DE BURLO GROUP INC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$823,915
Net value change ($000)
-5,978 (-0.7%)
New positions
5
Sold out positions
4
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 39,882 780.3%
IWM 33,483 NEW
ROP 14,059 NEW
LLY 13,326 40.8%
INTU 10,006 55.3%
SNPS 8,455 NEW
GS 5,948 20.9%
AMZN 5,877 17.3%
AMD 5,484 17.6%
LULU 4,664 43.6%
Top Reduces (Value $000, Stocks/ETFs)
META -25,750 -67.0%
TER -22,508 -93.9%
ASML -19,630 -86.6%
NFLX -14,346 -52.5%
KKR -7,707 -38.8%
NVO -7,637 -28.6%
RSG -7,356 -52.1%
BABA -6,792 -100.0%
NVDA -6,260 -18.9%
BX -6,123 -62.4%
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