Institutions / Bollard Group LLC

Bollard Group LLC

CIK 1556218 · Institution · as of Dec 31, 2025
Portfolio value
$3.81M
Positions
289
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 289 →
CompanyClassValueShares% of portfolio
Boston Scientific Corp$1.81M19,000,46947.6%
ELI LILLY & Co$213.0K198,2205.6%
Amazon.com Inc$172.8K748,6934.5%
Microsoft Corp$140.6K290,7163.7%
Alphabet Inc.$133.4K424,9723.5%
Caterpillar Inc$114.9K200,4903.0%
Southern Copper CorpSCCOCommon Stock$108.6K756,1872.9%
Gartner Inc$68.1K269,7441.8%
Enterprise Products Partners L.P.EPDMLP$52.1K1,625,1781.4%
ONEOK Inc$46.1K627,2151.2%
American Electric Power Co Inc$45.4K393,6901.2%
JPMorgan Chase & Co$41.0K127,3791.1%
Morgan Stanley$38.5K217,1171.0%
Thermo Fisher Scientific Inc.$35.9K62,0000.9%
KKR & Co. Inc.$35.8K280,9190.9%
Walmart Inc.$31.7K284,6570.8%
Madison Square Garden Sports Corp.$31.3K121,0000.8%
Southern Co$28.1K322,0400.7%
NVIDIA Corp$27.3K146,3800.7%
Public Service Enterprise Group Inc$26.2K326,4080.7%
Emerson Electric Co$24.0K180,7620.6%
Deere & Co$23.4K50,3080.6%
Duke Energy Corp$21.9K187,0070.6%
Plains All American Pipeline LP$20.3K1,129,2540.5%
Chevron Corp$19.9K130,8200.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.