De Burlo Group Inc.
The de Burlo Group, Inc. is an investment advisory and wealth management firm headquartered in Boston, Massachusetts, United States. Established in 1984, it focuses on personalized investment management for institutions, individuals, and governmental entities. The firm emphasizes customized portfolio strategies, long-term results, and ESG (Environmental, Social, and Governance) screening. With approximately 4 investment professionals, de Burlo Group serves clients seeking both growth and responsible investing, offering services across discretionary accounts and tax-sensitive strategies.
Investment Strategy
The de Burlo Group customizes investment plans to client-specific objectives, focusing on companies with strong balance sheets, growth opportunities, and market dominance. Its approach integrates long-term demographic and economic analysis with both fundamental and technical research of securities. Portfolios are tailored for long-term growth while maintaining appropriate risk profiles, and the firm employs ESG screening to align investments with both client values and societal well-being. Tax-sensitive investment strategies are provided for clients with taxable portfolios.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.62% | $42.7M | 85,799 | $349.06 | $497.41 | +$20.2M |
M META | META PLATFORMS INC | 5.08% | $38.6M | 52,240 | $550.60 | $738.09 | +$8.5M |
N NFLX | NETFLIX INC | 5.00% | $38.0M | 28,366 | $984.54 | $1339.13 | +$15.7M |
A AMZN | AMAZON COM INC | 4.82% | $36.6M | 166,625 | $140.04 | $219.39 | -$1.6M |
A AVGO | BROADCOM INC | 4.32% | $32.8M | 118,905 | $130.82 | $275.65 | +$11.6M |