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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 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GM GENERAL MTRS CO COM Consumer Cyclical 1,157.0 $89K 0.00% +825.0 +248.5% $77.08 +12.0%
122 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 643.0 $79K 0.00% +177.0 +38.0% $123.11 +31.5%
123 EXC EXELON CORP COM Utilities 1,642.0 $77K 0.00% +20.0 +1.2% $46.62 -4.7%
124 GSK GSK PLC SPONSORED ADR Healthcare 1,329.0 $70K 0.00% +265.0 +24.9% $52.42 -1.9%
125 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 703.0 $68K 0.00% +701.0 +10000.0% $96.44 -1.2%
126 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 806.0 $66K 0.00% +450.0 +126.4% $82.27 +5.9%
127 MU MICRON TECHNOLOGY INC COM Technology 55.0 $63K 0.00% +25.0 +83.3% $1154.29 -18.7%
128 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 423.0 $62K 0.00% +315.0 +291.7% $146.41 -2.7%
129 PYPL PAYPAL HLDGS INC COM Financial Services 1,373.0 $59K 0.00% +271.0 +24.6% $43.18 +43.1%
130 AON AON PLC SHS CL A Financial Services 167.0 $55K 0.00% +110.0 +193.0% $331.69 +6.7%
131 GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 1,115.0 $55K 0.00% +615.0 +123.0% $49.28 +14.4%
132 HPQ HP INC COM Technology 2,265.0 $50K 0.00% +1K +79.0% $21.94 +39.1%
133 JPMORGAN ULTRA-SHORT INCOME ETF 876.0 $44K 0.00% +401.0 +84.4% $50.57
134 DSL DOUBLELINE INCOME SOLUTIONS FD COM Financial Services 3,984.0 $44K 0.00% +3K +368.7% $11.06 -3.8%
135 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 534.0 $41K 0.00% +25.0 +4.9% $76.40 +4.8%
136 XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 809.0 $41K 0.00% +124.0 +18.1% $50.30 -0.0%
137 NOC NORTHROP GRUMMAN CORP COM Industrials 71.0 $36K 0.00% +10.0 +16.4% $509.31 +8.0%
138 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 342.0 $34K 0.00% +242.0 +242.0% $100.35 -2.6%
139 MELI MERCADOLIBRE INC COM Consumer Cyclical 20.0 $34K 0.00% +19.0 +1900.0% $1697.40 +14.9%
140 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 404.0 $34K 0.00% +264.0 +188.6% $83.75 +2.4%
Page 7 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%