Bollard Group LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.26 Billion distributed in 271 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boston Scientific Corp with a value of $1.93B, Amazon Com Inc with a value of $173M, Microsoft Corp with a value of $167M, Eli Lilly & CO with a value of $158M, and Alphabet Inc. with a value of $117M.

Examining the 13F form we can see an decrease of $118M in the current position value, from $4.37B to 4.26B.

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 $4.26 Billion
Healthcare: $2.17 Billion
Energy: $310 Million
Technology: $310 Million
Utilities: $212 Million
Consumer Cyclical: $212 Million
Industrials: $200 Million
Communication Services: $184 Million
Financial Services: $173 Million
Other: $257 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 271
  • Current Value $4.26 Billion
  • Prior Value $4.37 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 126 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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