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Bollard Group LLC

Q3 2023 · 13F-HR

Bollard Group LLCholdings as filed

Filed 2023-11-14 · accession 0000929638-23-003095

$2.7M
Reported value
378
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
101137107BSXBoston Scientific Corp$1.2M45.4%23,344,726CommonSHARED
532457108LLYLilly Eli & Co$134,7094.96%250,794CommonNONE
366651107ITGartner Inc$131,2164.83%381,876CommonSHARED
023135106AMZNAmazon.com Inc$97,0053.57%763,095CommonSHARED
594918104MSFTMicrosoft Corp$88,4973.26%280,277CommonSHARED
02079k107Alphabet Inc Cap Stock Cl C$58,0352.14%440,160CommonSHARED
84265v105Southern Copper Corp$56,3382.07%748,278CommonSHARED
149123101CATCaterpillar Inc$53,4001.97%195,603CommonSHARED
883556102TMOThermo Fisher Scientific Inc$53,1091.95%104,923CommonNONE
682680103OKEOneok Inc$46,9501.73%740,183CommonSHARED
293792107EPDEnterprise Prods Partners L P$40,1111.48%1,465,518CommonSHARED
025537101AEPAmerican Electric Power Inc$34,9181.29%464,218CommonSHARED
842587107SOSouthern Co$28,2001.04%435,724CommonSHARED
244199105DEDeere & Co$24,1550.89%64,008CommonSHARED
291011104EMREmerson Electric Co$23,8560.88%247,034CommonSHARED
29250n105Enbridge Inc$23,3170.86%702,525CommonSHARED
744573106PEGPublic Service Enterprise Grou$22,8570.84%401,641CommonSHARED
26441c204Duke Energy Corp$21,8910.81%248,026CommonSHARED
617446448MSMorgan Stanley$21,6140.80%264,656CommonSHARED
46625h100JPMorgan Chase & Co$21,2360.78%146,435CommonSHARED
48251w104KKR & Co Inc Cl A$18,6000.68%301,955CommonSHARED
58933y105Merck & Co Inc$18,2400.67%177,170CommonSHARED
166764100CVXChevron Corp$17,9640.66%106,533CommonSHARED
931142103WMTWal-Mart Stores Inc$16,5500.61%103,480CommonSHARED
191216100KOCoca-Cola Co$16,0370.59%286,479CommonSHARED
20825c104ConocoPhillips$15,7110.58%131,144CommonSHARED
478160104JNJJohnson & Johnson$15,3040.56%98,263CommonSHARED
726503105PAAPlains All American Pipeline L$14,3530.53%936,865CommonSHARED
435763107Holly Energy Partners LP$13,6770.50%622,804CommonSHARED
49456b101Kinder Morgan Inc$12,3730.46%746,278CommonSHARED
718546104PSXPhillips 66$11,4930.42%95,655CommonSHARED
055622104BPBP PLC Sp ADR$11,4320.42%295,243CommonSHARED
55336v100Mplx Lp$11,0030.40%309,324CommonSHARED
29273v100Energy Transfer LP$10,1530.37%723,695CommonSHARED
718172109PMPhilip Morris Intl Inc$9,7590.36%105,408CommonSHARED
110122108BMYBristol Myers Squibb Co$9,1240.34%157,209CommonSHARED
002824100ABTAbbott Laboratories$8,9370.33%92,273CommonSHARED
00206r102AT&T Inc$8,9120.33%593,345CommonSHARED
69351t106PPL Corp$8,8740.33%376,649CommonSHARED
67077m108Nutrien Ltd$8,4550.31%136,893CommonSHARED
91913y100Valero Energy Corp$8,2940.31%58,528CommonSHARED
78462f953Spdr S&P 500 Etf Tr Put Option$7,6750.28%5,450CommonSHARED
337932107FEFirstEnergy Corp$7,1570.26%209,386CommonSHARED
05534b760BCE Inc$7,1510.26%187,344CommonSHARED
74340w103ProLogis Inc$7,0280.26%62,634CommonSHARED
060505104BACBank America Corp$6,9250.25%252,936CommonSHARED
