Julie Walsh

De Burlo Group Inc

Assets Managed

$441.27M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 15d ago

Growth Rate

-46.44%(2Q avg: -23.58%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in De Burlo Group Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of De Burlo Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 441.27M in assets, with a quarterly growth rate of -46.44% and a 2-quarter average growth rate of -23.58%. The portfolio is managed by Julie Walsh, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -1.9%	7.27%	$32.036M 126,232 shares@ $253.79 avg price	Decreased -1.9%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -33.64%	6.22%	$27.429M 95,384 shares@ $287.57 avg price	Decreased -33.64%
LLY Eli Lilly & Co Recent Activity Decreased -38.01%	5.53%	$24.39M 26,518 shares@ $919.78 avg price	Decreased -38.01%
AMD Advanced Micro Devices Recent Activity Decreased -35.61%	5.08%	$22.386M 110,045 shares@ $203.43 avg price	Decreased -35.61%
MCK Mckesson Corp Recent Activity Decreased -43.26%	4.64%	$20.448M 23,630 shares@ $865.37 avg price	Decreased -43.26%
MSFT Microsoft Corp Recent Activity Decreased -34.81%	4.4%	$19.406M 52,424 shares@ $370.18 avg price	Decreased -34.81%
BN Brookfield Corp Recent Activity New Position	4.08%	$17.969M 444,000 shares@ $40.47 avg price	New Position
AMZN Amazon.com Inc Recent Activity Decreased -56.32%	3.57%	$15.72M 75,480 shares@ $208.28 avg price	Decreased -56.32%
ADSK Autodesk Inc Recent Activity Decreased -49.69%	3.42%	$15.076M 62,976 shares@ $239.4 avg price	Decreased -49.69%
INTU Intuit Inc Recent Activity Decreased -28.8%	2.96%	$13.056M 30,195 shares@ $432.38 avg price	Decreased -28.8%

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