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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 9 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 28.0 $10K +10.0 +55.6% $342.82 -11.3%
162 KMI KINDER MORGAN INC DEL COM Energy 276.0 $9K +2.0 +0.7% $32.00 +0.1%
163 NOK NOKIA CORP SPONSORED ADR Technology 607.0 $8K +20.0 +3.4% $13.28 -21.6%
164 SONY SONY GROUP CORP SPONSORED ADR Technology 378.0 $8K +205.0 +118.5% $20.06 +20.2%
165 NLR VANECK URANIUM AND NUCLEAR ETF 60.0 $7K +23.0 +62.2% $115.98 +6.7%
166 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 233.0 $5K +6.0 +2.6% $23.49 -0.5%
167 CVY INVESCO ZACKS MULTI-ASSET INCOME ETF 170.0 $5K +4.0 +2.4% $28.83 +6.4%
168 STAG STAG INDUSTRIAL INC COM Real Estate 124.0 $5K +2.0 +1.6% $38.06 -2.3%
169 KHC KRAFT HEINZ CO COM Consumer Defensive 183.0 $4K +81.0 +79.4% $23.62 +5.0%
170 IAU ISHARES GOLD TRUST Financial Services 51.0 $4K +50.0 +5000.0% $75.51 +14.4%
171 MAIN MAIN STR CAP CORP COM Financial Services 59.0 $3K +1.0 +1.7% $52.32 +11.7%
172 CCJ CAMECO CORP COM Energy 15.0 $2K +8.0 +114.3% $101.87 +5.4%
173 WW INTL INC COM NEW 11.0 $176.0 +10.0 +1000.0% $16.00
Page 9 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%