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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
73
19
10
4
2
0
34
9
13
BOLLARD GROUP LLC

Time Period2018-12-31

Total Holdings268

Total Value ($x1000)2,267,465
Activities
New14

Increased197

Unchanged50

Decreased7

Sold Out20

Top 10 Stock Holdingstotal 68.78%
BSX52.34

AMZN2.89

CARG2.37

BA1.97

EPD1.74

 
LLY1.73

BABA1.72

NEE1.49

VZ1.27

MSFT1.26

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BSX
52.34%
COM
AMZN
2.89%
COM
CARG
2.37%
CL A
BA
1.97%
COM
EPD
1.74%
COM
LLY
1.73%
COM
BABA
1.72%
SPONSORED ADS
NEE
1.49%
COM
VZ
1.27%
COM
MSFT
1.26%
COM
AEP
1.24%
COM
PYPL
1.22%
COM
MMP
1.19%
COM UNIT RP LP
FB
1.15%
CL A
GOOG
1.01%
CAP STK CL C
IT
0.94%
COM
ENB
0.88%
COM
CAT
0.81%
COM
T
0.8%
COM
DE
0.67%
COM
DUK
0.67%
COM NEW
PEG
0.54%
COM
SCCO
0.52%
COM
PPL
0.51%
COM
BMY
0.51%
COM
BP
0.47%
SPONSORED ADR
ABT
0.46%
COM
SO
0.43%
COM
USB
0.41%
COM NEW
MO
0.4%
COM
OKE
0.39%
COM
MRK
0.38%
COM
JPM
0.34%
COM
WY
0.34%
COM
MDB
0.33%
CL A
CVX
0.33%
COM
HEP
0.32%
COM UT LTD PTN
BCE
0.29%
COM NEW
PAA
0.29%
UNIT LTD PARTN
COP
0.29%
COM
RDS/A
0.29%
SPONS ADR A
NTR
0.28%
COM
DWDP
0.27%
COM
KKR
0.25%
CL A
HON
0.25%
COM
EMR
0.25%
COM
KMI
0.25%
COM
FTS
0.24%
COM
FE
0.24%
COM
MS
0.24%
COM NEW
WBA
0.23%
COM
PM
0.23%
COM
AJG
0.22%
COM
SWK
0.22%
COM
BAC
0.22%
COM
IAC
0.22%
COM PAR $.001
VLO
0.22%
COM
CLX
0.21%
COM
KO
0.21%
COM
AAPL
0.19%
COM
CINF
0.19%
COM
TRP
0.19%
COM
ETE
0.19%
COM UT LTD PTN
CL
0.19%
COM
KMB
0.18%
COM
RCI
0.18%
CL B
PSX
0.17%
COM
WMT
0.16%
COM
PFE
0.16%
COM
PAYX
0.16%
COM
RYN
0.15%
COM
LIVN
0.15%
SHS
HCN
0.15%
COM
PG
0.15%
COM
COST
0.15%
COM
TWLO
0.15%
CL A
PEP
0.14%
COM
FDVV
0.14%
CORE DIVID ETF
BNS
0.14%
COM
DRE
0.13%
COM NEW
HAL
0.13%
COM
OKTA
0.13%
CL A
EWL
0.13%
MSCI SZ CAP ETF
HCP
0.13%
COM
SHOP
0.12%
CL A
ACN
0.12%
SHS CLASS A
UNP
0.11%
COM
DIS
0.11%
COM DISNEY
BPMC
0.11%
COM
GS
0.11%
COM
UL
0.11%
SPON ADR NEW
JNJ
0.11%
COM
WBK
0.1%
SPONSORED ADR
GPC
0.1%
COM
JCI
0.1%
SHS
SNN
0.1%
SPDN ADR NEW
UTX
0.1%
COM
SAIL
0.1%
COM
GSK
0.09%
SPONSORED ADR
LW
0.09%
COM
NVDA
0.09%
COM
NDAQ
0.09%
COM
NI
0.09%
COM
LOW
0.09%
COM
BHP
0.09%
SPONSORED ADR
XOM
0.08%
COM
MPLX
0.08%
COM UNIT REP LTD
KEY
0.08%
COM
CAG
0.08%
COM
WFC
0.08%
COM
AZN
0.08%
SPONSORED ADR
MMM
0.07%
COM
BDX
0.07%
COM
UN
0.07%
N Y SHS NEW
CRH
0.07%
ADR
INTC
0.07%
COM
ORAN
0.07%
SPONSORED ADR
HBC
0.07%
SPON ADR NEW
EXC
0.07%
COM
CMCSA
0.06%
CL A
ALL
0.06%
COM
MAS
0.06%
COM
CVS
0.05%
COM
COF
0.05%
COM
ORCL
0.05%
COM
MDLZ
0.05%
CL A
ROL
0.05%
COM
LMT
0.05%
COM
HD
0.04%
COM
PSO
0.04%
SPONSORED ADR
BPL
0.04%
UNIT LTD PARTN
RDS/B
0.03%
SPON ADR B
FSP
0.03%
COM
BCS
0.03%
ADR
SLB
0.03%
COM
HAS
0.03%
COM
UPS
0.03%
CL B
FDX
0.03%
COM
STAA
0.03%
COM PAR $0.01
NSC
0.02%
COM
EOG
0.02%
COM
DEI
0.02%
COM
FLR
