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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 30 of 45  ·  899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EA ELECTRONIC ARTS INC COM Communication Services 100.0 $20K 0.00% NEW $201.70 -0.5%
582 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 239.0 $20K 0.00% NEW $82.91 +21.3%
583 CASY CASEYS GEN STORES INC COM Consumer Cyclical 35.0 $20K 0.00% NEW $565.31 +51.4%
584 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 300.0 $19K 0.00% NEW $64.22 +46.1%
585 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 372.0 $19K 0.00% NEW $50.63 -0.5%
586 BRO BROWN & BROWN INC COM Financial Services 200.0 $19K 0.00% NEW $93.79 -37.4%
587 VNT VONTIER CORPORATION COM Technology 434.0 $18K 0.00% NEW $41.97 -33.2%
588 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 200.0 $18K 0.00% NEW $88.96 +7.6%
589 BKH BLACK HILLS CORP COM Utilities 286.0 $18K 0.00% NEW $61.59 +20.1%
590 PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 402.0 $17K 0.00% NEW $42.72 +16.5%
591 IOO ISHARES GLOBAL 100 ETF 140.0 $17K 0.00% NEW $120.01 +17.4%
592 DOW DOW INC COM Basic Materials 705.0 $16K 0.00% NEW $22.93 +69.0%
593 SILA SILA REALTY TRUST INC COMMON STOCK Real Estate 639.0 $16K 0.00% NEW $25.10 +21.7%
594 KRE SPDR S&P REGIONAL BANKING ETF 250.0 $16K 0.00% NEW $63.30 +7.3%
595 EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG ETF 160.0 $16K 0.00% NEW $98.88 -0.1%
596 LNT ALLIANT ENERGY CORP COM Utilities 234.0 $16K 0.00% NEW $67.41 +5.2%
597 HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 700.0 $16K 0.00% NEW $22.28 +1.6%
598 JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 157.0 $15K 0.00% NEW $97.99 -2.3%
599 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 108.0 $15K 0.00% NEW $142.41 -4.5%
600 RALLIANT CORP COM 350.0 $15K 0.00% NEW $43.73
Page 30 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%