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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 Q4 2023 · Filed November 14, 2023 · Accession 0000929638-23-003095

Total Value
$2.7M
Positions
379
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (379)

#IssuerTicker / CUSIPSharesValue% of Filing
1Boston Scientific CorpBSX23,344,726$1.2M45.36%
2Lilly Eli & CoLLY250,794$134,7094.96%
3Gartner IncIT381,876$131,2164.83%
4Amazon.com IncAMZN763,095$97,0053.57%
5Microsoft CorpMSFT280,277$88,4973.26%
6Alphabet Inc Cap Stock Cl CGOOG440,160$58,0352.14%
7Southern Copper CorpSCCO748,278$56,3382.07%
8Caterpillar IncCAT195,603$53,4001.97%
9Thermo Fisher Scientific IncTMO104,923$53,1091.95%
10Oneok IncOKE740,183$46,9501.73%
11Enterprise Prods Partners L P2937921071,465,518$40,1111.48%
12American Electric Power Inc025537101464,218$34,9181.29%
13Southern CoSOMN435,724$28,2001.04%
14Deere & CoDE64,008$24,1550.89%
15Emerson Electric CoEMR247,034$23,8560.88%
16Enbridge IncENNPF702,525$23,3170.86%
17Public Service Enterprise Grou744573106401,641$22,8570.84%
18Duke Energy CorpDUKB248,026$21,8910.81%
19Morgan StanleyMS-PQ264,656$21,6140.80%
20JPMorgan Chase & CoVYLD146,435$21,2360.78%
21KKR & Co Inc Cl AKKRT301,955$18,6000.68%
22Merck & Co IncMRK177,170$18,2400.67%
23Chevron CorpCVX106,533$17,9640.66%
24Wal-Mart Stores IncWMT103,480$16,5500.61%
25Coca-Cola CoKO286,479$16,0370.59%
26ConocoPhillipsCOP131,144$15,7110.58%
27Johnson & JohnsonJNJ98,263$15,3040.56%
28Plains All American Pipeline L726503105936,865$14,3530.53%
29Holly Energy Partners LP435763107622,804$13,6770.50%
30Kinder Morgan IncEP-PC746,278$12,3730.46%
31Phillips 66PSX95,655$11,4930.42%
32BP PLC Sp ADRBPPFF295,243$11,4320.42%
33Mplx LpMPLXP309,324$11,0030.40%
34Energy Transfer LPET-PI723,695$10,1530.37%
35Philip Morris Intl Inc718172109105,408$9,7590.36%
36Bristol Myers Squibb CoCELG-RI157,209$9,1240.34%
37Abbott LaboratoriesABLZF92,273$8,9370.33%
38AT&T IncT-PC593,345$8,9120.33%
39PPL CorpPPLC376,649$8,8740.33%
40Nutrien LtdNTR136,893$8,4550.31%
41Valero Energy CorpVLO58,528$8,2940.31%
42FirstEnergy CorpFE209,386$7,1570.26%
43BCE IncBCPPF187,344$7,1510.26%
44ProLogis IncPLDGP62,634$7,0280.26%
45Bank America Corp060505104252,936$6,9250.25%
46Fortis IncFTRSF168,636$6,4060.24%
47Kimberly Clark CorpKMB52,500$6,3450.23%
48Invesco QQQ Ser 1IVZ17,331$6,2090.23%
49Gallagher Arthur J & Co36357610925,496$5,8110.21%
50Lowes Cos Inc54866110727,920$5,8030.21%
51Spdr S&P 500 Etf Tr Put Option78462f9533,600$5,6840.21%
52Union Pacific CorpUNP27,625$5,6250.21%
53Goldman Sachs Group IncGSCE16,739$5,4160.20%
54PepsiCo IncPEP31,691$5,3700.20%
55Fidelity Core Div ETF316092840134,702$5,1980.19%
56Vanguard S&P 500 ETF92290836312,965$5,0910.19%
57Invesco QQQ Tr Put Option 06/246090e9532,670$4,6270.17%
58Accenture PLC Ireland Class AACN14,919$4,5820.17%
59Genuine Parts CoGPC30,368$4,3850.16%
60Colgate Palmolive CoCL54,848$3,9000.14%
61Rogers Communications Inc Cl BRCIAF100,473$3,8570.14%
62Honeywell Intl Inc43851610619,580$3,6170.13%
63NiSource IncNI143,572$3,5430.13%
64NASDAQ IncNDAQ70,999$3,4500.13%
65UnitedHealth Group IncUNH6,779$3,4180.13%
