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The Bollard Group, LLC
Anastasios Parafestas · Family Office · Multi-Strategy
Founded in 1995 and headquartered in Boston, Massachusetts, The Bollard Group, LLC is a multi-family office and SEC-registered investment adviser. The firm provides a comprehensive range of wealth management services, including investment advisory, financial planning, tax preparation, and estate planning, primarily serving high-net-worth individuals, families, and charitable organizations. The Bollard Group is known for its boutique approach, offering highly personalized services tailored to the complex needs of its client base. Over the decades, it has established itself as a significant player in the family office space, integrating traditional asset management with specialized business and tax advisory functions to preserve and grow generational wealth.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -18.5% |
| YTD return | -22.5% |
| Sharpe ratio | -3.13 |
| Win rate | 53% |
| AUM | $2.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.bollard.com/ |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BSX | Boston Scientific Corp | 32.3% | -48.6% |
| LLY | Eli Lilly and Company | 9.1% | +30.0% |
| AMZN | Amazon.com Inc | 7.8% | +13.7% |
| CAT | Caterpillar Inc | 7.6% | +37.1% |
| SCCO | Southern Copper Corporation | 7.1% | +37.5% |
| GOOGL | Alphabet Inc Class A | 6.8% | +32.3% |
| MSFT | Microsoft Corporation | 5.8% | +1.4% |
| OKE | ONEOK Inc | 2.9% | +14.0% |
| EPD | Enterprise Products Partners LP | 2.7% | +18.8% |
| AEP | American Electric Power Co Inc | 2.2% | +3.0% |
| JPM | JPMorgan Chase & Co | 2.1% | +9.2% |
| MS | Morgan Stanley | 2.1% | +17.5% |
| IT | Gartner Inc | 1.9% | -11.3% |
| TMO | Thermo Fisher Scientific Inc | 1.6% | +22.3% |
| WMT | Walmart Inc. Common Stock | 1.4% | +2.1% |
| DE | Deere & Company | 1.4% | +25.4% |
| NVDA | NVIDIA Corporation | 1.3% | +19.0% |
| PAA | Plains All American Pipeline LP | 1.3% | -1.1% |
| VLO | Valero Energy Corporation | 1.2% | -8.6% |
| SO | Southern Company | 1.2% | -8.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | DE | 1.4% → 1.4% |
| Sep 21, 2026 | SELL | JPM | 2.1% → 2.1% |
| Sep 21, 2026 | SELL | AEP | 2.3% → 2.2% |
| Sep 21, 2026 | BUY | PAA | 1.3% → 1.3% |
| Sep 21, 2026 | BUY | VLO | 0.0% → 1.2% |
Investment Style Analysis
The Bollard Group, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $2.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Medical Devices and Drug Manufacturers - General sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, The Bollard Group, LLC made a significant move by increasing exposure to DE. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The Bollard Group, LLC employs a client-centric investment philosophy that prioritizes customized portfolio construction based on individual risk tolerance and long-term financial objectives. The firm utilizes a multifaceted analytical approach, integrating fundamental, technical, and charting analysis to manage diversified portfolios of domestic and global equities, fixed income, and liquid cash equivalents. Through its affiliate, Spinnaker Capital, the firm also provides clients with access to alternative investment strategies, including private equity, venture capital, hedge funds, and real estate. This comprehensive framework is designed to achieve capital appreciation and risk mitigation through active management and strategic asset allocation across multiple classes.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with The Bollard Group, LLC.
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Frequently asked questions
How is the simulated portfolio for The Bollard Group, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is The Bollard Group, LLC's largest holding?
As of the latest filing, The Bollard Group, LLC's top position is Boston Scientific Corp (BSX), representing 32.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is The Bollard Group, LLC's historical performance and risk profile?
Our simulation indicates a total return of -18.5% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of -3.13, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does The Bollard Group, LLC primarily invest in?
The Bollard Group, LLC has a strong preference for the Medical Devices sector, which makes up 32.3% of their disclosed assets. The portfolio also has exposure to Drug Manufacturers - General, indicating a specific thematic focus.
Is The Bollard Group, LLC's portfolio concentrated or diversified?
The Bollard Group, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 49.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has The Bollard Group, LLC performed in 2026?
Our AI-simulated model portfolio for The Bollard Group, LLC tracks a Year-to-Date (YTD) return of -22.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Anastasios Parafestas manage The Bollard Group, LLC directly?
Yes, Anastasios Parafestas serves as the key portfolio manager for The Bollard Group, LLC, overseeing the investment strategy and final capital allocation decisions.