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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001556218
Total reported value
$3.3B
$3.3B
295 檔
86.4%
As reported in its official Q2 2025 Form 13F filing, Bollard Group LLC's tracked investment portfolio stood at $3.3B with 295 total positions.
During Q2 2025, Bollard Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BSX, LLY, AMZN) accounted for 86.4% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 295 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSX | Boston Scientific CORP | Stock-Healthcare | 49.31% | -10.33% | -2.01% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.48% | +2.03% | +4.72% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.91% | +0.90% | +8.96% | |
| 4 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 3.61% | -3.49% | EXIT | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.58% | +0.18% | +12.11% | |
| 6 | IT | Gartner Inc | Stock-Tech | 3.37% | -0.70% | +1.83% | |
| 7 | ✓ | Stock-Other | 1.93% | — | +14.09% | ||
| 8 | ✓ | Stock-Other | 1.92% | — | +12.16% | ||
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 1.91% | +2.81% | +10.60% | |
| 10 | OKE | Oneok Inc | Stock-Energy | 1.59% | +0.07% | +13.14% | |
| 11 | AEP | American Electric Power | Stock-Utilities | 1.26% | +0.29% | +12.38% | |
| 12 | EPD | Enterprise Products Partners | Stock-Energy | 1.25% | +0.09% | +13.91% | |
| 13 | SO | Southern Co/the | Stock-Utilities | 0.90% | +0.06% | +10.73% | |
| 14 | ✓ | Stock-Other | 0.89% | — | +9.01% | ||
| 15 | ✓ | Stock-Other | 0.85% | — | +0.10% | ||
| 16 | MS | Morgan Stanley | Stock-Financials | 0.79% | +0.43% | +12.10% | |
| 17 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.74% | +0.06% | +10.07% | |
| 18 | EMR | Emerson Electric Co | Stock-Industrials | 0.71% | +0.14% | +9.84% | |
| 19 | DE | Deere & Co | Stock-Industrials | 0.70% | +0.18% | +4.51% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.05% | +6.19% | |
| 21 | ✓ | Stock-Other | 0.62% | — | +9.78% | ||
| 22 | ✓ | Stock-Other | 0.58% | — | — | ||
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.57% | +0.05% | +6200000.00% | |
| 24 | ✓ | Stock-Other | 0.57% | — | +8.82% | ||
| 25 | ✓ | Stock-Other | 0.55% | — | +185.30% | ||
| 26 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.47% | +0.06% | +13.21% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.14% | +8.61% | |
| 28 | ✓ | Stock-Other | 0.45% | — | +10.25% | ||
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | +0.08% | +8.84% | |
| 30 | ✓ | Stock-Other | 0.38% | — | +530.94% | ||
| 31 | ✓ | Stock-Other | 0.35% | — | +15.28% | ||
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.33% | +0.04% | +5.37% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.31% | +0.10% | +323.26% | |
| 34 | PSX | Phillips 66 | Stock-Energy | 0.31% | -0.02% | +7.17% | |
| 35 | ✓ | Stock-Other | 0.30% | — | +6.30% | ||
| 36 | ✓ | Stock-Other | 0.29% | — | +11.59% | ||
| 37 | ✓ | Stock-Other | 0.29% | — | +12829.18% | ||
| 38 | ✓ | Stock-Other | 0.28% | — | +6.90% | ||
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.28% | -0.02% | +5.85% | |
| 40 | ✓ | Stock-Other | 0.28% | — | +8.66% | ||
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | +0.07% | +7.96% | |
| 42 | ✓ | Stock-Other | 0.23% | — | +5.92% | ||
| 43 | BP | Bp Plc-spons Adr | Stock-Energy | 0.23% | -0.09% | +12.67% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.21% | +0.06% | +9.91% | |
| 45 | FE | Firstenergy CORP | Stock-Utilities | 0.20% | -0.01% | +5.43% | |
| 46 | ✓ | Stock-Other | 0.19% | — | +9.46% | ||
| 47 | ✓ | Stock-Other | 0.19% | — | +7.46% | ||
| 48 | FTS | Fortis Inc | Stock-Utilities | 0.18% | +0.02% | +9.55% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.06% | +6.79% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.18% | +0.01% | +3.36% |
According to official SEC Form 13F filings, Bollard Group LLC reported a total U.S. public equity portfolio value of $3.3B across 295 disclosed positions in Q2 2025.
During Q2 2025, Bollard Group LLC's top holdings by market value included BSX (49.3%)、LLY (4.5%)、AMZN (3.9%). The largest single position, BSX, represented 49.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2025, Bollard Group LLC made 0 total portfolio adjustments, initiating 0 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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