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Portfolio (Quarterly) Guide ↗

Bollard Group LLC

· CIK 0001556218
13F Portfolio $3.4B AUM 305 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 104 Added 52 Reduced 24 Exited
Page 2 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 64,182.0 $16.3M 0.48% +3K +5.0% $253.79 +20.2%
22 JNJ JOHNSON & JOHNSON Healthcare 55,723.0 $13.6M 0.40% +6K +11.6% $244.44 -5.2%
23 TSLA TESLA INC Consumer Cyclical 35,264.0 $13.1M 0.39% +666.0 +1.9% $371.77 +12.2%
24 FE FIRSTENERGY CORP Utilities 247,847.0 $12.6M 0.37% +33K +15.6% $50.66 -10.2%
25 META META PLATFORMS INC Communication Services 20,514.0 $11.7M 0.35% +618.0 +3.1% $572.15 +6.2%
26 ENB ENBRIDGE INC Energy 214,621.0 $11.6M 0.34% +15K +7.6% $54.14 +6.7%
27 GOOGL ALPHABET INC Communication Services 37,402.0 $10.8M 0.32% +3K +9.3% $287.55 +34.8%
28 PM PHILIP MORRIS INTL INC Consumer Defensive 61,234.0 $10.1M 0.30% +393.0 +0.7% $165.33 +14.1%
29 GS GOLDMAN SACHS GROUP INC Financial Services 11,768.0 $10.0M 0.29% +63.0 +0.5% $845.94 +16.8%
30 FTS FORTIS INC Utilities 175,488.0 $9.8M 0.29% +25K +17.0% $55.78 +0.8%
31 V VISA INC Financial Services 31,929.0 $9.7M 0.28% +6K +22.3% $302.23 +9.4%
32 BAC BANK AMERICA CORP Financial Services 192,945.0 $9.4M 0.28% +20K +11.3% $48.75 +5.6%
33 LOW LOWES COS INC Consumer Cyclical 37,563.0 $8.9M 0.26% +7K +22.4% $236.30 -8.0%
34 NI NISOURCE INC Utilities 177,189.0 $8.3M 0.24% +26K +16.9% $46.66 +2.3%
35 ABT ABBOTT LABORATORIES Healthcare 79,773.0 $8.2M 0.24% +11K +16.3% $102.68 -14.5%
36 PLD PROLOGIS INC. Real Estate 60,581.0 $8.0M 0.24% +624.0 +1.0% $132.19 +9.5%
37 UNP UNION PAC CORP Industrials 26,079.0 $6.3M 0.19% +3K +12.6% $242.61 +9.6%
38 QQQ INVESCO QQQ TR Financial Services 10,732.0 $6.2M 0.18% +339.0 +3.3% $577.15 +23.8%
39 NTR NUTRIEN LTD Basic Materials 72,917.0 $5.5M 0.16% +417.0 +0.6% $75.46 -6.9%
40 PPL PPL CORP Utilities 140,046.0 $5.3M 0.16% +6K +4.9% $38.19 -7.2%
Page 2 of 6  ·  104 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 44.2%
Energy 10.8%
Industrials 7.6%
Technology 6.7%
Communication Services 6.0%
Consumer Cyclical 5.8%
Utilities 5.7%
Financial Services 5.0%
Basic Materials 4.9%
Consumer Defensive 2.9%