66Clorox CoCLX25,278$3,3130.12%
67iShares Russell 1000 Growth ET46428761412,196$3,2440.12%
68Visa Inc Cl AV14,101$3,2430.12%
69Procter And Gamble Co74271810920,943$3,0550.11%
70Exxon Mobil CorpXOM25,555$3,0050.11%
71Apple IncAAPL15,463$2,6470.10%
72Pfizer IncPFE78,729$2,6110.10%
73Masco CorpMAS42,537$2,2740.08%
74Oracle CorpORCL-PD21,018$2,2260.08%
75Allstate CorpALL-PJ19,048$2,1220.08%
76Match Group IncMTCH53,893$2,1110.08%
77Canadian Pacific Kansas City CCP28,275$2,1040.08%
78Costco Wholesale CorpCOST3,717$2,1000.08%
79Mondelez Intl Inc Cl A60920710529,617$2,0550.08%
80Spdr S&P 500 Etf Tr Put Option78462f9531,850$1,9910.07%
81Danaher Corp2358511027,938$1,9690.07%
82Alps Etf Tr Alerian Mlp00162q45246,333$1,9550.07%
83CVS Health CorpCVS28,007$1,9550.07%
84Rayonier IncRYN68,297$1,9440.07%
85BHP Billiton Ltd Sp ADRBHPLF32,525$1,8500.07%
86Global X Fds Glb X Mlp Enrg I37954y29341,710$1,7680.07%
87Draftkings Inc Com Cl ADKNG59,417$1,7490.06%
88Paychex IncPAYX14,472$1,6690.06%
89Rtx Corporation ComRTX22,835$1,6430.06%
90Comcast Corp Cl ACCZ36,752$1,6300.06%
91Lockheed Martin CorpLMT3,921$1,6040.06%
92Home Depot IncHD5,307$1,6030.06%
93Managed Portfolio Ser Tortoise56167n72063,913$1,5630.06%
94Flywire Corporation VtgFLYW48,211$1,5370.06%
95Capital One Financial CorpCOF-PN14,933$1,4490.05%
96Altria Group IncMO34,422$1,4470.05%
97Schwab Charles CorpSCHW-PJ25,626$1,4070.05%
98EOG Resources IncEOG10,700$1,3560.05%
99Schlumberger LtdSLB22,238$1,2960.05%
100Sysco CorpSYY19,167$1,2660.05%
101Nextera Energy IncNEE-PW21,396$1,2260.05%
102SPDR S&P 500 ETF TrSPY2,758$1,1790.04%
103United Parcel Service Inc Cl BUPS7,160$1,1160.04%
104Carrier Global CorporationCARR19,277$1,0640.04%
105Berkshire Hathaway Inc Cl ABRK-A2$1,0630.04%
106Uber Technologies IncUBER22,240$1,0230.04%
107Williams Cos Inc96945710028,929$9750.04%
108Amgen IncAMGN3,518$9450.03%
109Alphabet Inc Cap Stock Cl AGOOG7,145$9350.03%
110Johnson Controls Intl PLCJCI17,429$9270.03%
111CNH Industrial NVCNH75,000$9070.03%
112Otis Worldwide CorpOTIS11,140$8950.03%
113FedEx CorpFDX3,271$8660.03%
114NVIDIA CorpNVDA1,959$8520.03%
115Weyerhaeuser CoWY27,059$8300.03%
116iShares Russell 1000 ETF4642876223,235$7600.03%
117Vanguard Total Stock Mkt9229087693,554$7550.03%
118Marriott Intl Inc Cl A5719032023,553$6980.03%
119AbbVie IncABBV4,588$6840.03%
120Norfolk Southern Corp6558441083,461$6820.03%
121US Bancorp DelUSB-PS20,291$6710.02%
122Air Prods & Chems IncAIIR2,253$6390.02%
123Medtronic PLCMDT6,985$5470.02%
124McDonalds CorpMCD2,025$5330.02%
125Zoetis Inc Cl AZTS3,000$5220.02%
126Tractor Supply CoTSCO2,459$4990.02%
1273M CoMMM5,204$4870.02%
128Ecolab IncECL2,799$4740.02%
129Stryker CorpSYK1,628$4450.02%
130Grainger W W Inc384802104633$4380.02%
131Kroger CoKR9,702$4340.02%
132Taiwan Semiconductor Mfg Ltd S8740391005,000$4340.02%
133Crowdstrike Holdings Inc Cl ACRWD2,500$4180.02%
134General Mills Inc3703341046,463$4140.02%
135Shockwave Med Inc82489t1042,075$4130.02%
136Acv Auctions Inc Cl AACVA27,131$4120.02%
137iShares N America Tech ETF4642875491,063$4060.01%
138Cencora Inc ComCOR2,118$3810.01%
139Docusign IncDOCU9,053$3800.01%
140Exelon CorpEXC9,874$3730.01%
