DE Burlo Group
DE Burlo Group reported 90 stocks worth $547M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AMD (8.3%), AAPL (6.6%) and GOOGL (6.5%). Compared with Q1 2026, the fund opened new positions in XOVR, ALAB and U, added to GOOGL, LLY and AMZN, trimmed AMD, AAPL and MSFT and sold out of ABT, GDX and RGLD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMD Advanced Micro Devices Inc | $45.2M | 8.3% | 78K | −32K (−29%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $35.9M | 6.6% | 124K | −2,147 (−2%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $35.3M | 6.5% | 99K | +3,410 (+4%) | 8 of 8 | |
| 4 |  LLY Eli Lilly & Co | $31.9M | 5.8% | 27K | +95 (+0%) | 8 of 8 | |
| 5 |  XOVR Entrepreneurshares Series TR | $25.8M | 4.7% | 1.2M | New position | 1 of 8 | |
| 6 |  AMZN Amazon Com Inc | $21.3M | 3.9% | 89K | +14K (+18%) | 8 of 8 | |
| 7 |  BN Brookfield Corp Fclass A | $19M | 3.5% | 447K | +3,100 (+1%) | 2 of 8 | |
| 8 |  MSFT Microsoft Corp | $18.7M | 3.4% | 50K | −2,343 (−4%) | 8 of 8 | |
| 9 |  MCK Mckesson Corp | $16.2M | 3.0% | 21K | −2,220 (−9%) | 5 of 8 | |
| 10 |  GS Goldman Sachs Group Inc | $14.6M | 2.7% | 14K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →DE Burlo Group 13F FAQ
What does DE Burlo Group own?
DE Burlo Group reported 90 stocks worth $547M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AMD (8.3%), AAPL (6.6%) and GOOGL (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did DE Burlo Group buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 12 added to, 38 trimmed and 4 sold out. New positions include XOVR, ALAB and U. It sold all of ABT, GDX and RGLD.
When will DE Burlo Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is DE Burlo Group's portfolio worth?
The Q2 2026 filing reports $547M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.