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Bollard Group LLC

Q2 2026 13F filing

Updated 29 days ago

309 disclosed positions worth $3.3B

Portfolio value
$3.3B
Total holdings
309
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

B
1.BSX

BOSTON SCIENTIFIC CORP

Value
$786.2M
Shares
18.42M
% Port
23.93%
C
2.CAT

CATERPILLAR INC

Value
$249.4M
Shares
234.2K
% Port
7.59%
L
3.LLY

ELI LILLY & CO

Value
$236.5M
Shares
197.2K
% Port
7.20%
A

AMAZON COM INC

Value
$181.7M
Shares
762.2K
% Port
5.53%
S
5.SPY

STATE STR SPDR S&P 500 ETF T

Value
$178.2M
Shares
238.7K
% Port
5.42%
S

SOUTHERN COPPER CORP

Value
$157M
Shares
900.7K
% Port
4.78%
G

ALPHABET INC

Value
$155.9M
Shares
441.3K
% Port
4.74%
M

MICROSOFT CORP

Value
$107.8M
Shares
288.9K
% Port
3.28%
O
9.OKE

ONEOK INC NEW

Value
$65.2M
Shares
750.4K
% Port
1.99%
A
10.AEP

AMERICAN ELEC PWR CO INC

Value
$63.2M
Shares
462.3K
% Port
1.92%
E
11.EPDU

ENTERPRISE PRODS PARTNERS L

Value
$62.3M
Shares
1.69M
% Port
1.90%
M

MORGAN STANLEY

Value
$53.5M
Shares
256.1K
% Port
1.63%
J

JPMORGAN CHASE & CO

Value
$49.1M
Shares
150.0K
% Port
1.49%
W
14.WMT

WALMART INC

Value
$37.7M
Shares
333.0K
% Port
1.15%
S
15.SOMN

SOUTHERN CO

Value
$34M
Shares
355.1K
% Port
1.03%
D
16.DE

DEERE & CO

Value
$33.1M
Shares
52.2K
% Port
1.01%
I
17.IT

GARTNER INC

Value
$32.9M
Shares
253.9K
% Port
1.00%
T
18.TMO

THERMO FISHER SCIENTIFIC INC

Value
$31.1M
Shares
62.1K
% Port
0.95%
N
19.NVDA

NVIDIA CORPORATION

Value
$29.5M
Shares
147.6K
% Port
0.90%
P

PLAINS ALL AMERN PIPELINE L

Value
$28.1M
Shares
1.26M
% Port
0.86%
E
21.EMR

EMERSON ELEC CO

Value
$27.5M
Shares
192.1K
% Port
0.84%
P
22.PEG

PUBLIC SVC ENTERPRISE GROUP

Value
$26.4M
Shares
325.1K
% Port
0.80%
K
23.KKRS

KKR & CO INC

Value
$25.9M
Shares
281.7K
% Port
0.79%
M

MPLX LP

Value
$24.3M
Shares
431.9K
% Port
0.74%
E

KINDER MORGAN INC DEL

Value
$23.7M
Shares
742.4K
% Port
0.72%
D

DUKE ENERGY CORP NEW

Value
$23.5M
Shares
185.7K
% Port
0.72%
C
27.CVX

CHEVRON CORPORATION

Value
$22.6M
Shares
136.3K
% Port
0.69%
G
28.GIS

GENERAL MILLS INC

Value
$20.6M
Shares
591.1K
% Port
0.63%
V
29.VLO

VALERO ENERGY CORP

Value
$19.2M
Shares
73.6K
% Port
0.58%
E

ENERGY TRANSFER L P

Value
$19M
Shares
995.2K
% Port
0.58%
K
31.KO

COCA COLA CO

Value
$19M
Shares
233.7K
% Port
0.58%
A
32.AAPL

APPLE INC

Value
$18.9M
Shares
65.4K
% Port
0.58%
M
33.MRK

MERCK & CO INC

Value
$18.9M
Shares
146.9K
% Port
0.57%
P
34.PSX

PHILLIPS 66

Value
$18.6M
Shares
109.9K
% Port
0.57%
C
35.COP

CONOCOPHILLIPS

Value
$15.5M
Shares
149.3K
% Port
0.47%
J
36.JNJ

JOHNSON & JOHNSON

Value
$15.4M
Shares
60.5K
% Port
0.47%
B

BP PLC

Value
$13.5M
Shares
364.3K
% Port
0.41%
G

ALPHABET INC

Value
$13.4M
Shares
37.6K
% Port
0.41%
E

ENBRIDGE INC

Value
$12.5M
Shares
230.7K
% Port
0.38%
V
40.V

VISA INC

Value
$12.3M
Shares
35.8K
% Port
0.37%
F
41.FE

FIRSTENERGY CORP

Value
$12M
Shares
252.0K
% Port
0.36%
G

GOLDMAN SACHS GROUP INC

Value
$11.9M
Shares
11.8K
% Port
0.36%
B

BANK OF AMER CORP

Value
$11.2M
Shares
196.3K
% Port
0.34%
P
44.PM

PHILIP MORRIS INTL INC

Value
$11.1M
Shares
61.3K
% Port
0.34%
T
45.TECX

TECTONIC THERAPEUTIC INC

Value
$10.4M
Shares
303.0K
% Port
0.32%
F

FORTIS INC

Value
$10.3M
Shares
180.6K
% Port
0.31%
T
47.TSLA

TESLA INC

Value
$10.2M
Shares
24.2K
% Port
0.31%
Q
48.QQQ

INVESCO QQQ TR

Value
$9M
Shares
12.2K
% Port
0.27%
M
49.META

META PLATFORMS INC

Value
$9M
Shares
15.9K
% Port
0.27%
L
50.LOW

LOWES COS INC

Value
$8.8M
Shares
40.0K
% Port
0.27%