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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 37 of 45  ·  899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 7.0 $5K NEW $698.00 -37.4%
722 AVY AVERY DENNISON CORP COM Industrials 30.0 $5K NEW $162.17 -3.3%
723 UA UNDER ARMOUR INC CL C Consumer Cyclical 1,000.0 $5K NEW $4.83 +3.3%
724 XAI OCTAGN FLT RAT & ALT INM T COM 900.0 $5K NEW $5.30
725 HANESBRANDS INC COM 710.0 $5K NEW $6.59
726 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 18.0 $5K NEW $256.44 +14.8%
727 BXMT BLACKSTONE MTG TR INC COM CL A Real Estate 250.0 $5K NEW $18.41 -0.9%
728 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 10.0 $5K NEW $457.30 -14.0%
729 DTM DT MIDSTREAM INC COMMON STOCK Energy 40.0 $5K NEW $113.05 +31.0%
730 CHY CALAMOS CONV & HIGH INCOME FD COM SHS Financial Services 395.0 $4K NEW $11.22 +9.0%
731 CVY INVESCO ZACKS MULTI-ASSET INCOME ETF 164.0 $4K NEW $26.85 +6.5%
732 OC OWENS CORNING NEW COM Industrials 31.0 $4K NEW $141.45 -19.4%
733 STAG STAG INDL INC COM Real Estate 121.0 $4K NEW $35.35 +6.9%
734 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 143.0 $4K NEW $29.66 -61.3%
735 ESGU ISHARES ESG AWARE MSCI USA ETF 29.0 $4K NEW $145.59 +10.5%
736 BIIB BIOGEN INC COM Healthcare 30.0 $4K NEW $140.07 +37.8%
737 EOI EATON VANCE ENHANCED EQUITY IN COM Financial Services 200.0 $4K NEW $21.00 -7.1%
738 ASG LIBERTY ALL-STAR GROWTH FD INC COM Financial Services 750.0 $4K NEW $5.55 -7.2%
739 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 77.0 $4K NEW $52.06 +4.5%
740 DIOD DIODES INC COM Technology 75.0 $4K NEW $53.21 +88.0%
Page 37 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%