Fund HoldingsDE BURLO GROUP INC

Total Portfolio Value
$600.98M
Total Bought
$159.31M
Total Sold
$96.93M
Net Transaction
+$62.38M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
LILLY ELI & CO(LLY)10,18053,571+43,3913,49625,1244.18%+21,628
ISHARES TR0114,300+114,300021,4053.56%+21,405
CANADIAN PACIFIC KANSAS CITY(CP)0169,600+169,600013,6992.28%+13,699
DYNATRACE INC(DT)107,600325,300+217,7004,55116,7432.79%+12,192
MONSTER BEVERAGE CORP NEW(MNST)67,600253,270+185,6703,65114,5482.42%+10,897
LULULEMON ATHLETICA INC(LULU)027,100+27,100010,2571.71%+10,257
ALPHABET INC(GOOG)15,56496,498+80,9341,61411,5511.92%+9,936
MASTERCARD INCORPORATED(MA)17,43237,532+20,1006,33514,7612.46%+8,426
PALO ALTO NETWORKS INC(PANW)82,26386,888+4,62516,43122,2013.69%+5,770
DOORDASH INC(DASH)69,300132,000+62,7004,40510,0871.68%+5,683
GRAINGER W W INC(GWW)15,70020,100+4,40010,81415,8512.64%+5,036
VERTEX PHARMACEUTICALS INC(VRTX)55,74064,050+8,31017,56222,5403.75%+4,978
APPLE INC(AAPL)180,147178,148-1,99929,70634,5555.75%+4,849
VISA INC(V)96,500111,160+14,66021,75726,3984.39%+4,641
LINDE PLC(LIN)41,50050,300+8,80014,75119,1683.19%+4,418
ASML HOLDING N V
N Y REGISTRY SHS
15,60020,430+4,83010,61914,8072.46%+4,188
INGERSOLL RAND INC(IR)109,800153,600+43,8006,38810,0391.67%+3,651
MICROSOFT CORP(MSFT)110,873104,097-6,77631,96535,4495.90%+3,485
PACCAR INC(PCAR)171,600188,400+16,80012,56115,7602.62%+3,199
DEXCOM INC(DXCM)45,00062,900+17,9005,2288,0831.35%+2,855
ADVANCED MICRO DEVICES INC(AMD)212,950200,870-12,08020,87122,8813.81%+2,010
ON HLDG AG(ONON)217,200250,700+33,5006,7408,2731.38%+1,533
WEST PHARMACEUTICAL SVSC INC(WST)34,90034,900012,09213,3482.22%+1,256
ADOBE SYSTEMS INCORPORATED(ADBE)12,00811,958-504,6285,8470.97%+1,220
BROADCOM INC(AVGO)5,3305,300-303,4194,5970.76%+1,178
COSTCO WHSL CORP NEW(COST)25,10025,100012,47113,5132.25%+1,042
AMAZON COM INC(AMZN)34,42534,535+1103,5564,5020.75%+946
INTUIT(INTU)26,10027,410+1,31011,63612,5592.09%+923
CHURCH & DWIGHT CO INC(CHD)36,16036,010-1503,1973,6090.60%+412
BERKSHIRE HATHAWAY INC DEL2,5373,447+9107831,1750.20%+392
EDWARDS LIFESCIENCES CORP19,80019,80001,6381,8680.31%+230
CUMMINS INC(CMI)0933+93302290.04%+229
JPMORGAN CHASE & CO(JPM)10,31710,773+4561,3441,5670.26%+222
STERIS PLC(STE)5,0505,200+1509661,1700.19%+204
SALESFORCE INC(CRM)25,07924,529-5505,0105,1820.86%+172
MASCO CORP(MAS)24,83424,301-5331,2351,3940.23%+160
TOPBUILD CORP(BLD)2,2762,272-44746040.10%+131
HOLOGIC INC5,3006,800+1,5004285510.09%+123
SHERWIN WILLIAMS CO(SHW)2,8502,85006417570.13%+116
ABBOTT LABS16,23316,033-2001,6441,7480.29%+104
ORACLE CORP(ORCL)3,2333,333+1003003970.07%+97
JOHNSON & JOHNSON(JNJ)11,18611,052-1341,7341,8290.30%+95
STRYKER CORPORATION(SYK)4,1934,143-501,1971,2640.21%+67
