 50.1K | $18.7M | -4.47%(-2.34K) | $320.72(+51.56%) | 2026-06-30 | |
| MCK | MCKESSON CORP | 2.96% | 21.4K | $16.2M | -9.39%(-2.22K) | $677.11(+29.22%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 2.66% | 14.4K | $14.6M | +0.00%(+0) | $570.26(+83.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.58% | +58.44% | +7.79% | +45.50% |
| Top 20 Holdings Unweighted | +14.51% | +50.16% | +6.74% | +38.54% |
De Burlo Group INC reports $546.64M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are AMD (8.3%), AAPL (6.6%) and GOOGL (6.5%). The top 20 holdings account for 66.66% of reported assets. Its disclosed equity book has returned +58.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from De Burlo Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1134288). View De Burlo Group INC’s 13F filings on SEC