§ 13F · FUND PROFILE
Bollard Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4M (13F)Positions · 295Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$130K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BSX | BOSTON SCIENTIFIC CORP | 18.53M | $1M | 34.3% | −2% |
| 2 | LLY | ELI LILLY & CO | 191K | $175K | 5.2% | −4% |
| 3 | CAT | CATERPILLAR INC | 229K | $162K | 4.8% | +14% |
| 4 | AMZN | AMAZON COM INC | 754K | $157K | 4.6% | +1% |
| 5 | SCCO | SOUTHERN COPPER CORP | 862K | $148K | 4.4% | +14% |
| 6 | GOOG | ALPHABET INC | 428K | $123K | 3.6% | +1% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 1.09M | $119K | 3.5% | NEW |
| 8 | MSFT | MICROSOFT CORP | 284K | $105K | 3.1% | −2% |
| 9 | OKE | ONEOK INC NEW | 722K | $65K | 1.9% | +15% |
| 10 | EPD | ENTERPRISE PRODS PARTNERS L | 1.62M | $61K | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOLLARD SIGNAL
AC read
Bollard Group LLC is a Other fund managing $4 million in assets. The fund runs a broad portfolio of 295 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed