Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 2024 · Filed February 14, 2025 · Accession 0000929638-25-000729

Total Value
$3.6M
Positions
289
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (289)

#IssuerTicker / CUSIPSharesValue% of Filing
1Boston Scientific CorpBSX20,733,226$1.9M51.33%
2Lilly Eli & CoLLY239,895$185,1995.13%
3Gartner IncIT357,790$173,3394.80%
4Amazon.com IncAMZN715,672$157,0114.35%
5Microsoft CorpMSFT280,471$118,2183.28%
6Alphabet Inc Cap Stock Cl CGOOG421,616$80,2922.23%
7Oneok IncOKE746,202$74,9192.08%
8Caterpillar IncCAT194,404$70,5221.95%
9Southern Copper CorpSCCO722,114$65,8061.82%
10Enterprise Prods Partners L P2937921071,527,099$47,8901.33%
11American Electric Power Inc025537101467,409$43,1091.19%
12KKR & Co Inc Cl AKKRT279,840$41,3911.15%
13Southern CoSOMN382,213$31,4640.87%
14Public Service Enterprise Grou744573106348,940$29,4820.82%
15JPMorgan Chase & CoVYLD122,454$29,3540.81%
16Morgan StanleyMS-PQ217,907$27,3950.76%
17Emerson Electric CoEMR210,364$26,0700.72%
18Wal-Mart Stores IncWMT274,859$24,8330.69%
19Deere & CoDE57,668$24,4340.68%
20Duke Energy CorpDUKB206,290$22,2260.62%
21Kinder Morgan IncEP-PC771,795$21,1470.59%
22Chevron CorpCVX126,509$18,3240.51%
23Plains All American Pipeline L726503105981,438$16,7630.46%
24Mplx LpMPLXP340,198$16,2820.45%
25Coca-Cola CoKO254,067$15,8180.44%
26Merck & Co IncMRK155,970$15,5160.43%
27Energy Transfer LPET-PI729,590$14,2930.40%
28ConocoPhillipsCOP126,123$12,5080.35%
29Phillips 66PSX103,472$11,7890.33%
30Enbridge IncENNPF246,616$10,4640.29%
31Visa Inc Cl AV32,723$10,3420.29%
32Abbott LaboratoriesABLZF85,437$9,6640.27%
33Johnson & JohnsonJNJ63,634$9,2030.26%
34Invesco QQQ Ser 1IVZ17,496$8,9440.25%
35Philip Morris Intl Inc71817210974,138$8,9230.25%
36BP PLC Sp ADRBPPFF295,712$8,7410.24%
37Lowes Cos Inc54866110733,913$8,3700.23%
38FirstEnergy CorpFE203,432$8,0930.22%
39Bank America Corp060505104176,255$7,7460.21%
40HF Sinclair CorporationDINO209,445$7,3410.20%
41Vanguard S&P 500 ETF92290836313,175$7,0990.20%
42Valero Energy CorpVLO56,362$6,9090.19%
43NVIDIA CorpNVDA50,598$6,7950.19%
44Bristol Myers Squibb CoCELG-RI119,678$6,7690.19%
45Fortis IncFTRSF153,504$6,3810.18%
46Kimberly Clark CorpKMB47,814$6,2660.17%
47Goldman Sachs Group IncGSCE10,734$6,1470.17%
48UnitedHealth Group IncUNH12,049$6,0950.17%
49ProLogis IncPLDGP54,992$5,8130.16%
50NASDAQ IncNDAQ72,248$5,5850.15%
51NiSource IncNI149,654$5,5010.15%
52AT&T IncT-PC229,161$5,2180.14%
53iShares Russell 1000 Growth ET46428761412,305$4,9410.14%
54PPL CorpPPLC151,455$4,9160.14%
55Union Pacific CorpUNP21,207$4,8360.13%
56PepsiCo IncPEP31,575$4,8010.13%
57Honeywell Intl Inc43851610620,034$4,5250.13%
58Uber Technologies IncUBER71,151$4,2920.12%
59Apple IncAAPL15,558$3,8960.11%
60Allstate CorpALL-PJ19,634$3,7850.10%
61Colgate Palmolive CoCL40,001$3,6360.10%
62Accenture PLC Ireland Class AACN10,154$3,5720.10%
63Costco Wholesale CorpCOST3,828$3,5070.10%
64Genuine Parts CoGPC28,956$3,3810.09%
65Gallagher Arthur J & Co36357610911,533$3,2740.09%
66Exxon Mobil CorpXOM29,583$3,1820.09%
