§ 13F · FUND PROFILE
Bollard Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.4T (13F)Positions · 295Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BSX | BOSTON SCIENTIFIC CORP | 19.00M | $1.8T | 45.3% | NEW |
| 2 | LLY | ELI LILLY & CO | 198K | $213.0B | 5.3% | NEW |
| 3 | SPY | SPDR S&P 500 ETF TR | 1.31M | $193.5B | 4.8% | NEW |
| 4 | AMZN | AMAZON COM INC | 749K | $172.8B | 4.3% | NEW |
| 5 | MSFT | MICROSOFT CORP | 291K | $140.6B | 3.5% | NEW |
| 6 | GOOG | ALPHABET INC | 425K | $133.4B | 3.3% | NEW |
| 7 | CAT | CATERPILLAR INC | 200K | $114.9B | 2.9% | NEW |
| 8 | SCCO | SOUTHERN COPPER CORP | 756K | $108.6B | 2.7% | NEW |
| 9 | IT | GARTNER INC | 270K | $68.1B | 1.7% | NEW |
| 10 | EPD | ENTERPRISE PRODS PARTNERS L | 1.63M | $52.1B | 1.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOLLARD SIGNAL
AC read
Bollard Group LLC is a Other fund managing $4373.5 trillion in assets. The fund runs a broad portfolio of 295 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed