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Institutional

Bollard Group LLC

CIK 0001556218
$3.4M
Reported AUM
305
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Bollard Group LLC · Q1 2026

AI · grounded in 13F

Bollard Group LLC closed its position in SPY with a decrease of $193,499. The fund simultaneously opened a new position in SPY valued at $118,501. Other activity included increasing share counts in OKE by 15.09%, CAT by 14.25%, and SCCO by 13.99%.

Portfolio · Q1 2026

BSX$1.2MLLY$175,375CATAMZNSCCOGOOGSPYMSFTOther$1.0MBL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1BSXBOSTON SCIENTIFIC CORP$48.55-0.61%-52.44%6.47%$1.2M34.26%468,296−2.5%
2LLYELI LILLY & CO$1131.420.55%48.00%387.10%$175K5.17%7,548−3.8%
3CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$162K4.78%+28,562+14.2%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$157K4.63%+5,494+0.7%
5SCCOSOUTHERN COPPER CORP$172.97-10.88%92.16%242.72%$148K4.37%+105,763+14.0%
6GOOGALPHABET INC$365.76-0.95%109.82%172.71%$123K3.62%+2,753+0.6%
7SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$119K3.49%+1,089,500NEW
8MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$105K3.10%6,470−2.2%
9OKEONEOK INC NEW$88.25-0.79%13.94%123.78%$65K1.92%+94,617+15.1%
10EPDENTERPRISE PRODS PARTNERS L$37.81-0.97%28.31%139.92%$61K1.81%5,123−0.3%
11ITGARTNER INC$164.02-0.52%-61.18%-38.04%$58K1.70%+94,718+35.1%
12AEPAMERICAN ELEC PWR CO INC$129.141.06%30.89%75.55%$55K1.63%+27,618+7.0%
13JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$43K1.27%+19,190+15.1%
14MSMORGAN STANLEY$211.93-2.90%64.65%159.39%$41K1.20%+30,360+14.0%
15WMTWALMART INC$118.880.97%22.99%166.67%$41K1.20%+42,880+15.1%
16MSGSMADISON SQUARE GRDN SPRT COR$386.230.31%101.98%148.46%$39K1.15%HELD
17SOSOUTHERN CO$92.601.07%8.35%74.38%$33K0.97%+18,101+5.6%
18TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$31K0.90%+107+0.2%
19DEDEERE & CO$583.44-1.40%13.67%71.87%$28K0.83%274−0.5%
20CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$28K0.83%+4,626+3.5%
21PAAPLAINS ALL AMERN PIPELINE L$22.60-1.40%40.79%231.99%$27K0.80%+86,602+7.7%
22KKRKKR & CO INC$93.40-2.16%-23.81%52.81%$26K0.77%+394+0.1%
23PEGPUBLIC SVC ENTERPRISE GROUP$79.481.79%2.30%49.59%$25K0.74%15,042−4.6%
24NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$25K0.74%2,119−1.4%
25EMREMERSON ELEC CO$138.12-2.77%13.65%51.36%$24K0.70%+1,053+0.6%
26KMIKINDER MORGAN INC DEL$31.68-0.06%17.25%140.30%$24K0.70%1,356−0.2%
27DUKDUKE ENERGY CORP NEW$124.221.97%11.57%43.36%$23K0.69%9,363−5.0%
28MPLXMPLX LP$56.480.28%19.06%210.24%$23K0.68%+52,308+14.8%
29PSXPHILLIPS 66$183.08-0.58%65.68%201.14%$20K0.59%414−0.4%
30COPCONOCOPHILLIPS$117.14-1.75%38.76%149.74%$20K0.58%+7,020+5.0%
31ETENERGY TRANSFER L P$18K0.54%+145,529+17.9%
32VLOVALERO ENERGY CORP$255.82-1.17%$18K0.53%+10,816+17.3%
33BPBP PLC$42.97-2.43%$17K0.50%+3,005+0.8%
34KOCOCA COLA CO$79.483.46%$17K0.50%6,385−2.8%
35MRKMERCK & CO INC$120.790.44%$17K0.49%+6,691+5.1%
36AAPLAPPLE INC$307.34-1.25%$16K0.48%+3,025+4.9%
37JNJJOHNSON & JOHNSON$232.772.02%$14K0.40%+5,790+11.6%
38TSLATESLA INC$391.00-6.56%$13K0.39%+666+1.9%
39FEFIRSTENERGY CORP$46.421.71%$13K0.37%+33,462+15.6%
40METAMETA PLATFORMS INC$593.00-5.51%$12K0.35%+618+3.1%
41ENBENBRIDGE INC$56.31-0.76%$12K0.34%+15,173+7.6%
42GOOGLALPHABET INC$368.53-0.98%$11K0.32%+3,171+9.3%
43PMPHILIP MORRIS INTL INC$178.291.89%$10K0.30%+393+0.6%
44GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$10K0.29%+63+0.5%
45FTSFORTIS INC$55.901.21%$10K0.29%+25,492+17.0%
46VVISA INC$323.571.06%$10K0.28%+5,831+22.3%
47BACBANK AMERICA CORP$53.83-0.63%$9K0.28%+19,665+11.3%
48TECXTECTONIC THERAPEUTIC INC$29.00-0.45%$9K0.28%HELD
49LOWLOWES COS INC$210.741.55%$9K0.26%+6,868+22.4%
50NINISOURCE INC$46.611.66%$8K0.24%+25,610+16.9%
51ABTABBOTT LABORATORIES$91.070.32%$8K0.24%+11,206+16.3%
52PLDPROLOGIS INC.$144.540.52%$8K0.24%+624+1.0%
53BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$7K0.21%11,294−8.9%
54UNPUNION PAC CORP$272.323.19%$6K0.19%+2,927+12.6%
55NDAQNASDAQ INC$87.28-1.32%$6K0.18%+235+0.3%
56QQQINVESCO QQQ TR$705.06-4.80%$6K0.18%+339+3.3%
57TAT&T INC$22.75-0.09%$6K0.17%14,319−6.6%
58NTRNUTRIEN LTD$67.20-2.61%$6K0.16%+417+0.6%
59PPLPPL CORP$35.741.65%$5K0.16%+6,493+4.9%
60IWFISHARES TR$122.69-3.26%$5K0.16%+11+0.1%
61XOMEXXON MOBIL CORP$149.92-1.39%$5K0.16%+201+0.7%
62VOOVANGUARD INDEX FDS$678.00-2.59%$5K0.15%+1,971+29.1%
63RTXRTX CORPORATION$180.990.88%$5K0.15%+2,419+10.1%
64PEPPEPSICO INC$141.92-0.16%$5K0.14%+704+2.3%
65HONHONEYWELL INTL INC$213.97-1.69%$5K0.14%+2,807+15.7%
66WMBWILLIAMS COS INC$71.96-0.65%$5K0.13%+5,652+10.1%
67UBERUBER TECHNOLOGIES INC$70.71-2.08%$4K0.13%+5,113+9.2%
68ALLALLSTATE CORP$4K0.12%+95+0.5%
69FWONKLIBERTY MEDIA CORP DEL$87.681.99%$4K0.12%+48,497NEW
70COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$4K0.12%+56+1.4%
71MOALTRIA GROUP INC$72.192.25%$4K0.11%+8,771+17.7%
72MLPXGLOBAL X FDS$73.56-1.02%$3K0.10%+568+1.2%
73CLCOLGATE PALMOLIVE CO$88.584.09%$3K0.10%+601+1.6%
74SHELSHELL PLC$85.40-1.53%$3K0.09%+3,028+9.7%
75GPCGENUINE PARTS CO$98.15-0.49%$3K0.09%+253+0.9%
76TPYPTORTOISE CAPITAL SERIES TRUS$42.46-0.25%$3K0.09%+1,197+1.7%
77MASMASCO CORP$69.41-0.72%$3K0.08%+221+0.5%
78ORCLORACLE CORP$213.68-9.59%$3K0.08%+50+0.3%
79AJGGALLAGHER ARTHUR J & CO$216.142.44%$3K0.08%+33+0.3%
80LMTLOCKHEED MARTIN CORP$523.760.91%$3K0.07%+45+1.1%
81VZVERIZON COMMUNICATIONS INC$45.371.11%$2K0.07%921−1.8%
82EDCONSOLIDATED EDISON INC$106.262.09%$2K0.07%1,080−4.8%
83PFGCPERFORMANCE FOOD GROUP CO$97.123.40%$2K0.07%+27,392NEW
84AMLPALPS ETF TR$52.77-0.90%$2K0.07%832−1.9%
85NGGNATIONAL GRID PLC$81.860.59%$2K0.07%+3,387+14.8%
86BKHBLACK HILLS CORP$72.781.22%$2K0.07%+4,639+17.0%
87ACNACCENTURE PLC IRELAND$178.25-0.34%$2K0.06%+75+0.7%
88NEENEXTERA ENERGY INC$85.840.19%$2K0.06%981−4.4%
89KMBKIMBERLY-CLARK CORP$99.044.84%$2K0.06%+10,270+112.4%
90HDHOME DEPOT INC$310.780.27%$2K0.06%+85+1.5%
91ESEVERSOURCE ENERGY$70.601.03%$2K0.05%+3,761+16.9%
92RIORIO TINTO PLC$100.69-4.47%$2K0.05%328−1.7%
93CLXCLOROX CO DEL$94.145.03%$2K0.05%+3,258+24.7%
94EOGEOG RES INC$137.78-2.20%$2K0.05%+101+0.9%
95MTCHMATCH GROUP INC NEW$34.42-0.98%$2K0.05%+322+0.6%
96ACRSACLARIS THERAPEUTICS INC$4.36-7.43%$2K0.05%372,814−46.3%
97MDLZMONDELEZ INTL INC$62.041.72%$2K0.04%+234+0.9%
98PGPROCTER & GAMBLE CO$146.544.09%$1K0.04%1,277−11.2%
99AMGNAMGEN INC$349.581.15%$1K0.04%+126+3.2%
100DKNGDRAFTKINGS INC NEW$24.93-1.73%$1K0.04%HELD
101CVSCVS HEALTH CORP$1K0.04%+157+0.9%
102PRMEPRIME MEDICINE INC$1K0.04%HELD
103MARMARRIOTT INTL INC NEW$1K0.04%+7+0.2%
104FDXFEDEX CORP$1K0.04%+17+0.5%
105CARRCARRIER GLOBAL CORPORATION$1K0.04%731−3.3%
106MMM3M CO$1K0.04%+35+0.4%
107IWBISHARES TR$1K0.04%+8+0.2%
108VTIVANGUARD INDEX FDS$1K0.03%+11+0.3%
109CMCSACOMCAST CORP NEW$1K0.03%+405+1.1%
110NSCNORFOLK SOUTHN CORP$1K0.03%+15+0.4%
111OTISOTIS WORLDWIDE CORP$1K0.03%+1,255+10.2%
112CARGCARGURUS INC$9710.03%+28,525NEW
113LLYELI LILLY & CO$1131.420.55%48.00%387.10%$9510.03%+5,500NEW
114RBRKRUBRIK INC.$8960.03%+18,294NEW
115ULUNILEVER PLC$8720.03%341−2.2%
116USBUS BANCORP$8270.02%+2,453+18.2%
117ECLECOLAB INC$8020.02%+7+0.2%
118KRKROGER CO$7780.02%+55+0.5%
119IGMISHARES TR$7600.02%+1+0.0%
120PAYXPAYCHEX INC$7600.02%1,850−18.3%
121JCIJOHNSON CONTROLS INTERNATION$7480.02%4,746−45.4%
122DHRDANAHER CORP DEL$7430.02%+5+0.1%
123GWWWW GRAINGER INC$7400.02%+1+0.1%
124TSCOTRACTOR SUPPLY CO$7250.02%+68+0.4%
125CORCENCORA INC$7040.02%+3+0.1%
126APDAIR PRODUCTS AND CHEMICALS I$6990.02%+15+0.6%
127MPCMARATHON PETE CORP$6990.02%+13+0.5%
128MCDMCDONALDS CORP$6950.02%+11+0.5%
129WESWESTERN MIDSTREAM PARTNERS L$6680.02%+338+2.1%
130EQTEQT CORP$6460.02%+26+0.3%
131BHPBHP BILLITON LIMITED$6310.02%+352+4.2%
132SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$5810.02%+93+11.6%
133EXCEXELON CORP$5740.02%+1,039+9.7%
134SYKSTRYKER CORPORATION$5590.02%+3+0.2%
135AFLAFLAC INC$5510.02%+24+0.5%
136CINFCINCINNATI FINL CORP$5150.02%+231+7.6%
137AMATAPPLIED MATLS INC$4990.01%+1+0.1%
138MSIMOTOROLA SOLUTIONS INC$4840.01%+3+0.3%
139CSCOCISCO SYS INC$4780.01%+33+0.5%
140ABBVABBVIE INC$4770.01%+16+0.7%
141GEGE AEROSPACE$4510.01%HELD
142CBCHUBB LTD SWITZ$4380.01%+4+0.3%
143DOCUDOCUSIGN INC$4290.01%+9,053NEW
144VORVOR BIOPHARMA INC$4280.01%HELD
145CRCRANE COMPANY$4270.01%+2,497NEW
146RGAREINSURANCE GROUP AMER INC$4170.01%+8+0.4%
147UPSUNITED PARCEL SVCS INC$3980.01%+58+1.5%
148SOLSSOLSTICE ADVANCED MATLS INC$3950.01%+141+2.8%
149MDTMEDTRONIC PLC$3660.01%+30+0.7%
150GEVGE VERNOVA INC$3540.01%HELD
151TSMTAIWAN SEMICONDUCTOR MANUFAC$3510.01%HELD
152BRK/BBERKSHIRE HATHAWAY INC DEL$3420.01%+53+8.0%
153CPCANADIAN PACIFIC KANSAS CITY$3410.01%+7+0.2%
154GUSEGOLDMAN SACHS ETF TR$3350.01%HELD
155AMDADVANCED MICRO DEVICES INC$3240.01%HELD
156TRGPTARGA RES CORP$3070.01%+1+0.1%
157CTVACORTEVA INC$2980.01%1,501−29.7%
158XLVSELECT SECTOR SPDR TR$2930.01%+7+0.4%
159DVNDEVON ENERGY CORP NEW$2870.01%578−9.2%
160TTETOTALENERGIES SE$2860.01%1,401−30.9%
161ICEINTERCONTINENTAL EXCHANGE IN$2760.01%+6+0.3%
162INDBINDEPENDENT BK CORP MASS$2740.01%+10+0.3%
163KEYSKEYSIGHT TECHNOLOGIES INC$2720.01%HELD
164AZOAUTOZONE INC$2700.01%HELD
165AXPAMERICAN EXPRESS CO$2620.01%+1+0.1%
166BABOEING CO$2610.01%HELD
167CMSCMS ENERGY CORP$2450.01%+22+0.7%
168EWYISHARES INC$2320.01%2,888−60.5%
169IWRISHARES TR$2300.01%+4+0.2%
170AVGOBROADCOM INC$2300.01%+137+22.6%
171AERAERCAP HOLDINGS NV$2270.01%1,083−39.6%
172VMCVULCAN MATLS CO$2240.01%HELD
173WYWEYERHAEUSER CO$2210.01%9,798−52.0%
174SLBSLB LIMITED$2150.01%+27+0.6%
175MCHPMICROCHIP TECHNOLOGY INC.$2100.01%+23+0.7%
176RYNRAYONIER INC$2010.01%27,276−73.6%
177OMCOMNICOM GROUP INC$1990.01%+26+1.0%
178XLFSELECT SECTOR SPDR TR$1980.01%+17+0.4%
179CLSCELESTICA INC$1970.01%HELD
180GENIGENIUS SPORTS LIMITED$1960.01%HELD
181WELLWELLTOWER INC$1940.01%+3+0.3%
182IBMINTERNATIONAL BUSINESS MACHS$1940.01%HELD
183UNHUNITEDHEALTH GROUP INC$1860.01%7−1.0%
184BDXBECTON DICKINSON & CO$1790.01%+8+0.7%
185COINCOINBASE GLOBAL INC$1750.01%HELD
186XLUSELECT SECTOR SPDR TR$1740.01%+21+0.6%
187SHOPSHOPIFY INC$1720.01%HELD
188IQVIQVIA HLDGS INC$1550.00%HELD
189INTCINTEL CORP$1540.00%2,704−43.7%
190VEUVANGUARD INTL EQUITY INDEX F$1500.00%+203+11.3%
191ITWILLINOIS TOOL WKS INC$1480.00%+3+0.5%
192BABAALIBABA GROUP HLDG LTD$1470.00%766−39.5%
193BJBJS WHSL CLUB HLDGS INC$1400.00%HELD
194OXYOCCIDENTAL PETE CORP$1350.00%+10+0.5%
195ISRGINTUITIVE SURGICAL INC$1310.00%HELD
196TRPTC ENERGY CORP$1300.00%HELD
197CCITIGROUP INC$1240.00%+128+13.3%