141Marathon Petroleum CorpMPC2,435$3680.01%
142Aflac IncAFL4,636$3560.01%
143Whirlpool CorpWHR-PA2,641$3530.01%
144Western Midstream Partners LPWES12,360$3370.01%
145Cisco Systems IncCSCO5,483$2950.01%
146Cincinnati Financial Corp1720621012,799$2860.01%
147Motorola Solutions IncMSI1,035$2820.01%
148Chubb LimitedCB1,290$2690.01%
149Corteva IncCTVA4,886$2500.01%
150Select Sector SPDR Healthcare81369y2091,928$2480.01%
151Synopsys IncSNPS537$2460.01%
152Equitrans Midstream Corp29460010125,831$2420.01%
153Genius Sports Limited Shares CGENI44,140$2350.01%
154American Intl Group Inc0268747843,823$2320.01%
155Berkshire Hathaway Inc Cl BBRK-A660$2310.01%
156Microchip Technology IncMCHPP2,899$2260.01%
157Verizon Communications IncVZ6,749$2190.01%
158Rush Enterprises Inc Cl ARUSHB5,343$2180.01%
159Texas Instruments Inc8825081041,337$2130.01%
160Intel CorpINTC5,805$2060.01%
161General Dynamics CorpGD896$1980.01%
162State Street CorpSTT-PG2,653$1780.01%
163Omnicom Group IncOMC2,311$1720.01%
164SPDR Gold Trust GoldGLD1,000$1710.01%
165Independent Bank Corp MA4538361083,467$1700.01%
166Dollar Tree IncDLTR1,538$1640.01%
167iShares Rus Mid Cap ETF4642874992,317$1600.01%
168Power Integrations IncPOWI2,066$1580.01%
169Vulcan Materials Co929160109775$1570.01%
170Ionq IncIONQ-WT10,000$1490.01%
171Dow IncDOW2,815$1450.01%
172Black Hills CorpBKH2,761$1400.01%
173Newmont Mining CorpNEMCL3,500$1290.00%
174Select Sector SPDR Financial81369y6053,886$1290.00%
175Occidental Petroleum Corp6745991051,955$1270.00%
176Illinois Tool Works Inc452308109547$1260.00%
177Shell PLC Spon ADSRYDAF1,952$1260.00%
178Sonic Automotive Inc Cl ASAH2,561$1220.00%
179Brunswick CorpBC-PC1,506$1190.00%
180Vor Biopharma IncVOR55,555$1180.00%
181Truist FINL CorpTFC-PR4,090$1170.00%
182Vanguard All World ex-US9220427752,195$1140.00%
183Intl Business MachinesINTR800$1120.00%
184Cadence Bank Com12740c1035,215$1110.00%
185Select Sector SPDR Utilities81369y8861,783$1050.00%
186AstraZeneca PLC Sp ADRAZN1,479$1000.00%
187Innovative Industrial PropertiINHD1,295$980.00%
188Glacier Bancorp IncGBCI3,298$940.00%
189CVB Financial Corp1266001055,657$940.00%
190One Gas IncOGS1,294$880.00%
191Targa Res CorpTRGP1,017$870.00%
192DuPont de Nemours IncDD1,158$860.00%
193Advance Auto Parts IncAAP1,527$850.00%
194Select Sector SPDR Materials81369y1001,083$850.00%
195Haleon PLC Spon ADSHLNCF10,000$830.00%
196Owens & Minor Inc6907321025,000$810.00%
197First Horizon Natl CorpFHN-PH6,920$760.00%
198Welltower IncWELL929$760.00%
199Tesla IncTSLA305$760.00%
200Select Sector SPDR Consumer St81369y3081,095$750.00%
201Pioneer Natural Resources Co723787107326$750.00%
202iShares Russell 2000 ETF464287655419$740.00%
203Select Sector SPDR Industrials81369y704708$720.00%
204EastGroup Property Inc277276101432$720.00%
205TC Energy CorpTRPRF2,083$720.00%
206Crown Castle Inc.CCI781$720.00%
207Soleno Therapeutics IncSLNO2,288$680.00%
208Physicians Realty Trust71943u1045,528$670.00%
209Total SA Sp ADSTTE1,000$660.00%
210Douglas Emmett IncDEI4,715$600.00%
211Enlink Midstream LLC Unit Rep29336t1004,836$590.00%
212Meta Platforms Inc Cl AMETA197$590.00%
213Olo Inc Cl A68134l1099,510$580.00%
