Bollard Group LLC Portfolio Holdings

Bollard Group LLC

  • $3.81 Billion
  • Q1 2025

Bollard Group LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.81 Billion distributed in 286 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boston Scientific Corp with a value of $2.07B, Eli Lilly & CO with a value of $198M, Gartner Inc with a value of $150M, Amazon Com Inc with a value of $136M, and Microsoft Corp with a value of $105M.

Examining the 13F form we can see an increase of $200M in the current position value, from $3.61B to 3.81B.

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 $3.81 Billion
Healthcare: $2.32 Billion
Energy: $300 Million
Technology: $279 Million
Utilities: $177 Million
Consumer Cyclical: $155 Million
Industrials: $143 Million
Financial Services: $131 Million
Consumer Defensive: $85 Million
Other: $203 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.6B
$5.51 Million 0.14% of portfolio
152,563
Q1 2025 Added 0.73%
$180B
$5.18 Million 0.14% of portfolio
71,151
Q4 2024 Added 73.09%
$195B
$4.79 Million 0.13% of portfolio
31,941
Q1 2025 Added 1.16%
$139B
$5.03 Million 0.13% of portfolio
21,293
Q1 2025 Added 0.41%
$52.1B
$4.09 Million 0.11% of portfolio
19,727
Q1 2025 Added 0.47%
$158B
$4.26 Million 0.11% of portfolio
20,129
Q1 2025 Added 0.47%
$64.8B
$3.99 Million 0.1% of portfolio
11,552
Q1 2025 Added 0.16%
$419B
$3.62 Million 0.1% of portfolio
3,832
Q1 2025 Added 0.1%
$72.3B
$3.77 Million 0.1% of portfolio
40,197
Q1 2025 Added 0.49%
$17.5B
$3.48 Million 0.09% of portfolio
29,186
Q1 2025 Added 0.79%
$450B
$3.54 Million 0.09% of portfolio
29,729
Q1 2025 Added 0.49%
$31.9B
$3.29 Million 0.09% of portfolio
66,323
Q1 2025 Added 0.69%
$3.41T
$3.46 Million 0.09% of portfolio
15,575
Q1 2025 Added 0.11%
$178B
$3.18 Million 0.08% of portfolio
10,193
Q1 2025 Added 0.38%
$70.3B
$3.02 Million 0.08% of portfolio
50,494
Q1 2025 Added 0.77%
$14.7B
$3.03 Million 0.08% of portfolio
43,583
Q1 2025 Added 0.41%
$367B
$2.73 Million 0.07% of portfolio
16,012
Q1 2025 Added 0.52%
$178B
$2.82 Million 0.07% of portfolio
62,107
Q1 2025 Added 1.62%
$106B
$2.64 Million 0.07% of portfolio
44,002
Q1 2025 Reduced 7.87%
$3.45B
$2.67 Million 0.07% of portfolio
95,632
Q1 2025 Added 3.07%
$657B
$2.51 Million 0.07% of portfolio
17,949
Q1 2025 Added 0.21%
$51.4B
$2.31 Million 0.06% of portfolio
14,949
Q1 2025 Added 0.5%
$24.9B
$2.11 Million 0.06% of portfolio
13,173
Q1 2025 Reduced 29.81%
$109M
$2.18 Million 0.06% of portfolio
1,424,176
Q1 2025 New
$36.2B
$2.37 Million 0.06% of portfolio
21,456
Q1 2025 Added 1.11%
$15.6B
$1.94 Million 0.05% of portfolio
13,143
Q1 2025 Added 0.72%
$121B
$1.75 Million 0.05% of portfolio
3,921
Q3 2023 Reduced 0.38%
$373B
$1.95 Million 0.05% of portfolio
5,329
Q1 2025 Added 0.21%
$19.9B
$1.97 Million 0.05% of portfolio
59,417
Q3 2023 Added 123.45%
$1.62T
$2.03 Million 0.05% of portfolio
3,523
Q1 2025 Added 0.03%
$95.1B
$2.09 Million 0.05% of portfolio
30,832
Q1 2025 Added 0.83%
$154B
$1.41 Million 0.04% of portfolio
38,159
Q1 2025 Added 0.81%
$68.3B
$1.45 Million 0.04% of portfolio
11,308
Q1 2025 Added 0.75%
$150B
$1.54 Million 0.04% of portfolio
21,649
Q1 2025 Added 0.38%
$74.6B
$1.44 Million 0.04% of portfolio
17,983
Q1 2025 Added 0.42%
$80.9B
$1.47 Million 0.04% of portfolio
21,734
Q1 2025 Added 1.17%
$256B
$1.69 Million 0.04% of portfolio
23,009
Q1 2025 Added 1.16%
$9.25B
$1.69 Million 0.04% of portfolio
54,202
Q1 2025 Added 0.57%
$13.1B
$1.69 Million 0.04% of portfolio
63,320
Q1 2025 Reduced 11.32%
$53.1B
$1.41 Million 0.04% of portfolio
21,474
Q1 2025 Added 1.13%
$3.75B
$1.54 Million 0.04% of portfolio
25,439
Q1 2025 Added 1.3%
$84.5B
$1.17 Million 0.03% of portfolio
7,939
Q1 2025 Added 0.18%
$41B
$1.17 Million 0.03% of portfolio
11,287
Q1 2025 Added 0.21%
$135B
$1 Million 0.03% of portfolio
20,608
Q1 2025 Reduced 16.63%
$101B
$1.21 Million 0.03% of portfolio
20,161
Q4 2024 Reduced 0.67%
$151B
$1.09 Million 0.03% of portfolio
18,344
Q1 2025 Reduced 15.36%
$1.07T
$1.11 Million 0.03% of portfolio
7,178
Q1 2025 Added 0.11%
$63.5B
$1.23 Million 0.03% of portfolio
19,457
Q1 2025 Added 0.17%
$158B
$1.15 Million 0.03% of portfolio
3,683
Q1 2025 Added 0.77%

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $3.81 Billion
  • Prior Value $3.61 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 194 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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