Sign In
test

Anastasios Parafestas

Bollard Group Llc

Assets Managed
$3.394B
Holdings
305
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-15.17%(2Q avg: -10.57%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bollard Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 305 positions.

Assets under management

The assets under management (AUM) of Bollard Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.394B in assets, with a quarterly growth rate of -15.17% and a 2-quarter average growth rate of -10.57%. The portfolio is managed by Anastasios Parafestas, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BSX
Boston Scientific Corp
Recent Activity
Decreased -2.46%
34.27%
$1.163B
18.532M shares@ $62.76 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -3.8%
5.17%
$175.375M
190,672 shares@ $919.78 avg price
CAT
Caterpillar Inc
Recent Activity
Increased 14.25%
4.79%
$162.274M
229,052 shares@ $708.46 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.74%
4.63%
$157.074M
754,187 shares@ $208.27 avg price
SCCO
Southern Copper Corp
Recent Activity
Increased 13.99%
4.37%
$148.307M
861,950 shares@ $172.06 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.65%
3.62%
$122.697M
427,725 shares@ $286.86 avg price
ur-4⤦
State Str Spdr S&p 500 Etf T
Recent Activity
New Position
3.5%
$118.501M↑ Call
1.09M shares@ $108.77 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.22%
3.11%
$105.22M
284,246 shares@ $370.18 avg price
OKE
Oneok Inc
Recent Activity
Increased 15.09%
1.93%
$65.247M
721,832 shares@ $90.4 avg price
EPD
Enterprise Products Partners
Recent Activity
Decreased -0.31%
1.81%
$61.303M
1.62M shares@ $37.85 avg price

1-10 of 305