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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bollard Group LLC

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0000929638-23-000348

Total Value
$2.6M
Positions
288
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (288)

#IssuerTicker / CUSIPSharesValue% of Filing
1Boston Scientific CorpBSX24,460,826$1.1M43.24%
2Gartner IncIT380,785$127,9974.89%
3Lilly Eli & CoLLY249,737$91,3643.49%
4Nextera Energy IncNEE-PW841,498$70,3492.69%
5Amazon.com IncAMZN798,160$67,0452.56%
6Microsoft CorpMSFT277,546$66,5612.54%
7American Electric Power Inc025537101581,172$55,1822.11%
8Caterpillar IncCAT190,128$45,5471.74%
9Southern Copper CorpSCCO720,052$43,4841.66%
10Magellan Midstream Partners LP559080106800,407$40,1881.54%
11Alphabet Inc Cap Stock Cl CGOOG445,160$39,4991.51%
12Enterprise Prods Partners L P2937921071,394,357$33,6321.28%
13Southern CoSOMN423,241$30,2241.15%
14Enbridge IncENNPF701,356$27,4231.05%
15Deere & CoDE63,635$27,2841.04%
16Duke Energy CorpDUKB262,961$27,0821.03%
17Verizon Communications IncVZ646,948$25,4900.97%
18Public Service Enterprise Grou744573106391,298$23,9750.92%
19Emerson Electric CoEMR247,476$23,7720.91%
20Morgan StanleyMS-PQ269,915$22,9480.88%
21Merck & Co IncMRK168,906$18,7400.72%
22Chevron CorpCVX104,115$18,6880.71%
23JPMorgan Chase & CoVYLD139,241$18,6720.71%
24Coca-Cola CoKO282,081$17,9430.69%
25PPL CorpPPLC592,416$17,3100.66%
26Johnson & JohnsonJNJ96,170$16,9880.65%
27Kimberly Clark CorpKMB113,086$15,3510.59%
28ConocoPhillipsCOP127,630$15,0600.58%
29Wal-Mart Stores IncWMT102,115$14,4790.55%
30KKR & Co Inc Cl AKKRT300,251$13,9380.53%
31BCE IncBCPPF302,772$13,3070.51%
32Kinder Morgan IncEP-PC714,183$12,9120.49%
33AT&T IncT-PC663,859$12,2220.47%
34Bristol Myers Squibb CoCELG-RI166,201$11,9580.46%
35Oneok IncOKE173,229$11,3810.43%
36Abbott LaboratoriesABLZF101,696$11,1650.43%
37US Bancorp DelUSB-PS254,806$11,1120.42%
38Holly Energy Partners LP435763107608,428$11,0250.42%
39Nutrien LtdNTR147,117$10,7440.41%
40Philip Morris Intl Inc718172109105,321$10,6600.41%
41Plains All American Pipeline L726503105902,664$10,6150.41%
42FirstEnergy CorpFE249,376$10,4590.40%
43TC Energy CorpTRPRF258,901$10,3200.39%
44BP PLC Sp ADRBPPFF285,648$9,9780.38%
45Phillips 66PSX93,094$9,6890.37%
46Mplx LpMPLXP292,758$9,6140.37%
47Bank America Corp060505104282,448$9,3550.36%
48BHP Billiton Ltd Sp ADRBHPLF146,080$9,0640.35%
49Energy Transfer LPET-PI695,476$8,2550.32%
50Honeywell Intl Inc43851610637,598$8,0570.31%
51Cincinnati Financial Corp17206210175,612$7,7420.30%
52Fortis IncFTRSF191,056$7,6500.29%
53Valero Energy CorpVLO57,086$7,2420.28%
54ProLogis IncPLDGP61,345$6,9150.26%
55Union Pacific CorpUNP32,091$6,6450.25%
56Lowes Cos Inc54866110732,460$6,4670.25%
57Goldman Sachs Group IncGSCE18,011$6,1850.24%
58Rogers Communications Inc Cl BRCIAF125,120$5,8610.22%
59Colgate Palmolive CoCL72,649$5,7240.22%
60PepsiCo IncPEP31,401$5,6730.22%
61Gallagher Arthur J & Co36357610928,863$5,4420.21%
62Genuine Parts CoGPC29,891$5,1860.20%
63Fidelity Core Div ETF316092840130,679$4,8740.19%