198GISGENERAL MILLS INC$1190.00%513−13.9%
199GNRCGENERAC HLDGS INC$1170.00%HELD
200XLISELECT SECTOR SPDR TR$1160.00%+1+0.1%
201ACVAACV AUCTIONS INC$1150.00%+27,131NEW
202XLBSELECT SECTOR SPDR TR$1130.00%+9+0.4%
203BCEBCE INC$1120.00%3,520−44.3%
204VBVANGUARD INDEX FDS$1060.00%+407NEW
205IWMISHARES TR$1050.00%HELD
206VOVANGUARD INDEX FDS$1050.00%+366NEW
207RSGREPUBLIC SVCS INC$1000.00%694−60.3%
208SOLVSOLVENTUM CORP$940.00%209−12.7%
209VTEBVANGUARD MUN BD FDS$940.00%+11+0.6%
210XLPSELECT SECTOR SPDR TR$930.00%+3+0.3%
211KTKT CORP$920.00%6,529−60.4%
212HLNHALEON PLC$920.00%14,068−60.4%
213OMFLINVESCO EXCH TRD SLF IDX FD$920.00%+1,527NEW
214WTWWILLIS TOWERS WATSON PLC LTD$900.00%475−60.5%
215BKBANK NEW YORK MELLON CORP$900.00%+2+0.3%
216AAPADVANCE AUTO PARTS INC$890.00%+8+0.5%
217POWIPOWER INTEGRATIONS INC$880.00%533−23.8%
218SYYSYSCO CORP$880.00%+8+0.7%
219VEAVANGUARD TAX-MANAGED FDS$800.00%+3+0.2%
220PANWPALO ALTO NETWORKS INC$780.00%+488NEW
221MCKMCKESSON CORP$750.00%HELD
222OGSONE GAS INC$750.00%606−41.0%
223IBNICICI BANK LIMITED$720.00%4,217−60.4%
224XLESELECT SECTOR SPDR TR$720.00%+4+0.3%
225GBCIGLACIER BANCORP INC NEW$700.00%16−1.0%
226WMWASTE MGMT INC DEL$690.00%+1+0.3%
227IIPRINNOVATIVE INDL PPTYS INC$670.00%361−21.2%
228BNSBANK NOVA SCOTIA B C$640.00%+2+0.2%
229HALHALLIBURTON CO$640.00%+2+0.1%
230KEYKEYCORP$580.00%+19+0.7%
231BLKBLACKROCK INC$580.00%+60NEW
232VLTOVERALTO CORP$570.00%HELD
233TTTRANE TECHNOLOGIES PLC$570.00%HELD
234IBBISHARES TR$560.00%HELD
235VSNTVERSANT MEDIA GROUP INC$550.00%+1,486NEW
236AZNASTRAZENECA PLC$550.00%+277NEW
237SWKSTANLEY BLACK & DECKER INC$540.00%+7+0.9%
238QQNITY ELECTRONICS INC$540.00%HELD
239MDYSTATE STR SPDR S&P MIDCAP 40$490.00%HELD
240PLXSPLEXUS CORP$490.00%HELD
241NEMNEWMONT CORP$490.00%+1+0.2%
242VIGVANGUARD SPECIALIZED FUNDS$480.00%+222NEW
243MICCMAGNUM ICE CREAM CO NV$470.00%346−9.8%
244GDGENERAL DYNAMICS CORP$470.00%+136NEW
245VGTVANGUARD WORLD FD$450.00%+65NEW
246DDDUPONT DE NEMOURS INC$430.00%+1+0.1%
247DOWDOW HLDGS INC$420.00%197−16.2%
248KRESPDR SERIES TRUST$420.00%+3+0.5%
249VBKVANGUARD INDEX FDS$340.00%+112NEW
250NOWSERVICENOW INC$340.00%215−39.8%
251ADMARCHER DANIELS MIDLAND CO$320.00%+4+0.9%
252WATWATERS CORP$290.00%+98NEW
253XLRESELECT SECTOR SPDR TR$260.00%+3+0.5%
254HQHABRDN HEALTHCARE INVESTORS$250.00%+1,412NEW
255GAPGAP INC$240.00%+7+0.7%
256EFAISHARES TR$240.00%HELD
257PRUPRUDENTIAL FINL INC$220.00%+226NEW
258XEXGXEATON VANCE TAX-MANAGED GLOB$220.00%+2,520NEW
259BETABETA TECHNOLOGIES INC$220.00%+1,500NEW
260BLDTOPBUILD COR$220.00%HELD
261VVVVALVOLINE INC$210.00%HELD
262CMCCOMMERCIAL METALS CO$200.00%HELD