349553107FTSFortis Inc$6,4060.24%168,636CommonSHARED
494368103KMBKimberly Clark Corp$6,3450.23%52,500CommonSHARED
46090e103Invesco QQQ Ser 1$6,2090.23%17,331CommonNONE
363576109AJGGallagher Arthur J & Co$5,8110.21%25,496CommonSHARED
548661107LOWLowes Cos Inc$5,8030.21%27,920CommonSHARED
907818108UNPUnion Pacific Corp$5,6250.21%27,625CommonSHARED
38141g104Goldman Sachs Group Inc$5,4160.20%16,739CommonSHARED
713448108PEPPepsiCo Inc$5,3700.20%31,691CommonSHARED
316092840FDVVFidelity Core Div ETF$5,1980.19%134,702CommonSHARED
922908363VOOVanguard S&P 500 ETF$5,0910.19%12,965CommonNONE
46090e953Invesco QQQ Tr Put Option 06/2$4,6270.17%2,670CommonSHARED
g1151c101Accenture PLC Ireland Class A$4,5820.17%14,919CommonSHARED
372460105GPCGenuine Parts Co$4,3850.16%30,368CommonSHARED
194162103CLColgate Palmolive Co$3,9000.14%54,848CommonSHARED
775109200RCIRogers Communications Inc Cl B$3,8570.14%100,473CommonSHARED
438516106HONHoneywell Intl Inc$3,6170.13%19,580CommonSHARED
65473p105NiSource Inc$3,5430.13%143,572CommonSHARED
631103108NDAQNASDAQ Inc$3,4500.13%70,999CommonSHARED
91324p102UnitedHealth Group Inc$3,4180.13%6,779CommonSHARED
189054109CLXClorox Co$3,3130.12%25,278CommonSHARED
464287614IWFiShares Russell 1000 Growth ET$3,2440.12%12,196CommonNONE
92826c839Visa Inc Cl A$3,2430.12%14,101CommonSHARED
742718109PGProcter And Gamble Co$3,0550.11%20,943CommonSHARED
30231g102Exxon Mobil Corp$3,0050.11%25,555CommonSHARED
037833100AAPLApple Inc$2,6470.10%15,463CommonNONE
717081103PFEPfizer Inc$2,6110.10%78,729CommonSHARED
574599106MASMasco Corp$2,2740.08%42,537CommonSHARED
68389x105Oracle Corp$2,2260.08%21,018CommonSHARED
020002101ALLAllstate Corp$2,1220.08%19,048CommonSHARED
57667l107Match Group Inc$2,1110.08%53,893CommonSHARED
13646k108Canadian Pacific Kansas City C$2,1040.08%28,275CommonSHARED
22160k105Costco Wholesale Corp$2,1000.08%3,717CommonNONE
609207105MDLZMondelez Intl Inc Cl A$2,0550.08%29,617CommonSHARED
235851102DHRDanaher Corp$1,9690.07%7,938CommonSHARED
126650100CVSCVS Health Corp$1,9550.07%28,007CommonSHARED
00162q452Alps Etf Tr Alerian Mlp$1,9550.07%46,333CommonNONE
754907103RYNRayonier Inc$1,9440.07%68,297CommonSHARED
088606108BHPBHP Billiton Ltd Sp ADR$1,8500.07%32,525CommonSHARED
37954y293Global X Fds Glb X Mlp Enrg I$1,7680.07%41,710CommonSHARED
26142v105Draftkings Inc Com Cl A$1,7490.06%59,417CommonNONE
704326107PAYXPaychex Inc$1,6690.06%14,472CommonSHARED
75513e101Rtx Corporation Com$1,6430.06%22,835CommonSHARED
20030n101Comcast Corp Cl A$1,6300.06%36,752CommonSHARED
539830109LMTLockheed Martin Corp$1,6040.06%3,921CommonSHARED
437076102HDHome Depot Inc$1,6030.06%5,307CommonSHARED
56167n720Managed Portfolio Ser Tortoise$1,5630.06%63,913CommonSHARED
302492103FLYWFlywire Corporation Vtg$1,5370.06%48,211CommonNONE
14040h105Capital One Financial Corp$1,4490.05%14,933CommonSHARED
02209s103Altria Group Inc$1,4470.05%34,422CommonSHARED
808513105SCHWSchwab Charles Corp$1,4070.05%25,626CommonSHARED