0.02%
COM
MMLP
0.02%
UNIT L P INT
RIO
0.02%
SPONSORED ADR
FITB
0.02%
COM
IP
0.02%
COM
TCP
0.02%
UT COM LTD PRT
BTI
0.02%
SPONSORED ADR
ABBV
0.02%
COM
APD
0.02%
COM
GIS
0.02%
COM
MDT
0.01%
SHS
BKH
0.01%
COM
STAG
0.01%
COM
BRK.B
0.01%
CL B NEW
MPC
0.01%
COM
IWR
0.01%
RUS MID-CAP ETF
IGM
0.01%
N AMER TECH ETF
WHR
0.01%
COM
ABC
0.01%
COM
NE
0.01%
SHS USD
AFL
0.01%
COM
GE
0.01%
COM
BKNG
0.01%
COM
BLD
0.01%
COM
SPY
0.01%
TR UNIT
XLV
0.01%
SBI HEALTHCARE
IWM
0.01%
RUSSELL 2000 ETF
ABX
0.01%
COM
AM
0.01%
UNT LTD PARTN
MGTA
0.01%
COM
CB
0.01%
COM
INDB
0.01%
COM
HES
0.01%
COM
DB
0.01%
NAMEN AKT
REZI
0.01%
COM
IBM
0.01%
COM
XLU
0.01%
SBI INT-UTILS
OXY
0.01%
COM
SYK
0.01%
COM
D
0.01%
COM
IBB
0.01%
NASDQ BIOTEC ETF
AA
< 0.01%
COM
XLF
< 0.01%
SBI INT-FINL
DEO
< 0.01%
SPON ADR NEW
NGG
< 0.01%
SPONSORED ADR NE
TRGP
< 0.01%
COM
NBR
< 0.01%
SHS
MCD
< 0.01%
COM
CPB
< 0.01%
COM
XLE
< 0.01%
SBI INT-ENERGY
QCOM
< 0.01%
COM
AVNS
< 0.01%
COM
CRM
< 0.01%
COM
ASH
< 0.01%
COM
OLN
< 0.01%
COM PAR $1
XLB
< 0.01%
SBI MATERIALS
XLI
< 0.01%
SBI INT-INDS
C
< 0.01%
COM NEW
PANW
< 0.01%
COM
VEA
< 0.01%
FTSE DEV MKT ETF
KHC
< 0.01%
COM
GTX
< 0.01%
COM
XLP
< 0.01%
SBI CONS STPLS
VVV
< 0.01%
COM
GOOGL
< 0.01%
CAP STK CL A
ENLK
< 0.01%
COM UNIT REP LTD
TMO
< 0.01%
COM
PNR
< 0.01%
SHS
MAT
< 0.01%
COM
KRE
< 0.01%
S&P REGL BKG
CME
< 0.01%
COM
UNIT
< 0.01%
COM
BURL
< 0.01%
COM
VRSK
< 0.01%
CL A
BK
< 0.01%
COM
GRUB
< 0.01%
COM
VSM
< 0.01%
COM
VEEV
< 0.01%
CL A COM
JWN
< 0.01%
COM
EL
< 0.01%
CL A
ODFL
< 0.01%
COM
ROST
< 0.01%
COM
DXCM
< 0.01%
COM
LULU
< 0.01%
COM
WM
< 0.01%
COM
MDY
< 0.01%
UTSER1 S&PDCRP
ATHM
< 0.01%
SP ADR RP CL A
QLYS
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
XLRE
< 0.01%
RL EST SEL SEC
GPS
< 0.01%
COM
HEI
< 0.01%
COM
CPRT
< 0.01%
COM
PGR
< 0.01%
COM
PNC
< 0.01%
COM
AXP
< 0.01%
COM
XRX
< 0.01%
COM NEW
NBIX
< 0.01%
COM
EFA
< 0.01%
MSCI EAFE ETF
PLXS
< 0.01%
COM
HFC
< 0.01%
COM
STCN
< 0.01%
COM
NVT
< 0.01%
SHS
MCK
< 0.01%
COM
OIH
< 0.01%
OIL SVCS ETF
KDP
< 0.01%
COM
ASIX
< 0.01%
COM
BUD
< 0.01%
SPONSORED ADR
TEF
< 0.01%
SPONSORED ADR
WMB
< 0.01%
COM
EWJ
< 0.01%
MSCI JPN ETF NEW
DELL
< 0.01%
CL C
CNDT
< 0.01%
COM
ZMH
< 0.01%
COM
EC
< 0.01%
SPONSORED ADS
HPQ
< 0.01%
COM
HPE
< 0.01%
COM
WIN
< 0.01%
COM PAR
DXC
< 0.01%
COM
UAN
< 0.01%
COM
CRC
< 0.01%
COM NEW
MFGP
< 0.01%
SPON ADR NEW
PRSP
< 0.01%
COM
FCX
< 0.01%
COM
FTR
< 0.01%
COM NEW
UUUU
< 0.01%
COM NEW
EEQ
0.4%
SHS UNITS LLI
TRHC
0.37%
COM
ETP
0.21%
UNIT LTD PRT INT
SEP
0.2%
COM
TCMD
0.04%
COM
ANDV
0.01%
COM
ALGN
0.01%
COM
LRCX
0.01%
COM
TTWO
< 0.01%
COM
DAL
< 0.01%
COM NEW
NOW
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
XPO
< 0.01%
COM
ADI
< 0.01%
COM
DVMT
< 0.01%
COM CL V
WUBA
< 0.01%
SPON ADR REP A
SONO
< 0.01%
COM
CTL
< 0.01%
COM
SNH
< 0.01%
SH BEN INT
NNN
< 0.01%
COM