Bollard Group LLC

Family Office

Bollard Group LLC is a Family Office based in Boston, MA led by Anastasios Nmn Parafestas, reporting $6.8B in AUM as of Q3 2025 with 54% Healthcare concentration, 74% concentrated in top 10 holdings, and 48% allocation to BSX.

CEOAnastasios Nmn Parafestas

Portfolio Value: $4.0B
Positions: 252
Top Holding: BSX at 47.95%
Last Reported: Q3 2025

AddressOne Joy Street, Boston, MA, 02108, United States

Top Holdings

Largest long holdings in Bollard Group LLC's portfolio (73.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Boston Scientific BSX	Medical - Devices Healthcare	$1.9B	47.95%	-$33.8M Sold	1.33% 19.7M shares	≤ Q2 2013 Held for 12y 5m+
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$172.6M	4.29%	+$1.3M Bought	0.01% 786.0K shares	≤ Q2 2013 Held for 12y 5m+
3 Microsoft MSFT	Software - Infrastructure Technology	$167.1M	4.16%	+$3.9M Bought	0.00% 322.7K shares	≤ Q2 2013 Held for 12y 5m+
4 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$158.2M	3.94%	-$33.7M Sold	0.02% 207.3K shares	≤ Q2 2013 Held for 12y 5m+
5 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$117.3M	2.92%	+$2.0M Bought	0.00% 481.8K shares	Q3 2015 Held for 10y 2m
6 Caterpillar CAT	Agricultural - Machinery Industrials	$108.2M	2.69%	+$5.4M Bought	0.05% 226.8K shares	≤ Q2 2013 Held for 12y 5m+
7 Southern Copper SCCO	Copper Basic Materials	$108.1M	2.69%	+$5.8M Bought	0.11% 891.0K shares	≤ Q2 2013 Held for 12y 5m+
8 Gartner IT	Information Technology Services Technology	$79.2M	1.97%	-$16.6M Sold	0.40% 301.3K shares	≤ Q2 2013 Held for 12y 5m+
9 Oneok OKE	Oil & Gas Midstream Energy	$65.9M	1.64%	+$3.7M Bought	0.14% 903.3K shares	Q2 2017 Held for 8y 5m
10 American Electric Power AEP	Regulated Electric Utilities	$63.0M	1.57%	+$3.4M Bought	0.10% 560.1K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Bollard Group LLC's latest filing

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Market Value

$4.0B

Prior: $4.2B

Q/Q Change

-4.19%

-$175.9M

Net Flows % of MV

-1.01%

Turnover Ratio

2.15%

New Purchases

4 stocks

$18.7K

Added To

181 stocks

+$65.9M

Sold Out Of

29 stocks

$21.8M

Reduced Holdings

13 stocks

-$84.9M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Total Bond Market BND	New	0 → 252.0 +$18.7K
2 BNTX BioNTech BNTX	New	0 → - +-
3 NICE NICE NICE	New	0 → - +-
4 CNTA Centessa Pharmaceuticals CNTA	New	0 → - +-
5 Rogers Communications RCI	+130.59%	85.0 → 196.0 +$3.8K

Decreased Positions

Position	Shares Δ	Change
1 Entegris ENTG	Sold	22.9K → 0 −$1.9M
2 Revvity RVTY	Sold	18.4K → 0 −$1.8M
3 Solid Biosciences Inc. SLDB	Sold	361.7K → 0 −$1.8M
4 Insmed INSM	Sold	17.2K → 0 −$1.7M
5 Disc Medicine IRON	Sold	30.6K → 0 −$1.6M

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Analytics

Portfolio insights and performance metrics for Bollard Group LLC

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Sector Allocation

Healthcare

54.10%

Technology

7.70%

Energy

7.40%

Consumer Cyclical

5.30%

Utilities

5.20%

Industrials

5.00%

Communication Services

4.60%

Financial Services

4.30%

Basic Materials

2.90%

Consumer Defensive

2.30%

ETF

0.90%

Real Estate

0.20%

Market Cap Distribution

Mega Cap (> $200B)

27.32%

Large Cap ($10B - $200B)

70.68%

Mid Cap ($2B - $10B)

0.80%

Small Cap ($300M - $2B)

0.01%

Micro Cap ($50M - $300M)

0.18%

Nano Cap (< $50M)

0.12%

N/A (ETF or Unknown)

0.90%

Portfolio Concentration

Top 10 Holdings %

73.82%

Top 20 Holdings %

83.32%

Top 50 Holdings %

94.95%

Top 100 Holdings %

99.17%