Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bollard Group LLC (CIK 1556218) reported $3.39B across 298 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BSX ($1.16B, 34.26%), LLY ($175.4M, 5.17%), CAT ($162.3M, 4.78%), AMZN ($157.1M, 4.63%), SCCO ($148.3M, 4.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSX | BOSTON SCIENTIFIC CORP | $1.16B | 34.26% | 18.5M | Trimmed |
| 2 | LLY | ELI LILLY & CO | $175.4M | 5.17% | 190,672 | Trimmed |
| 3 | CAT | CATERPILLAR INC | $162.3M | 4.78% | 229,052 | Added |
| 4 | AMZN | AMAZON COM INC | $157.1M | 4.63% | 754,187 | Added |
| 5 | SCCO | SOUTHERN COPPER CORP | $148.3M | 4.37% | 861,950 | Added |
| 6 | GOOG | ALPHABET INC | $122.7M | 3.62% | 427,725 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $118.5M | 3.49% | 1.1M | New |
| 8 | MSFT | MICROSOFT CORP | $105.2M | 3.10% | 284,246 | Trimmed |
| 9 | OKE | ONEOK INC NEW | $65.2M | 1.92% | 721,832 | Added |
| 10 | EPD | ENTERPRISE PRODS PARTNERS L | $61.3M | 1.81% | 1.6M | Trimmed |
| 11 | IT | GARTNER INC | $57.7M | 1.70% | 364,462 | Added |
| 12 | AEP | AMERICAN ELEC PWR CO INC | $55.2M | 1.63% | 421,308 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $43.1M | 1.27% | 146,569 | Added |
| 14 | WMT | WALMART INC | $40.7M | 1.20% | 327,537 | Added |
| 15 | MS | MORGAN STANLEY | $40.7M | 1.20% | 247,477 | Added |
| 16 | MSGS | MADISON SQUARE GRDN SPRT COR | $38.9M | 1.15% | 121,000 | Hold |
| 17 | SO | SOUTHERN CO | $32.8M | 0.97% | 340,141 | Added |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | $30.5M | 0.90% | 62,107 | Added |
| 19 | DE | DEERE & CO | $28.2M | 0.83% | 50,034 | Trimmed |
| 20 | CVX | CHEVRON CORPORATION | $28.0M | 0.83% | 135,446 | Added |
| 21 | PAA | PLAINS ALL AMERN PIPELINE L | $27.1M | 0.80% | 1.2M | Added |
| 22 | KKR | KKR & CO INC | $26.0M | 0.77% | 281,313 | Added |
| 23 | PEG | PUBLIC SVC ENTERPRISE GROUP | $25.2M | 0.74% | 311,366 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $25.2M | 0.74% | 144,261 | Trimmed |
| 25 | KMI | KINDER MORGAN INC DEL | $23.7M | 0.70% | 705,676 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31