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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 Q2 2023 · Filed May 12, 2023 · Accession 0000929638-23-001421

Total Value
$2.8M
Positions
292
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (292)

#IssuerTicker / CUSIPSharesValue% of Filing
1Boston Scientific CorpBSX24,107,626$1.2M43.57%
2Gartner IncIT380,829$124,0634.48%
3Lilly Eli & CoLLY250,285$85,9533.10%
4Amazon.com IncAMZN792,160$81,8222.96%
5Microsoft CorpMSFT277,994$80,1462.90%
6Nextera Energy IncNEE-PW846,486$65,2472.36%
7Thermo Fisher Scientific IncTMO106,485$61,3752.22%
8Southern Copper CorpSCCO729,232$55,6042.01%
9American Electric Power Inc025537101586,305$53,3481.93%
10Alphabet Inc Cap Stock Cl CGOOG440,160$45,7771.65%
11Caterpillar IncCAT193,911$44,3751.60%
12Magellan Midstream Partners LP559080106814,893$44,2161.60%
13Enterprise Prods Partners L P2937921071,417,360$36,7101.33%
14Southern CoSOMN427,418$29,7401.07%
15Enbridge IncENNPF710,226$27,0950.98%
16Deere & CoDE63,743$26,3180.95%
17Verizon Communications IncVZ667,153$25,9460.94%
18Duke Energy CorpDUKB265,491$25,6120.93%
19Public Service Enterprise Grou744573106394,628$24,6450.89%
20Morgan StanleyMS-PQ271,873$23,8700.86%
21Emerson Electric CoEMR244,355$21,2930.77%
22JPMorgan Chase & CoVYLD146,979$19,1530.69%
23Merck & Co IncMRK174,896$18,6070.67%
24Coca-Cola CoKO282,081$17,4970.63%
25Chevron CorpCVX104,854$17,1080.62%
26PPL CorpPPLC596,488$16,5760.60%
27KKR & Co Inc Cl AKKRT300,802$15,7980.57%
28Kimberly Clark CorpKMB113,974$15,2980.55%
29Wal-Mart Stores IncWMT102,443$15,1050.55%
30Johnson & JohnsonJNJ96,825$15,0080.54%
31BCE IncBCPPF305,855$13,6990.49%
32AT&T IncT-PC679,299$13,0770.47%
33ConocoPhillipsCOP128,810$12,7790.46%
34Kinder Morgan IncEP-PC724,011$12,6770.46%
35Bristol Myers Squibb CoCELG-RI167,088$11,5810.42%
36Plains All American Pipeline L726503105918,071$11,4480.41%
37Oneok IncOKE175,410$11,1460.40%
38BP PLC Sp ADRBPPFF288,507$10,9460.40%
39Nutrien LtdNTR147,779$10,9130.39%
40Holly Energy Partners LP435763107617,058$10,7180.39%
41Philip Morris Intl Inc718172109106,423$10,3500.37%
42Abbott LaboratoriesABLZF102,046$10,3330.37%
43Mplx LpMPLXP298,152$10,2710.37%
44TC Energy CorpTRPRF260,837$10,1490.37%
45FirstEnergy CorpFE251,474$10,0740.36%
46Phillips 66PSX93,930$9,5230.34%
47BHP Billiton Ltd Sp ADRBHPLF143,371$9,0910.33%
48Energy Transfer LPET-PI708,741$8,8380.32%
49Fortis IncFTRSF191,911$8,1620.29%
50Bank America Corp060505104284,362$8,1330.29%
51Valero Energy CorpVLO57,542$8,0330.29%
52ProLogis IncPLDGP61,759$7,7060.28%
53Honeywell Intl Inc43851610635,138$6,7160.24%
54Goldman Sachs Group IncGSCE19,999$6,5420.24%
55Union Pacific CorpUNP32,138$6,4680.23%
56Rogers Communications Inc Cl BRCIAF125,488$5,8180.21%
57PepsiCo IncPEP31,434$5,7300.21%
58Lowes Cos Inc54866110728,395$5,6780.21%
59Gallagher Arthur J & Co36357610928,947$5,5380.20%
60Invesco QQQ Ser 1IVZ16,971$5,4470.20%
61Fidelity Core Div ETF316092840132,454$5,0440.18%
62Genuine Parts CoGPC30,034$5,0250.18%
63Vanguard S&P 500 ETF92290836312,997$4,8880.18%
64Colgate Palmolive CoCL64,938$4,8800.18%