64Vanguard S&P 500 ETF92290836313,023$4,5750.17%
65Conagra Brands IncCAG116,791$4,5200.17%
66Invesco QQQ Ser 1IVZ16,971$4,5190.17%
67NASDAQ IncNDAQ70,683$4,3360.17%
68UnitedHealth Group IncUNH7,667$4,0650.16%
69Pfizer IncPFE77,823$3,9880.15%
70Accenture PLC Ireland Class AACN14,919$3,9810.15%
71Clorox CoCLX27,934$3,9200.15%
72NiSource IncNI140,033$3,8400.15%
73Northrop Grumman CorpNOC6,548$3,5730.14%
74Visa Inc Cl AV15,651$3,2520.12%
75Procter And Gamble Co74271810920,419$3,0950.12%
76Exxon Mobil CorpXOM25,338$2,7950.11%
77iShares Russell 1000 Growth ET46428761412,151$2,6030.10%
78Allstate CorpALL-PJ19,019$2,5790.10%
79Canadian Pacific Railway Ltd13645t10034,295$2,5580.10%
80Comcast Corp Cl ACCZ71,757$2,5090.10%
81Sysco CorpSYY31,382$2,3990.09%
82Weyerhaeuser CoWY76,974$2,3860.09%
83Raytheon Technologies CorpRTX22,681$2,2890.09%
84Match Group IncMTCH53,893$2,2360.09%
85Rayonier IncRYN66,402$2,1890.08%
86Apple IncAAPL15,606$2,0280.08%
87Masco CorpMAS42,515$1,9840.08%
88Mondelez Intl Inc Cl A60920710529,550$1,9690.08%
89Lockheed Martin CorpLMT3,921$1,9080.07%
90CVS Health CorpCVS20,418$1,9030.07%
91Select Sector SPDR Tr Technolo81369y80314,512$1,8060.07%
92Oracle CorpORCL-PD20,841$1,7040.07%
93Costco Wholesale CorpCOST3,666$1,6740.06%
94Alps Etf Tr Alerian Mlp00162q45243,746$1,6650.06%
95Home Depot IncHD5,232$1,6530.06%
96Paychex IncPAYX14,208$1,6420.06%
97Global X Fds Glb X Mlp Enrg I37954y29340,004$1,6310.06%
98Altria Group IncMO33,204$1,5180.06%
99Managed Portfolio Ser Tortoise56167n72060,746$1,5000.06%
100Capital One Financial CorpCOF-PN14,933$1,3880.05%
101EOG Resources IncEOG10,569$1,3690.05%
102Johnson Controls Intl PLCJCI20,182$1,2920.05%
103United Parcel Service Inc Cl BUPS6,964$1,2110.05%
104Schlumberger LtdSLB22,163$1,1850.05%
105Schwab Charles CorpSCHW-PJ13,388$1,1150.04%
106Danaher Corp2358511023,671$9740.04%
107Williams Cos Inc96945710027,535$9060.03%
108Amgen IncAMGN3,423$8990.03%
109Otis Worldwide CorpOTIS11,077$8670.03%
110Norfolk Southern Corp6558441083,461$8530.03%
111Vanguard Total Stock Mkt9229087694,183$8000.03%
112Carrier Global CorporationCARR19,175$7910.03%
113Target CorpTGT5,000$7450.03%
114Bank N S Halifax06414910714,657$7180.03%
115AbbVie IncABBV4,389$7090.03%
116Air Prods & Chems IncAIIR2,253$6950.03%
117iShares Russell 1000 ETF4642876223,214$6770.03%
118iShares PHLX Semicnd ETF4642875231,886$6560.03%
1193M CoMMM5,076$6090.02%
120Alphabet Inc Cap Stock Cl AGOOG6,320$5580.02%
121FedEx CorpFDX3,216$5570.02%
122Tractor Supply CoTSCO2,410$5420.02%
123Uber Technologies IncUBER21,835$5400.02%
124General Mills Inc3703341046,364$5340.02%
125Marriott Intl Inc Cl A5719032023,525$5250.02%
126McDonalds CorpMCD1,994$5250.02%
127Docusign IncDOCU9,053$5020.02%
128Healthpeak Properties IncDOC19,519$4890.02%
129Kroger CoKR9,531$4250.02%
130Exelon CorpEXC9,643$4170.02%
131Ecolab IncECL2,773$4040.02%
132Stryker CorpSYK1,540$3770.01%
133Vor Biopharma IncVOR55,555$3690.01%
134Whirlpool CorpWHR-PA2,543$3600.01%
135NVIDIA CorpNVDA2,401$3510.01%
136Shockwave Med Inc82489t1041,700$3500.01%
