Bollard Group LLC
13F AUM
ⓘ$3.4M
Holdings
305
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 79.9#49
Quality
$1.2M18,532,173 sh - 89.3#2
Quality
$175.4K190,672 sh - 67.8#447
Quality
$162.3K229,052 sh - 74.6
Quality
$157.1K754,187 sh - 86.6
Quality
$148.3K861,950 sh - 80.2
Quality
$122.7K427,725 sh - —
Quality
$118.5K1,089,500 sh - 83.7
Quality
$105.2K284,246 sh - 72.0
Quality
$65.2K721,832 sh - 66.4
Quality
$61.3K1,620,055 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BOSTON SCIENTIFIC CORP$BSX | 79.9#49 | $1.2M | 18,532,173 |
 ELI LILLY & Co$LLY | 89.3#2 | $175.4K | 190,672 |
 CATERPILLAR INC$CAT | 67.8#447 | $162.3K | 229,052 |
 AMAZON COM INC$AMZN | 74.6 | $157.1K | 754,187 |
 SOUTHERN COPPER CORP/$SCCO | 86.6 | $148.3K | 861,950 |
 Alphabet Inc.$GOOG | 80.2 | $122.7K | 427,725 |
 SPDR S&P 500 ETF TRUST$SPY | — | $118.5K | 1,089,500 |
 MICROSOFT CORP$MSFT | 83.7 | $105.2K | 284,246 |
 ONEOK INC /NEW/$OKE | 72.0 | $65.2K | 721,832 |
 ENTERPRISE PRODUCTS PARTNERS L.P.$EPD | 66.4 | $61.3K | 1,620,055 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bollard Group LLC's 305 positions.
Showing top 10 of 305 holdings.
Sector Allocation
Healthcare
$1.4M
Technology
$427,523
Energy
$353,529
Industrials
$233,614
Consumer Discretionary
$219,701
Utilities
$181,881
Financials
$165,297
Materials
$162,580
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