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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 45 of 45  ·  899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 IAU ISHARES GOLD TRUST Financial Services 1.0 $73.0 NEW $73.00 +17.1%
882 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 1.0 $59.0 NEW $59.00 +12.1%
883 MLPA GLOBAL X MLP ETF 1.0 $48.0 NEW $48.00 +15.4%
884 ADNT ADIENT PLC ORD SHS Consumer Cyclical 2.0 $48.0 NEW $24.00 -13.2%
885 AVNS AVANOS MED INC COM Healthcare 3.0 $35.0 NEW $11.67 +111.8%
886 SPLV INVESCO S&P 500 LOW VOLATILITY ETF $32.0 NEW
887 DXC DXC TECHNOLOGY CO COM Technology 2.0 $27.0 NEW $13.50 -39.1%
888 WW INTL INC COM NEW 1.0 $27.0 NEW $27.00
889 BODI THE BEACHBODY COMPANY INC COM CL A NEW Communication Services 4.0 $24.0 NEW $6.00 +88.5%
890 BRAINSTORM CELL THERAPEUTICS I COM 33.0 $23.0 NEW $0.70
891 QTTB Q32 BIO INC COM Healthcare 11.0 $22.0 NEW $2.00 +215.0%
892 UIS UNISYS CORP COM NEW Technology 4.0 $16.0 NEW $4.00 -23.5%
893 CNDT CONDUENT INC COM Technology 5.0 $14.0 NEW $2.80 -50.4%
894 SCCO SOUTHERN COPPER CORP COM Basic Materials $12.0 NEW
895 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF $10.0 NEW
896 CODA CODA OCTOPUS GROUP INC COM NEW Industrials 1.0 $8.0 NEW $8.00 +42.9%
897 NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF $7.0 NEW
898 SCHP SCHWAB US TIPS ETF $5.0 NEW
899 BLACK TITAN CORP ORD SHS 1.0 $5.0 NEW $5.00
Page 45 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%