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Portfolio (Quarterly) Guide ↗

DE BURLO GROUP INC

· CIK 0001134288
13F Portfolio $441M AUM 88 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 4 Added 49 Reduced 7 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,734.0 $555K 0.13% -154.0 -5.3% $203.18 +8.5%
42 NFLX NETFLIX INC. Communication Services 5,760.0 $554K 0.13% -133K -95.8% $96.15 -6.8%
43 CI THE CIGNA GROUP Healthcare 1,736.0 $463K 0.10% -24.0 -1.4% $266.75 +9.2%
44 ADBE ADOBE INC Technology 1,868.0 $454K 0.10% -4K -70.1% $243.08 +4.9%
45 GIS GENERAL MILLS INC Consumer Defensive 10,600.0 $395K 0.09% -1K -10.2% $37.22 -10.1%
46 VLTO VERALTO CORP Industrials 4,135.0 $366K 0.08% -66.0 -1.6% $88.42 -1.9%
47 RSG REPUBLIC SVCS INC Industrials 1,633.0 $358K 0.08% -30K -94.9% $219.02 -2.1%
48 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,005.0 $307K 0.07% -72K -97.3% $153.10 -21.5%
49 ABT ABBOTT LABORATORIES Healthcare 2,733.0 $281K 0.06% -6K -68.0% $102.67 -13.5%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.3%
Healthcare 16.4%
Financial Services 12.9%
Communication Services 8.7%
Consumer Cyclical 8.4%
Industrials 5.4%
Consumer Defensive 4.0%
Energy 3.4%
Real Estate 2.5%
Utilities 1.5%