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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 11 of 45  ·  899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TGT TARGET CORP COM Consumer Defensive 6,662.0 $598K 0.02% NEW $89.70 +35.7%
202 IWD ISHARES RUSSELL 1000 VALUE ETF 2,851.0 $580K 0.02% NEW $203.59 +14.0%
203 VOO VANGUARD S&P 500 ETF 941.0 $576K 0.02% NEW $612.38 +10.6%
204 FISV FISERV INC COM Technology 4,406.0 $568K 0.02% NEW $128.93 -55.8%
205 IUSG ISHARES CORE S&P U.S. GROWTH ETF 3,387.0 $557K 0.02% NEW $164.54 +12.4%
206 IWO ISHARES RUSSELL 2000 GROWTH ETF 1,714.0 $549K 0.02% NEW $320.04 +11.5%
207 SBUX STARBUCKS CORP COM Consumer Cyclical 6,442.0 $545K 0.02% NEW $84.60 +26.3%
208 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 10,896.0 $539K 0.02% NEW $49.46 -3.6%
209 AEP AMERICAN ELEC PWR CO INC COM Utilities 4,758.0 $535K 0.02% NEW $112.50 +12.1%
210 IWN ISHARES RUSSELL 2000 VALUE ETF 2,976.0 $526K 0.02% NEW $176.81 +16.6%
211 FALN ISHARES FALLEN ANGELS USD BOND ETF 18,937.0 $526K 0.02% NEW $27.78 -3.4%
212 DUK DUKE ENERGY CORP NEW COM NEW Utilities 4,241.0 $525K 0.02% NEW $123.74 -1.5%
213 VGSH VANGUARD SHORT-TERM TREASURY ETF 8,800.0 $518K 0.02% NEW $58.85 -1.1%
214 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 7,670.0 $513K 0.02% NEW $66.91 -30.1%
215 CTVA CORTEVA INC COM Basic Materials 7,571.0 $512K 0.02% NEW $67.63 +20.8%
216 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,839.0 $510K 0.02% NEW $65.00 -33.5%
217 CLX CLOROX CO DEL COM Consumer Defensive 4,100.0 $506K 0.02% NEW $123.30 -25.5%
218 EFIV SPDR S&P 500 ESG ETF 7,555.0 $480K 0.02% NEW $63.59 +12.6%
219 PNC PNC FINL SVCS GROUP INC COM Financial Services 2,369.0 $476K 0.02% NEW $200.93 +6.6%
220 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 3,375.0 $476K 0.02% NEW $140.95 +10.8%
Page 11 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%