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 5 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 SBAC SBA COMMUNICATIONS CORP NEW CL A Real Estate 6 $1K SOLD
82 BRKR BRUKER CORP COM Healthcare 24 $1K SOLD
83 ENR ENERGIZER HLDGS INC NEW COM Industrials 56 $1K SOLD
84 RELX RELX PLC SPONSORED ADR Communication Services 26 $1K SOLD
85 VOOV VANGUARD S&P 500 VALUE ETF 5 $1K SOLD
86 IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST Financial Services 22 $946.0 SOLD
87 CYBERARK SOFTWARE LTD SHS 2 $892.0 SOLD
88 IX ORIX CORP SPONSORED ADR Financial Services 30 $877.0 SOLD
89 BLACKROCK MUNIVEST FD INC COM 125 $866.0 SOLD
90 ARGX ARGENX SE SPONSORED ADR Healthcare 1 $841.0 SOLD
91 BCS BARCLAYS PLC ADR Financial Services 30 $764.0 SOLD
92 E ENI S P A SPONSORED ADR Energy 19 $721.0 SOLD
93 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 6 $705.0 SOLD
94 LOGI LOGITECH INTL S A SHS Technology 7 $702.0 SOLD
95 OABI OMNIAB INC COM Healthcare 367 $679.0 SOLD
96 FUTU FUTU HLDGS LTD SPON ADS CL A Financial Services 4 $657.0 SOLD
97 FNV FRANCO NEV CORP COM Basic Materials 3 $622.0 SOLD
98 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 20 $617.0 SOLD
99 ESLT ELBIT SYS LTD ORD Industrials 1 $578.0 SOLD
100 TS TENARIS S A SPONSORED ADS Energy 14 $538.0 SOLD
Page 5 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%