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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 39 of 45  ·  899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TG TREDEGAR CORP COM Industrials 415.0 $3K NEW $8.03 -11.1%
762 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 172.0 $3K NEW $18.92 -47.7%
763 CHI CALAMOS CONV OPPORTUNITIES & I SH BEN INT Financial Services 300.0 $3K NEW $10.79 +8.4%
764 CXT CRANE NXT CO COM Industrials 48.0 $3K NEW $67.06 -44.5%
765 STE STERIS PLC SHS USD Healthcare 13.0 $3K NEW $247.46 -14.6%
766 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 44.0 $3K NEW $72.66 +15.6%
767 OEF ISHARES S&P 100 ETF 9.0 $3K NEW $332.89 +10.4%
768 KR KROGER CO COM Consumer Defensive 44.0 $3K NEW $67.41 +3.1%
769 SAM BOSTON BEER INC CL A Consumer Defensive 14.0 $3K NEW $211.43 -17.0%
770 SAP SAP SE SPON ADR Technology 11.0 $3K NEW $267.18 -31.6%
771 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 59.0 $3K NEW $49.39 +22.9%
772 CCL CARNIVAL CORP PAIRED CTF Consumer Cyclical 100.0 $3K NEW $28.91 -17.7%
773 TPVG TRIPLEPOINT VENTURE GROWTH BDC COM Financial Services 500.0 $3K NEW $5.77 -0.6%
774 ALC ALCON AG ORD SHS Healthcare 37.0 $3K NEW $74.51 -11.0%
775 CET CENTRAL SECS CORP COM Financial Services 53.0 $3K NEW $51.64 +3.0%
776 VGLT VANGUARD LONG-TERM TREASURY ETF 48.0 $3K NEW $56.85 -6.4%
777 NUVEEN S&P 500 BUY-WRITE INCOM COM 187.0 $3K NEW $14.44
778 KHC KRAFT HEINZ CO COM Consumer Defensive 102.0 $3K NEW $26.04 -11.4%
779 WEN WENDYS CO COM Consumer Cyclical 285.0 $3K NEW $9.16 -14.7%
780 THO THOR INDS INC COM Consumer Cyclical 25.0 $3K NEW $103.68 -31.4%
Page 39 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%