13F Insight
DOSSIER · 13F-HR · Q1 2026

Bollard Group LLC

$3.4B in tracked AUM across 305 positions as of Q1 2026.

BG
CIK 0001556218 · last filed Mar 31, 2026
Total AUM
$3.4B
as of Q1 2026
Holdings
305
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · 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
$1.2B18.5M34.3%02
LLY
ELI LILLY & CO
$175M191K5.2%03
CAT
CATERPILLAR INC
$162M229K4.8%04
AMZN
AMAZON COM INC
$157M754K4.6%05
SCCO
SOUTHERN COPPER CORP
$148M862K4.4%06
GOOG
ALPHABET INC
$123M428K3.6%07
78462F903
STATE STR SPDR S&P 500 ETF T
$119M1.1M3.5%08
MSFT
MICROSOFT CORP
$105M284K3.1%09
OKE
ONEOK INC NEW
$65M722K1.9%10
EPD
ENTERPRISE PRODS PARTNERS L
$61M1.6M1.8%

Filing history

2026Q1Mar 31
$3.4B▼ 15.2%
305 positionsView →2025Q4Dec 31
$4.0B▼ 6.0%
291 positionsView →2025Q3Sep 30
$4.3B▼ 2.7%
271 positionsView →2025Q2Jun 30
$4.4B▲ 14.9%
295 positionsLocked2025Q1Mar 31
$3.8B▲ 5.5%
286 positionsLocked2024Q4Dec 31
$3.6B▼ 4.0%
289 positionsLocked2024Q3Sep 30
$3.8B▲ 6.0%
305 positionsLocked2024Q2Jun 30
$3.5B▲ 7.2%
304 positionsLocked2024Q1Mar 31
$3.3B▲ 15.0%
305 positionsLocked2023Q4Dec 31
$2.9B▲ 5.8%
312 positionsLocked2023Q3Sep 30
$2.7B▼ 7.6%
379 positionsLocked2023Q2Jun 30
$2.9B▲ 6.2%
684 positionsLocked
Showing 12 of 56