BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 2,188 $176K 0.01% SOLD
22 BL BLACKLINE INC COM Technology 3,173 $175K 0.01% SOLD
23 INCY INCYTE CORP COM Healthcare 1,772 $175K 0.01% SOLD
24 FORTINET INC COM 2,200 $175K 0.01% SOLD
25 INSTALLED BLDG PRODS INC COM 669 $174K 0.01% SOLD
26 ALKS ALKERMES PLC SHS Healthcare 6,180 $173K 0.01% SOLD
27 RL RALPH LAUREN CORP CL A Consumer Cyclical 488 $173K 0.01% SOLD
28 NTAP NETAPP INC COM Technology 1,608 $172K 0.01% SOLD
29 MEDP MEDPACE HLDGS INC COM Healthcare 305 $171K 0.01% SOLD
30 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 2,568 $167K 0.01% SOLD
31 QLYS QUALYS INC COM Technology 1,254 $167K 0.01% SOLD
32 PSTG PURE STORAGE INC CL A 2,059 $138K 0.01% SOLD
33 SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 3,345 $78K 0.00% SOLD
34 CGUI CAPITAL GROUP ULTRA SHORT INCOME ETF 2,242 $57K 0.00% SOLD
35 PSN PARSONS CORP DEL COM Industrials 664 $41K 0.00% SOLD
36 AMCOR PLC ORD 4,500 $38K 0.00% SOLD
37 ASTRAZENECA PLC SPONSORED ADR 336 $31K 0.00% SOLD
38 TEGNA INC COM 1,302 $25K 0.00% SOLD
39 SXI STANDEX INTL CORP COM Industrials 108 $23K 0.00% SOLD
40 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 300 $19K 0.00% SOLD
Page 2 of 6  ·  120 positions
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%