DE BURLO GROUP INC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$546,638
Net value change ($000)
+105,368 (23.9%)
New positions
6
Sold out positions
4
Turnover %
9.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
XOVR 25,828 NEW
AMD 22,797 101.8%
GOOGL 7,877 28.7%
LLY 7,530 30.9%
ALAB 7,149 NEW
TER 5,784 253.2%
AMZN 5,533 35.2%
U 4,830 NEW
APH 4,373 NEW
IREN 3,941 140.5%
Top Reduces (Value $000, Stocks/ETFs)
INTU -8,261 -63.3%
ADSK -5,465 -36.2%
EQT -4,686 -50.5%
MCK -4,271 -20.9%
V -2,003 -20.4%
MASI -1,388 -100.0%
NVDA -1,064 -9.0%
MSFT -725 -3.7%
COST -704 -5.7%
DHR -672 -19.6%
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