67Masco CorpMAS43,405$3,1500.09%
68Diamondback Energy IncFANG18,767$3,0750.09%
69Oracle CorpORCL-PD17,911$2,9850.08%
70Nutrien LtdNTR65,867$2,9480.08%
71Williams Cos Inc96945710050,109$2,7120.08%
72Global X Fds Glb X Mlp Enrg I37954y29344,417$2,6900.07%
73Rtx Corporation ComRTX23,131$2,6770.07%
74Procter And Gamble Co74271810915,929$2,6700.07%
75Altria Group IncMO47,761$2,4970.07%
76Verizon Communications IncVZ61,114$2,4440.07%
77Rayonier IncRYN92,784$2,4220.07%
78Managed Portfolio Ser Tortoise56167n72066,886$2,2800.06%
79Draftkings Inc Com Cl ADKNG59,417$2,2100.06%
80Rogers Communications Inc Cl BRCIAF71,404$2,1940.06%
81Alps Etf Tr Alerian Mlp00162q45244,259$2,1320.06%
82Clorox CoCLX13,049$2,1190.06%
83Paychex IncPAYX14,874$2,0860.06%
84Home Depot IncHD5,318$2,0690.06%
85Meta Platforms Inc Cl AMETA3,522$2,0620.06%
86Lockheed Martin CorpLMT3,921$1,9050.05%
87Consolidated Edison IncED21,220$1,8930.05%
88Mondelez Intl Inc Cl A60920710530,577$1,8260.05%
89Match Group IncMTCH53,893$1,7630.05%
90Nextera Energy IncNEE-PW21,567$1,5460.04%
91Black Hills CorpBKH25,112$1,4700.04%
92Shell PLC Spon ADSRYDAF22,745$1,4250.04%
93Comcast Corp Cl ACCZ37,852$1,4210.04%
94Johnson Controls Intl PLCJCI17,907$1,4130.04%
95EOG Resources IncEOG11,224$1,3760.04%
96Alphabet Inc Cap Stock Cl AGOOG7,170$1,3570.04%
97Carrier Global CorporationCARR19,424$1,3260.04%
98National Grid PLC Sp ADR NeNMPWP21,235$1,2620.03%
99Unilever PLC Sp ADRUNLYF21,672$1,2290.03%
100BHP Billiton Ltd Sp ADRBHPLF24,718$1,2070.03%
101Rio Tinto PLC Sp ADRRTNTF20,161$1,1860.03%
102Eversource EnergyES20,104$1,1550.03%
103iShares Russell 1000 ETF4642876223,300$1,0630.03%
104Prime Medicine IncPRME361,136$1,0550.03%
105Vanguard Total Stock Mkt9229087693,617$1,0480.03%
106Otis Worldwide CorpOTIS11,263$1,0430.03%
1073M CoMMM7,925$1,0230.03%
108BCE IncBCPPF43,427$1,0070.03%
109Marriott Intl Inc Cl A5719032023,595$1,0030.03%
110CVS Health CorpCVS21,482$9640.03%
111Amgen IncAMGN3,655$9530.03%
112FedEx CorpFDX3,349$9420.03%
113Danaher Corp2358511023,704$8500.02%
114Pfizer IncPFE31,678$8400.02%
115Docusign IncDOCU9,053$8140.02%
116Norfolk Southern Corp6558441083,461$8120.02%
117Tractor Supply CoTSCO15,075$8000.02%
118Weyerhaeuser CoWY27,743$7810.02%
119US Bancorp DelUSB-PS15,819$7570.02%
120Air Prods & Chems IncAIIR2,330$6760.02%
121Grainger W W Inc384802104639$6740.02%
122Ecolab IncECL2,836$6650.02%
123Devon Energy Corp25179m10319,014$6220.02%
124Kroger CoKR9,991$6110.02%
125McDonalds CorpMCD2,084$6040.02%
126iShares N America Tech ETF4642875495,893$6020.02%
127Stryker CorpSYK1,648$5930.02%
128Acv Auctions Inc Cl AACVA27,131$5860.02%
129United Parcel Service Inc Cl BUPS4,208$5310.01%
130Western Midstream Partners LPWES13,808$5310.01%
131Flywire Corporation VtgFLYW25,609$5280.01%
132Aflac IncAFL4,748$4910.01%
133Motorola Solutions IncMSI1,049$4850.01%
134Cencora Inc ComCOR2,140$4810.01%
135SPDR S&P 500 ETF TrSPY800$4690.01%
136Canadian Pacific Kansas City CCP6,093$4410.01%
137Equity CorpEQT9,524$4390.01%
138General Mills Inc3703341046,680$4260.01%
