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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 12 of 45  ·  899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 YUM YUM BRANDS INC COM Consumer Cyclical 3,035.0 $461K 0.02% NEW $152.00 -0.2%
222 DELL DELL TECHNOLOGIES INC CL C Technology 3,131.0 $444K 0.02% NEW $141.77 +69.4%
223 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,721.0 $441K 0.02% NEW $162.20 +17.8%
224 FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 14,291.0 $441K 0.02% NEW $30.86 -0.2%
225 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 5,268.0 $440K 0.02% NEW $83.46 -8.6%
226 IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 13,496.0 $435K 0.02% NEW $32.26 +32.6%
227 AMD ADVANCED MICRO DEVICES INC COM Technology 2,687.0 $435K 0.02% NEW $161.79 +159.0%
228 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 1,335.0 $431K 0.02% NEW $323.12 +21.4%
229 BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 4,683.0 $430K 0.02% NEW $91.75 -0.2%
230 CARR CARRIER GLOBAL CORPORATION COM Industrials 7,169.0 $428K 0.02% NEW $59.70 +7.0%
231 ENTERGY CORP NEW COM 4,577.0 $427K 0.02% NEW $93.19
232 DD DUPONT DE NEMOURS INC COM Basic Materials 5,233.0 $408K 0.02% NEW $77.90 -37.0%
233 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 3,047.0 $406K 0.02% NEW $133.39 +2.0%
234 IVW ISHARES S&P 500 GROWTH ETF 3,363.0 $406K 0.02% NEW $120.72 +12.3%
235 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 2,085.0 $397K 0.02% NEW $190.36 +0.9%
236 COP CONOCOPHILLIPS COM Energy 4,184.0 $396K 0.02% NEW $94.59 +31.3%
237 XVV ISHARES ESG SELECT SCREENED S&P 500 ETF 7,649.0 $394K 0.02% NEW $51.52 +9.3%
238 IVE ISHARES S&P 500 VALUE ETF 1,858.0 $384K 0.01% NEW $206.51 +8.4%
239 WM WASTE MGMT INC DEL COM Industrials 1,716.0 $379K 0.01% NEW $220.83 +0.3%
240 NYF ISHARES NEW YORK MUNI BOND ETF 7,093.0 $378K 0.01% NEW $53.35 -0.4%
Page 12 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%