Fund HoldingsDE BURLO GROUP INC

Total Portfolio Value
$743.95M
Total Bought
$111.68M
Total Sold
$136.82M
Net Transaction
-$25.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)163,123210,123+47,00027,97244,2565.95%+16,284
KKR & CO INC(KKR)190,200301,500+111,30019,13031,7304.27%+12,600
COSTCO WHSL CORP NEW(COST)23,96532,935+8,97017,55727,9943.76%+10,437
NOVO-NORDISK A S(NVO)123,016172,580+49,56415,79524,6343.31%+8,839
ALPHABET INC(GOOG)25,05568,215+43,1603,78212,4251.67%+8,644
EATON CORP PLC(ETN)35,94062,740+26,80011,23819,6722.64%+8,434
AMAZON COM INC(AMZN)228,225249,605+21,38041,16748,2366.48%+7,069
MCKESSON CORP(MCK)20,30029,135+8,83510,89817,0162.29%+6,118
VERTEX PHARMACEUTICALS INC(VRTX)40,04048,565+8,52516,73722,7633.06%+6,026
TRANE TECHNOLOGIES PLC(TT)35,80050,050+14,25010,74716,4632.21%+5,716
ELI LILLY & CO(LLY)45,91145,041-87035,71740,7795.48%+5,062
INTUITIVE SURGICAL INC011,200+11,20004,9820.67%+4,982
BOOKING HOLDINGS INC(BKNG)01,150+1,15004,5560.61%+4,556
ON HLDG AG(ONON)188,800282,800+94,0006,68010,9731.47%+4,293
NVIDIA CORPORATION(NVDA)10,50096,100+85,6009,48711,8721.60%+2,385
OREILLY AUTOMOTIVE INC(ORLY)10,00012,200+2,20011,28912,8841.73%+1,595
MICROSOFT CORP(MSFT)97,62795,429-2,19841,07442,6525.73%+1,578
ASML HOLDING N V
N Y REGISTRY SHS
30,36530,245-12029,46830,9324.16%+1,464
REGENERON PHARMACEUTICALS(REGN)8,0908,690+6007,7879,1331.23%+1,347
INGERSOLL RAND INC(IR)189,100206,600+17,50017,95518,7682.52%+812
BROADCOM INC(AVGO)4,7904,315-4756,3496,9280.93%+579
ARISTA NETWORKS INC4,4184,41801,2811,5480.21%+267
NETFLIX INC(NFLX)0326+32602200.03%+220
LPL FINL HLDGS INC(LPLA)0750+75002090.03%+209
ASTRAZENECA PLC(AZN)14,70614,70609961,1470.15%+151
FIRST SOLAR INC(FSLR)2,0002,00003384510.06%+113
INTUIT(INTU)41,81541,495-32027,18027,2713.67%+91
NEXTERA ENERGY INC(NEE)4,8004,80003073400.05%+33
AMERICAN WTR WKS CO INC NEW7,9507,758-1929721,0020.13%+30
PALO ALTO NETWORKS INC(PANW)7,1856,105-1,0802,0412,0700.28%+28
REINSURANCE GRP OF AMERICA I(RGA)3,9163,816-1007557830.11%+28
ECOLAB INC(ECL)2,1002,075-254854940.07%+9
ZOETIS INC(ZTS)1,7901,79003033100.04%+7
ROYAL GOLD INC(RGLD)1,7001,70002072130.03%+6
QORVO INC(QRVO)2,4832,48302852880.04%+3
ADOBE INC(ADBE)11,30810,273-1,0355,7065,7070.77%+1
NEUROCRINE BIOSCIENCES INC(NBIX)5,1675,117-507137040.09%-8
FISERV INC(FISV)1,5631,56302502330.03%-17
ATMOS ENERGY CORP(ATO)6,8606,760-1008157890.11%-27
UNION PAC CORP(UNP)2,5642,56406315800.08%-50
STRYKER CORPORATION(SYK)3,8433,893+501,3751,3250.18%-51
VERALTO CORP(VLTO)6,6455,513-1,1325895260.07%-63
