Top 50 Bollard Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | 35.51% | 18.53M | $1.16B | -2.46%(-468.30K) | $12.20(+339.11%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 5.36% | 190.7K | $175.4M | -3.81%(-7.55K) | $91.13(+1004.63%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 4.96% | 229.1K | $162.3M | +14.25%(+28.56K) | $230.74(+298.81%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.8% | 754.2K | $157.1M | +0.73%(+5.49K) | $69.07(+286.86%) | 2026-03-31 | |
| SCCO | SOUTHERN COPPER CORP | 4.53% | 862.0K | $148.3M | +13.99%(+105.76K) | $59.92(+214.58%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.75% | 427.7K | $122.7M | +0.65%(+2.75K) | $67.01(+492.71%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.21% | 284.2K | $105.2M | -2.23%(-6.47K) | $130.83(+212.95%) | 2026-03-31 | |
| OKE | ONEOK INC NEW | 1.99% | 721.8K | $65.2M | +15.09%(+94.62K) | $67.67(+34.53%) | 2026-03-31 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 1.87% | 1.62M | $61.3M | -0.32%(-5.12K) | $28.21(+39.08%) | 2026-03-31 | |
| IT | GARTNER INC | 1.76% | 364.5K | $57.7M | +35.11%(+94.72K) | $150.54(-6.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.77% | +43.41% |
| Top 20 Holdings Unweighted | +17.20% | +60.98% |
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