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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 Q3 2024 · Filed November 13, 2024 · Accession 0000929638-24-003845

Total Value
$3.8M
Positions
305
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (305)

#IssuerTicker / CUSIPSharesValue% of Filing
1Boston Scientific CorpBSX21,243,551$1.8M47.36%
2Lilly Eli & CoLLY251,523$222,8355.93%
3Gartner IncIT382,795$193,9855.16%
4Amazon.com IncAMZN766,893$142,8953.80%
5Microsoft CorpMSFT291,444$125,4083.34%
6Southern Copper CorpSCCO786,639$90,9902.42%
7Caterpillar IncCAT214,651$83,9542.23%
8Alphabet Inc Cap Stock Cl CGOOG450,333$75,2912.00%
9Oneok IncOKE766,041$69,8091.86%
10Thermo Fisher Scientific IncTMO111,255$68,8191.83%
11American Electric Power Inc025537101497,515$51,0451.36%
12Enterprise Prods Partners L P2937921071,553,724$45,2291.20%
13KKR & Co Inc Cl AKKRT300,074$39,1841.04%
14Southern CoSOMN425,517$38,3731.02%
15Public Service Enterprise Grou744573106385,434$34,3850.91%
16JPMorgan Chase & CoVYLD146,557$30,9030.82%
17Morgan StanleyMS-PQ262,012$27,3120.73%
18Deere & CoDE64,265$26,8200.71%
19Duke Energy CorpDUKB231,055$26,6410.71%
20Emerson Electric CoEMR241,472$26,4100.70%
21Wal-Mart Stores IncWMT313,181$25,2890.67%
22Coca-Cola CoKO292,677$21,0320.56%
23Merck & Co IncMRK184,479$20,9490.56%
24Chevron CorpCVX127,984$18,8480.50%
25Plains All American Pipeline L726503105997,891$17,3330.46%
26Kinder Morgan IncEP-PC771,250$17,0370.45%
27Mplx LpMPLXP338,158$15,0350.40%
28Phillips 66PSX104,193$13,6960.36%
29ConocoPhillipsCOP129,387$13,6220.36%
30Johnson & JohnsonJNJ76,470$12,3930.33%
31Energy Transfer LPET-PI753,718$12,0970.32%
32Abbott LaboratoriesABLZF100,622$11,4720.31%
33HF Sinclair CorporationDINO216,692$9,6580.26%
34Enbridge IncENNPF237,403$9,6410.26%
35BP PLC Sp ADRBPPFF304,158$9,5480.25%
36FirstEnergy CorpFE203,965$9,0460.24%
37Philip Morris Intl Inc71817210973,265$8,8940.24%
38Bank America Corp060505104218,934$8,6870.23%
39Invesco QQQ Ser 1IVZ17,446$8,5150.23%
40Valero Energy CorpVLO58,076$7,8420.21%
41ProLogis IncPLDGP58,058$7,3320.20%
42Gallagher Arthur J & Co36357610925,708$7,2340.19%
43Fortis IncFTRSF156,560$7,1140.19%
44Kimberly Clark CorpKMB49,794$7,0850.19%
45NVIDIA CorpNVDA58,095$7,0550.19%
46Fidelity Core Div ETF316092840138,938$7,0370.19%
47Vanguard S&P 500 ETF92290836313,098$6,9120.18%
48Lowes Cos Inc54866110725,266$6,8430.18%
49Goldman Sachs Group IncGSCE12,879$6,3770.17%
50Bristol Myers Squibb CoCELG-RI120,613$6,2410.17%
51Colgate Palmolive CoCL57,477$5,9670.16%
52PepsiCo IncPEP31,575$5,3690.14%
53AT&T IncT-PC241,231$5,3070.14%
54NASDAQ IncNDAQ72,030$5,2590.14%
55Union Pacific CorpUNP21,120$5,2060.14%
56NiSource IncNI148,650$5,1510.14%
57PPL CorpPPLC152,776$5,0540.13%
58Visa Inc Cl AV18,002$4,9500.13%
59iShares Russell 1000 Growth ET46428761412,292$4,6140.12%
60Honeywell Intl Inc43851610620,958$4,3320.12%
61Genuine Parts CoGPC29,410$4,1080.11%
62UnitedHealth Group IncUNH6,828$3,9920.11%
63Procter And Gamble Co74271810921,399$3,7060.10%
64Allstate CorpALL-PJ19,538$3,7050.10%
65Masco CorpMAS43,247$3,6300.10%
66Apple IncAAPL15,541$3,6210.10%
67Oracle CorpORCL-PD21,163$3,6060.10%
68Accenture PLC Ireland Class AACN10,112$3,5740.10%
