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Portfolio (Quarterly) Guide ↗

ST GERMAIN D J CO INC

· CIK 0000831571
13F Portfolio $2.6B AUM 925 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 78 New 151 Added 182 Reduced 48 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 FIS FIDELITY NATL INFORMATION SVCS COM Technology 1,146 $76K 0.00% SOLD
22 DINO HF SINCLAIR CORP COM Energy 1,000 $52K 0.00% SOLD
23 EFX EQUIFAX INC COM Industrials 156 $40K 0.00% SOLD
24 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 536 $31K 0.00% SOLD
25 KELLANOVA COM 350 $29K 0.00% SOLD
26 TTE TOTALENERGIES SE SPONSORED ADS Energy 476 $28K 0.00% SOLD
27 TLT ISHARES 20 YEAR TREASURY BOND ETF 275 $25K 0.00% SOLD
28 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 668 $21K 0.00% SOLD
29 FDVV FIDELITY HIGH DIVIDEND ETF 200 $11K SOLD
30 RARE ULTRAGENYX PHARMACEUTICAL INC COM Healthcare 300 $9K SOLD
31 LII LENNOX INTL INC COM Industrials 13 $7K SOLD
32 LI LI AUTO INC SPONSORED ADS Consumer Cyclical 270 $7K SOLD
33 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 38 $5K SOLD
34 NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN Real Estate 167 $5K SOLD
35 HANESBRANDS INC COM 710 $5K SOLD
36 GLOBUS MED INC CL A 69 $4K SOLD
37 XLB MATERIALS SELECT SECTOR SPDR FUND 44 $4K SOLD
38 CHI CALAMOS CONV OPPORTUNITIES & I SH BEN INT Financial Services 300 $3K SOLD
39 TPVG TRIPLEPOINT VENTURE GROWTH BDC COM Financial Services 500 $3K SOLD
40 MRNA MODERNA INC COM Healthcare 100 $3K SOLD
Page 2 of 3  ·  48 positions
Sector Allocation
Technology 24.7%
Communication Services 18.3%
Financial Services 17.7%
Healthcare 12.2%
Consumer Cyclical 8.2%
Consumer Defensive 6.5%
Industrials 5.0%
Energy 4.2%
Utilities 2.7%
Basic Materials 0.3%