26875p101EOG Resources Inc$1,3560.05%10,700CommonSHARED
806857108SLBSchlumberger Ltd$1,2960.05%22,238CommonSHARED
871829107SYYSysco Corp$1,2660.05%19,167CommonSHARED
65339f101Nextera Energy Inc$1,2260.05%21,396CommonSHARED
78462f103SPDR S&P 500 ETF Tr$1,1790.04%2,758CommonNONE
911312106UPSUnited Parcel Service Inc Cl B$1,1160.04%7,160CommonSHARED
14448c104Carrier Global Corporation$1,0640.04%19,277CommonSHARED
084670108BRK/ABerkshire Hathaway Inc Cl A$1,0630.04%2CommonNONE
90353t100Uber Technologies Inc$1,0230.04%22,240CommonSHARED
969457100WMBWilliams Cos Inc$9750.04%28,929CommonNONE
031162100AMGNAmgen Inc$9450.03%3,518CommonNONE
02079k305Alphabet Inc Cap Stock Cl A$9350.03%7,145CommonNONE
g51502105Johnson Controls Intl PLC$9270.03%17,429CommonSHARED
n20944109CNH Industrial NV$9070.03%75,000CommonNONE
68902v107Otis Worldwide Corp$8950.03%11,140CommonSHARED
31428x106FedEx Corp$8660.03%3,271CommonSHARED
67066g104NVIDIA Corp$8520.03%1,959CommonSHARED
962166104WYWeyerhaeuser Co$8300.03%27,059CommonSHARED
464287622IWBiShares Russell 1000 ETF$7600.03%3,235CommonNONE
922908769VTIVanguard Total Stock Mkt$7550.03%3,554CommonNONE
571903202MARMarriott Intl Inc Cl A$6980.03%3,553CommonNONE
00287y109AbbVie Inc$6840.03%4,588CommonNONE
655844108NSCNorfolk Southern Corp$6820.03%3,461CommonSHARED
902973304USBUS Bancorp Del$6710.02%20,291CommonNONE
009158106APDAir Prods & Chems Inc$6390.02%2,253CommonSHARED
g5960l103Medtronic PLC$5470.02%6,985CommonNONE
580135101MCDMcDonalds Corp$5330.02%2,025CommonNONE
98978v103Zoetis Inc Cl A$5220.02%3,000CommonNONE
892356106TSCOTractor Supply Co$4990.02%2,459CommonNONE
88579y1013M Co$4870.02%5,204CommonSHARED
278865100ECLEcolab Inc$4740.02%2,799CommonNONE
863667101SYKStryker Corp$4450.02%1,628CommonNONE
384802104GWWGrainger W W Inc$4380.02%633CommonNONE
501044101KRKroger Co$4340.02%9,702CommonNONE
874039100TSMTaiwan Semiconductor Mfg Ltd S$4340.02%5,000CommonNONE
22788c105Crowdstrike Holdings Inc Cl A$4180.02%2,500CommonNONE
370334104GISGeneral Mills Inc$4140.02%6,463CommonSHARED
82489t104Shockwave Med Inc$4130.02%2,075CommonNONE
00091g104Acv Auctions Inc Cl A$4120.02%27,131CommonNONE
464287549IGMiShares N America Tech ETF$4060.01%1,063CommonNONE
03073e105Cencora Inc Com$3810.01%2,118CommonNONE
256163106DOCUDocusign Inc$3800.01%9,053CommonNONE
30161n101Exelon Corp$3730.01%9,874CommonNONE
56585a102Marathon Petroleum Corp$3680.01%2,435CommonSHARED
001055102AFLAflac Inc$3560.01%4,636CommonNONE
963320106WHRWhirlpool Corp$3530.01%2,641CommonSHARED
958669103WESWestern Midstream Partners LP$3370.01%12,360CommonNONE
17275r102Cisco Systems Inc$2950.01%5,483CommonNONE
172062101CINFCincinnati Financial Corp$2860.01%2,799CommonNONE
620076307MSIMotorola Solutions Inc$2820.01%1,035CommonNONE
h1467j104Chubb Limited$2690.01%1,290CommonSHARED
22052l104Corteva Inc$2500.01%4,886CommonNONE
81369y209Select Sector SPDR Healthcare$2480.01%1,928CommonNONE
871607107SNPSSynopsys Inc$2460.01%537CommonNONE