214La-Z-Boy IncLZB1,833$570.00%
215Stanley Black & Decker IncSWK670$560.00%
216Horace Mann Educators Corp4403271041,913$560.00%
217Unilever PLC Sp ADRUNLYF1,113$550.00%
218Oxford Industries Inc691497309559$540.00%
219Generac Holdings IncGNRC500$540.00%
220Novo-Nordisk AS ADRNONOF576$520.00%
221Select Sector SPDR Energy81369y506558$500.00%
222Vanguard Tax Mgd FTSE Dev Mkt9219438581,147$500.00%
223Waste Management IncWM288$440.00%
224Carter IncCRI609$420.00%
225iShares NASDAQ Biotec ETF464287556334$410.00%
226Kaiser Aluminum CorpKALU501$380.00%
227Citigroup IncC-PR912$380.00%
228SPDR S&P Mid Cap 400 ETF TrMDY80$370.00%
229McKesson CorpMCK86$370.00%
230Alta Equipment Group Inc CommoALTG-PA2,962$360.00%
231Methode Electronics Inc5915202001,426$330.00%
232British American Tobacco PLC S1104481071,000$310.00%
233Bank New York Mellon Corp064058100738$310.00%
234MasterCard Incorporated Cl AMA75$300.00%
235iShares MSCI EAFE ETF464287465427$290.00%
236Becton Dickinson & CoBDX111$290.00%
237KeyCorp4932671082,680$290.00%
238Sap SE Sp ADRSAPGF206$270.00%
239Qualcomm IncQCOM247$270.00%
240SPDR S&P Regl Banking78464a698595$250.00%
241Douglas Dynamics IncPLOW796$240.00%
242Plexus CorpPLXS240$220.00%
243Perion Network LtdPERI688$210.00%
244Valvoline IncVVV611$200.00%
245Select Sector SPDR Tr Real Est81369y860588$200.00%
246iShares MSCI Jpn ETF46434g822328$200.00%
247Academy Sports & Outdoors IncASO400$190.00%
248Antero Resources CorpAR750$190.00%
249Ashland IncASH220$180.00%
250Automatic Data Processing IncADP75$180.00%
251STMicroelectronics NV NY RegisSTMEF385$170.00%
252Topbuild CorpBLD64$160.00%
253Lam Research CorpLRCX25$160.00%
254Tidewater IncTDGMW200$140.00%
255Millerknoll IncMLKN555$140.00%
256Lululemon Athletica IncLULU37$140.00%
257Saia IncSAIA35$140.00%
258GE Healthcare Technologies IncGEHC197$130.00%
259Boeing CoBA-PA69$130.00%
260Relx PLC Sp ADRRLXXF360$120.00%
261SM Energy CoSM303$120.00%
262Vanguard REIT ETF922908553159$120.00%
263IntuitINTU23$120.00%
264Hubspot IncHUBS22$110.00%
265S&P Global IncSPGI30$110.00%
266Starbucks CorpSBUX116$110.00%
267Rio Tinto PLC Sp ADRRTNTF178$110.00%
268Gap IncGAP915$100.00%
269Uniti Group IncUNIT2,112$100.00%
270MetLife IncMET-PF156$100.00%
271Performance Food Group CoPFGC164$100.00%
272General Electric Co New36960430185$90.00%
273Consolidated Edison IncED101$90.00%
274Onto Innovation IncONTO72$90.00%
275Datadog Inc Cl ADDOG94$90.00%
276Occidental Petroleum Corp Wt E674599162216$90.00%
277Dominion Energy IncD198$90.00%
278IAC/InterActiveCorpIAC169$90.00%
279Raymond James Financial Inc75473010994$90.00%
280Devon Energy Corp25179m103187$90.00%
281Novartis A GNVSEF79$80.00%
282Oil States Intl Inc678026105931$80.00%
283RLI CorpRLI53$70.00%
284Elanco Animal Health IncELAN591$70.00%
285Trane Technologies PLCTT35$70.00%
286Taylor Morrison Home Corp Cl ATMHC165$70.00%
287Regeneron PharmaceuticalsREGN9$70.00%
288Commercial Metals CoCMC120$60.00%
289Disney Walt Co Disney25468710671$60.00%
290Sony Group Corporation Sp ADRSNEJF69$60.00%
291Old Dominion Freight Lines IncODFL15$60.00%
292Analog Devices IncADI35$60.00%
293Kraft Heinz CoKHC186$60.00%
294Sumitomo Mitsui Financial Grou86562m209595$60.00%
