The De Burlo Group, Inc.
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 113
- Avg AUM / client
- $10.0M
- Accounts
- 113
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 88 positions, $441,269,926)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $32,036,419 | 126,232 | 7.26% | 2.83% |
| 2 | Alphabet Inc | CAP STK CL A | $27,428,635 | 95,384 | 6.22% | 2.42% |
| 3 | Eli Lilly & Co | COM | $24,390,461 | 26,518 | 5.53% | 2.15% |
| 4 | Advanced Micro Devices Inc | COM | $22,386,454 | 110,045 | 5.07% | 1.98% |
| 5 | Mckesson Corp | COM | $20,448,457 | 23,630 | 4.63% | 1.8% |
| 6 | Microsoft Corp | COM | $19,405,815 | 52,424 | 4.4% | 1.71% |
| 7 | Brookfield Corp | CL A LTD VT SH | $17,968,680 | 444,000 | 4.07% | 1.59% |
| 8 | Amazon Com Inc | COM | $15,720,220 | 75,480 | 3.56% | 1.39% |
| 9 | Autodesk Inc | COM | $15,076,454 | 62,976 | 3.42% | 1.33% |
| 10 | Intuit | COM | $13,055,714 | 30,195 | 2.96% | 1.15% |
| 11 | Costco Wholesale Corporation | COM | $12,273,111 | 12,317 | 2.78% | 1.08% |
| 12 | Goldman Sachs Group Inc | COM | $12,182,256 | 14,400 | 2.76% | 1.07% |
| 13 | Nvidia Corporation | COM | $11,835,657 | 67,865 | 2.68% | 1.04% |
| 14 | Visa Inc | COM CL A | $9,804,155 | 32,438 | 2.22% | 0.87% |
| 15 | Broadcom Inc | COM | $9,728,209 | 31,431 | 2.2% | 0.86% |
| 16 | Eqt Corp | COM | $9,285,076 | 145,900 | 2.1% | 0.82% |
| 17 | Meta Platforms Inc | CL A | $9,011,048 | 15,750 | 2.04% | 0.8% |
| 18 | Ishares Inc | CORE MSCI EMKT | $8,785,012 | 125,950 | 1.99% | 0.78% |
| 19 | Weyerhaeuser Co | COM NEW | $8,770,370 | 359,000 | 1.99% | 0.77% |
| 20 | Stanley Black & Decker Inc | COM | $8,668,992 | 121,995 | 1.96% | 0.76% |
| 21 | Trane Technologies Plc | SHS | $8,022,245 | 19,250 | 1.82% | 0.71% |
| 22 | Oreilly Automotive Inc | COM | $7,834,811 | 84,875 | 1.78% | 0.69% |
| 23 | Mastercard Incorporated | CL A | $6,798,923 | 13,607 | 1.54% | 0.6% |
| 24 | Mercadolibre Inc | COM | $6,051,570 | 3,500 | 1.37% | 0.53% |
| 25 | Abbvie Inc | COM | $5,728,469 | 26,339 | 1.3% | 0.51% |
Top 25 of 88 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 41 | $11.9M | 1.05% |
| High net worth individuals | 51 | $172M | 15.2% |
| Charitable organizations | 17 | $51.3M | 4.53% |
| State or municipal government entities | 4 | $898M | 79.2% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Seavey, Alison, Joanne | Treasurer | Apr 2003 (23y) | 5% – 10% | |
| Comegys Russell De Burlo | Family Of C. Russell De Burlo | May 2010 (16y) | 50% – 75% | |
| Robin Wassersug Dushman | Director | May 2010 (16y) | Less than 5% | |
| Michael Edgar Shade | President And Portfolio Manager | CFA | Mar 2011 (15y) | 25% – 50% |
| Shane, John, Allmond | Director | May 2012 (14y) | Less than 5% | |
| Joslin, Michelle, Pettee | Account Administrator | Feb 2015 (12y) | Less than 5% | |
| Rockwood, Marion, Chase | Associate Portfolio Manager | Jul 2016 (10y) | Less than 5% | |
| Kern, Stephen, F. | Vice President Portfolio Manager | Oct 2017 (9y) | Less than 5% | |
| Walsh, Julie, L. | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Richard Buttolphgraydon Vincent | Registered representative | May 2010 (16y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $711M (63% of AUM) Mar 2026
- State Street $324M (35% of AUM) Jul 2021
- Charles Schwab & Co. $203M (18% of AUM) Mar 2026
- Comerica Bank Trust National Association $187M (16% of AUM) Mar 2026
- UBS $170M (18% of AUM) Jul 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