294600101ETRNUSDEquitrans Midstream Corp$2420.01%25,831CommonNONE
g3934v109Genius Sports Limited Shares C$2350.01%44,140CommonNONE
026874784AIGAmerican Intl Group Inc$2320.01%3,823CommonNONE
084670702BRK/BBerkshire Hathaway Inc Cl B$2310.01%660CommonNONE
595017104MCHPMicrochip Technology Inc$2260.01%2,899CommonNONE
92343v104Verizon Communications Inc$2190.01%6,749CommonNONE
781846209RUSHARush Enterprises Inc Cl A$2180.01%5,343CommonNONE
882508104TXNTexas Instruments Inc$2130.01%1,337CommonNONE
458140100INTCIntel Corp$2060.01%5,805CommonNONE
369550108GDGeneral Dynamics Corp$1980.01%896CommonNONE
857477103STTState Street Corp$1780.01%2,653CommonNONE
681919106OMCOmnicom Group Inc$1720.01%2,311CommonNONE
78463v107SPDR Gold Trust Gold$1710.01%1,000CommonNONE
453836108INDBIndependent Bank Corp MA$1700.01%3,467CommonNONE
256746108DLTRDollar Tree Inc$1640.01%1,538CommonNONE
464287499IWRiShares Rus Mid Cap ETF$1600.01%2,317CommonNONE
739276103POWIPower Integrations Inc$1580.01%2,066CommonNONE
929160109VMCVulcan Materials Co$1570.01%775CommonNONE
46222l108Ionq Inc$1490.01%10,000CommonNONE
260557103DOWDow Inc$1450.01%2,815CommonSHARED
092113109BKHBlack Hills Corp$1400.01%2,761CommonSHARED
651639106NEMNewmont Mining Corp$1290.00%3,500CommonNONE
81369y605Select Sector SPDR Financial$1290.00%3,886CommonNONE
674599105OXYOccidental Petroleum Corp$1270.00%1,955CommonSHARED
452308109ITWIllinois Tool Works Inc$1260.00%547CommonNONE
780259305SHELShell PLC Spon ADS$1260.00%1,952CommonSHARED
83545g102Sonic Automotive Inc Cl A$1220.00%2,561CommonNONE
117043109BCBrunswick Corp$1190.00%1,506CommonNONE
929033108Vor Biopharma Inc$1180.00%55,555CommonSHARED
89832q109Truist FINL Corp$1170.00%4,090CommonNONE
922042775VEUVanguard All World ex-US$1140.00%2,195CommonNONE
459200101IBMIntl Business Machines$1120.00%800CommonNONE
12740c103Cadence Bank Com$1110.00%5,215CommonNONE
81369y886Select Sector SPDR Utilities$1050.00%1,783CommonNONE
046353108AZNNAstraZeneca PLC Sp ADR$1000.00%1,479CommonNONE
45781v101Innovative Industrial Properti$980.00%1,295CommonNONE
37637q105Glacier Bancorp Inc$940.00%3,298CommonNONE
126600105CVBFCVB Financial Corp$940.00%5,657CommonNONE
68235p108One Gas Inc$880.00%1,294CommonNONE
87612g101Targa Res Corp$870.00%1,017CommonNONE
26614n102DuPont de Nemours Inc$860.00%1,158CommonNONE
81369y100Select Sector SPDR Materials$850.00%1,083CommonNONE
00751y106Advance Auto Parts Inc$850.00%1,527CommonNONE
405552100HLNHaleon PLC Spon ADS$830.00%10,000CommonNONE
690732102ACHOwens & Minor Inc$810.00%5,000CommonNONE
320517105FHNFirst Horizon Natl Corp$760.00%6,920CommonNONE
95040q104Welltower Inc$760.00%929CommonSHARED
88160r101Tesla Inc$760.00%305CommonNONE
723787107PXDEURPioneer Natural Resources Co$750.00%326CommonNONE
81369y308Select Sector SPDR Consumer St$750.00%1,095CommonNONE
464287655IWMiShares Russell 2000 ETF$740.00%419CommonNONE
87807b107TC Energy Corp$720.00%2,083CommonNONE
81369y704Select Sector SPDR Industrials$720.00%708CommonNONE
