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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 28 of 45  ·  899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 EL LAUDER ESTEE COS INC CL A Consumer Defensive 308.0 $27K 0.00% NEW $88.12 -13.6%
542 TW TRADEWEB MKTS INC CL A Financial Services 241.0 $27K 0.00% NEW $110.98 +1.4%
543 LRGE CLEARBRIDGE LARGE CAP GROWTH SELECT ETF 320.0 $27K 0.00% NEW $83.35 +2.2%
544 EFG ISHARES MSCI EAFE GROWTH ETF 234.0 $27K 0.00% NEW $113.88 +4.1%
545 CAF MORGAN STANLEY CHINA A SH FD I COM Financial Services 1,600.0 $27K 0.00% NEW $16.65 +17.2%
546 GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 605.0 $26K 0.00% NEW $43.78 +24.5%
547 TEGNA INC COM 1,302.0 $26K 0.00% NEW $20.33
548 SON SONOCO PRODS CO COM Consumer Cyclical 600.0 $26K 0.00% NEW $43.09 +7.9%
549 IDU ISHARES U.S. UTILITIES ETF 233.0 $26K 0.00% NEW $110.90 +1.4%
550 IWX ISHARES RUSSELL TOP 200 VALUE ETF 294.0 $26K 0.00% NEW $87.88 +15.9%
551 ASTRAZENECA PLC SPONSORED ADR 336.0 $26K 0.00% NEW $76.72
552 JMUB JPMORGAN MUNICIPAL ETF 500.0 $25K 0.00% NEW $50.47 -1.3%
553 XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 498.0 $25K 0.00% NEW $50.42 -0.3%
554 CAG CONAGRA BRANDS INC COM Consumer Defensive 1,363.0 $25K 0.00% NEW $18.31 -24.6%
555 RBRK RUBRIK INC. CL A Technology 300.0 $25K 0.00% NEW $82.25 -21.4%
556 COKE COCA COLA CONS INC COM Consumer Defensive 210.0 $25K 0.00% NEW $117.16 +46.8%
557 TLT ISHARES 20 YEAR TREASURY BOND ETF 275.0 $25K 0.00% NEW $89.37 -7.0%
558 CBU COMMUNITY FINANCIAL SYSTEM INC COM Financial Services 417.0 $24K 0.00% NEW $58.64 +6.7%
559 PBI PITNEY BOWES INC COM Industrials 2,091.0 $24K 0.00% NEW $11.41 +38.6%
560 OMC OMNICOM GROUP INC COM Communication Services 292.0 $24K 0.00% NEW $81.53 -10.4%
Page 28 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%