Bollard Group LLC - Portfolio overview

Bollard Group LLC has 315 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Energy.

Largest reported holdings by portfolio allocation

  1. BSX - BOSTON SCIENTIFIC CORP, 35.51%
  2. LLY - ELI LILLY & CO, 5.36%
  3. CAT - CATERPILLAR INC, 4.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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