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Portfolio (Quarterly) Guide ↗

ST GERMAIN D J CO INC

· CIK 0000831571
13F Portfolio $2.5B AUM Filed Oct 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 899 New
Page 24 of 45  ·  899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CINF CINCINNATI FINL CORP COM Financial Services 352.0 $56K 0.00% NEW $158.10 +6.2%
462 MOO VANECK AGRIBUSINESS ETF 750.0 $55K 0.00% NEW $73.45 +10.3%
463 CWST CASELLA WASTE SYS INC CL A Industrials 571.0 $54K 0.00% NEW $94.88 -10.2%
464 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 1,212.0 $54K 0.00% NEW $44.69 +16.5%
465 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 118.0 $53K 0.00% NEW $447.23 -1.6%
466 AGZ ISHARES AGENCY BOND ETF 475.0 $52K 0.00% NEW $110.37 -1.7%
467 SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 2,028.0 $52K 0.00% NEW $25.85 -2.6%
468 DINO HF SINCLAIR CORP COM Energy 1,000.0 $52K 0.00% NEW $52.34 +34.3%
469 XLF FINANCIAL SELECT SECTOR SPDR FUND 964.0 $52K 0.00% NEW $53.87 -5.1%
470 JPMORGAN ULTRA-SHORT INCOME ETF 996.0 $51K 0.00% NEW $50.73
471 GSK GSK PLC SPONSORED ADR Healthcare 1,144.0 $49K 0.00% NEW $43.16 +16.5%
472 SJM SMUCKER J M CO COM NEW Consumer Defensive 447.0 $49K 0.00% NEW $108.60 -4.6%
473 SOUN SOUNDHOUND AI INC CLASS A COM Technology 3,008.0 $48K 0.00% NEW $16.08 -48.1%
474 HTD HANCOCK JOHN TAX-ADVANTAGED DI COM Financial Services 1,917.0 $48K 0.00% NEW $24.80 +1.2%
475 UNM UNUM GROUP COM Financial Services 610.0 $47K 0.00% NEW $77.78 +6.4%
476 DLR DIGITAL RLTY TR INC COM Real Estate 273.0 $47K 0.00% NEW $173.13 +8.9%
477 NMT NUVEEN MASSACHUSETS QLT MUN FD COM Financial Services 3,964.0 $46K 0.00% NEW $11.65 +7.4%
478 GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 750.0 $44K 0.00% NEW $59.21 +24.5%
479 WAB WABTEC COM Industrials 220.0 $44K 0.00% NEW $200.47 +29.8%
480 ILCV ISHARES MORNINGSTAR VALUE ETF 478.0 $43K 0.00% NEW $90.02 +11.0%
Page 24 of 45  ·  899 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.6%
Financial Services 17.7%
Communication Services 17.7%
Healthcare 11.9%
Consumer Cyclical 8.8%
Consumer Defensive 7.2%
Industrials 5.1%
Energy 4.0%
Utilities 2.6%
Basic Materials 0.3%