65Clorox CoCLX28,129$4,4510.16%
66Conagra Brands IncCAG117,732$4,4220.16%
67Accenture PLC Ireland Class AACN14,919$4,2640.15%
68NASDAQ IncNDAQ70,683$4,0640.15%
69NiSource IncNI141,204$3,9480.14%
70UnitedHealth Group IncUNH7,682$3,6300.13%
71Visa Inc Cl AV15,670$3,5330.13%
72Pfizer IncPFE78,025$3,1830.11%
73Procter And Gamble Co74271810920,537$3,0540.11%
74Northrop Grumman CorpNOC6,557$3,0270.11%
75iShares Russell 1000 Growth ET46428761412,178$2,9760.11%
76Exxon Mobil CorpXOM25,338$2,7790.10%
77Canadian Pacific Railway Ltd13645t10034,311$2,6400.10%
78Apple IncAAPL15,630$2,5770.09%
79Sysco CorpSYY31,453$2,4290.09%
80Weyerhaeuser CoWY79,430$2,3930.09%
81Rayonier IncRYN66,984$2,2280.08%
82Raytheon Technologies CorpRTX22,699$2,2230.08%
83Select Sector SPDR Tr Technolo81369y80314,543$2,1960.08%
84Masco CorpMAS42,523$2,1140.08%
85Allstate CorpALL-PJ19,027$2,1080.08%
86CVS Health CorpCVS27,944$2,0770.08%
87Match Group IncMTCH53,893$2,0690.07%
88Mondelez Intl Inc Cl A60920710529,573$2,0620.07%
89Oracle CorpORCL-PD20,853$1,9380.07%
90Lockheed Martin CorpLMT3,921$1,8540.07%
91Costco Wholesale CorpCOST3,670$1,8240.07%
92Alps Etf Tr Alerian Mlp00162q45244,533$1,7210.06%
93Paychex IncPAYX14,286$1,6370.06%
94Global X Fds Glb X Mlp Enrg I37954y29340,530$1,6190.06%
95Home Depot IncHD5,244$1,5480.06%
96Managed Portfolio Ser Tortoise56167n72062,280$1,5150.05%
97Altria Group IncMO33,546$1,4970.05%
98Capital One Financial CorpCOF-PN14,933$1,4360.05%
99Comcast Corp Cl ACCZ36,742$1,3930.05%
100United Parcel Service Inc Cl BUPS7,025$1,3630.05%
101Johnson Controls Intl PLCJCI20,278$1,2210.04%
102EOG Resources IncEOG10,637$1,2190.04%
103CNH Industrial NVCNH75,000$1,1450.04%
104US Bancorp DelUSB-PS31,029$1,1190.04%
105Schlumberger LtdSLB22,163$1,0880.04%
106Otis Worldwide CorpOTIS11,082$9350.03%
107Berkshire Hathaway Inc Cl ABRK-A2$9310.03%
108Danaher Corp2358511023,675$9260.03%
109Carrier Global CorporationCARR19,175$8770.03%
110Vanguard Total Stock Mkt9229087694,200$8570.03%
111iShares PHLX Semicnd ETF4642875231,890$8410.03%
112Williams Cos Inc96945710027,974$8350.03%
113Amgen IncAMGN3,455$8350.03%
114Target CorpTGT5,000$8280.03%
115Cincinnati Financial Corp1720621016,812$7630.03%
116FedEx CorpFDX3,237$7400.03%
117Norfolk Southern Corp6558441083,461$7340.03%
118iShares Russell 1000 ETF4642876223,226$7270.03%
119Uber Technologies IncUBER22,863$7250.03%
120AbbVie IncABBV4,412$7030.03%
121Alphabet Inc Cap Stock Cl AGOOG6,320$6560.02%
122Air Prods & Chems IncAIIR2,253$6470.02%
123Marriott Intl Inc Cl A5719032023,533$5870.02%
124Tractor Supply CoTSCO2,421$5690.02%
125McDonalds CorpMCD2,005$5610.02%
126Medtronic PLCMDT6,834$5510.02%
127General Mills Inc3703341046,396$5470.02%
1283M CoMMM5,088$5350.02%
129Docusign IncDOCU9,053$5280.02%
130Draftkings Inc Com Cl ADKNG26,591$5150.02%
131Zoetis Inc Cl AZTS3,003$5000.02%
132NVIDIA CorpNVDA1,751$4860.02%
133Kroger CoKR9,588$4730.02%
134Taiwan Semiconductor Mfg Ltd S8740391005,000$4650.02%
135Ecolab IncECL2,782$4610.02%
136Stryker CorpSYK1,545$4410.02%
137Grainger W W Inc384802104629$4330.02%
138Healthpeak Properties IncDOC19,475$4280.02%
139Exelon CorpEXC9,718$4070.01%
