Bollard-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "FPI", "MTCH", "FLYW", "PLXS", "NTR", "MOS", "CVBF", null, null, "SOBO.TO", "BCE", "MPLX", "ACN", "MMM", "ABT", "ABBV", "APD", "PAA", "ALL", "GOOGL", "RUSHA", "UNIT", "AIG", "T", "CAT", "LOW", "CLS", "CP.TO", "BSX", "IAC", "CCI", "DUK", "OMCL", "MLKN", "D", null, "REZI", "PRME", "RGP", "EOG", "TECX", "GD", "GIS", "ALTG", "HON", "HD", "HPQ", "AZN", "MCD", "FTS", "FE", "UNP", "GBCI", "SCCO", "GENI", "ITW", "IIPR", "EMR", "ICE", "META", "MEI", "MYO", "SAH", null, "SWK", null, "TDW", "IOVA", "KMI", "LRCX", "MPC", "ACRS", "MDT", "MSFT", "MDLZ", "MS", "NDAQ", "EQT", "EXC", "FHN", "FTV", "GE", "GPC", "NI", "OXY", "OMC", "ADM", "KKR", "KR", "ORCL", "NOC", "OKE", "PAYX", "DOC", null, null, "IWF", "PEP", null, "DOW", "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "HPE", "ENB", "INTC", "OGN", "GEHC", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", "KVUE", "MAS", null, null, "SLB", "ROST", "RIO", "SHEL", "RTX", null, "BP", "IBM", "SYK", "TXN", "TMO", "TFC", "UBER", "UL", "UPS", "VNQ", "NEM", "AAP", "LZB", "ASH", "SLNO", "ACVA", "NGG", "PLOW", "TTE", "TRGP", "TSCO", "OXM", "XLB", "WY", null, "IT", null, "RMD", null, null, "DD", null, "TT", "RYN", "HAL", "BLD", "AFL", "WAB", "VVV", "DLTR", "GNRC", "AJG", "WM", "IWR", "AEP", "ES", "INDB", "KALU", "HMN", "LANC", null, "PEG", "AMZN", "MSI", "EGP", "OGS", "DKNG", "VEU", "USB", "VLO", "VEA", "VOO", "VLTO", "VTRS", "V", "VMEO", "VOR", "W", "WMT", "WES", "WELL", "WHR", "WMB", "SOLV", "UMC", "ELAN", "OLO", "POWI", "NOG", "ET", "DEI", "NSC", "KEY", "JCI", "KDP", "SO", "PPL", "TRP", "OTIS", "PSX", "CRM", null, "SYY", "DINO", "GEV", "MCK", "GWW", "FDX", "KMB", "ADP", "BAC", "BNS", "BK", "BRK-B", "BDX", "BHP", "BKH", "BA", "BMY", "BC", "CHRW", "CADE", "CARR", "CRI", "CVE", "CVX", "CINF", "CB", "CSCO", "C", "CLX", "KO", "CMCSA", "CL", "CMC", "COP", "ED", "COST", "CTVA", "CVS", "DHR", "DDOG", "DE", "DVN", "FANG", "DOCU", "EWJ", "EFA", "VMC", "IWB", "NEE", "NKE", "MAR", "STT", "QQQ", "IWM", "EPD", "MDY", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "PM", "MO", "MCHP", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 286
- Total Value
- 3808012
- Accession Number
- 0000929638-25-001883
- Form Type
- 13F-HR
- Manager Name
- Bollard-Group
Data Enrichment
94% identified268 identified18 unidentified
Holdings
286 positions • $3.8M total value
Manager:
Search and click to pin securities to the top
Page 13 of 15
Shares:172
Value:$14.0K
% of Portfolio:0.4% ($14.0K/$3.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
