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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 26 of 45  ·  899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TIP ISHARES TIPS BOND ETF 336.0 $37K 0.00% NEW $111.22 -1.0%
502 TPR TAPESTRY INC COM Consumer Cyclical 329.0 $37K 0.00% NEW $113.22 +16.6%
503 XYL XYLEM INC COM Industrials 252.0 $37K 0.00% NEW $147.50 -27.7%
504 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 541.0 $37K 0.00% NEW $68.58 -34.1%
505 AMCOR PLC ORD 4,500.0 $37K 0.00% NEW $8.18
506 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 640.0 $36K 0.00% NEW $56.87 -44.4%
507 CZNC CITIZENS & NORTHN CORP COM Financial Services 1,828.0 $36K 0.00% NEW $19.81 +3.7%
508 EEM ISHARES MSCI EMERGING MARKETS ETF 668.0 $36K 0.00% NEW $53.40 +21.2%
509 HPQ HP INC COM Technology 1,265.0 $34K 0.00% NEW $27.23 -23.7%
510 ATO ATMOS ENERGY CORP COM Utilities 200.0 $34K 0.00% NEW $170.75 +5.1%
511 O REALTY INCOME CORP COM Real Estate 559.0 $34K 0.00% NEW $60.81 +2.5%
512 NOC NORTHROP GRUMMAN CORP COM Industrials 55.0 $34K 0.00% NEW $609.33 -9.3%
513 LW LAMB WESTON HLDGS INC COM Consumer Defensive 576.0 $33K 0.00% NEW $58.08 -26.3%
514 MUA BLACKROCK MUNIASSETS FD INC COM Financial Services 3,000.0 $33K 0.00% NEW $11.10 -4.6%
515 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 375.0 $33K 0.00% NEW $87.63 +10.0%
516 VRTS VIRTUS INVT PARTNERS INC COM Financial Services 171.0 $32K 0.00% NEW $190.03 -28.5%
517 SPUU DIREXION DAILY S&P 500 BULL 2X SHARES 180.0 $32K 0.00% NEW $179.81 +17.2%
518 GPC GENUINE PARTS CO COM Consumer Cyclical 233.0 $32K 0.00% NEW $138.60 -33.6%
519 TSHA TAYSHA GENE THERAPIES INC COM SHS Healthcare 9,633.0 $32K 0.00% NEW $3.27 +62.7%
520 VXF VANGUARD EXTENDED MARKET ETF 150.0 $31K 0.00% NEW $209.34 +6.5%
Page 26 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%