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CIK: 0001556218
Total reported value
$3.3B
$3.3B
286 檔
80.9%
In Q1 2025, Bollard Group LLC's U.S. equity holdings reached a combined market value of $3.3B, distributed across 286 disclosed stock positions.
In Q1 2025, Bollard Group LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BSX, LLY, IT) accounted for 80.9% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 286 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSX | Boston Scientific CORP | Stock-Healthcare | 54.28% | -10.33% | -1.17% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.21% | +2.03% | +0.10% | |
| 3 | IT | Gartner Inc | Stock-Tech | 3.94% | -0.70% | +0.01% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.58% | +0.90% | +0.01% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | +0.18% | +0.20% | |
| 6 | OKE | Oneok Inc | Stock-Energy | 1.96% | +0.07% | +0.99% | |
| 7 | ✓ | Stock-Other | 1.79% | — | +1.28% | ||
| 8 | ✓ | Stock-Other | 1.73% | — | +0.11% | ||
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 1.69% | +2.81% | +0.16% | |
| 10 | EPD | Enterprise Products Partners | Stock-Energy | 1.39% | +0.09% | +1.46% | |
| 11 | AEP | American Electric Power | Stock-Utilities | 1.35% | +0.29% | +0.85% | |
| 12 | SO | Southern Co/the | Stock-Utilities | 0.93% | +0.06% | +0.77% | |
| 13 | ✓ | Stock-Other | 0.85% | — | +0.09% | ||
| 14 | ✓ | Stock-Other | 0.79% | — | +0.51% | ||
| 15 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.76% | +0.06% | +0.72% | |
| 16 | DE | Deere & Co | Stock-Industrials | 0.71% | +0.18% | +0.30% | |
| 17 | MS | Morgan Stanley | Stock-Financials | 0.67% | +0.43% | +0.66% | |
| 18 | ✓ | Stock-Other | 0.67% | — | +0.81% | ||
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.05% | +0.19% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 0.61% | +0.14% | +0.43% | |
| 21 | ✓ | Stock-Other | 0.58% | — | +1.02% | ||
| 22 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.14% | +1.04% | |
| 23 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.52% | +0.06% | +1.80% | |
| 24 | ✓ | Stock-Other | 0.49% | — | +1.57% | ||
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | +0.08% | -0.16% | |
| 26 | ✓ | Stock-Other | 0.37% | — | -0.06% | ||
| 27 | ✓ | Stock-Other | 0.36% | — | +1.79% | ||
| 28 | ✓ | Stock-Other | 0.35% | — | +0.83% | ||
| 29 | PSX | Phillips 66 | Stock-Energy | 0.34% | -0.02% | +0.83% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.31% | +0.04% | +0.98% | |
| 31 | ✓ | Stock-Other | 0.30% | — | +0.07% | ||
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.02% | +0.41% | |
| 33 | ✓ | Stock-Other | 0.29% | — | +1.12% | ||
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | +0.07% | +0.70% | |
| 35 | BP | Bp Plc-spons Adr | Stock-Energy | 0.27% | -0.09% | +1.37% | |
| 36 | FE | Firstenergy CORP | Stock-Utilities | 0.22% | -0.01% | +0.96% | |
| 37 | ✓ | Stock-Other | 0.22% | — | — | ||
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.21% | +0.01% | +0.32% | |
| 39 | ✓ | Stock-Other | 0.20% | — | +0.83% | ||
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.19% | +0.06% | +0.50% | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.19% | -0.01% | +0.85% | |
| 42 | FTS | Fortis Inc | Stock-Utilities | 0.18% | +0.02% | +0.51% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.06% | +0.33% | |
| 44 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.18% | -0.04% | -1.35% | |
| 45 | ✓ | Stock-Other | 0.17% | — | +0.96% | ||
| 46 | DINO | Hf Sinclair CORP | Stock-Energy | 0.17% | — | -7.06% | |
| 47 | ✓ | Stock-Other | 0.17% | — | +0.21% | ||
| 48 | ✓ | Stock-Other | 0.16% | — | +0.89% | ||
| 49 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-Large Cap & Growth | 0.16% | — | — | |
| 50 | ✓ | Stock-Other | 0.16% | — | +0.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 2 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 3 | IT | Gartner Inc | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | OKE | Oneok Inc | — | NEW | New buy |
| 7 | ✓ | — | NEW | New buy | |
| 8 | ✓ | — | NEW | New buy | |
| 9 | CAT | Caterpillar Inc | — | NEW | New buy |
| 10 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 11 | AEP | American Electric Power | — | NEW | New buy |
| 12 | SO | Southern Co/the | — | NEW | New buy |
| 13 | ✓ | — | NEW | New buy | |
| 14 | ✓ | — | NEW | New buy | |
| 15 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 16 | DE | Deere & Co | — | NEW | New buy |
| 17 | MS | Morgan Stanley | — | NEW | New buy |
| 18 | ✓ | — | NEW | New buy | |
| 19 | WMT | Walmart Inc | — | NEW | New buy |
| 20 | EMR | Emerson Electric Co | — | NEW | New buy |
| 21 | ✓ | — | NEW | New buy | |
| 22 | CVX | Chevron CORP | — | NEW | New buy |
| 23 | PAA | Plains All Amer Pipeline LP | — | NEW | New buy |
| 24 | ✓ | — | NEW | New buy | |
| 25 | KO | Coca-cola Co/the | — | NEW | New buy |
| 26 | ✓ | — | NEW | New buy | |
| 27 | ✓ | — | NEW | New buy | |
| 28 | ✓ | — | NEW | New buy | |
| 29 | PSX | Phillips 66 | — | NEW | New buy |
| 30 | PM | Philip Morris International | — | NEW | New buy |
| 31 | ✓ | — | NEW | New buy | |
| 32 | ABT | Abbott Laboratories | — | NEW | New buy |
| 33 | ✓ | — | NEW | New buy | |
| 34 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 35 | BP | Bp Plc-spons Adr | — | NEW | New buy |
| 36 | FE | Firstenergy CORP | — | NEW | New buy |
| 37 | ✓ | — | NEW | New buy | |
| 38 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 39 | ✓ | — | NEW | New buy | |
| 40 | BAC | Bank Of America CORP | — | NEW | New buy |
| 41 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 42 | FTS | Fortis Inc | — | NEW | New buy |
| 43 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 44 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 45 | ✓ | — | NEW | New buy | |
| 46 | DINO | Hf Sinclair CORP | — | NEW | New buy |
| 47 | ✓ | — | NEW | New buy | |
| 48 | ✓ | — | NEW | New buy | |
| 49 | ✓ | Spdr S&P 500 Etf Tr Put Option | — | NEW | New buy |
| 50 | ✓ | — | NEW | New buy |
According to official SEC Form 13F filings, Bollard Group LLC reported a total U.S. public equity portfolio value of $3.3B across 286 disclosed positions in Q1 2025.
During Q1 2025, Bollard Group LLC's top holdings by market value included BSX (54.3%)、LLY (5.2%)、IT (3.9%). The largest single position, BSX, represented 54.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
BSX
市值: $2.1B
In Q1 2025, Bollard Group LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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