237 | QoQ 0.00% (+0) | All Managers (Combined) | $19.0K | 0.5% ($19.0K/$3.8M) | QoQ +5.55% (+$0)YoY -44.11% (-$0) | |
86 | QoQ 0.00% (+0)YoY +1.17% (+1) | All Managers (Combined) | $17.0K | 0.4% ($17.0K/$3.8M) | QoQ +21.42% (+$0)YoY +13.33% (+$0) | |
325 | QoQ +0.30% (-1) | All Managers (Combined) | $15.0K | 0.4% ($15.0K/$3.8M) | QoQ -6.25% (-$0)YoY +15.38% (+$0) | |
172 | All Managers (Combined) | $14.0K | 0.4% ($14.0K/$3.8M) | QoQ +7.69% (+$0)YoY -12.50% (-$0) | ||
3.1K | QoQ +1.04% (-32)YoY +3.27% (-98) | All Managers (Combined) | $14.0K | 0.4% ($14.0K/$3.8M) | QoQ -30.00% (-$0)YoY -64.10% (-$0) | |
ASHLAND INC.(ASHcusip044186104) | 224 | QoQ +0.44% (-1)YoY +1.35% (-3) | All Managers (Combined) | $13.0K | 0.3% ($13.0K/$3.8M) | QoQ -18.75% (-$0)YoY -40.90% (-$0) |
580 | QoQ +0.86% (-5)YoY +3.01% (-17) | All Managers (Combined) | $11.0K | 0.3% ($11.0K/$3.8M) | QoQ -15.38% (-$0)YoY -21.42% (-$0) | |
122 | QoQ +0.82% (+1)YoY +4.27% (+5) | All Managers (Combined) | $11.0K | 0.3% ($11.0K/$3.8M) | QoQ 0.00% (+$0)YoY +10.00% (+$0) | |
2.1K | All Managers (Combined) | $11.0K | 0.3% ($11.0K/$3.8M) | QoQ -8.33% (-$0)YoY -8.33% (-$0) | ||
198 | All Managers (Combined) | $11.0K | 0.3% ($11.0K/$3.8M) | QoQ 0.00% (+$0)YoY +10.00% (+$0) | ||
1.5K | QoQ +1.20% (-18)YoY +5.05% (-73) | All Managers (Combined) | $10.0K | 0.3% ($10.0K/$3.8M) | QoQ -44.44% (-$0)YoY -44.44% (-$0) | |
132 | QoQ 0.00% (+0) | All Managers (Combined) | $9.0K | 0.2% ($9.0K/$3.8M) | QoQ 0.00% (+$0)YoY -62.50% (-$0) | |
TIDEWATER INC(TDWcusip88642R109) | 200 | All Managers (Combined) | $8.0K | 0.2% ($8.0K/$3.8M) | QoQ -27.27% (-$0)YoY -55.55% (-$0) | |
MYOMO, INC.(MYOcusip62857J201) | 1.6K | All Managers (Combined) | $8.0K | 0.2% ($8.0K/$3.8M) | QoQ -20.00% (-$0)YoY +60.00% (+$0) | |
169 | All Managers (Combined) | $8.0K | 0.2% ($8.0K/$3.8M) | QoQ +14.28% (+$0)YoY -11.11% (-$0) | ||
646 | QoQ +10.23% (+60)YoY +12.15% (+70) | All Managers (Combined) | $7.0K | 0.2% ($7.0K/$3.8M) | QoQ 0.00% (+$0)YoY +16.66% (+$0) | |
Salesforce, Inc.(CRMcusip79466L302) | 25 | All Managers (Combined) | $7.0K | 0.2% ($7.0K/$3.8M) | QoQ -12.50% (-$0)YoY -12.50% (-$0) | |
416 | QoQ 0.00% (+0)YoY NEW(+416) | All Managers (Combined) | $7.0K | 0.2% ($7.0K/$3.8M) | QoQ 0.00% (+$0)YoY NEW(+$0) | |
591 | All Managers (Combined) | $6.0K | 0.2% ($6.0K/$3.8M) | QoQ -14.28% (-$0)YoY -40.00% (-$0) | ||
GE Vernova Inc.(GEVcusip36828A101) | 21 | QoQ 0.00% (-0)YoY NEW(+21) | All Managers (Combined) | $6.0K | 0.2% ($6.0K/$3.8M) | QoQ -14.28% (-$0)YoY NEW(+$0) |