AMGEN INC(AMGN)1,095795-3003112480.03%-63
EDWARDS LIFESCIENCES CORP18,95018,900-501,8111,7460.23%-65
THE CIGNA GROUP(CI)2,0742,07407536860.09%-68
UNITEDHEALTH GROUP INC(UNH)8,9358,535-4004,4204,3470.58%-74
AUTOMATIC DATA PROCESSING IN3,6343,484-1509088320.11%-76
GILEAD SCIENCES INC(GILD)8,5987,915-6836305430.07%-87
AMERICAN TOWER CORP NEW(AMT)12,65012,400-2502,5002,4100.32%-89
INTEGRA LIFESCIENCES HLDGS C(IART)14,46314,46305134210.06%-91
HOME DEPOT INC(HD)2,4392,43909368400.11%-96
SHERWIN WILLIAMS CO(SHW)2,1752,17507556490.09%-106
PROCTER AND GAMBLE CO(PG)19,47718,481-9963,1603,0480.41%-112
TOPBUILD CORP2,0742,063-119147950.11%-119
STERIS PLC(STE)4,4003,800-6009898340.11%-155
JPMORGAN CHASE & CO.(JPM)9,6038,743-8601,9231,7680.24%-155
CHURCH & DWIGHT CO INC(CHD)33,39631,796-1,6003,4843,2970.44%-187
ILLUMINA INC(ILMN)3,5852,635-9504922750.04%-217
PEPSICO INC(PEP)1,2620-1,2622210-221
HENRY SCHEIN INC(HSIC)14,08012,880-1,2001,0638260.11%-238
DANAHER CORPORATION(DHR)24,71223,632-1,0806,1715,9040.79%-267
JOHNSON & JOHNSON(JNJ)1,7330-1,7332740-274
ABBOTT LABS14,38313,033-1,3501,6351,3540.18%-281
MONSTER BEVERAGE CORP NEW(MNST)5,0150-5,0152970-297
MASIMO CORP10,8029,852-9501,5861,2410.17%-346
NIKE INC(NKE)3,7600-3,7603530-353
MASCO CORP(MAS)22,40121,201-1,2001,7671,4130.19%-354
GENERAL MLS INC(GIS)29,61327,113-2,5002,0721,7150.23%-357
ILLINOIS TOOL WKS INC(ITW)5,3934,463-9301,4471,0580.14%-390
UNITED PARCEL SERVICE INC(UPS)2,7440-2,7444080-408
HOLOGIC INC5,4000-5,4004210-421
ABBVIE INC(ABBV)32,14131,151-9905,8535,3430.72%-510
THERMO FISHER SCIENTIFIC INC(TMO)11,83511,320-5156,8796,2600.84%-619
MASTERCARD INCORPORATED(MA)15,97215,042-9307,6926,6360.89%-1,056
BCE INC(BCE)31,1000-31,1001,0570-1,057
BERKSHIRE HATHAWAY INC DEL80,04580,120+7533,66132,5934.38%-1,068
SALESFORCE INC(CRM)21,14416,424-4,7206,3684,2230.57%-2,146
VISA INC(V)116,500115,200-1,30032,51330,2374.06%-2,276
ADVANCED MICRO DEVICES INC(AMD)112,66098,450-14,21020,33415,9702.15%-4,364
AIRBNB INC34,3000-34,3005,6580-5,658
AUTODESK INC115,04593,240-21,80529,96023,0723.10%-6,888
ISHARES TR202,100172,600-29,50042,50235,0194.71%-7,483
LINDE PLC(LIN)36,70021,150-15,55017,0419,2811.25%-7,760
MICRON TECHNOLOGY INC(MU)227,000137,990-89,01026,76118,1502.44%-8,611
META PLATFORMS INC(META)34,70014,900-19,80016,8507,5131.01%-9,337
DOORDASH INC(DASH)138,5000-138,50019,0740-19,074
GRAINGER W W INC(GWW)24,5006,300-18,20024,9245,6840.76%-19,240
PACCAR INC(PCAR)226,30018,100-208,20028,0361,8630.25%-26,173
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