DE BURLO GROUP INC Diversified Active

CIK: 0001134288 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value ($000): $447,507 (100.0% shares, 0.0% debt)

Holdings (78)

AAPL APPLE INC 6.9%
Value ($000) $30,735 Shares 236,554 Est. Cost $117.80 Unrealized +19.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 5.9%
Value ($000) $26,422 Shares 85,537 Est. Cost $286.70 Unrealized +3.6%
UNH UNITEDHEALTH GROUP INC 5.0%
Value ($000) $22,496 Shares 42,430 Est. Cost $493.67 Unrealized +1.4%
LLY LILLY ELI & CO 4.5%
Value ($000) $20,059 Shares 54,830 Est. Cost $307.00 Unrealized +12.6%
PEP PEPSICO INC 4.1%
Value ($000) $18,454 Shares 102,146 Est. Cost $154.31 Unrealized +4.3%
V VISA INC 4.1%
Value ($000) $18,428 Shares 88,700 Est. Cost $191.07 Unrealized +3.1%
JNJ JOHNSON & JOHNSON 4.0%
Value ($000) $17,822 Shares 100,886 Est. Cost $151.33 Unrealized +3.8%
MA MASTERCARD INCORPORATED 4.0%
Value ($000) $17,763 Shares 51,082 Est. Cost $324.99 Unrealized -0.5%
VRTX VERTEX PHARMACEUTICALS INC 3.6%
Value ($000) $16,097 Shares 55,740 Est. Cost $287.72 Unrealized +5.9%
ORCL ORACLE CORP 3.5%
Value ($000) $15,868 Shares 194,133 Est. Cost $70.44 Unrealized +3.9%
PG PROCTER AND GAMBLE CO 3.3%
Value ($000) $14,743 Shares 97,277 Est. Cost $134.52 Unrealized -3.5%
DHR DANAHER CORPORATION 3.3%
Value ($000) $14,709 Shares 55,416 Est. Cost $240.69 Unrealized -5.2%
ATO ATMOS ENERGY CORP 3.0%
Value ($000) $13,405 Shares 119,610 Est. Cost $105.33 Unrealized -3.5%
CANADIAN PAC RY LTD 2.9%
Value ($000) $12,821 Shares 171,888 Est. Cost $52878.19 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 2.8%
Value ($000) $12,673 Shares 53,055 Est. Cost $222.71 Unrealized +2.8%
MRK MERCK & CO INC 2.3%
Value ($000) $10,291 Shares 92,750 Est. Cost $83.25 Unrealized +11.5%
PANW PALO ALTO NETWORKS INC 2.2%
Value ($000) $9,665 Shares 69,260 Est. Cost $86.60 Unrealized -7.3%
COST COSTCO WHSL CORP NEW 2.1%
Value ($000) $9,358 Shares 20,500 Est. Cost $494.85 Unrealized -5.3%
MSFT MICROSOFT CORP 2.0%
Value ($000) $8,842 Shares 36,871 Est. Cost $234.81 Unrealized -0.3%
BUNGE LIMITED 2.0%
Value ($000) $8,730 Shares 87,500 Est. Cost $82570.00 Unrealized
REGN REGENERON PHARMACEUTICALS 1.9%
Value ($000) $8,434 Shares 11,690 Est. Cost $625.92 Unrealized +17.2%
LINDE PLC 1.8%
Value ($000) $8,089 Shares 24,800 Est. Cost $182730.70 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.5%
Value ($000) $6,739 Shares 12,237 Est. Cost $545.70 Unrealized -3.8%
ARISTA NETWORKS INC 1.5%
Value ($000) $6,707 Shares 55,268 Est. Cost $7401.49 Unrealized
CCI CROWN CASTLE INC 1.4%
Value ($000) $6,233 Shares 45,950 Est. Cost $142.54 Unrealized -20.3%
PCAR PACCAR INC 1.3%
Value ($000) $5,998 Shares 60,600 Est. Cost $57.03 Unrealized 0.0%
ACTIVISION BLIZZARD INC 1.2%
Value ($000) $5,504 Shares 71,900 Est. Cost $76.55 Unrealized
ABBV ABBVIE INC 1.2%
Value ($000) $5,433 Shares 33,616 Est. Cost $106.60 Unrealized +28.7%
CF CF INDS HLDGS INC 1.2%
Value ($000) $5,368 Shares 63,000 Est. Cost $91.65 Unrealized +3.1%
J JACOBS SOLUTIONS INC 1.0%
Value ($000) $4,551 Shares 37,900 Est. Cost $100.68 Unrealized -5.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.9%
Value ($000) $4,058 Shares 12,058 Est. Cost $388.97 Unrealized -17.8%
CRM SALESFORCE INC 0.8%
Value ($000) $3,468 Shares 26,154 Est. Cost $167.53 Unrealized -13.9%
ADM ARCHER DANIELS MIDLAND CO 0.7%
Value ($000) $3,250 Shares 35,000 Est. Cost $83.64 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO 0.7%
Value ($000) $2,982 Shares 134,000 Est. Cost $21.96 Unrealized +0.1%
AVGO BROADCOM INC 0.7%
Value ($000) $2,980 Shares 5,330 Est. Cost $47.65 Unrealized -0.1%
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $2,952 Shares 13,934 Est. Cost $223.83 Unrealized -16.6%
CHD CHURCH & DWIGHT CO INC 0.7%
Value ($000) $2,916 Shares 36,180 Est. Cost $82.83 Unrealized -10.7%
AMZN AMAZON COM INC 0.6%