139Cincinnati Financial Corp1720621012,775$3990.01%
140Exelon CorpEXC10,325$3890.01%
141Marathon Petroleum CorpMPC2,742$3820.01%
142Genius Sports Limited Shares CGENI44,140$3820.01%
143AbbVie IncABBV2,074$3690.01%
144Chubb LimitedCB1,290$3560.01%
145Cisco Systems IncCSCO5,700$3370.01%
146Medtronic PLCMDT4,060$3240.01%
147Berkshire Hathaway Inc Cl BBRK-A660$2990.01%
148Rush Enterprises Inc Cl ARUSHB5,441$2980.01%
149American Intl Group Inc0268747843,925$2860.01%
150Corteva IncCTVA4,947$2820.01%
151State Street CorpSTT-PG2,757$2710.01%
152Select Sector SPDR Healthcare81369y2091,962$2700.01%
153Texas Instruments Inc8825081041,386$2600.01%
154Independent Bank Corp MA4538361083,529$2270.01%
155General Dynamics CorpGD852$2240.01%
156Targa Res CorpTRGP1,220$2180.01%
157iShares Rus Mid Cap ETF4642874992,348$2080.01%
158Omnicom Group IncOMC2,404$2070.01%
159Vulcan Materials Co929160109777$2000.01%
160Select Sector SPDR Financial81369y6053,951$1910.01%
161Truist FINL CorpTFC-PR4,373$1900.01%
162Cadence Bank Com12740c1035,448$1880.01%
163Kenvue IncKVUE8,330$1780.00%
164Intl Business MachinesINTR800$1760.00%
165Glacier Bancorp IncGBCI3,463$1740.00%
166Microchip Technology IncMCHPP2,982$1710.00%
167Resources Connection IncRGP19,698$1680.00%
168Sonic Automotive Inc Cl ASAH2,637$1670.00%
169Schlumberger LtdSLB3,963$1520.00%
170First Horizon Natl CorpFHN-PH7,293$1470.00%
171Illinois Tool Works Inc452308109526$1330.00%
172Select Sector SPDR Utilities81369y8861,714$1300.00%
173Power Integrations IncPOWI2,096$1290.00%
174CVB Financial Corp1266001055,984$1280.00%
175Veralto CorpVLTO1,232$1250.00%
176Tesla IncTSLA305$1230.00%
177Intel CorpINTC5,896$1180.00%
178Dow IncDOW2,918$1170.00%
179Welltower IncWELL929$1170.00%
180Dollar Tree IncDLTR1,538$1150.00%
181Halliburton CoHAL4,067$1110.00%
182Solventum CorpSOLV1,584$1050.00%
183Soleno Therapeutics IncSLNO2,288$1030.00%
184Brunswick CorpBC-PC1,545$1000.00%
185Vanguard All World ex-US9220427751,737$1000.00%
186AstraZeneca PLC Sp ADRAZN1,510$990.00%
187TC Energy CorpTRPRF2,083$970.00%
188Occidental Petroleum Corp6745991051,959$970.00%
189Innovative Industrial PropertiINHD1,419$950.00%
190One Gas IncOGS1,361$940.00%
191Select Sector SPDR Industrials81369y704713$940.00%
192iShares Russell 2000 ETF464287655422$930.00%
193Douglas Emmett IncDEI5,037$930.00%
194Select Sector SPDR Materials81369y1001,107$930.00%
195DuPont de Nemours IncDD1,165$890.00%
196Select Sector SPDR Consumer St81369y3081,114$880.00%
197Sysco CorpSYY1,135$870.00%
198Healthpeak Properties IncDOC4,031$820.00%
199La-Z-Boy IncLZB1,882$820.00%
200Horace Mann Educators Corp4403271042,007$790.00%
201Iovance Biotherapeutics IncIOVA10,700$790.00%
202Generac Holdings IncGNRC500$780.00%
203Crown Castle Inc.CCI842$760.00%
204Advance Auto Parts IncAAP1,562$740.00%
205Olo Inc Cl A68134l1099,510$730.00%
206EastGroup Property Inc277276101448$720.00%
207Enlink Midstream LLC Unit Rep29336t1004,836$680.00%
208Archer Daniels Midland CoADM1,339$680.00%
209Celestica IncCLS700$650.00%
210Citigroup IncC-PR879$620.00%