69Exxon Mobil CorpXOM29,444$3,4510.09%
70BHP Billiton Ltd Sp ADRBHPLF55,462$3,4450.09%
71Costco Wholesale CorpCOST3,823$3,3890.09%
72Verizon Communications IncVZ72,732$3,2660.09%
73Diamondback Energy IncFANG18,831$3,2470.09%
74Nutrien LtdNTR67,479$3,2430.09%
75Uber Technologies IncUBER41,106$3,0900.08%
76Rogers Communications Inc Cl BRCIAF74,516$2,9960.08%
77Rayonier IncRYN92,255$2,9690.08%
78Rtx Corporation ComRTX23,060$2,7940.07%
79Danaher Corp2358511028,897$2,4730.07%
80Altria Group IncMO47,338$2,4160.06%
81Global X Fds Glb X Mlp Enrg I37954y29343,947$2,3920.06%
82Alps Etf Tr Alerian Mlp00162q45250,047$2,3590.06%
83Draftkings Inc Com Cl ADKNG59,417$2,3290.06%
84Lockheed Martin CorpLMT3,921$2,2920.06%
85Williams Cos Inc96945710049,846$2,2750.06%
86Clorox CoCLX13,864$2,2590.06%
87Consolidated Edison IncED21,506$2,2390.06%
88Mondelez Intl Inc Cl A60920710530,376$2,2380.06%
89Home Depot IncHD5,309$2,1510.06%
90Managed Portfolio Ser Tortoise56167n72066,886$2,0990.06%
91Match Group IncMTCH53,893$2,0390.05%
92Paychex IncPAYX14,797$1,9860.05%
93Nextera Energy IncNEE-PW21,494$1,8170.05%
94CVS Health CorpCVS28,810$1,8120.05%
95US Bancorp DelUSB-PS35,394$1,6190.04%
96Moodys CorpMCO3,394$1,6110.04%
97S&P Global IncSPGI3,091$1,5970.04%
98Comcast Corp Cl ACCZ37,822$1,5800.04%
99BCE IncBCPPF45,249$1,5750.04%
100Schwab Charles CorpSCHW-PJ24,246$1,5710.04%
101Carrier Global CorporationCARR19,399$1,5610.04%
102Black Hills CorpBKH25,039$1,5300.04%
103Shell PLC Spon ADSRYDAF22,994$1,5160.04%
104National Grid PLC Sp ADR NeNMPWP21,665$1,5090.04%
105Rio Tinto PLC Sp ADRRTNTF20,296$1,4440.04%
106Unilever PLC Sp ADRUNLYF21,976$1,4280.04%
107Prime Medicine IncPRME361,136$1,3980.04%
108Eversource EnergyES20,355$1,3850.04%
109Johnson Controls Intl PLCJCI17,829$1,3840.04%
110Berkshire Hathaway Inc Cl ABRK-A2$1,3820.04%
111EOG Resources IncEOG11,141$1,3700.04%
112Crowdstrike Holdings Inc Cl ACRWD4,500$1,2620.03%
113Alphabet Inc Cap Stock Cl AGOOG7,162$1,1880.03%
114Amgen IncAMGN3,625$1,1680.03%
115Otis Worldwide CorpOTIS11,238$1,1680.03%
1163M CoMMM7,910$1,0810.03%
117iShares Russell 1000 ETF4642876223,290$1,0340.03%
118United Parcel Service Inc Cl BUPS7,496$1,0220.03%
119Vanguard Total Stock Mkt9229087693,595$1,0180.03%
120Pfizer IncPFE33,349$9650.03%
121Weyerhaeuser CoWY27,616$9350.02%
122FedEx CorpFDX3,332$9120.02%
123Marriott Intl Inc Cl A5719032023,587$8920.02%
124Synopsys IncSNPS1,736$8790.02%
125Tractor Supply CoTSCO3,005$8740.02%
126Taiwan Semiconductor Mfg Ltd S8740391005,000$8680.02%
127Norfolk Southern Corp6558441083,461$8600.02%
128CNH Industrial NVCNH75,000$8320.02%
129Flywire Corporation VtgFLYW48,211$7900.02%
130Devon Energy Corp25179m10319,348$7570.02%
131Ecolab IncECL2,830$7230.02%
132Air Prods & Chems IncAIIR2,317$6900.02%
133Grainger W W Inc384802104638$6630.02%
134Schlumberger LtdSLB15,577$6530.02%
135Medtronic PLCMDT7,029$6330.02%
136McDonalds CorpMCD2,072$6310.02%
137iShares N America Tech ETF4642875496,400$6140.02%
138Canadian Pacific Kansas City CCP7,097$6070.02%
139Stryker CorpSYK1,645$5940.02%
140Zoetis Inc Cl AZTS3,000$5860.02%
141Kroger CoKR9,938$5690.02%
142Docusign IncDOCU9,053$5620.01%
143Acv Auctions Inc Cl AACVA27,131$5520.01%
144Aflac IncAFL4,729$5290.01%