137Wells Fargo & Co9497461018,470$3500.01%
138Grainger W W Inc384802104628$3490.01%
139AmerisourceBergen CorpCOR2,102$3480.01%
140Aflac IncAFL4,559$3280.01%
141Western Midstream Partners LPWES11,518$3090.01%
142SPDR S&P 500 ETF TrSPY800$3060.01%
143Draftkings Inc Com Cl ADKNG26,591$3030.01%
144iShares N America Tech ETF4642875491,062$2970.01%
145Medtronic PLCMDT3,802$2960.01%
146Independent Bank Corp MA4538361083,437$2900.01%
147Corteva IncCTVA4,853$2850.01%
148Chubb LimitedCB1,290$2850.01%
149Marathon Petroleum CorpMPC2,334$2720.01%
150Motorola Solutions IncMSI1,025$2640.01%
151Select Sector SPDR Healthcare81369y2091,908$2590.01%
152Cisco Systems IncCSCO5,076$2420.01%
153KeyCorp49326710813,863$2410.01%
154American Intl Group Inc0268747843,753$2370.01%
155Acv Auctions Inc Cl AACVA27,131$2230.01%
156Advance Auto Parts IncAAP1,489$2190.01%
157Dollar Tree IncDLTR1,538$2180.01%
158Texas Instruments Inc8825081041,308$2160.01%
159General Dynamics CorpGD817$2030.01%
160Microchip Technology IncMCHPP2,858$2010.01%
161State Street CorpSTT-PG2,571$1990.01%
162Black Hills CorpBKH2,676$1880.01%
163Rush Enterprises Inc Cl ARUSHB3,520$1840.01%
164Omnicom Group IncOMC2,258$1840.01%
165Truist FINL CorpTFC-PR3,909$1680.01%
166First Horizon Natl CorpFHN-PH6,731$1650.01%
167Equitrans Midstream Corp29460010124,223$1620.01%
168Glacier Bancorp IncGBCI3,239$1600.01%
169iShares Rus Mid Cap ETF4642874992,308$1560.01%
170Berkshire Hathaway Inc Cl BBRK-A500$1540.01%
171Intel CorpINTC5,845$1540.01%
172Power Integrations IncPOWI2,052$1470.01%
173CVB Financial Corp1266001055,472$1410.01%
174Vimeo Inc Common Stock92719v10040,536$1390.01%
175Elanco Animal Health IncELAN11,328$1380.01%
176Dow IncDOW2,713$1370.01%
177Vulcan Materials Co929160109765$1340.01%
178Select Sector SPDR Financial81369y6053,843$1310.01%
179Cadence Bank Com12740c1035,051$1250.00%
180Sonic Automotive Inc Cl ASAH2,519$1240.00%
181Innovative Industrial PropertiINHD1,214$1230.00%
182Select Sector SPDR Utilities81369y8861,751$1230.00%
183Intl Business MachinesINTR800$1130.00%
184Illinois Tool Works Inc452308109503$1110.00%
185Vanguard All World ex-US9220427752,154$1080.00%
186Brunswick CorpBC-PC1,484$1070.00%
187Occidental Petroleum Corp6745991051,700$1070.00%
188Crown Castle Inc.CCI749$1020.00%
189One Gas IncOGS1,261$960.00%
190Unilever PLC Sp ADRUNLYF1,771$890.00%
191Select Sector SPDR Materials81369y1001,069$830.00%
192Boeing CoBA-PA424$810.00%
193Select Sector SPDR Consumer St81369y3081,085$810.00%
194DuPont de Nemours IncDD1,155$790.00%
195Physicians Realty Trust71943u1045,277$760.00%
196Targa Res CorpTRGP992$730.00%
197iShares Russell 2000 ETF464287655418$730.00%
198Douglas Emmett IncDEI4,524$710.00%
199Pioneer Natural Resources Co723787107308$700.00%
200Select Sector SPDR Industrials81369y704704$690.00%
201Horace Mann Educators Corp4403271041,853$690.00%
202Methode Electronics Inc5915202001,411$630.00%
203EastGroup Property Inc277276101422$630.00%
204AstraZeneca PLC Sp ADRAZN928$630.00%
205Welltower IncWELL929$610.00%
206Enlink Midstream LLC Unit Rep29336t1004,836$590.00%
