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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 13 of 45  ·  899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BAC BANK AMERICA CORP COM Financial Services 7,321.0 $378K 0.01% NEW $51.59 -2.0%
242 MCI BARINGS CORPORATE INVS COM Financial Services 18,109.0 $376K 0.01% NEW $20.76 -17.2%
243 VHT VANGUARD HEALTH CARE ETF 1,446.0 $375K 0.01% NEW $259.60 +4.3%
244 TRV TRAVELERS COMPANIES INC COM Financial Services 1,341.0 $374K 0.01% NEW $279.22 +9.1%
245 XLE ENERGY SELECT SECTOR SPDR FUND 4,142.0 $370K 0.01% NEW $89.33 -32.3%
246 MGK VANGUARD MEGA CAP GROWTH ETF 918.0 $369K 0.01% NEW $402.42 -78.1%
247 D DOMINION ENERGY INC COM Utilities 5,977.0 $366K 0.01% NEW $61.17 +9.2%
248 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 5,545.0 $366K 0.01% NEW $65.92 +20.2%
249 IT GARTNER INC COM Technology 1,375.0 $361K 0.01% NEW $262.87 -41.3%
250 SCHD SCHWAB US DIVIDEND EQUITY ETF 12,950.0 $354K 0.01% NEW $27.30 +16.8%
251 SLF SUN LIFE FINANCIAL INC. COM Financial Services 5,747.0 $345K 0.01% NEW $60.03 +21.1%
252 RPM RPM INTL INC COM Basic Materials 2,923.0 $345K 0.01% NEW $117.88 -17.1%
253 MO ALTRIA GROUP INC COM Consumer Defensive 5,214.0 $344K 0.01% NEW $66.06 +10.9%
254 IEFA ISHARES CORE MSCI EAFE ETF 3,944.0 $344K 0.01% NEW $87.31 +9.6%
255 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 2,404.0 $344K 0.01% NEW $143.18 -46.7%
256 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 6,461.0 $343K 0.01% NEW $53.03 -1.5%
257 SHEL SHELL PLC SPON ADS Energy 4,744.0 $339K 0.01% NEW $71.53 +23.6%
258 CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 11,339.0 $336K 0.01% NEW $29.62 +10.1%
259 SNY SANOFI SA SPONSORED ADR Healthcare 7,105.0 $335K 0.01% NEW $47.20 -8.6%
260 BA BOEING CO COM Industrials 1,549.0 $334K 0.01% NEW $215.83 +1.0%
Page 13 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%