Bollard Group LLC
•CIK: 1556218•Filing: Q4 2025
Bollard Group LLC, with $4.0B in AUM, is known for its concentrated, high-conviction strategy, currently holding 285 positions with a significant 45.3% allocation in BSX. Recently, the fund has made notable moves by adding 45% to GOOGL, cutting KMB by 85%, and exiting SPY, reflecting a dynamic approach to capitalizing on tech growth and adjusting to market shifts.
Total AUM
$3.8B
+ $195.3M in options
QoQ Performance
-5.8%
Positions
264
+ 2 options
Top 10 Concentration
75.3%
Latest Filing
Q4 2025
Top Holdings Allocation
BSX
LLY
BSX45.3%
LLY5.3%
SPDR4.8%
AMZN4.3%
MSFT3.5%
GOOG3.3%
CAT2.9%
SCCO2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.3%
Technology8.7%
Healthcare7.3%
Consumer6.0%
Industrial4.0%
Utilities2.0%
Financial1.8%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
+90 more exited positions
Changes from Q3 2025
NEW29 new positions
↑66 increased
↓87 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023