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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 2024 · Filed May 13, 2024 · Accession 0000929638-24-001771

Total Value
$3.3M
Positions
305
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (305)

#IssuerTicker / CUSIPSharesValue% of Filing
1Boston Scientific CorpBSX21,998,621$1.5M45.57%
2Lilly Eli & CoLLY251,349$195,5405.91%
3Gartner IncIT381,992$182,0845.51%
4Amazon.com IncAMZN759,225$136,9494.14%
5Microsoft CorpMSFT283,701$119,3593.61%
6Southern Copper CorpSCCO766,601$81,6582.47%
7Caterpillar IncCAT197,496$72,3682.19%
8Alphabet Inc Cap Stock Cl CGOOG440,160$67,0192.03%
9Thermo Fisher Scientific IncTMO108,451$63,0331.91%
10Oneok IncOKE760,925$61,0031.85%
11American Electric Power Inc025537101520,606$44,8241.36%
12Enterprise Prods Partners L P2937921071,523,136$44,4451.34%
13Southern CoSOMN445,765$31,9790.97%
14KKR & Co Inc Cl AKKRT302,739$30,4500.92%
15Emerson Electric CoEMR249,554$28,3040.86%
16JPMorgan Chase & CoVYLD140,067$28,0560.85%
17Public Service Enterprise Grou744573106407,676$27,2250.82%
18Deere & CoDE64,521$26,5010.80%
19Morgan StanleyMS-PQ255,874$24,0930.73%
20Merck & Co IncMRK179,343$23,6640.72%
21Duke Energy CorpDUKB240,809$23,2890.70%
22Wal-Mart Stores IncWMT311,577$18,7480.57%
23Coca-Cola CoKO292,320$17,8840.54%
24Chevron CorpCVX110,414$17,4170.53%
25Plains All American Pipeline L726503105975,485$17,1300.52%
26ConocoPhillipsCOP134,244$17,0870.52%
27Phillips 66PSX97,829$15,9790.48%
28Kinder Morgan IncEP-PC774,290$14,2000.43%
29Mplx LpMPLXP325,866$13,5430.41%
30Johnson & JohnsonJNJ84,508$13,3680.40%
31HF Sinclair CorporationDINO200,507$12,1050.37%
32Energy Transfer LPET-PI757,825$11,9210.36%
33BP PLC Sp ADRBPPFF303,910$11,4510.35%
34Abbott LaboratoriesABLZF98,628$11,2100.34%
35Valero Energy CorpVLO60,902$10,3950.31%
36Bank America Corp060505104221,673$8,4060.25%
37FirstEnergy CorpFE217,171$8,3870.25%
38Enbridge IncENNPF231,509$8,3760.25%
39ProLogis IncPLDGP61,511$8,0100.24%
40Invesco QQQ Ser 1IVZ17,398$7,7250.23%
41Lowes Cos Inc54866110728,148$7,1700.22%
42Bristol Myers Squibb CoCELG-RI128,796$6,9850.21%
43Union Pacific CorpUNP27,754$6,8250.21%
44Fortis IncFTRSF170,703$6,7440.20%
45Gallagher Arthur J & Co36357610925,604$6,4020.19%
46Vanguard S&P 500 ETF92290836313,055$6,2760.19%
47Fidelity Core Div ETF316092840137,186$6,2160.19%
48Kimberly Clark CorpKMB43,330$5,6050.17%
49Goldman Sachs Group IncGSCE13,261$5,5390.17%
50PepsiCo IncPEP31,110$5,4450.16%
51Colgate Palmolive CoCL56,454$5,0840.15%
52Philip Morris Intl Inc71817210952,809$4,8380.15%
53Visa Inc Cl AV17,176$4,7940.15%
54Genuine Parts CoGPC30,734$4,7620.14%
55NASDAQ IncNDAQ71,519$4,5130.14%
56iShares Russell 1000 Growth ET46428761412,260$4,1320.12%
57Honeywell Intl Inc43851610619,767$4,0570.12%
58NiSource IncNI146,259$4,0460.12%
59PPL CorpPPLC130,464$3,5920.11%
60Accenture PLC Ireland Class AACN10,030$3,4760.11%
61Procter And Gamble Co74271810921,172$3,4350.10%
62Masco CorpMAS42,899$3,3840.10%
63Rogers Communications Inc Cl BRCIAF81,906$3,3580.10%
64Allstate CorpALL-PJ19,321$3,3430.10%
65UnitedHealth Group IncUNH6,712$3,3200.10%
66Exxon Mobil CorpXOM27,506$3,1970.10%
67AT&T IncT-PC181,099$3,1870.10%
68Nutrien LtdNTR57,389$3,1170.09%