22822v101Crown Castle Inc.$720.00%781CommonNONE
277276101EGPEastGroup Property Inc$720.00%432CommonNONE
834203309SLNOSoleno Therapeutics Inc$680.00%2,288CommonNONE
71943u104Physicians Realty Trust$670.00%5,528CommonNONE
89151e109Total SA Sp ADS$660.00%1,000CommonSHARED
25960p109Douglas Emmett Inc$600.00%4,715CommonSHARED
29336t100Enlink Midstream LLC Unit Rep$590.00%4,836CommonNONE
30303m102Meta Platforms Inc Cl A$590.00%197CommonNONE
68134l109Olo Inc Cl A$580.00%9,510CommonNONE
505336107LZBLa-Z-Boy Inc$570.00%1,833CommonNONE
440327104HMNHorace Mann Educators Corp$560.00%1,913CommonNONE
854502101SWKStanley Black & Decker Inc$560.00%670CommonNONE
904767704Unilever PLC Sp ADR$550.00%1,113CommonNONE
368736104GNRCGenerac Holdings Inc$540.00%500CommonSHARED
691497309OXMOxford Industries Inc$540.00%559CommonNONE
670100205NVONovo-Nordisk AS ADR$520.00%576CommonNONE
81369y506Select Sector SPDR Energy$500.00%558CommonNONE
921943858VEAVanguard Tax Mgd FTSE Dev Mkt$500.00%1,147CommonNONE
94106l109Waste Management Inc$440.00%288CommonNONE
146229109CRICarter Inc$420.00%609CommonNONE
464287556IBBiShares NASDAQ Biotec ETF$410.00%334CommonNONE
483007704KALUKaiser Aluminum Corp$380.00%501CommonNONE
172967424CCitigroup Inc$380.00%912CommonNONE
58155q103McKesson Corp$370.00%86CommonNONE
78467y107SPDR S&P Mid Cap 400 ETF Tr$370.00%80CommonNONE
02128l106Alta Equipment Group Inc Commo$360.00%2,962CommonNONE
591520200MEIMethode Electronics Inc$330.00%1,426CommonNONE
110448107BTIBritish American Tobacco PLC S$310.00%1,000CommonSHARED
064058100BKBank New York Mellon Corp$310.00%738CommonNONE
57636q104MasterCard Incorporated Cl A$300.00%75CommonNONE
464287465EFAiShares MSCI EAFE ETF$290.00%427CommonNONE
493267108KEYKeyCorp$290.00%2,680CommonNONE
075887109BDXBecton Dickinson & Co$290.00%111CommonNONE
803054204SAPSap SE Sp ADR$270.00%206CommonNONE
747525103QCOMQualcomm Inc$270.00%247CommonNONE
78464a698SPDR S&P Regl Banking$250.00%595CommonNONE
25960r105Douglas Dynamics Inc$240.00%796CommonNONE
729132100PLXSPlexus Corp$220.00%240CommonNONE
m78673114Perion Network Ltd$210.00%688CommonNONE
92047w101Valvoline Inc$200.00%611CommonNONE
46434g822iShares MSCI Jpn ETF$200.00%328CommonNONE
81369y860Select Sector SPDR Tr Real Est$200.00%588CommonNONE
03674x106Antero Resources Corp$190.00%750CommonNONE
00402l107Academy Sports & Outdoors Inc$190.00%400CommonNONE
044186104ASHAshland Inc$180.00%220CommonNONE
053015103ADPAutomatic Data Processing Inc$180.00%75CommonNONE
861012102STMSTMicroelectronics NV NY Regis$170.00%385CommonNONE
512807108LRCXEURLam Research Corp$160.00%25CommonNONE
89055f103Topbuild Corp$160.00%64CommonNONE
78709y105Saia Inc$140.00%35CommonNONE
88642r109Tidewater Inc$140.00%200CommonNONE
600544100MLKNMillerknoll Inc$140.00%555CommonNONE
550021109LULULululemon Athletica Inc$140.00%37CommonNONE
36266g107GE Healthcare Technologies Inc$130.00%197CommonNONE
097023105BABoeing Co$130.00%69CommonNONE