Value ($000) $2,897 Shares 34,490 Est. Cost $129.11 Unrealized -23.5%
GIS GENERAL MLS INC 0.6%
Value ($000) $2,799 Shares 33,378 Est. Cost $67.78 Unrealized +7.6%
IRM IRON MTN INC DEL 0.5%
Value ($000) $2,343 Shares 47,000 Est. Cost $44.63 Unrealized +0.8%
BCE BCE INC 0.4%
Value ($000) $1,918 Shares 43,650 Est. Cost $37.64 Unrealized -5.9%
NKE NIKE INC 0.4%
Value ($000) $1,877 Shares 16,045 Est. Cost $107.95 Unrealized -11.7%
MASI MASIMO CORP 0.4%
Value ($000) $1,842 Shares 12,452 Est. Cost $146.09 Unrealized -5.8%
ABT ABBOTT LABS 0.4%
Value ($000) $1,782 Shares 16,233 Est. Cost $104.56 Unrealized -6.6%
ILMN ILLUMINA INC 0.3%
Value ($000) $1,559 Shares 7,710 Est. Cost $197.84 Unrealized +4.7%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $1,477 Shares 19,800 Est. Cost $96.90 Unrealized -20.5%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,425 Shares 19,800 Est. Cost $49.69 Unrealized +31.3%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,384 Shares 10,317 Est. Cost $105.62 Unrealized +11.4%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,373 Shares 15,560 Est. Cost $108.26 Unrealized -12.9%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,372 Shares 6,230 Est. Cost $181.67 Unrealized +8.7%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $1,227 Shares 8,050 Est. Cost $139.93 Unrealized -3.6%
HSIC HENRY SCHEIN INC 0.3%
Value ($000) $1,224 Shares 15,330 Est. Cost $74.28 Unrealized +1.9%
MAS MASCO CORP 0.3%
Value ($000) $1,159 Shares 24,834 Est. Cost $48.85 Unrealized -6.9%
SYK STRYKER CORPORATION 0.3%
Value ($000) $1,123 Shares 4,593 Est. Cost $212.91 Unrealized +3.2%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $1,105 Shares 16,292 Est. Cost $54839.98 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.2%
Value ($000) $1,095 Shares 9,167 Est. Cost $101.46 Unrealized +15.4%
STE STERIS PLC 0.2%
Value ($000) $933 Shares 5,050 Est. Cost $197.22 Unrealized -13.3%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $917 Shares 5,274 Est. Cost $160.50 Unrealized -7.8%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $884 Shares 22,446 Est. Cost $40.03 Unrealized -23.2%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $841 Shares 9,798 Est. Cost $56.70 Unrealized +24.9%
IART INTEGRA LIFESCIENCES HLDGS C 0.2%
Value ($000) $811 Shares 14,463 Est. Cost $51.24 Unrealized -0.7%
CI CIGNA CORP NEW 0.2%
Value ($000) $800 Shares 2,413 Est. Cost $233.97 Unrealized +27.7%
HD HOME DEPOT INC 0.2%
Value ($000) $790 Shares 2,501 Est. Cost $262.01 Unrealized +7.3%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $676 Shares 2,850 Est. Cost $229.70 Unrealized -2.1%
PFE PFIZER INC 0.1%
Value ($000) $631 Shares 12,307 Est. Cost $38.97 Unrealized +3.1%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $578 Shares 4,066 Est. Cost $122.96 Unrealized +13.6%
UNP UNION PAC CORP 0.1%
Value ($000) $531 Shares 2,564 Est. Cost $204.23 Unrealized -6.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $401 Shares 4,800 Est. Cost $77.12 Unrealized -4.3%
HOLX HOLOGIC INC 0.1%
Value ($000) $396 Shares 5,300 Est. Cost $69.27 Unrealized +2.8%
BLD TOPBUILD CORP 0.1%
Value ($000) $358 Shares 2,287 Est. Cost $184.91 Unrealized -14.0%
ECL ECOLAB INC 0.1%
Value ($000) $313 Shares 2,150 Est. Cost $156.07 Unrealized -9.1%
AMGN AMGEN INC 0.1%
Value ($000) $301 Shares 1,145 Est. Cost $241.53 Unrealized +0.5%
QRVO QORVO INC 0.1%
Value ($000) $252 Shares 2,783 Est. Cost $96.68 Unrealized -6.6%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $240 Shares 1,600 Est. Cost $107.16 Unrealized +38.3%
ZTS ZOETIS INC 0.0%
Value ($000) $220 Shares 1,500 Est. Cost $161.45 Unrealized -11.3%
FISV FISERV INC 0.0%
Value ($000) $209 Shares 2,063 Est. Cost $101.91 Unrealized -2.3%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $203 Shares 1,800 Est. Cost $99.02 Unrealized +4.1%
CMI CUMMINS INC 0.0%
Value ($000) $202 Shares 833 Est. Cost $196.18 Unrealized +12.5%