145Western Midstream Partners LPWES13,489$5160.01%
146General Mills Inc3703341046,636$4900.01%
147Cencora Inc ComCOR2,136$4810.01%
148Cameco CorpCCJ10,000$4780.01%
149Motorola Solutions IncMSI1,047$4710.01%
150SPDR S&P 500 ETF TrSPY800$4590.01%
151AbbVie IncABBV2,262$4470.01%
152Marathon Petroleum CorpMPC2,739$4460.01%
153Exelon CorpEXC10,231$4150.01%
154Cincinnati Financial Corp1720621012,768$3770.01%
155Chubb LimitedCB1,290$3720.01%
156Equity CorpEQT9,492$3480.01%
157Genius Sports Limited Shares CGENI44,140$3460.01%
158Berkshire Hathaway Inc Cl BBRK-A660$3040.01%
159Cisco Systems IncCSCO5,660$3010.01%
160Select Sector SPDR Healthcare81369y2091,954$3010.01%
161Corteva IncCTVA4,936$2900.01%
162Rush Enterprises Inc Cl ARUSHB5,425$2870.01%
163American Intl Group Inc0268747843,903$2860.01%
164Texas Instruments Inc8825081041,378$2850.01%
165General Dynamics CorpGD848$2560.01%
166Omnicom Group IncOMC2,387$2470.01%
167SPDR Gold Trust GoldGLD1,000$2430.01%
168State Street CorpSTT-PG2,734$2420.01%
169Microchip Technology IncMCHPP2,960$2380.01%
170Newmont Mining CorpNEMCL3,940$2110.01%
171Independent Bank Corp MA4538361083,517$2080.01%
172iShares Rus Mid Cap ETF4642874992,343$2060.01%
173Resources Connection IncRGP20,086$1950.01%
174Vulcan Materials Co929160109776$1940.01%
175Kenvue IncKVUE8,200$1900.01%
176Innovative Industrial PropertiINHD1,399$1880.01%
177Truist FINL CorpTFC-PR4,326$1850.00%
178Targa Res CorpTRGP1,219$1800.00%
179Select Sector SPDR Financial81369y6053,937$1780.00%
180Intl Business MachinesINTR800$1770.00%
181Cadence Bank Com12740c1035,406$1720.00%
182Dow IncDOW2,885$1580.00%
183Glacier Bancorp IncGBCI3,419$1560.00%
184Sonic Automotive Inc Cl ASAH2,623$1530.00%
185Select Sector SPDR Utilities81369y8861,829$1480.00%
186Veralto CorpVLTO1,231$1380.00%
187Intel CorpINTC5,896$1380.00%
188Illinois Tool Works Inc452308109523$1370.00%
189Power Integrations IncPOWI2,089$1340.00%
190Brunswick CorpBC-PC1,536$1290.00%
191Welltower IncWELL929$1190.00%
192AstraZeneca PLC Sp ADRAZN1,510$1180.00%
193Halliburton CoHAL4,048$1180.00%
194Soleno Therapeutics IncSLNO2,288$1160.00%
195Meta Platforms Inc Cl AMETA197$1130.00%
196First Horizon Natl CorpFHN-PH7,224$1120.00%
197Solventum CorpSOLV1,584$1100.00%
198Vanguard All World ex-US9220427751,709$1080.00%
199Dollar Tree IncDLTR1,538$1080.00%
200Haleon PLC Spon ADSHLNCF10,000$1060.00%
201Select Sector SPDR Materials81369y1001,102$1060.00%
202CVB Financial Corp1266001055,921$1060.00%
203DuPont de Nemours IncDD1,163$1040.00%
204Occidental Petroleum Corp6745991051,958$1010.00%
205One Gas IncOGS1,349$1000.00%
206Iovance Biotherapeutics IncIOVA10,700$1000.00%
207TC Energy CorpTRPRF2,083$990.00%
208Crown Castle Inc.CCI827$980.00%
209Select Sector SPDR Industrials81369y704712$960.00%
210iShares Russell 2000 ETF464287655422$930.00%
211Select Sector SPDR Consumer St81369y3081,110$920.00%
212Healthpeak Properties IncDOC3,975$910.00%
213Sysco CorpSYY1,127$880.00%
214Douglas Emmett IncDEI4,986$880.00%
215Ionq IncIONQ-WT10,000$870.00%
216EastGroup Property Inc277276101444$830.00%
217Tesla IncTSLA305$800.00%
218La-Z-Boy IncLZB1,873$800.00%
219Generac Holdings IncGNRC500$790.00%
220Archer Daniels Midland CoADM1,331$790.00%
221Owens & Minor Inc6907321025,000$780.00%
