DE BURLO GROUP INC

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
78
Total value ($000)
$829,893
Net value change ($000)
+70,810 (9.3%)
New positions
4
Sold out positions
6
Turnover %
12.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVO 26,700 NEW
AMD 26,211 533.7%
MCK 24,586 227.1%
TER 23,959 NEW
INTU 15,693 655.5%
SWK 12,625 182.3%
ADSK 12,437 51.5%
LULU 10,698 NEW
LLY 10,409 46.8%
GS 8,763 44.4%
Top Reduces (Value $000, Stocks/ETFs)
VRTX -19,742 -90.9%
ISRG -19,508 -100.0%
MU -15,786 -86.9%
AVGO -11,851 -36.2%
NFLX -10,667 -28.1%
BABA -10,560 -60.9%
GWW -9,882 -100.0%
ASML -9,083 -28.6%
GOOGL -7,051 -58.0%
IR -6,754 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type