140Shockwave Med Inc82489t1041,700$3690.01%
141iShares N America Tech ETF4642875491,063$3610.01%
142Acv Auctions Inc Cl AACVA27,131$3500.01%
143Crowdstrike Holdings Inc Cl ACRWD2,500$3430.01%
144Whirlpool CorpWHR-PA2,577$3400.01%
145AmerisourceBergen CorpCOR2,108$3370.01%
146SPDR S&P 500 ETF TrSPY800$3280.01%
147Marathon Petroleum CorpMPC2,334$3150.01%
148Western Midstream Partners LPWES11,725$3090.01%
149Vor Biopharma IncVOR55,555$2990.01%
150Aflac IncAFL4,585$2960.01%
151Motorola Solutions IncMSI1,029$2940.01%
152Corteva IncCTVA4,863$2930.01%
153Cisco Systems IncCSCO5,116$2670.01%
154Chubb LimitedCB1,290$2500.01%
155Select Sector SPDR Healthcare81369y2091,915$2480.01%
156Texas Instruments Inc8825081041,317$2450.01%
157Microchip Technology IncMCHPP2,871$2400.01%
158Independent Bank Corp MA4538361083,444$2260.01%
159Dollar Tree IncDLTR1,538$2210.01%
160Genius Sports Limited Shares CGENI44,140$2200.01%
161Omnicom Group IncOMC2,277$2150.01%
162State Street CorpSTT-PG2,591$1960.01%
163Intel CorpINTC5,931$1940.01%
164Rush Enterprises Inc Cl ARUSHB3,534$1930.01%
165American Intl Group Inc0268747843,777$1900.01%
166General Dynamics CorpGD821$1870.01%
167SPDR Gold Trust GoldGLD1,000$1830.01%
168Advance Auto Parts IncAAP1,504$1830.01%
169KeyCorp49326710814,091$1760.01%
170Power Integrations IncPOWI2,057$1740.01%
171Newmont Mining CorpNEMCL3,500$1720.01%
172Black Hills CorpBKH2,702$1710.01%
173iShares Rus Mid Cap ETF4642874992,313$1620.01%
174Berkshire Hathaway Inc Cl BBRK-A500$1540.01%
175Dow IncDOW2,736$1500.01%
176Equitrans Midstream Corp29460010124,759$1430.01%
177Sonic Automotive Inc Cl ASAH2,533$1380.00%
178Glacier Bancorp IncGBCI3,239$1360.00%
179Truist FINL CorpTFC-PR3,953$1350.00%
180Vulcan Materials Co929160109767$1320.00%
181Select Sector SPDR Financial81369y6053,858$1240.00%
182Illinois Tool Works Inc452308109506$1230.00%
183Brunswick CorpBC-PC1,491$1220.00%
184Vimeo Inc Common Stock92719v10031,453$1200.00%
185First Horizon Natl CorpFHN-PH6,773$1200.00%
186Select Sector SPDR Utilities81369y8861,761$1190.00%
187Vanguard All World ex-US9220427752,159$1150.00%
188Occidental Petroleum Corp6745991051,700$1060.00%
189Cadence Bank Com12740c1035,096$1060.00%
190Intl Business MachinesINTR800$1050.00%
191One Gas IncOGS1,272$1010.00%
192Crown Castle Inc.CCI757$1010.00%
193Innovative Industrial PropertiINHD1,234$940.00%
194CVB Financial Corp1266001055,516$920.00%
195Boeing CoBA-PA424$900.00%
196Select Sector SPDR Materials81369y1001,073$870.00%
197DuPont de Nemours IncDD1,156$830.00%
198Haleon PLC Spon ADSHLNCF10,000$810.00%
199Select Sector SPDR Consumer St81369y3081,088$810.00%
200Physicians Realty Trust71943u1045,356$800.00%
201Olo Inc Cl A68134l1099,510$780.00%
202iShares Russell 2000 ETF464287655419$750.00%
203Owens & Minor Inc6907321025,000$730.00%
204Targa Res CorpTRGP992$720.00%
205Select Sector SPDR Industrials81369y704705$710.00%
206EastGroup Property Inc277276101426$700.00%
207Welltower IncWELL929$670.00%
208AstraZeneca PLC Sp ADRAZN941$650.00%
209Pioneer Natural Resources Co723787107318$650.00%
210Horace Mann Educators Corp4403271041,871$630.00%
