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Portfolio (Quarterly) Guide ↗

ST GERMAIN D J CO INC

· CIK 0000831571
13F Portfolio $2.8B AUM 914 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 116 New 173 Added 252 Reduced 120 Exited
Page 2 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 415,596.0 $21.3M 0.77% +6K +1.5% $51.29 -1.5%
22 SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 714,150.0 $20.7M 0.74% +129K +22.0% $29.01 -0.1%
23 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 392,799.0 $19.4M 0.70% +12K +3.1% $49.28 +2.0%
24 RMD RESMED INC COM Healthcare 98,852.0 $19.3M 0.69% +6K +7.0% $194.88 +20.9%
25 FAF FIRST AMERN FINL CORP COM Financial Services 273,438.0 $18.8M 0.68% +6K +2.3% $68.59 +7.3%
26 SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 705,795.0 $15.7M 0.57% +50K +7.6% $22.31 -1.1%
27 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 182,059.0 $15.7M 0.56% +49K +36.9% $86.09 +17.8%
28 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 156,266.0 $13.4M 0.48% +14K +10.1% $85.49 +2.7%
29 GIS GENERAL MILLS INC COM Consumer Defensive 358,757.0 $12.5M 0.45% +55K +18.2% $34.80 +15.2%
30 SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 487,159.0 $12.2M 0.44% +49K +11.3% $24.99 -0.5%
31 VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 134,393.0 $11.1M 0.40% +4K +2.9% $82.34 +1.6%
32 V VISA INC COM CL A Financial Services 31,908.0 $10.9M 0.39% +3K +9.1% $343.09 +11.9%
33 ESGV VANGUARD ESG U.S. STOCK ETF 72,105.0 $9.5M 0.34% +3K +3.8% $132.24 +2.6%
34 NULV NUVEEN ESG LARGE-CAP VALUE ETF 189,725.0 $9.5M 0.34% +9K +5.2% $49.99 +7.7%
35 CVIE CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF 105,970.0 $9.0M 0.32% +2K +1.9% $85.01 +0.9%
36 DSI ISHARES MSCI KLD 400 SOCIAL ETF 62,499.0 $8.9M 0.32% +3K +5.1% $142.39 +2.8%
37 XYL XYLEM INC COM Industrials 60,630.0 $7.2M 0.26% +60K +10000.0% $118.21 -4.1%
38 AOS SMITH A O CORP COM Industrials 110,841.0 $7.0M 0.25% +37K +51.1% $62.72 -0.4%
39 MDT MEDTRONIC PLC SHS Healthcare 81,838.0 $6.4M 0.23% +2K +2.5% $78.23 +17.6%
40 TROW PRICE T ROWE GROUP INC COM Financial Services 46,557.0 $5.3M 0.19% +3K +7.9% $113.69 -1.0%
Page 2 of 9  ·  173 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 28.0%
Financial Services 17.2%
Communication Services 15.0%
Healthcare 12.1%
Consumer Cyclical 8.3%
Consumer Defensive 7.2%
Industrials 6.1%
Utilities 2.9%
Energy 2.9%
Basic Materials 0.3%