Bollard Group LLC Portfolio Holdings

Bollard Group LLC

  • $4.37 Billion
  • Q2 2025

Bollard Group LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.37 Billion distributed in 295 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boston Scientific Corp with a value of $2.16B, Eli Lilly & CO with a value of $196M, Amazon Com Inc with a value of $171M, Spdr S&P 500 ETF Tr Call Optio with a value of $158M, and Microsoft Corp with a value of $157M.

Examining the 13F form we can see an increase of $566M in the current position value, from $3.81B to 4.37B. Also it can be appreciated an additional of 26 stocks purchases and 1 closed positions.

Bollard Group LLC is based out at Boston, MA

Below you can find more details about Bollard Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.37 Billion
Healthcare: $2.44 Billion
Technology: $367 Million
Energy: $294 Million
Consumer Cyclical: $203 Million
Utilities: $191 Million
Industrials: $175 Million
Financial Services: $159 Million
Communication Services: $145 Million
Other: $228 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$153B
$2.16 Billion 49.31% of portfolio
20,079,443
Q2 2025 Reduced 2.01%
$699B
$196 Million 4.48% of portfolio
251,489
Q2 2025 Added 4.72%
$2.3T
$171 Million 3.91% of portfolio
779,915
Q2 2025 Added 8.96%
Spdr S&P 500 ETF Tr Call Optio
-
$158 Million 3.61% of portfolio
-
Q2 2025 New
$3.77T
$157 Million 3.58% of portfolio
315,079
Q2 2025 Added 12.11%
$19.8B
$147 Million 3.37% of portfolio
364,389
Q2 2025 Added 1.83%
$75.2B
$84.4 Million 1.93% of portfolio
834,344
Q2 2025 Added 14.09%
$1.29T
$84 Million 1.92% of portfolio
473,408
Q2 2025 Added 12.16%
$220B
$83.6 Million 1.91% of portfolio
215,354
Q2 2025 Added 10.6%
$33.3B
$69.6 Million 1.59% of portfolio
852,626
Q2 2025 Added 13.14%
$56.6B
$55 Million 1.26% of portfolio
529,741
Q2 2025 Added 12.38%
$69.6B
$54.7 Million 1.25% of portfolio
1,765,007
Q2 2025 Added 13.91%
$100B
$39.2 Million 0.9% of portfolio
426,494
Q2 2025 Added 10.73%
$879B
$38.9 Million 0.89% of portfolio
134,159
Q2 2025 Added 9.01%
$119B
$37.3 Million 0.85% of portfolio
280,382
Q2 2025 Added 0.1%
$252B
$34.6 Million 0.79% of portfolio
245,883
Q2 2025 Added 12.1%
$77.7B
$30.9 Million 0.71% of portfolio
232,050
Q2 2025 Added 9.84%
$144B
$30.7 Million 0.7% of portfolio
60,448
Q2 2025 Added 4.51%
$266B
$28.6 Million 0.65% of portfolio
292,403
Q2 2025 Added 6.19%
$93.9B
$26.9 Million 0.62% of portfolio
228,300
Q2 2025 Added 9.78%
$3.88B
$25.3 Million 0.58% of portfolio
121,000
Q2 2025 New
$191B
$25.1 Million 0.57% of portfolio
62,001
Q2 2025 Added 6,200,000.0%
$60.1B
$24.9 Million 0.57% of portfolio
848,455
Q2 2025 Added 8.82%
$426B
$24.2 Million 0.55% of portfolio
153,202
Q2 2025 Added 185.3%
$12.4B
$20.7 Million 0.47% of portfolio
1,131,158
Q2 2025 Added 13.21%
$51.3B
$19.6 Million 0.45% of portfolio
380,978
Q2 2025 Added 10.25%
$317B
$19.9 Million 0.45% of portfolio
138,828
Q2 2025 Added 8.61%
$299B
$19.5 Million 0.45% of portfolio
276,081
Q2 2025 Added 8.84%
$1.65T
$16.4 Million 0.38% of portfolio
22,228
Q2 2025 Added 530.94%
$54.6B
$15.5 Million 0.35% of portfolio
856,060
Q2 2025 Added 15.28%
$259B
$14.4 Million 0.33% of portfolio
78,881
Q2 2025 Added 5.37%
$64.4B
$13.3 Million 0.31% of portfolio
111,818
Q2 2025 Added 7.17%
$3.69T
$13.5 Million 0.31% of portfolio
65,922
Q2 2025 Added 323.26%
$217B
$13.1 Million 0.3% of portfolio
165,709
Q2 2025 Added 6.3%
$1.04T
$12.5 Million 0.29% of portfolio
39,434
Q2 2025 Added 12,829.18%
$126B
$12.7 Million 0.29% of portfolio
141,911
Q2 2025 Added 11.59%
$97.8B
$12.3 Million 0.28% of portfolio
270,964
Q2 2025 Added 8.66%
$230B
$12.4 Million 0.28% of portfolio
90,802
Q2 2025 Added 5.85%
$572B
$12.4 Million 0.28% of portfolio
35,004
Q2 2025 Added 6.9%
$466B
$10.6 Million 0.24% of portfolio
69,181
Q2 2025 Added 7.96%
$0
$10.2 Million 0.23% of portfolio
18,531
Q2 2025 Added 5.92%
$108B
$10.1 Million 0.23% of portfolio
337,724
Q2 2025 Added 12.67%
$405B
$9.21 Million 0.21% of portfolio
194,692
Q2 2025 Added 9.91%
$24.9B
$8.72 Million 0.2% of portfolio
216,536
Q2 2025 Added 5.43%
$249B
$8.21 Million 0.19% of portfolio
11,596
Q2 2025 Added 7.46%
$59.5B
$8.36 Million 0.19% of portfolio
62,204
Q2 2025 Added 9.46%
$0
$8.02 Million 0.18% of portfolio
14,115
Q2 2025 Added 6.79%
$23.7B
$8.07 Million 0.18% of portfolio
169,029
Q2 2025 Added 9.55%
$161B
$7.8 Million 0.18% of portfolio
35,166
Q2 2025 Added 3.36%

Summary

  • Portfolio
  • No. of Stocks 295
  • Current Value $4.37 Billion
  • Prior Value $3.81 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 197 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 19 stocks
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