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Filers›Holding Co.›Bollard Group LLC
DOSSIER · 13F-HR · Q1 2026

Bollard Group LLC

Bollard's holding co. based in Greenwich, CT — $3M in tracked AUM across 305 positions as of Q1 2026.

B
Bollard·Greenwich, CT·Holding Co.
CIK 0001556218 · last filed Mar 31, 2026
Total AUM
$3M
▲ 10.5%
vs prior
Holdings
305
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Bollard Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BSX
BOSTON SCIENTIFIC CORP
$1M18.5M34.3%
02
LLY
ELI LILLY & CO
$175,375191K5.2%
03
CAT
CATERPILLAR INC
$162,274229K4.8%
04
AMZN
AMAZON COM INC
$157,074754K4.6%
05
SCCO
SOUTHERN COPPER CORP
$148,307862K4.4%
06
GOOG
ALPHABET INC
$122,697428K3.6%
07
78462F903
STATE STR SPDR S&P 500 ETF T
$118,5011.1M3.5%
08
MSFT
MICROSOFT CORP
$105,220284K3.1%
09
OKE
ONEOK INC NEW
$65,247722K1.9%
10
EPD
ENTERPRISE PRODS PARTNERS L
$61,3031.6M1.8%

Filing history

Filing history loading…
AI Agent · grounded in Bollard
haiku-4-5 · 305 positions indexed
Sector mix
  • Tech8%
  • Financials17%
  • Health Care5%
  • Cons. Disc.52%
  • Communications25%
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