Bollard Group LLC
CIK 0001556218 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.3M
2026 Q2
Positions
309
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
66.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BSX
BOSTON SCIENTIFIC CORP
23.9%
CAT
CATERPILLAR INC
7.6%
LLY
ELI LILLY & CO
7.2%
AMZN
AMAZON COM INC
5.5%
SPY
STATE STR SPDR S&P 500 ETF T
5.4%
SCCO
SOUTHERN COPPER CORP
4.8%
GOOG
ALPHABET INC
4.7%
MSFT
MICROSOFT CORP
3.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.