211Vor Biopharma IncVOR55,555$620.00%
212Waste Management IncWM293$590.00%
213Bank New York Mellon Corp064058100752$580.00%
214Vanguard Tax Mgd FTSE Dev Mkt9219438581,200$570.00%
215Stanley Black & Decker IncSWK690$550.00%
216Total SA Sp ADSTTE1,000$540.00%
217Northern Oil And Gas Inc Mn CoNOG1,379$510.00%
218Trane Technologies PLCTT136$500.00%
219McKesson CorpMCK87$490.00%
220Bank N S Halifax064149107908$490.00%
221KeyCorp4932671082,790$480.00%
222SPDR S&P Mid Cap 400 ETF TrMDY80$460.00%
223Oxford Industries Inc691497309579$460.00%
224iShares NASDAQ Biotec ETF464287556334$440.00%
225Select Sector SPDR Energy81369y506481$410.00%
226Plexus CorpPLXS240$380.00%
227Kaiser Aluminum CorpKALU529$370.00%
228SPDR S&P Regl Banking78464a698618$370.00%
229Carter IncCRI645$350.00%
230Mosaic CoMOS1,210$300.00%
231Becton Dickinson & CoBDX114$260.00%
232Select Sector SPDR Tr Real Est81369y860610$250.00%
233Automatic Data Processing IncADP77$230.00%
234Gap IncGAP954$230.00%
235Valvoline IncVVV611$220.00%
236Topbuild CorpBLD64$200.00%
237Douglas Dynamics IncPLOW843$200.00%
238Alta Equipment Group Inc CommoALTG-PA3,060$200.00%
239Lam Research Corp NewLRCX257$190.00%
240iShares MSCI EAFE ETF464287465237$180.00%
241Methode Electronics Inc5915202001,499$180.00%
242Commercial Metals CoCMC324$160.00%
243Ashland IncASH223$160.00%
244Newmont Mining CorpNEMCL443$160.00%
245General Electric Co New36960430186$140.00%
246GE Healthcare Technologies IncGEHC172$130.00%
247Millerknoll IncMLKN575$130.00%
248Uniti Group IncUNIT2,112$120.00%
249Tidewater IncTDGMW200$110.00%
250Dominion Energy IncD198$110.00%
251Vanguard REIT ETF922908553121$110.00%
252Myomo Inc Com NewMYO1,570$100.00%
253iShares MSCI Jpn ETF46434g822132$90.00%
254Salesforce Inc ComCRM25$80.00%
255GE Vernova IncGEV21$70.00%
256Elanco Animal Health IncELAN591$70.00%
257South Bow Corp ComSOBO416$70.00%
258IAC/InterActiveCorpIAC169$70.00%
259Farmland Partners IncFPI586$70.00%
260Occidental Petroleum Corp Wt E674599162216$60.00%
261Kraft Heinz CoKHC186$60.00%
262Hp IncHPQ189$60.00%
263Whirlpool CorpWHR-PA45$50.00%
264Keurig Dr Pepper IncKDP141$50.00%
265iShares PHLX Semicnd ETF46428752323$50.00%
266Hewlett Packard Enterprise CoHPE-PC181$40.00%
267Boeing CoBA-PA24$40.00%
268Wabtec Corp92974010820$40.00%
269Vimeo Inc Common Stock92719v100524$30.00%
270Organon & Co Common StockOGN184$30.00%
271Vaneck Vectors ETF Tr Oil Serv92189h6078$20.00%
272Cytomx Therapeutics IncCTMX712$10.00%
273Wayfair Inc Cl AW25$10.00%
274Viatris IncVTRS51$10.00%
275Nike Inc Cl BNKE19$10.00%
276Ross Stores IncROST8$10.00%
277Intercontinental Exchange IncICE8$10.00%
278Northrop Grumman CorpNOC1$10.00%
279Conduent IncCNDT106$00.00%
280Fortive CorpFTV3$00.00%
281ResMed IncRSMDF1$00.00%
282Cenovus Energy IncCVE0$00.00%
283C H Robinson Worldwide IncCHRW2$00.00%
284Lancaster Colony CorpMZTI3$00.00%
285Datadog Inc Cl ADDOG1$00.00%
286Resideo Technologies IncREZI16$00.00%
287Omnicell IncOMCL1$00.00%
288United Microelectronics Corp SUMC1$00.00%
289Thermo Fisher Scientific IncTMO1$00.00%