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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 15 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NFLX NETFLIX INC. Communication Services 73.0 $7K NEW $95.89 -6.9%
282 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 100.0 $6K NEW $60.00 -12.8%
283 MOS MOSAIC CO Basic Materials 209.0 $5K $23.92 -8.3%
284 WAB WABTEC Industrials 20.0 $5K $250.00 +3.7%
285 VIRTUS DIVIDEND INTEREST & P 405.0 $5K NEW $12.35
286 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 399.0 $4K NEW $10.03 +11.6%
287 HPQ HP INC Technology 199.0 $4K +2.0 +1.0% $20.10 +9.0%
288 HPE HEWLETT PACKARD ENTERPRISE C Technology 187.0 $4K +2.0 +1.1% $21.39 +58.8%
289 KDP KEURIG DR PEPPER INC Consumer Defensive 141.0 $4K $28.37 +1.4%
290 STWD STARWOOD PPTY TR INC Real Estate 260.0 $4K NEW $15.38 +11.4%
291 EATON VANCE TAX-MANAGED BUY- 316.0 $4K NEW $12.66
292 RCI ROGERS COMMUNICATIONS INC Communication Services 85.0 $3K -62.0 -42.2% $35.29 +2.4%
293 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 303.0 $2K NEW $6.60 -11.8%
294 FLR FLUOR CORP Industrials 45.0 $2K $44.44 +0.3%
295 SOXX ISHARES TR 5.0 $2K -12.0 -70.6% $400.00 +31.3%
296 PFE PFIZER INC Healthcare 68.0 $2K -56.0 -45.2% $29.41 -11.8%
297 ANGI ANGI INC Communication Services 88.0 $1K $11.36 -54.9%
298 MYO MYOMO INC Healthcare 1,570.0 $1K $0.64 +49.1%
299 OGN ORGANON & CO Healthcare 184.0 $1K $5.43 +146.9%
300 REZI RESIDEO TECHNOLOGIES INC Industrials 16.0 $1K $62.50 -53.7%
Page 15 of 16  ·  305 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%