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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

Institutional Manager · CIK 0001556218

Bollard Group LLC

BOSTON, MA · File #028-15049

Latest AUM
$4.0M
Positions
291
Top-10 Concentration
79.3%
Filings
12

Sector Allocation

Healthcare
52.6%$2.1M
Technology
6.6%$263,656
Industrials
4.6%$183,089
Materials
2.9%$114,436
Energy
2.8%$110,394
Consumer Staples
1.5%$60,991
Utilities
1.3%$50,192
Financials
0.6%$25,388
Real Estate
0.0%$1,556

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BOSTON SCIENTIFIC CORPBSX19,000,469$1.8M47.77%
2ELI LILLY & COLLY198,220$213,0245.62%
3SPDR S&P 500 ETF TRSPY1,312,290$193,4995.10%
4AMAZON COM INCAMZN748,693$172,8134.56%
5MICROSOFT CORPMSFT290,716$140,5963.71%
6ALPHABET INCGOOG424,972$133,3573.52%
7CATERPILLAR INCCAT200,490$114,8553.03%
8SOUTHERN COPPER CORPSCCO756,187$108,6012.86%
9GARTNER INCIT269,744$68,0511.79%
10ENTERPRISE PRODS PARTNERS L2937921071,625,178$52,1031.37%
11ONEOK INC NEWOKE627,215$46,1001.22%
12AMERICAN ELEC PWR CO INC025537101393,690$45,3971.20%
13JPMORGAN CHASE & CO.VYLD127,379$41,0441.08%
14MORGAN STANLEYMS-PQ217,117$38,5441.02%
15THERMO FISHER SCIENTIFIC INCTMO62,000$35,9260.95%
16KKR & CO INCKKRT280,919$35,8120.94%
17WALMART INCWMT284,657$31,7140.84%
18MADISON SQUARE GRDN SPRT COR55825T103121,000$31,2970.83%
19SOUTHERN COSOMN322,040$28,0820.74%
20NVIDIA CORPORATIONNVDA146,380$27,3000.72%