Fund HoldingsDE BURLO GROUP INC

Total Portfolio Value
$575.59M
Total Bought
$60.58M
Total Sold
$90.73M
Net Transaction
-$30.15M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
AMAZON COM INC(AMZN)34,535204,255+169,7204,50225,9654.51%+21,463
ALPHABET INC(GOOG)96,498192,883+96,38511,55125,2414.39%+13,690
INTUIT(INTU)27,41047,330+19,92012,55924,1834.20%+11,624
ELI LILLY & CO(LLY)53,57153,424-14725,12428,6964.99%+3,572
COSTCO WHSL CORP NEW(COST)25,10029,245+4,14513,51316,5222.87%+3,009
INGERSOLL RAND INC(IR)153,600191,300+37,70010,03912,1902.12%+2,150
MASTERCARD INCORPORATED(MA)37,53241,782+4,25014,76116,5422.87%+1,781
AIRBNB INC42,70051,700+9,0005,4727,0941.23%+1,621
VISA INC(V)111,160120,085+8,92526,39827,6214.80%+1,222
WEST PHARMACEUTICAL SVSC INC(WST)34,90038,400+3,50013,34814,4082.50%+1,060
ISHARES TR114,300125,400+11,10021,40522,1633.85%+758
BERKSHIRE HATHAWAY INC DEL3,4475,252+1,8051,1751,8400.32%+664
ABBVIE INC(ABBV)33,41633,216-2004,5024,9510.86%+449
DOORDASH INC(DASH)132,000132,000010,08710,4901.82%+403
ADVANCED MICRO DEVICES INC(AMD)200,870226,365+25,49522,88123,2754.04%+394
DANAHER CORPORATION(DHR)25,19125,796+6056,0466,4001.11%+354
PACCAR INC(PCAR)188,400188,400015,76016,0182.78%+258
ADOBE INC(ADBE)11,95811,95805,8476,0971.06%+250
UNITEDHEALTH GROUP INC(UNH)9,6059,535-704,6174,8070.84%+191
NEUROCRINE BIOSCIENCES INC(NBIX)9,1679,16708641,0310.18%+167
ON HLDG AG(ONON)250,700300,700+50,0008,2738,3651.45%+92
AUTOMATIC DATA PROCESSING IN3,7553,75508259030.16%+78
ZOETIS INC(ZTS)1,5001,890+3902583290.06%+71
AMGEN INC(AMGN)1,1451,14502543080.05%+54
REINSURANCE GRP OF AMERICA I(RGA)4,0664,06605645900.10%+26
THE CIGNA GROUP(CI)2,3802,38006686810.12%+13
UNION PAC CORP(UNP)2,5642,56405255220.09%-3
JPMORGAN CHASE & CO(JPM)10,77310,77301,5671,5620.27%-5
CUMMINS INC(CMI)93393302292130.04%-16
QORVO INC(QRVO)2,7832,78302842660.05%-18
VERTEX PHARMACEUTICALS INC(VRTX)64,05064,765+71522,54022,5213.91%-18
PEPSICO INC(PEP)1,2961,29602402200.04%-20
HOME DEPOT INC(HD)2,5262,52607857630.13%-21
FISERV INC(FISV)2,0632,06302602330.04%-27
GILEAD SCIENCES INC(GILD)9,7989,698-1007557270.13%-28
SHERWIN WILLIAMS CO(SHW)2,8502,85007577270.13%-30
ECOLAB INC(ECL)2,1502,15004013640.06%-37
TOPBUILD CORP2,2722,250-226045660.10%-38
INTEGRA LIFESCIENCES HLDGS C(IART)14,46314,46305955520.10%-43
ALIGN TECHNOLOGY INC22,50025,900+3,4007,9577,9081.37%-49
ASML HOLDING N V
N Y REGISTRY SHS
20,43025,055+4,62514,80714,7492.56%-58
ASTRAZENECA PLC(AZN)16,29216,29201,1661,1030.19%-63
