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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 6 of 45  ·  899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VIG VANGUARD DIVIDEND APPREC INDEX FUND 19,937.0 $4.3M 0.17% NEW $215.79 +6.3%
102 IJR ISHARES S&P SMALL-CAP FUND 34,713.0 $4.1M 0.17% NEW $118.83 +12.7%
103 CAT CATERPILLAR INC COM Industrials 8,400.0 $4.0M 0.16% NEW $477.17 +86.2%
104 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 41,900.0 $3.8M 0.15% NEW $89.57 +2.9%
105 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 8,151.0 $3.7M 0.15% NEW $456.00 -37.1%
106 VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 56,801.0 $3.6M 0.15% NEW $64.20 -3.0%
107 AMAT APPLIED MATLS INC COM Technology 16,918.0 $3.5M 0.14% NEW $204.74 +113.3%
108 MRK MERCK & CO INC COM Healthcare 38,546.0 $3.2M 0.13% NEW $83.93 +35.1%
109 GE GE AEROSPACE COM NEW Industrials 10,563.0 $3.2M 0.13% NEW $300.82 -3.1%
110 CVX CHEVRON CORP NEW COM Energy 20,208.0 $3.1M 0.13% NEW $155.29 +20.2%
111 XLU UTILITIES SELECT SECTOR SPDR FUND 35,572.0 $3.1M 0.12% NEW $87.21 -49.7%
112 SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 104,296.0 $3.0M 0.12% NEW $28.90 -2.4%
113 MTB M & T BK CORP COM Financial Services 14,494.0 $2.9M 0.12% NEW $197.62 +4.1%
114 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 14,782.0 $2.8M 0.11% NEW $189.70 +6.3%
115 ABT ABBOTT LABS COM Healthcare 20,731.0 $2.8M 0.11% NEW $133.94 -36.9%
116 AFL AFLAC INC COM Financial Services 24,457.0 $2.7M 0.11% NEW $111.70 +4.6%
117 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 9,629.0 $2.7M 0.11% NEW $279.29 +49.6%
118 XLV HEALTH CARE SELECT SECTOR SPDR FUND 18,718.0 $2.6M 0.10% NEW $139.17 +4.3%
119 NUSC NUVEEN ESG SMALL-CAP ETF 58,815.0 $2.6M 0.10% NEW $44.10 +8.9%
120 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 25,392.0 $2.6M 0.10% NEW $100.70 -0.1%
Page 6 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%