263BNDVANGUARD BD INDEX FDS$190.00%+1+0.4%
264GMGENERAL MTRS CO$180.00%+241NEW
265ADPAUTOMATIC DATA PROCESSING IN$160.00%HELD
266SOBOSOUTH BOW CORP$140.00%HELD
267SUSAISHARES TR$130.00%+96NEW
268ASHASHLAND INC$130.00%+1+0.4%
269CMPCOMPASS MINERALS INTL INC$120.00%+530NEW
270EWJISHARES INC$120.00%HELD
271VTVVANGUARD INDEX FDS$110.00%+55NEW
272VNQVANGUARD INDEX FDS$110.00%+1+0.8%
273BXBLACKSTONE INC$100.00%+87NEW
274GEHCGE HEALTHCARE TECHNOLOGIES I$90.00%HELD
275OXY/WSOCCIDENTAL PETE CORP$90.00%HELD
276UNITUNITI GROUP LLC$90.00%HELD
277CRMSALESFORCE INC$80.00%+44NEW
278TDWTIDEWATER INC NEW$80.00%HELD
279DISDISNEY WALT CO$70.00%HELD
280NFLXNETFLIX INC.$70.00%+73NEW
281IACIAC INC$70.00%HELD
282CTSHCOGNIZANT TECHNOLOGY SOLUTIO$60.00%+100NEW
283MOSMOSAIC CO$50.00%+1+0.5%
284WABWABTEC$50.00%HELD
285NFJVIRTUS DIVIDEND INTEREST & P$50.00%+405NEW
286GOFGUGGENHEIM STRATEGIC OPPORTU$40.00%+399NEW
287ETVEATON VANCE TAX-MANAGED BUY-$40.00%+316NEW
288HPQHP INC$40.00%+2+1.0%
289STWDSTARWOOD PPTY TR INC$40.00%+260NEW
290HPEHEWLETT PACKARD ENTERPRISE C$40.00%+2+1.1%
291KDPKEURIG DR PEPPER INC$40.00%HELD
292RCIROGERS COMMUNICATIONS INC$30.00%62−42.2%
293PFEPFIZER INC$20.00%56−45.2%
294FLRFLUOR CORP$20.00%HELD
295SOXXISHARES TR$20.00%12−70.6%
296GLOCLOUGH GLOBAL OPPORTUNITIES$20.00%+303NEW
297RGPRESOURCES CONNECTION INC$10.00%+2+1.1%
298ANGIANGI INC$10.00%HELD
299OGNORGANON & CO$10.00%HELD
300MYOMYOMO INC$10.00%HELD
301REZIRESIDEO TECHNOLOGIES INC$10.00%HELD
302VTRSVIATRIS INCHELD
303DOCHEALTHPEAK PROPERTIES INC4,499−99.4%
304NKENIKE INC15−75.0%
305KALUKAISER ALUMINIUM CORPORATION576−99.8%
306SPYSPDR S&P 500 ETF TR$737.55-2.58%24.51%79.50%1,312,290EXITED
307LLYELI LILLY & CO$1131.420.55%48.00%387.10%5,500EXITED
308ASMLASML HOLDING N V175EXITED
309MELIMERCADOLIBRE INC58EXITED
310DDOGDATADOG INC803EXITED
311SLNOSOLENO THERAPEUTICS INC2,288EXITED
312EXKEXACT SCIENCES CORP1,000EXITED
313AZNNASTRAZENECA PLC554EXITED
314BCBRUNSWICK CORP689EXITED
315DEIDOUGLAS EMMETT INC3,672EXITED
316EGPEASTGROUP PPTYS INC198EXITED
317PLOWDOUGLAS DYNAMICS INC922EXITED
318OXMOXFORD INDS INC644EXITED
319CRICARTERS INC424EXITED
320ELANELANCO ANIMAL HEALTH INC621EXITED
321MLKNMILLERKNOLL INC628EXITED
322MEIMETHODE ELECTRS INC1,655EXITED
323FPIFARMLAND PARTNERS INC657EXITED
324ALTGALTA EQUIPMENT GROUP INC602EXITED
325RUSHARUSH ENTERPRISES INC5EXITED
326CHRWC H ROBINSON WORLDWIDE INC2EXITED
327NOCNORTHROP GRUMMAN CORP1EXITED
328FTVFORTIVE CORP3EXITED
329LZBLA Z BOY INC12EXITED

Source: SEC EDGAR · accession 0000929638-26-001858. 13F discloses long positions only — shorts, foreign equities, and options are excluded.