461202103INTUIntuit$120.00%23CommonNONE
759530108RELXRelx PLC Sp ADR$120.00%360CommonNONE
78454l100SM Energy Co$120.00%303CommonNONE
922908553VNQVanguard REIT ETF$120.00%159CommonNONE
855244109SBUXStarbucks Corp$110.00%116CommonNONE
78409v104S&P Global Inc$110.00%30CommonNONE
443573100HUBSHubspot Inc$110.00%22CommonNONE
767204100RIORio Tinto PLC Sp ADR$110.00%178CommonNONE
71377a103Performance Food Group Co$100.00%164CommonNONE
364760108GAPGap Inc$100.00%915CommonNONE
91325v108Uniti Group Inc$100.00%2,112CommonNONE
59156r108MetLife Inc$100.00%156CommonNONE
25746u109Dominion Energy Inc$90.00%198CommonNONE
25179m103Devon Energy Corp$90.00%187CommonNONE
209115104EDConsolidated Edison Inc$90.00%101CommonNONE
369604301GEGeneral Electric Co New$90.00%85CommonNONE
754730109RJFRaymond James Financial Inc$90.00%94CommonNONE
44891n208IAC/InterActiveCorp$90.00%169CommonNONE
683344105ONTOOnto Innovation Inc$90.00%72CommonNONE
23804l103Datadog Inc Cl A$90.00%94CommonNONE
674599162OXY/WSOccidental Petroleum Corp Wt E$90.00%216CommonSHARED
678026105OISOil States Intl Inc$80.00%931CommonNONE
66987v109Novartis A G$80.00%79CommonNONE
87724p106Taylor Morrison Home Corp Cl A$70.00%165CommonNONE
75886f107Regeneron Pharmaceuticals$70.00%9CommonNONE
g8994e103Trane Technologies PLC$70.00%35CommonNONE
749607107RLIRLI Corp$70.00%53CommonNONE
28414h103Elanco Animal Health Inc$70.00%591CommonSHARED
032654105ADIAnalog Devices Inc$60.00%35CommonNONE
201723103CMCCommercial Metals Co$60.00%120CommonNONE
86562m209Sumitomo Mitsui Financial Grou$60.00%595CommonNONE
31154r109Farmland Partners Inc$60.00%576CommonNONE
500754106KHCKraft Heinz Co$60.00%186CommonNONE
835699307SONYSony Group Corporation Sp ADR$60.00%69CommonNONE
254687106DISDisney Walt Co Disney$60.00%71CommonNONE
679580100ODFLOld Dominion Freight Lines Inc$60.00%15CommonNONE
778296103ROSTRoss Stores Inc$50.00%48CommonNONE
824348106SHWSherwin Williams Co$50.00%18CommonNONE
76122q105Resources Connection Inc$50.00%340CommonNONE
80105n105Sanofi Sp ADR$50.00%94CommonNONE
n82405106Stellantis NV$50.00%247CommonNONE
n6596x109NXP Semiconductors NV$50.00%25CommonNONE
636274409NGGNational Grid PLC Sp ADR Ne$50.00%81CommonNONE
693475105PNCPNC Financial Services Group I$50.00%40CommonNONE
40434l105Hp Inc$50.00%181CommonNONE
79466l302Salesforce Inc Com$50.00%25CommonNONE
25402d102Digitalocean Holdings Inc$50.00%199CommonNONE
775711104ROLRollins Inc$40.00%100CommonNONE
42824c109Hewlett Packard Enterprise Co$40.00%220CommonNONE
49271v100Keurig Dr Pepper Inc$40.00%141CommonNONE
68622v106Organon & Co Common Stock$40.00%245CommonNONE
29415f104Envista Holdings Corp$30.00%97CommonNONE
g7997r103Seagate Technology Hldngs PLC$30.00%50CommonNONE
705015105PSOPearson PLC Sp ADR$30.00%245CommonNONE
743315103PGRProgressive Corp Ohio$30.00%20CommonNONE
92189h607Vaneck Vectors ETF Tr Oil Serv$30.00%8CommonNONE
693718108PCARPaccar Inc$30.00%37CommonNONE
760125104RTORentokil Initial PLC Sp ADR$30.00%81CommonNONE
