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 $3.29B across 308 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BSX ($786.2M, 23.93%), CAT ($249.4M, 7.59%), LLY ($236.5M, 7.20%), AMZN ($181.7M, 5.53%), SPY ($178.2M, 5.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSX | BOSTON SCIENTIFIC CORP | $786.2M | 23.93% | 18.4M | Trimmed |
| 2 | CAT | CATERPILLAR INC | $249.4M | 7.59% | 234,170 | Added |
| 3 | LLY | ELI LILLY & CO | $236.5M | 7.20% | 197,160 | Added |
| 4 | AMZN | AMAZON COM INC | $181.7M | 5.53% | 762,206 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $178.2M | 5.42% | 238,673 | Added |
| 6 | SCCO | SOUTHERN COPPER CORP | $157.0M | 4.78% | 900,733 | Added |
| 7 | GOOG | ALPHABET INC | $155.9M | 4.74% | 441,256 | Added |
| 8 | MSFT | MICROSOFT CORP | $107.8M | 3.28% | 288,861 | Added |
| 9 | OKE | ONEOK INC NEW | $65.2M | 1.99% | 750,404 | Added |
| 10 | AEP | AMERICAN ELEC PWR CO INC | $63.2M | 1.92% | 462,273 | Added |
| 11 | EPD | ENTERPRISE PRODS PARTNERS L | $62.3M | 1.90% | 1.7M | Added |
| 12 | MS | MORGAN STANLEY | $53.5M | 1.63% | 256,087 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $49.1M | 1.49% | 149,952 | Added |
| 14 | WMT | WALMART INC | $37.7M | 1.15% | 333,037 | Added |
| 15 | SO | SOUTHERN CO | $34.0M | 1.03% | 355,146 | Added |
| 16 | DE | DEERE & CO | $33.1M | 1.01% | 52,175 | Added |
| 17 | IT | GARTNER INC | $32.9M | 1.00% | 253,879 | Trimmed |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | $31.1M | 0.95% | 62,107 | Hold |
| 19 | NVDA | NVIDIA CORPORATION | $29.5M | 0.90% | 147,621 | Added |
| 20 | PAA | PLAINS ALL AMERN PIPELINE L | $28.1M | 0.86% | 1.3M | Added |
| 21 | EMR | EMERSON ELEC CO | $27.5M | 0.84% | 192,056 | Added |
| 22 | PEG | PUBLIC SVC ENTERPRISE GROUP | $26.4M | 0.80% | 325,124 | Added |
| 23 | KKR | KKR & CO INC | $25.9M | 0.79% | 281,707 | Added |
| 24 | MPLX | MPLX LP | $24.3M | 0.74% | 431,910 | Added |
| 25 | KMI | KINDER MORGAN INC DEL | $23.7M | 0.72% | 742,360 | Added |
Source: SEC Form 13F filings · as of 2026-06-30