Bollard Group LLC Incresed Positions in Q2 2025

Bollard Group LLC

  • $4.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
34K
+ 12.11%
$354.56 - $497.45 $12.1M - $16.9M
315K $157M
AMZN
Amazon Com Inc

Consumer Cyclical
64.1K
+ 8.96%
$167.32 - $223.3 $10.7M - $14.3M
780K $171M
TMO
Thermo Fisher Scientific Inc.

Healthcare
62K
+ 6200000.0%
$390.26 - $489.06 $24.2M - $30.3M
62K $25.1M
CAT
Caterpillar Inc

Industrials
20.6K
+ 10.6%
$273.94 - $388.21 $5.65M - $8.01M
215K $83.6M
NVDA
Nvidia Corp

Technology
99.5K
+ 185.3%
$94.31 - $157.99 $9.38M - $15.7M
153K $24.2M
GOOG
Alphabet Inc.

Communication Services
51.3K
+ 12.16%
$146.58 - $180.01 $7.52M - $9.24M
473K $84M
SCCO
Southern Copper Corp

Basic Materials
103K
+ 14.09%
$75.63 - $104.64 $7.79M - $10.8M
834K $84.4M
META
Meta Platforms, Inc.

Communication Services
18.7K
+ 530.94%
$484.66 - $738.09 $9.07M - $13.8M
22.2K $16.4M
TSLA
Tesla, Inc.

Consumer Cyclical
39.1K
+ 12829.18%
$221.86 - $362.89 $8.68M - $14.2M
39.4K $12.5M
AAPL
Apple Inc.

Technology
50.3K
+ 323.26%
$172.42 - $223.89 $8.68M - $11.3M
65.9K $13.5M
JPM
Jpmorgan Chase & CO

Financial Services
11.1K
+ 9.01%
$210.28 - $289.91 $2.33M - $3.21M
134K $38.9M
EMR
Emerson Electric CO

Industrials
20.8K
+ 9.84%
$94.15 - $133.33 $1.96M - $2.77M
232K $30.9M
KKR
Kkr & Co. Inc.

Financial Services
294
+ 0.1%
$92.79 - $134.29 $27.3K - $39.5K
280K $37.3M
WMT
Walmart Inc.

Consumer Defensive
17K
+ 6.19%
$81.79 - $99.98 $1.39M - $1.7M
292K $28.6M
GOOGL
Alphabet Inc.

Communication Services
21.9K
+ 305.22%
$144.7 - $178.6 $3.17M - $3.91M
29.1K $5.13M
SO
Southern CO

Utilities
41.3K
+ 10.73%
$84.91 - $92.56 $3.51M - $3.83M
426K $39.2M
PEG
Public Service Enterprise Group Inc

Utilities
35.4K
+ 10.07%
$77.13 - $84.18 $2.73M - $2.98M
387K $32.6M
DE
Deere & CO

Industrials
2.61K
+ 4.51%
$412.99 - $531.48 $1.08M - $1.39M
60.4K $30.7M
AEP
American Electric Power CO Inc

Utilities
58.3K
+ 12.38%
$98.59 - $109.11 $5.75M - $6.37M
530K $55M
KMI
Kinder Morgan, Inc.

Energy
68.8K
+ 8.82%
$25.21 - $29.4 $1.73M - $2.02M
848K $24.9M
PM
Philip Morris International Inc.

Consumer Defensive
4.02K
+ 5.37%
$149.23 - $184.95 $600K - $743K
78.9K $14.4M
GS
Goldman Sachs Group Inc

Financial Services
805
+ 7.46%
$462.22 - $707.75 $372K - $570K
11.6K $8.21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.04K
+ 5.92%
$416.06 - $551.64 $431K - $571K
18.5K $10.2M
EPD
Enterprise Products Partners L.P.