69NVIDIA CorpNVDA3,409$3,0800.09%
70Costco Wholesale CorpCOST3,812$2,7930.08%
71Draftkings Inc Com Cl ADKNG59,417$2,6980.08%
72Apple IncAAPL15,503$2,6580.08%
73Oracle CorpORCL-PD21,032$2,6420.08%
74Prime Medicine IncPRME361,136$2,5280.08%
75Clorox CoCLX16,369$2,5060.08%
76Uber Technologies IncUBER31,930$2,4580.07%
77Rayonier IncRYN71,202$2,3670.07%
78Alps Etf Tr Alerian Mlp00162q45248,159$2,2860.07%
79CVS Health CorpCVS28,377$2,2630.07%
80Rtx Corporation ComRTX22,915$2,2350.07%
81Pfizer IncPFE75,940$2,1070.06%
82Mondelez Intl Inc Cl A60920710529,991$2,0990.06%
83Global X Fds Glb X Mlp Enrg I37954y29342,846$2,0990.06%
84BHP Billiton Ltd Sp ADRBHPLF35,962$2,0750.06%
85Danaher Corp2358511028,292$2,0710.06%
86Home Depot IncHD5,287$2,0280.06%
87Match Group IncMTCH53,893$1,9550.06%
88Schwab Charles CorpSCHW-PJ25,500$1,8450.06%
89Managed Portfolio Ser Tortoise56167n72065,424$1,8290.06%
90Paychex IncPAYX14,620$1,7950.05%
91Lockheed Martin CorpLMT3,921$1,7840.05%
92Comcast Corp Cl ACCZ37,238$1,6140.05%
93Sysco CorpSYY19,183$1,5570.05%
94EOG Resources IncEOG10,987$1,4050.04%
95Canadian Pacific Kansas City CCP15,406$1,3580.04%
96BCE IncBCPPF39,584$1,3450.04%
97Altria Group IncMO29,716$1,2960.04%
98Berkshire Hathaway Inc Cl ABRK-A2$1,2690.04%
99Verizon Communications IncVZ29,417$1,2340.04%
100Schlumberger LtdSLB22,163$1,2150.04%
101Flywire Corporation VtgFLYW48,211$1,1960.04%
102Nextera Energy IncNEE-PW18,401$1,1760.04%
103Williams Cos Inc96945710029,658$1,1560.03%
104Johnson Controls Intl PLCJCI17,651$1,1530.03%
105Carrier Global CorporationCARR19,344$1,1240.03%
106Otis Worldwide CorpOTIS11,187$1,1110.03%
107United Parcel Service Inc Cl BUPS7,314$1,0870.03%
108Alphabet Inc Cap Stock Cl AGOOG7,145$1,0780.03%
109Amgen IncAMGN3,574$1,0160.03%
110Weyerhaeuser CoWY27,358$9820.03%
111CNH Industrial NVCNH75,000$9720.03%
112FedEx CorpFDX3,302$9570.03%
113iShares Russell 1000 ETF4642876223,271$9420.03%
114Vanguard Total Stock Mkt9229087693,582$9310.03%
115US Bancorp DelUSB-PS20,792$9290.03%
116Marriott Intl Inc Cl A5719032023,561$8990.03%
117Norfolk Southern Corp6558441083,461$8820.03%
118S&P Global IncSPGI2,020$8590.03%
119Crowdstrike Holdings Inc Cl ACRWD2,500$8010.02%
120Tractor Supply CoTSCO2,883$7550.02%
121Synopsys IncSNPS1,272$7270.02%
1223M CoMMM6,848$7260.02%
123Shockwave Med Inc82489t1042,100$6840.02%
124Taiwan Semiconductor Mfg Ltd S8740391005,000$6800.02%
125AbbVie IncABBV3,623$6600.02%
126Ecolab IncECL2,816$6500.02%
127Grainger W W Inc384802104635$6460.02%
128Medtronic PLCMDT6,961$6070.02%
129Stryker CorpSYK1,637$5860.02%
130Moodys CorpMCO1,480$5820.02%
131McDonalds CorpMCD2,048$5770.02%
132Kroger CoKR9,824$5610.02%
133Air Prods & Chems IncAIIR2,286$5540.02%
134iShares N America Tech ETF4642875496,393$5510.02%
135Docusign IncDOCU9,053$5390.02%
136Cencora Inc ComCOR2,127$5170.02%
137Marathon Petroleum CorpMPC2,536$5110.02%
138Acv Auctions Inc Cl AACVA27,131$5090.02%
139Zoetis Inc Cl AZTS3,000$5080.02%
140General Mills Inc3703341046,551$4580.01%
141Western Midstream Partners LPWES12,870$4580.01%
142SPDR S&P 500 ETF TrSPY800$4180.01%
143Aflac IncAFL4,685$4020.01%
144Exelon CorpEXC10,046$3770.01%
145Motorola Solutions IncMSI1,041$3700.01%
146Cincinnati Financial Corp1720621012,751$3420.01%