816851109SRESempra Energy$30.00%40CommonNONE
534187109LNCLincoln Natl Corp Ind$30.00%132CommonNONE
745867101PHMPulte Group Inc$30.00%40CommonNONE
83175m205Smith & Nephew PLC Sp ADR$30.00%120CommonNONE
82509l107Shopify Inc Cl A$30.00%48CommonNONE
25278x109Diamondback Energy Inc$30.00%20CommonNONE
654106103NKENike Inc Cl B$20.00%19CommonNONE
94419l101Wayfair Inc Cl A$20.00%25CommonNONE
500472303PHGKoninklijke Philips NV NY Reg$20.00%79CommonNONE
69331c108PG&E Corp$20.00%95CommonNONE
565849106MRO*Marathon Oil Corp$20.00%70CommonNONE
874060205TAKTakeda Pharmaceutical Co Ltd S$20.00%152CommonNONE
665531307NOGNorthern Oil And Gas Inc Mn Co$20.00%58CommonNONE
665859104NTRSNorthern Trust Corp$20.00%30CommonNONE
62857j201Myomo Inc Com New$20.00%1,570CommonNONE
74435k204Prudential PLC ADR$20.00%107CommonNONE
880770102TERTeradyne Inc$20.00%15CommonNONE
343412102FLRFluor Corp$20.00%45CommonNONE
l8681t102Spotify Technology SA$20.00%15CommonNONE
929740108WABWabtec Corp$20.00%20CommonNONE
058498106BALLBall Corp$20.00%40CommonNONE
92719v100Vimeo Inc Common Stock$20.00%524CommonNONE
g8473t100Steris Plc Shs Usd$20.00%10CommonNONE
666807102NOCNorthrop Grumman Corp$10.00%1CommonSHARED
039483102ADMArcher Daniels Midland Co$10.00%15CommonNONE
77543r102Roku Inc Cl A$10.00%10CommonNONE
693506107PPGPPG Industries Inc$10.00%10CommonNONE
05964h105Banco Santander SA ADR$10.00%387CommonNONE
74251v102Principal Financial Group Inc$10.00%15CommonNONE
g7s00t104Pentair PLC$10.00%10CommonNONE
639057207NWGNatwest Group PLC Sp ADR$10.00%148CommonNONE
74736k101Qorvo Inc$10.00%10CommonNONE
92556v106Viatris Inc$10.00%112CommonNONE
45866f104Intercontinental Exchange Inc$10.00%8CommonNONE
62955j103Nov Inc Com$10.00%40CommonNONE
83088m102Skyworks Solutions Inc$10.00%15CommonNONE
23284f105Cytomx Therapeutics Inc$10.00%712CommonNONE
406216101HALHalliburton Co$10.00%25CommonNONE
37940x102Global Payments Inc$10.00%10CommonNONE
902653104UDRUDR Inc$00CommonSOLE
670346105NUENucor Corp$00CommonSOLE
513847103MZTILancaster Colony Corp$03CommonNONE
76118y104Resideo Technologies Inc$016CommonNONE
68213n109Omnicell Inc$01CommonNONE
15135u109Cenovus Energy Inc$00CommonSOLE
756109104ORealty Income Corp$00CommonSOLE
064149107BNSBank N S Halifax$01CommonSHARED
464287523SOXXiShares PHLX Semicnd ETF$01CommonSHARED
42250p103Healthpeak Properties Inc$00CommonSOLE
29476l107Equity Residential$01CommonNONE
83200n103Smartsheet Inc Cl A$010CommonNONE
206787103CNDTConduent Inc$0106CommonNONE
60687y109Mizuho Financial Group Inc Sp$0119CommonNONE
34959j108Fortive Corp$03CommonNONE
761152107RMDResMed Inc$01CommonNONE
11120u105Brixmor Property Group Inc$00CommonSOLE
h84989104TE Connectivity Ltd Reg$00CommonSOLE
12541w209C H Robinson Worldwide Inc$02CommonNONE
125523100CIThe Cigna Group$00CommonSOLE
81369y803Select Sector SPDR Tr Technolo$01CommonSHARED
375558103GILDGilead Sciences Inc$01CommonNONE
910873405UMCUnited Microelectronics Corp S$01CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.