Energy
216K
+ 13.91%
$28.95 - $34.22 $6.24M - $7.38M
1.77M $54.7M
BAC
Bank Of America Corp

Financial Services
17.5K
+ 9.91%
$34.39 - $47.46 $604K - $833K
195K $9.21M
UBER
Uber Technologies, Inc

Technology
3.41K
+ 4.79%
$64.62 - $93.3 $220K - $318K
74.6K $6.96M
ET
Energy Transfer LP

Energy
113K
+ 15.28%
$15.65 - $18.93 $1.78M - $2.15M
856K $15.5M
DUK
Duke Energy Corp

Utilities
20.3K
+ 9.78%
$112.46 - $124.05 $2.29M - $2.52M
228K $26.9M
ORCL
Oracle Corp

Technology
71
+ 0.4%
$122.82 - $218.63 $8.72K - $15.5K
18K $3.94M
KO
Coca Cola CO

Consumer Defensive
22.4K
+ 8.84%
$68.37 - $73.9 $1.53M - $1.66M
276K $19.5M
ENB
Enbridge Inc

Energy
21.6K
+ 8.66%
$41.09 - $47.16 $887K - $1.02M
271K $12.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
897
+ 6.79%
$456.74 - $568.03 $410K - $510K
14.1K $8.02M
MPLX
Mplx LP

Energy
35.4K
+ 10.25%
$46.68 - $53.89 $1.65M - $1.91M
381K $19.6M
FTS
Fortis Inc.

Utilities
14.7K
+ 9.55%
$44.42 - $49.76 $655K - $733K
169K $8.07M
NDAQ
Nasdaq, Inc.

Financial Services
217
+ 0.3%
$66.4 - $89.42 $14.4K - $19.4K
72.7K $6.5M
ABT
Abbott Laboratories

Healthcare
5.02K
+ 5.85%
$123.95 - $138.08 $622K - $693K
90.8K $12.4M
V
Visa Inc.

Financial Services
2.26K
+ 6.9%
$308.27 - $373.31 $696K - $843K
35K $12.4M
VLO
Valero Energy Corp

Energy
5.37K
+ 9.46%
$104.69 - $141.77 $563K - $762K
62.2K $8.36M
IWF
Ishares Russell 1000 Gr ETF

ETFs
12
+ 0.1%
$320.42 - $424.58 $3.85K - $5.09K
12.3K $5.24M
PAA
Plains All American Pipeline LP

Energy
132K
+ 13.21%
$16.03 - $20.28 $2.12M - $2.68M
1.13M $20.7M
NTR
Nutrien Ltd.

Basic Materials
2.5K
+ 3.77%
$46.88 - $62.89 $117K - $157K
68.8K $4.01M
HON
Honeywell International Inc

Industrials
1.01K
+ 5.02%
$182.86 - $232.88 $185K - $235K
21.1K $4.92M
T
At&T Inc.

Communication Services
17K
+ 7.33%
$26.33 - $28.94 $447K - $491K
248K $7.19M
JCI
Johnson Controls International PLC

Industrials
1.59K
+ 8.83%
$71.14 - $105.62 $113K - $168K
19.6K $2.07M
PLD
Prologis, Inc.

Real Estate
8.22K
+ 14.82%
$89.76 - $112.34 $738K - $923K
63.7K $6.7M
PSX
Phillips 66

Energy
7.48K
+ 7.17%
$92.87 - $125.73 $695K - $941K
112K $13.3M
RTX
Raytheon Technologies Corp

Industrials
726
+ 3.13%
$113.75 - $148.48 $82.6K - $108K
23.9K $3.49M
FE
Firstenergy Corp

Utilities
11.2K
+ 5.43%
$38.31 - $43.17 $427K - $482K
217K $8.72M
WMB
Williams Companies, Inc.

Energy
2.9K
+ 5.75%
$54.33 - $62.87 $158K - $183K
53.4K $3.35M
Activity Summary
Buys All Purchases 223 New Holdings 26 Increased Positions 197 Sells All Sells 20 Reductions 19 Sold out 1 Options Calls 0 Puts 0
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