147Chubb LimitedCB1,290$3340.01%
148Equitrans Midstream Corp29460010126,665$3330.01%
149American Intl Group Inc0268747843,862$3020.01%
150Rush Enterprises Inc Cl ARUSHB5,384$2880.01%
151Select Sector SPDR Healthcare81369y2091,941$2870.01%
152Corteva IncCTVA4,911$2830.01%
153Cisco Systems IncCSCO5,566$2780.01%
154Berkshire Hathaway Inc Cl BBRK-A660$2780.01%
155Microchip Technology IncMCHPP2,929$2630.01%
156Intel CorpINTC5,838$2580.01%
157Genius Sports Limited Shares CGENI44,140$2520.01%
158General Dynamics CorpGD840$2370.01%
159Texas Instruments Inc8825081041,359$2370.01%
160Omnicom Group IncOMC2,351$2270.01%
161Spdr S&P 500 Etf Tr Put Option78462f9533,600$2270.01%
162Shell PLC Spon ADSRYDAF3,273$2190.01%
163Vulcan Materials Co929160109773$2110.01%
164State Street CorpSTT-PG2,685$2080.01%
165SPDR Gold Trust GoldGLD1,000$2060.01%
166Dollar Tree IncDLTR1,538$2050.01%
167Black Hills CorpBKH3,729$2040.01%
168iShares Rus Mid Cap ETF4642874992,333$1960.01%
169Independent Bank Corp MA4538361083,490$1820.01%
170Select Sector SPDR Financial81369y6053,913$1650.00%
171Dow IncDOW2,833$1640.00%
172Truist FINL CorpTFC-PR4,217$1640.00%
173Cadence Bank Com12740c1035,313$1540.00%
174Intl Business MachinesINTR800$1530.00%
175Power Integrations IncPOWI2,077$1490.00%
176Sonic Automotive Inc Cl ASAH2,593$1480.00%
177Brunswick CorpBC-PC1,519$1470.00%
178Invesco QQQ Tr Put Option 06/246090e9532,670$1420.00%
179Innovative Industrial PropertiINHD1,352$1400.00%
180Illinois Tool Works Inc452308109517$1390.00%
181Owens & Minor Inc6907321025,000$1390.00%
182Glacier Bancorp IncGBCI3,362$1350.00%
183Newmont Mining CorpNEMCL3,736$1340.00%
184Vor Biopharma IncVOR55,555$1320.00%
185Advance Auto Parts IncAAP1,541$1310.00%
186Occidental Petroleum Corp6745991051,957$1270.00%
187Targa Res CorpTRGP1,117$1250.00%
188Select Sector SPDR Utilities81369y8861,808$1190.00%
189Unilever PLC Sp ADRUNLYF2,285$1150.00%
190First Horizon Natl CorpFHN-PH7,087$1090.00%
191Veralto CorpVLTO1,228$1090.00%
192CVB Financial Corp1266001055,789$1030.00%
193AstraZeneca PLC Sp ADRAZN1,501$1020.00%
194Select Sector SPDR Materials81369y1001,093$1020.00%
195Ionq IncIONQ-WT10,000$1000.00%
196Vanguard All World ex-US9220427751,689$990.00%
197Soleno Therapeutics IncSLNO2,288$980.00%
198Meta Platforms Inc Cl AMETA197$960.00%
199Select Sector SPDR Industrials81369y704710$890.00%
200DuPont de Nemours IncDD1,161$890.00%
201Pioneer Natural Resources Co723787107334$880.00%
202iShares Russell 2000 ETF464287655421$880.00%
203Welltower IncWELL929$870.00%
204Crown Castle Inc.CCI804$850.00%
205Haleon PLC Spon ADSHLNCF10,000$850.00%
206One Gas IncOGS1,322$850.00%
207TC Energy CorpTRPRF2,083$840.00%
208Select Sector SPDR Consumer St81369y3081,103$840.00%
209EastGroup Property Inc277276101438$790.00%
210Healthpeak Properties IncDOC3,863$720.00%
211Horace Mann Educators Corp4403271041,932$710.00%
212La-Z-Boy IncLZB1,853$700.00%
213Total SA Sp ADSTTE1,000$690.00%
214Douglas Emmett IncDEI4,852$670.00%
215Enlink Midstream LLC Unit Rep29336t1004,836$660.00%
216Stanley Black & Decker IncSWK671$660.00%
217Oxford Industries Inc691497309567$640.00%
218Generac Holdings IncGNRC500$630.00%
219Waste Management IncWM290$620.00%
220Vanguard Tax Mgd FTSE Dev Mkt9219438581,168$590.00%