HOLOGIC INC6,8006,80005514720.08%-79
ATMOS ENERGY CORP(ATO)7,6107,61008858060.14%-79
NEXTERA ENERGY INC(NEE)4,8004,80003562750.05%-81
STERIS PLC(STE)5,2004,900-3001,1701,0750.19%-95
MASCO CORP(MAS)24,30124,101-2001,3941,2880.22%-106
HENRY SCHEIN INC(HSIC)15,33015,130-2001,2431,1230.20%-120
PROCTER AND GAMBLE CO(PG)21,07720,989-883,1983,0610.53%-137
ILLINOIS TOOL WKS INC(ITW)5,7805,680-1001,4461,3080.23%-138
THERMO FISHER SCIENTIFIC INC(TMO)12,28012,370+906,4076,2611.09%-146
AMERICAN WTR WKS CO INC NEW8,0508,05001,1499970.17%-152
STRYKER CORPORATION(SYK)4,1433,993-1501,2641,0910.19%-173
ROYAL GOLD INC(RGLD)1,8000-1,8002070-207
JOHNSON & JOHNSON(JNJ)11,05210,402-6501,8291,6200.28%-209
ON SEMICONDUCTOR CORP(ON)132,700132,700012,55112,3342.14%-216
UNITED PARCEL SERVICE INC(UPS)4,8944,194-7008776540.11%-224
NIKE INC(NKE)10,1109,310-8001,1168900.15%-226
BROADCOM INC(AVGO)5,3005,250-504,5974,3610.76%-237
ABBOTT LABS16,03315,383-6501,7481,4900.26%-258
SALESFORCE INC(CRM)24,52923,979-5505,1824,8620.84%-320
CHURCH & DWIGHT CO INC(CHD)36,01035,860-1503,6093,2860.57%-323
GRAINGER W W INC(GWW)20,10022,400+2,30015,85115,4972.69%-353
BCE INC(BCE)43,15041,400-1,7501,9671,5810.27%-386
ORACLE CORP(ORCL)3,3330-3,3333970-397
GENERAL MLS INC(GIS)33,24833,148-1002,5502,1210.37%-429
LINDE PLC(LIN)50,30050,300019,16818,7293.25%-439
EDWARDS LIFESCIENCES CORP19,80019,80001,8681,3720.24%-496
AMERICAN TOWER CORP NEW(AMT)13,93413,400-5342,7022,2040.38%-499
BRISTOL-MYERS SQUIBB CO(BMY)18,95010,520-8,4301,2126110.11%-601
FIRST SOLAR INC(FSLR)26,60026,60005,0564,2980.75%-758
ILLUMINA INC(ILMN)7,2554,385-2,8701,3606020.10%-758
MASIMO CORP12,45211,452-1,0002,0491,0040.17%-1,045
CANADIAN PACIFIC KANSAS CITY(CP)169,600169,600013,69912,6202.19%-1,079
TESLA INC(TSLA)65,01458,314-6,70017,01914,5912.54%-2,427
ARISTA NETWORKS INC62,96840,268-22,70010,2057,4061.29%-2,798
CROWN CASTLE INC(CCI)36,31514,265-22,0504,1381,3130.23%-2,825
GRAPHIC PACKAGING HLDG CO(GPK)332,900194,400-138,5008,0004,3310.75%-3,668
APPLE INC(AAPL)178,148174,336-3,81234,55529,8485.19%-4,707
DYNATRACE INC(DT)325,300233,700-91,60016,74310,9211.90%-5,822
ISHARES TR87,7000-87,7006,3580-6,358
DEXCOM INC(DXCM)62,9000-62,9008,0830-8,083
MICROSOFT CORP(MSFT)104,09785,467-18,63035,44926,9864.69%-8,463
LULULEMON ATHLETICA INC(LULU)27,1000-27,10010,2570-10,257
MONSTER BEVERAGE CORP NEW(MNST)253,27065,170-188,10014,5483,4510.60%-11,097
PALO ALTO NETWORKS INC(PANW)86,88838,988-47,90022,2019,1401.59%-13,060
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