295Farmland Partners IncFPI576$60.00%
296National Grid PLC Sp ADR NeNMPWP81$50.00%
297Ross Stores IncROST48$50.00%
298NXP Semiconductors NVNXPI25$50.00%
299Salesforce Inc ComCRM25$50.00%
300Resources Connection IncRGP340$50.00%
301PNC Financial Services Group I69347510540$50.00%
302Sanofi Sp ADRSNYNF94$50.00%
303Hp IncHPQ181$50.00%
304Digitalocean Holdings IncDOCN199$50.00%
305Stellantis NVSTLA247$50.00%
306Sherwin Williams CoSHW18$50.00%
307Hewlett Packard Enterprise CoHPE-PC220$40.00%
308Rollins IncROL100$40.00%
309Keurig Dr Pepper IncKDP141$40.00%
310Organon & Co Common StockOGN245$40.00%
311Shopify Inc Cl ASHOP48$30.00%
312Seagate Technology Hldngs PLCg7997r10350$30.00%
313Paccar IncPCAR37$30.00%
314Rentokil Initial PLC Sp ADRRKLIF81$30.00%
315Envista Holdings CorpNVST97$30.00%
316Vaneck Vectors ETF Tr Oil Serv92189h6078$30.00%
317Pulte Group Inc74586710140$30.00%
318Lincoln Natl Corp Ind534187109132$30.00%
319Pearson PLC Sp ADRPSORF245$30.00%
320Smith & Nephew PLC Sp ADRSNNUF120$30.00%
321Sempra EnergySREA40$30.00%
322Diamondback Energy IncFANG20$30.00%
323Progressive Corp Ohio74331510320$30.00%
324Marathon Oil CorpMARA70$20.00%
325Vimeo Inc Common Stock92719v100524$20.00%
326Wabtec Corp92974010820$20.00%
327Wayfair Inc Cl AW25$20.00%
328Northern Trust CorpNTRSO30$20.00%
329Northern Oil And Gas Inc Mn CoNOG58$20.00%
330Nike Inc Cl BNKE19$20.00%
331Spotify Technology SASPOT15$20.00%
332Steris Plc Shs UsdSTE10$20.00%
333Takeda Pharmaceutical Co Ltd STKPHF152$20.00%
334Myomo Inc Com NewMYO1,570$20.00%
335Ball CorpBALL40$20.00%
336Prudential PLC ADRPUKPF107$20.00%
337Fluor CorpFLR45$20.00%
338Teradyne IncTER15$20.00%
339PG&E CorpPCG-PX95$20.00%
340Koninklijke Philips NV NY RegRYLPF79$20.00%
341Global Payments IncGPN10$10.00%
342Halliburton CoHAL25$10.00%
343Archer Daniels Midland CoADM15$10.00%
344Viatris IncVTRS112$10.00%
345Banco Santander SA ADRBCDRF387$10.00%
346Qorvo IncQRVO10$10.00%
347Cytomx Therapeutics IncCTMX712$10.00%
348Northrop Grumman CorpNOC1$10.00%
349Nov Inc ComNOV40$10.00%
350Natwest Group PLC Sp ADRRBSPF148$10.00%
351Skyworks Solutions IncSWKS15$10.00%
352Pentair PLCPNR10$10.00%
353Roku Inc Cl AROKU10$10.00%
354Principal Financial Group Inc74251v10215$10.00%
355PPG Industries Inc69350610710$10.00%
356Intercontinental Exchange IncICE8$10.00%
357C H Robinson Worldwide IncCHRW2$00.00%
358United Microelectronics Corp SUMC1$00.00%
359iShares PHLX Semicnd ETF4642875231$00.00%
360Conduent IncCNDT106$00.00%
361Cenovus Energy IncCVE0$00.00%
362UDR IncUDR0$00.00%
363The Cigna Group1255231000$00.00%
364Bank N S Halifax0641491071$00.00%
365Gilead Sciences IncGILD1$00.00%
366Fortive CorpFTV3$00.00%
367Equity ResidentialEQR1$00.00%
368Mizuho Financial Group Inc SpMZHOF119$00.00%
369TE Connectivity Ltd RegTEL0$00.00%
370Healthpeak Properties IncDOC0$00.00%
371Lancaster Colony CorpMZTI3$00.00%
372Realty Income CorpO0$00.00%
373Resideo Technologies IncREZI16$00.00%
374ResMed IncRSMDF1$00.00%
375Smartsheet Inc Cl A83200n10310$00.00%
376Brixmor Property Group IncBRX0$00.00%
377Nucor CorpNUE0$00.00%
378Select Sector SPDR Tr Technolo81369y8031$00.00%
379Omnicell IncOMCL1$00.00%