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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 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 402 $18K 0.00% SOLD
42 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 525 $18K 0.00% SOLD
43 GPC GENUINE PARTS CO COM Consumer Cyclical 125 $15K 0.00% SOLD
44 USFR WISDOMTREE FLOATING RATE TREASURY FUND 300 $15K 0.00% SOLD
45 SEALED AIR CORP NEW COM 363 $15K 0.00% SOLD
46 SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 550 $15K 0.00% SOLD
47 CTRA COTERRA ENERGY INC COM Energy 425 $11K SOLD
48 WY WEYERHAEUSER CO MTN BE COM NEW Real Estate 450 $11K SOLD
49 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 100 $9K SOLD
50 SSNC SS&C TECHNOLOGIES HLDGS Technology 99 $9K SOLD
51 EVT EATON VANCE TAX ADVT DIV INCM COM Financial Services 293 $7K SOLD
52 GRMN GARMIN LTD SHS Technology 30 $6K SOLD
53 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 98 $6K SOLD
54 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 62 $5K SOLD
55 DTM DT MIDSTREAM INC COMMON STOCK Energy 40 $5K SOLD
56 XAI OCTAGN FLT RAT & ALT INM T COM 900 $4K SOLD
57 FALN ISHARES FALLEN ANGELS USD BOND ETF 157 $4K SOLD
58 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 39 $3K SOLD
59 VRSK VERISK ANALYTICS INC COM Industrials 15 $3K SOLD
60 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 147 $3K SOLD
Page 3 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%