Bollard Group LLC
Annual return '25
+6.0%
SPY '25
+17.7%
Alpha
-11.7ptsvs SPY
Invested
$2.6B
Holdings
302
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BSX
BOSTON SCIENTIFIC CORP
Q1 2026: Sold 2.5% (19.00M → 18.53M shares)
35.5%
02
$LLY
ELI LILLY & CO
Q1 2026: Sold 3.8% (198.2k → 190.7k shares)
5.4%
03
$CAT
CATERPILLAR INC
Q1 2026: Increased +14.2% (200.5k → 229.1k shares)
5.0%
04
$AMZN
AMAZON COM INC
Q1 2026: Increased +0.7% (748.7k → 754.2k shares)
4.8%
05
$SCCO
SOUTHERN COPPER CORP
Q1 2026: Increased +14.0% (756.2k → 862.0k shares)
4.5%
06
$GOOG
ALPHABET INC
Q1 2026: Increased +0.7% (425.0k → 427.7k shares)
3.7%
07
$MSFT
MICROSOFT CORP
Q1 2026: Sold 2.2% (290.7k → 284.2k shares)
3.2%
08
$OKE
ONEOK INC NEW
Q1 2026: Increased +15.1% (627.2k → 721.8k shares)
2.0%
09
$EPD
ENTERPRISE PRODS PARTNERS L
Q4 2025: Sold 13.6% (1.88M → 1.63M shares)
1.9%
10
$IT
GARTNER INC
Q1 2026: Increased +35.1% (269.7k → 364.5k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:32 UTC.