Bollard Group LLC
Annual return '25
+6.0%
SPY '25
+17.7%
Alpha
-11.7ptsvs SPY
Invested
$3.4M
Holdings
302
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BSX
BOSTON SCIENTIFIC CORP
Q1 2026: Exited (was 19.00M shares)
35.5%
02
$LLY
ELI LILLY & CO
Q1 2026: Sold 83.5% (198.2k → 32.7k shares)
5.4%
03
$CAT
CATERPILLAR INC
Q1 2026: Increased +491.6% (200.5k → 1.19M shares)
5.0%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 78.1% (748.7k → 163.7k shares)
4.8%
05
$SCCO
SOUTHERN COPPER CORP
Q1 2026: Sold 83.1% (756.2k → 127.5k shares)
4.5%
06
$GOOG
ALPHABET INC
Q1 2026: Exited (was 425.0k shares)
3.7%
07
$MSFT
MICROSOFT CORP
Q1 2026: Increased +1539.0% (290.7k → 4.76M shares)
3.2%
08
$OKE
ONEOK INC NEW
Q1 2026: Exited (was 627.2k shares)
2.0%
09
$EPD
ENTERPRISE PRODS PARTNERS L
Q1 2026: Exited (was 1.63M shares)
1.9%
10
$IT
GARTNER INC
Q1 2026: Exited (was 269.7k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.