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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 3 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGGR CAPITAL GROUP GROWTH ETF 111,701.0 $5.3M 0.19% +607.0 +0.6% $47.20 -0.7%
42 VIG VANGUARD DIVIDEND APPREC INDEX FUND 20,512.0 $4.9M 0.17% +279.0 +1.4% $236.62 +3.2%
43 VUG VANGUARD GROWTH INDEX FUND 55,434.0 $4.8M 0.17% +45K +449.9% $86.14 +1.5%
44 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 9,955.0 $4.8M 0.17% +322.0 +3.3% $477.57 -12.5%
45 VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 72,976.0 $4.6M 0.17% +9K +13.9% $62.76 -1.6%
46 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 46,650.0 $4.4M 0.16% +1K +2.6% $93.38 +5.5%
47 SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 147,032.0 $4.2M 0.15% +22K +17.7% $28.39 -0.8%
48 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 70,746.0 $4.2M 0.15% +42K +149.9% $58.98 -0.8%
49 NUSC NUVEEN ESG SMALL-CAP ETF 66,431.0 $3.5M 0.12% +3K +4.7% $52.12 -0.1%
50 IVV ISHARES CORE S&P 500 ETF 4,471.0 $3.3M 0.12% +140.0 +3.2% $748.89 +2.8%
51 VTV VANGUARD VALUE INDEX FUND 13,882.0 $3.0M 0.11% +725.0 +5.5% $217.93 +4.1%
52 VTEB VANGUARD TAX-EXEMPT BOND ETF 55,962.0 $2.8M 0.10% +2K +3.7% $50.58 -2.1%
53 ES EVERSOURCE ENERGY COM Utilities 37,160.0 $2.7M 0.10% +5K +14.7% $72.27 -0.8%
54 UNP UNION PAC CORP COM Industrials 8,945.0 $2.4M 0.09% +411.0 +4.8% $272.00 +14.2%
55 KO COCA COLA CO COM Consumer Defensive 29,695.0 $2.4M 0.09% +474.0 +1.6% $81.27 +10.8%
56 VNQ VANGUARD REAL ESTATE ETF 24,660.0 $2.4M 0.09% +2K +8.6% $96.43 +2.3%
57 CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 81,472.0 $2.2M 0.08% +33K +69.1% $27.47 -1.4%
58 IWM ISHARES RUSSELL 2000 ETF 6,338.0 $1.9M 0.07% +256.0 +4.2% $300.45 -0.5%
59 AMD ADVANCED MICRO DEVICES INC COM Technology 3,007.0 $1.7M 0.06% +187.0 +6.6% $580.91 -17.2%
60 DE DEERE & CO COM Industrials 2,619.0 $1.7M 0.06% +46.0 +1.8% $634.33 +0.0%
Page 3 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%