Institutional Fund
Bollard Group LLC
Boston, MACIK 15562185 filings on record
Portfolio Value
$3.27M
Q1 2026
Holdings
303
Reported positions
New Buys
36
Opened this quarter
QoQ Change
-14.0%
from $3.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Boston Scientific Corp35.5%
- Eli Lilly & Co5.4%
- Caterpillar Inc5.0%
- Amazon Com Inc4.8%
- Southern Copper Corp4.5%
- Alphabet Inc3.7%
- Other41.1%
Portfolio Holdings
303 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Boston Scientific Corp | 18.53M | $1.16M | 35.5% | −468.3K | Reduced |
| 2 | Eli Lilly & Co | 190.7K | $175.4K | 5.4% | −7.5K | Reduced |
| 3 | Caterpillar Inc | 229.1K | $162.3K | 5.0% | +28.6K | Added |
| 4 | Amazon Com Inc | 754.2K | $157.1K | 4.8% | +5.5K | Added |
| 5 | Southern Copper Corp | 862.0K | $148.3K | 4.5% | +105.8K | Added |
| 6 | Alphabet Inc | 427.7K | $122.7K | 3.7% | +2.8K | Added |
| 7 | Microsoft Corp | 284.2K | $105.2K | 3.2% | −6.5K | Reduced |
| 8 | Oneok Inc New | 721.8K | $65.2K | 2.0% | +94.6K | Added |
| 9 | Enterprise Prods Partners L | 1.62M | $61.3K | 1.9% | −5.1K | Reduced |
| 10 | Gartner Inc | 364.5K | $57.7K | 1.8% | +94.7K | Added |
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