Long-term investor
Bollard Group LLC @bollardgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001556218).
Record
- Tracked since 2025-06-30 (448 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -21.1% · all -21.1%
- Max drawdown n/a · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BSX · 23.9% · long · since 2025-06-30
- CAT · 7.6% · long · since 2025-06-30
- LLY · 7.2% · long · since 2025-06-30
- AMZN · 5.5% · long · since 2025-06-30
- 78462F103 · 5.4% · long · since 2025-06-30
- SCCO · 4.8% · long · since 2025-06-30
- 02079K107 · 4.7% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- OKE · 2.0% · long · since 2025-06-30
- AEP · 1.9% · long · since 2025-06-30
- EPD · 1.9% · long · since 2025-06-30
- MS · 1.6% · long · since 2025-06-30