222Stanley Black & Decker IncSWK683$750.00%
223Enlink Midstream LLC Unit Rep29336t1004,836$700.00%
224Horace Mann Educators Corp4403271041,989$700.00%
225Total SA Sp ADSTTE1,000$650.00%
226Vanguard Tax Mgd FTSE Dev Mkt9219438581,182$620.00%
227Advance Auto Parts IncAAP1,552$610.00%
228Waste Management IncWM292$610.00%
229Citigroup IncC-PR938$590.00%
230Bank New York Mellon Corp064058100749$540.00%
231Trane Technologies PLCTT136$530.00%
232Oxford Industries Inc691497309574$500.00%
233Select Sector SPDR Energy81369y506568$500.00%
234iShares NASDAQ Biotec ETF464287556334$490.00%
235Bank N S Halifax064149107906$490.00%
236Northern Oil And Gas Inc Mn CoNOG1,369$480.00%
237Olo Inc Cl A68134l1099,510$470.00%
238KeyCorp4932671082,772$460.00%
239SPDR S&P Mid Cap 400 ETF TrMDY80$460.00%
240McKesson CorpMCK86$430.00%
241Carter IncCRI636$410.00%
242Qualcomm IncQCOM237$400.00%
243Vor Biopharma IncVOR55,555$390.00%
244Kaiser Aluminum CorpKALU524$380.00%
245iShares MSCI EAFE ETF464287465434$360.00%
246SPDR S&P Regl Banking78464a698613$350.00%
247Marathon Oil CorpMARA1,277$340.00%
248Plexus CorpPLXS240$330.00%
249Select Sector SPDR Tr Real Est81369y860604$270.00%
250Becton Dickinson & CoBDX113$270.00%
251Topbuild CorpBLD64$260.00%
252Valvoline IncVVV611$260.00%
253iShares MSCI Jpn ETF46434g822330$240.00%
254Douglas Dynamics IncPLOW833$230.00%
255Gap IncGAP947$210.00%
256Lam Research CorpLRCX26$210.00%
257Automatic Data Processing IncADP77$210.00%
258Alta Equipment Group Inc CommoALTG-PA3,039$200.00%
259Ashland IncASH222$190.00%
260Methode Electronics Inc5915202001,476$180.00%
261Commercial Metals CoCMC323$180.00%
262General Electric Co New36960430185$160.00%
263GE Healthcare Technologies IncGEHC172$160.00%
264Millerknoll IncMLKN571$140.00%
265Tidewater IncTDGMW200$140.00%
266Uniti Group IncUNIT2,112$120.00%
267Vanguard REIT ETF922908553119$120.00%
268Dominion Energy IncD198$110.00%
269IAC/InterActiveCorpIAC169$90.00%
270Elanco Animal Health IncELAN591$90.00%
271Kraft Heinz CoKHC186$70.00%
272Hp IncHPQ187$70.00%
273Salesforce Inc ComCRM25$70.00%
274Disney Walt Co Disney25468710671$70.00%
275Farmland Partners IncFPI582$60.00%
276Occidental Petroleum Corp Wt E674599162216$60.00%
277Myomo Inc Com NewMYO1,570$60.00%
278iShares PHLX Semicnd ETF46428752323$50.00%
279GE Vernova IncGEV21$50.00%
280Whirlpool CorpWHR-PA45$50.00%
281Keurig Dr Pepper IncKDP141$50.00%
282Wabtec Corp92974010820$40.00%
283Organon & Co Common StockOGN184$40.00%
284Boeing CoBA-PA24$40.00%
285Hewlett Packard Enterprise CoHPE-PC180$40.00%
286Vimeo Inc Common Stock92719v100524$30.00%
287Nike Inc Cl BNKE19$20.00%
288Vaneck Vectors ETF Tr Oil Serv92189h6078$20.00%
289Fluor CorpFLR45$20.00%
290Cytomx Therapeutics IncCTMX712$10.00%
291Viatris IncVTRS51$10.00%
292Northrop Grumman CorpNOC1$10.00%
293Ross Stores IncROST8$10.00%
294Intercontinental Exchange IncICE8$10.00%
295Wayfair Inc Cl AW25$10.00%
296Cenovus Energy IncCVE0$00.00%
297C H Robinson Worldwide IncCHRW2$00.00%
298Resideo Technologies IncREZI16$00.00%
299United Microelectronics Corp SUMC1$00.00%
300Datadog Inc Cl ADDOG1$00.00%
301ResMed IncRSMDF1$00.00%
302Omnicell IncOMCL1$00.00%
303Conduent IncCNDT106$00.00%
304Fortive CorpFTV3$00.00%
305Lancaster Colony CorpMZTI3$00.00%