207Olo Inc Cl A68134l1099,510$590.00%
208Oxford Industries Inc691497309549$510.00%
209Stanley Black & Decker IncSWK641$480.00%
210Select Sector SPDR Energy81369y506550$480.00%
211Vanguard Tax Mgd FTSE Dev Mkt9219438581,124$470.00%
212Waste Management IncWM285$450.00%
213Shell PLC Spon ADSRYDAF788$450.00%
214Carter IncCRI590$440.00%
215iShares NASDAQ Biotec ETF464287556334$440.00%
216General Electric Co New369604301516$430.00%
217La-Z-Boy IncLZB1,800$410.00%
218Citigroup IncC-PR890$400.00%
219Alta Equipment Group Inc CommoALTG-PA2,939$390.00%
220Vanguard REIT ETF922908553469$390.00%
221Kaiser Aluminum CorpKALU490$370.00%
222SPDR S&P Mid Cap 400 ETF TrMDY80$350.00%
223Ionq IncIONQ-WT10,000$340.00%
224SPDR S&P Regl Banking78464a698579$340.00%
225Bank New York Mellon Corp064058100728$330.00%
226McKesson CorpMCK86$320.00%
227Douglas Dynamics IncPLOW773$280.00%
228Becton Dickinson & CoBDX110$280.00%
229Plexus CorpPLXS240$250.00%
230Qualcomm IncQCOM227$250.00%
231Ashland IncASH219$240.00%
232Antero Resources CorpAR750$230.00%
233Academy Sports & Outdoors IncASO400$210.00%
234Select Sector SPDR Tr Real Est81369y860576$210.00%
235Valvoline IncVVV611$200.00%
236Warner Brothers Discovery IncWBD1,891$180.00%
237Perion Network LtdPERI688$170.00%
238Viatris IncVTRS1,376$150.00%
239iShares MSCI EAFE ETF464287465223$150.00%
240Lululemon Athletica IncLULU37$120.00%
241Dominion Energy IncD198$120.00%
242Uniti Group IncUNIT2,112$120.00%
243Tesla IncTSLA100$120.00%
244Lam Research CorpLRCX25$110.00%
245Millerknoll IncMLKN539$110.00%
246Gap IncGAP878$100.00%
247Topbuild CorpBLD64$100.00%
248IntuitINTU23$90.00%
249IAC/InterActiveCorpIAC169$80.00%
250Kraft Heinz CoKHC186$80.00%
251Datadog Inc Cl ADDOG94$70.00%
252iShares MSCI Jpn ETF46434g822127$70.00%
253Farmland Partners IncFPI576$70.00%
254Tidewater IncTDGMW200$70.00%
255Disney Walt Co Disney25468710671$60.00%
256Hubspot IncHUBS22$60.00%
257Digitalocean Holdings IncDOCN199$50.00%
258Vaneck Vectors ETF Tr Oil Serv92189h60716$50.00%
259Keurig Dr Pepper IncKDP141$50.00%
260Organon & Co Common StockOGN184$50.00%
261Hp IncHPQ176$50.00%
262Soleno Therapeutics IncSLNO2,288$50.00%
263Omnicell IncOMCL85$40.00%
264Salesforce Inc ComCRM25$30.00%
265Hewlett Packard Enterprise CoHPE-PC171$30.00%
266Kyndryl Holdings Inc Common StKD160$20.00%
267Fluor CorpFLR45$20.00%
268Nike Inc Cl BNKE19$20.00%
269Wabtec Corp92974010821$20.00%
270Myomo Inc Com NewMYO1,570$10.00%
271Zoetis Inc Cl AZTS8$10.00%
272Cytomx Therapeutics IncCTMX712$10.00%
273Embecta Corp Common StockEMBC21$10.00%
274Lancaster Colony CorpMZTI3$10.00%
275Intercontinental Exchange IncICE8$10.00%
276Ross Stores IncROST8$10.00%
277Dxc Technology CoDXC13$00.00%
278ResMed IncRSMDF1$00.00%
279Micro Focus International PLC59483740319$00.00%
280Cenovus Energy IncCVE1$00.00%
281United Microelectronics Corp SUMC1$00.00%
282C H Robinson Worldwide IncCHRW2$00.00%
283Conduent IncCNDT106$00.00%
284EPAM Systems IncEPAM1$00.00%
285Thermo Fisher Scientific IncTMO1$00.00%
286Fortive CorpFTV3$00.00%
287Resideo Technologies IncREZI16$00.00%
288Meta Platforms Inc Cl AMETA2$00.00%