Bollard Group Portfolio holdings
The Bollard Group, established in 1995, is a multi-family office that advises on investing, accounting, taxes and estate planning for high net worth individuals, trusts, charitable foundations and family companies. It is owned by its senior managers and controlled by Anastasios Parafestas. Parafestas also wholly owns Spinnaker Capital, an affiliate of Bollard that offers private funds in private equity, venture capital, hedge funds and real estate to eligible clients.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Norwegian Cruise Line
NCLH
|
+$23.2M |
| 2 |
NVIDIA
NVDA
|
+$5.26M |
| 3 |
Enterprise Products Partners
EPD
|
+$875K |
| 4 |
Oneok
OKE
|
+$647K |
| 5 |
Plains All American Pipeline
PAA
|
+$461K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Thermo Fisher Scientific
TMO
|
+$13M |
| 2 |
Gartner
IT
|
+$6.56M |
| 3 |
Tectonic Therapeutic
TECX
|
+$5.08M |
| 4 |
American Electric Power
AEP
|
+$4.3M |
| 5 |
Public Service Enterprise Group
PEG
|
+$3.14M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 33.79% |
| 2 | Energy | 11.14% |
| 3 | Industrials | 8.6% |
| 4 | Technology | 7.95% |
| 5 | Consumer Discretionary | 6.93% |
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Bollard Group's Q3 2026 Portfolio in Review
As of Q3 2026, Bollard Group held 313 positions worth $3.32B, up 1.1% from $3.29B the previous quarter. Its ten largest holdings account for 66% of the portfolio.
Trading was light in Q3 2026: portfolio turnover was 4.5%. Bollard Group opened 4 new positions and exited 10, leaving the 313-position portfolio largely intact.
By sector, the portfolio is most concentrated in Healthcare at 34% of assets, down from 34% a quarter earlier, followed by Energy and Industrials.
- Bollard Group's largest Q3 2026 buy was Norwegian Cruise Line: 1,326,341 shares worth $19.4M.
- Bollard Group added most to NVIDIA in Q3 2026, an estimated $5.26M increase.
- Bollard Group's biggest Q3 2026 reduction was Thermo Fisher Scientific, cutting an estimated $13M.
- Bollard Group fully exited CarGurus in Q3 2026, selling an estimated $972K.
- Bollard Group's ten largest holdings make up 66% of its $3.32B portfolio in Q3 2026.
- Bollard Group opened 4 new positions and closed 10 in Q3 2026.
- Bollard Group's portfolio value rose 1.1% quarter-over-quarter to $3.32B.
Based on Bollard Group's 13F filing for Q3 2026, filed 13 Nov 2026.