UNITEDHEALTH GROUP INC(UNH)9,6559,605-504,5634,6170.77%+54
THE CIGNA GROUP(CI)2,4152,380-356176680.11%+51
HOME DEPOT INC(HD)2,5012,526+257387850.13%+47
ECOLAB INC(ECL)2,1502,15003564010.07%+45
ASTRAZENECA PLC(AZN)16,29216,29201,1311,1660.19%+35
PROCTER AND GAMBLE CO(PG)21,27721,077-2003,1643,1980.53%+35
ATMOS ENERGY CORP(ATO)7,6107,61008558850.15%+30
FISERV INC(FISV)2,0632,06302332600.04%+27
REINSURANCE GRP OF AMERICA I(RGA)4,0664,06605405640.09%+24
PEPSICO INC(PEP)1,2461,296+502272400.04%+13
BCE INC(BCE)43,65043,150-5001,9551,9670.33%+12
ZOETIS INC(ZTS)1,5001,50002502580.04%+9
UNION PAC CORP(UNP)2,5642,56405165250.09%+9
QORVO INC(QRVO)2,7832,78302832840.05%+1
HENRY SCHEIN INC(HSIC)15,33015,33001,2501,2430.21%-7
AUTOMATIC DATA PROCESSING IN3,7553,75508368250.14%-11
NEXTERA ENERGY INC(NEE)4,8004,80003703560.06%-14
AMGEN INC(AMGN)1,1451,14502772540.04%-23
ROYAL GOLD INC(RGLD)1,8001,80002332070.03%-27
AMERICAN WTR WKS CO INC NEW8,0508,05001,1791,1490.19%-30
GILEAD SCIENCES INC(GILD)9,7989,79808137550.13%-58
ILLINOIS TOOL WKS INC(ITW)6,1805,780-4001,5051,4460.24%-59
NEUROCRINE BIOSCIENCES INC(NBIX)9,1679,16709288640.14%-63
BRISTOL-MYERS SQUIBB CO(BMY)19,25018,950-3001,3341,2120.20%-122
AMERICAN TOWER CORP NEW(AMT)13,93413,93402,8472,7020.45%-145
UNITED PARCEL SERVICE INC(UPS)5,2744,894-3801,0238770.15%-146
CLOROX CO DEL1,4160-1,4162240-224
INTEGRA LIFESCIENCES HLDGS C(IART)14,46314,46308305950.10%-235
MASIMO CORP(MASI)12,45212,45202,2982,0490.34%-249
DANAHER CORPORATION(DHR)25,16625,191+256,3436,0461.01%-297
GENERAL MLS INC(GIS)33,37833,248-1302,8522,5500.42%-302
ILLUMINA INC(ILMN)7,5807,255-3251,7631,3600.23%-402
PFIZER INC12,3200-12,3205030-503
THERMO FISHER SCIENTIFIC INC(TMO)12,18712,280+937,0246,4071.07%-617
ABBVIE INC(ABBV)33,31633,416+1005,3104,5020.75%-807
NIKE INC(NKE)15,94510,110-5,8351,9551,1160.19%-840
VERIZON COMMUNICATIONS INC22,4460-22,4468730-873
LPL FINL HLDGS INC6,6000-6,6001,3360-1,336
GRAPHIC PACKAGING HLDG CO(GPK)375,900332,900-43,0009,5828,0001.33%-1,582
ON SEMICONDUCTOR CORP(ON)172,900132,700-40,20014,23312,5512.09%-1,682
CROWN CASTLE INC(CCI)45,51536,315-9,2006,0924,1380.69%-1,954
ARISTA NETWORKS INC77,26862,968-14,30012,97010,2051.70%-2,766
ISHARES TR132,20087,700-44,5009,4556,3581.06%-3,097
TESLA INC(TSLA)102,99965,014-37,98521,36817,0192.83%-4,349
ALIGN TECHNOLOGY INC40,30022,500-17,80013,4667,9571.32%-5,509
FIRST SOLAR INC(FSLR)49,10026,600-22,50010,6795,0560.84%-5,623
AIRBNB INC100,80042,700-58,10012,5405,4720.91%-7,067
SPLUNK INC86,8000-86,8008,3220-8,322
ISHARES TR216,3000-216,3008,5350-8,535
UNITED RENTALS INC27,0000-27,00010,6860-10,686
REGENERON PHARMACEUTICALS20,5900-20,59016,9180-16,918
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