211Methode Electronics Inc5915202001,415$620.00%
212Ionq IncIONQ-WT10,000$610.00%
213Oxford Industries Inc691497309552$580.00%
214Douglas Emmett IncDEI4,579$560.00%
215La-Z-Boy IncLZB1,811$530.00%
216Stanley Black & Decker IncSWK648$520.00%
217Enlink Midstream LLC Unit Rep29336t1004,836$520.00%
218Vanguard Tax Mgd FTSE Dev Mkt9219438581,128$510.00%
219Unilever PLC Sp ADRUNLYF946$490.00%
220Alta Equipment Group Inc CommoALTG-PA2,939$470.00%
221Waste Management IncWM286$470.00%
222Select Sector SPDR Energy81369y506553$460.00%
223Shell PLC Spon ADSRYDAF796$460.00%
224Carter IncCRI596$430.00%
225iShares NASDAQ Biotec ETF464287556334$430.00%
226Citigroup IncC-PR896$420.00%
227SPDR S&P Mid Cap 400 ETF TrMDY80$370.00%
228Kaiser Aluminum CorpKALU490$370.00%
229Bank New York Mellon Corp064058100731$330.00%
230McKesson CorpMCK86$310.00%
231iShares MSCI EAFE ETF464287465423$300.00%
232Qualcomm IncQCOM229$290.00%
233Perion Network LtdPERI688$270.00%
234Becton Dickinson & CoBDX111$270.00%
235Academy Sports & Outdoors IncASO400$260.00%
236SPDR S&P Regl Banking78464a698584$260.00%
237Douglas Dynamics IncPLOW781$250.00%
238Ashland IncASH219$230.00%
239Plexus CorpPLXS240$230.00%
240Select Sector SPDR Tr Real Est81369y860579$220.00%
241Valvoline IncVVV611$210.00%
242Tesla IncTSLA100$210.00%
243iShares MSCI Jpn ETF46434g822327$190.00%
244Antero Resources CorpAR750$170.00%
245Lululemon Athletica IncLULU37$140.00%
246GE Healthcare Technologies IncGEHC172$140.00%
247Lam Research CorpLRCX25$130.00%
248Vanguard REIT ETF922908553157$130.00%
249Topbuild CorpBLD64$130.00%
250Millerknoll IncMLKN543$110.00%
251Dominion Energy IncD198$110.00%
252IntuitINTU23$100.00%
253Occidental Petroleum Corp Wt E674599162216$90.00%
254IAC/InterActiveCorpIAC169$90.00%
255Gap IncGAP887$90.00%
256Hubspot IncHUBS22$90.00%
257Tidewater IncTDGMW200$90.00%
258Digitalocean Holdings IncDOCN199$80.00%
259Kraft Heinz CoKHC186$70.00%
260Disney Walt Co Disney25468710671$70.00%
261Datadog Inc Cl ADDOG94$70.00%
262Uniti Group IncUNIT2,112$70.00%
263Farmland Partners IncFPI576$60.00%
264Elanco Animal Health IncELAN591$60.00%
265Hp IncHPQ178$50.00%
266Soleno Therapeutics IncSLNO2,288$50.00%
267Keurig Dr Pepper IncKDP141$50.00%
268Omnicell IncOMCL85$50.00%
269Salesforce Inc ComCRM25$50.00%
270Organon & Co Common StockOGN184$40.00%
271Hewlett Packard Enterprise CoHPE-PC172$30.00%
272Vaneck Vectors ETF Tr Oil Serv92189h6078$20.00%
273Nike Inc Cl BNKE19$20.00%
274Wabtec Corp92974010820$20.00%
275Viatris IncVTRS257$20.00%
276Intercontinental Exchange IncICE8$10.00%
277Fluor CorpFLR45$10.00%
278Myomo Inc Com NewMYO1,570$10.00%
279Cytomx Therapeutics IncCTMX712$10.00%
280Ross Stores IncROST8$10.00%
281Lancaster Colony CorpMZTI3$10.00%
282Micro Focus International PLC59483740319$00.00%
283EPAM Systems IncEPAM1$00.00%
284Bank N S Halifax0641491071$00.00%
285ResMed IncRSMDF1$00.00%
286Resideo Technologies IncREZI16$00.00%
287C H Robinson Worldwide IncCHRW2$00.00%
288Cenovus Energy IncCVE1$00.00%
289Conduent IncCNDT106$00.00%
290Fortive CorpFTV3$00.00%
291Meta Platforms Inc Cl AMETA2$00.00%
292United Microelectronics Corp SUMC1$00.00%