221Citigroup IncC-PR926$590.00%
222Eversource EnergyES901$540.00%
223Tesla IncTSLA305$540.00%
224Select Sector SPDR Energy81369y506563$530.00%
225Carter IncCRI616$520.00%
226Olo Inc Cl A68134l1099,510$520.00%
227Bank N S Halifax064149107901$470.00%
228McKesson CorpMCK86$460.00%
229Kaiser Aluminum CorpKALU514$460.00%
230iShares NASDAQ Biotec ETF464287556334$460.00%
231SPDR S&P Mid Cap 400 ETF TrMDY80$450.00%
232Diamondback Energy IncFANG221$440.00%
233KeyCorp4932671082,726$430.00%
234Bank New York Mellon Corp064058100744$430.00%
235Trane Technologies PLCTT135$410.00%
236Qualcomm IncQCOM234$400.00%
237Alta Equipment Group Inc CommoALTG-PA2,994$390.00%
238iShares MSCI EAFE ETF464287465430$340.00%
239SPDR S&P Regl Banking78464a698604$300.00%
240Marathon Oil CorpMARA1,073$300.00%
241Topbuild CorpBLD64$280.00%
242Becton Dickinson & CoBDX112$280.00%
243Valvoline IncVVV611$270.00%
244Gap IncGAP934$260.00%
245Lam Research CorpLRCX26$250.00%
246iShares MSCI Jpn ETF46434g822329$240.00%
247Rio Tinto PLC Sp ADRRTNTF378$240.00%
248Select Sector SPDR Tr Real Est81369y860596$240.00%
249Plexus CorpPLXS240$230.00%
250Ashland IncASH221$220.00%
251Douglas Dynamics IncPLOW804$190.00%
252Automatic Data Processing IncADP76$190.00%
253Methode Electronics Inc5915202001,444$180.00%
254Tidewater IncTDGMW200$180.00%
255Consolidated Edison IncED203$180.00%
256GE Healthcare Technologies IncGEHC172$160.00%
257Devon Energy Corp25179m103293$150.00%
258General Electric Co New36960430185$150.00%
259Millerknoll IncMLKN563$140.00%
260Commercial Metals CoCMC221$130.00%
261Uniti Group IncUNIT2,112$120.00%
262Elanco Animal Health IncELAN591$100.00%
263Dominion Energy IncD198$100.00%
264Vanguard REIT ETF922908553117$100.00%
265Occidental Petroleum Corp Wt E674599162216$90.00%
266Disney Walt Co Disney25468710671$90.00%
267IAC/InterActiveCorpIAC169$90.00%
268Salesforce Inc ComCRM25$80.00%
269Resources Connection IncRGP547$70.00%
270Oil States Intl Inc6780261051,131$70.00%
271Kraft Heinz CoKHC186$70.00%
272Northern Oil And Gas Inc Mn CoNOG159$60.00%
273National Grid PLC Sp ADR NeNMPWP83$60.00%
274Farmland Partners IncFPI576$60.00%
275Hp IncHPQ184$60.00%
276iShares PHLX Semicnd ETF46428752323$50.00%
277Boeing CoBA-PA24$50.00%
278Myomo Inc Com NewMYO1,570$50.00%
279Whirlpool CorpWHR-PA43$50.00%
280Keurig Dr Pepper IncKDP141$40.00%
281Vaneck Vectors ETF Tr Oil Serv92189h6078$30.00%
282Organon & Co Common StockOGN184$30.00%
283Hewlett Packard Enterprise CoHPE-PC177$30.00%
284Wabtec Corp92974010820$30.00%
285Nike Inc Cl BNKE19$20.00%
286Vimeo Inc Common Stock92719v100524$20.00%
287Wayfair Inc Cl AW25$20.00%
288Fluor CorpFLR45$20.00%
289Cytomx Therapeutics IncCTMX712$20.00%
290Archer Daniels Midland CoADM15$10.00%
291Intercontinental Exchange IncICE8$10.00%
292Northrop Grumman CorpNOC1$10.00%
293Viatris IncVTRS50$10.00%
294Ross Stores IncROST8$10.00%
295Lancaster Colony CorpMZTI3$10.00%
296Halliburton CoHAL25$10.00%
297Datadog Inc Cl ADDOG1$00.00%
298United Microelectronics Corp SUMC1$00.00%
299ResMed IncRSMDF1$00.00%
300Conduent IncCNDT106$00.00%
301Resideo Technologies IncREZI16$00.00%
302Cenovus Energy IncCVE0$00.00%
303C H Robinson Worldwide IncCHRW2$00.00%
304Fortive CorpFTV2$00.00%
305Omnicell IncOMCL1$00.00%