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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 1 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EXXONMOBIL HOLDINGS CORP COM SHS 201,117.0 $27.5M 0.99% NEW $136.72
2 OLLI OLLIES BARGAIN OUTLET HLDGS COM Consumer Defensive 166,358.0 $12.8M 0.46% NEW $76.88 -3.4%
3 VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF 74,276.0 $5.1M 0.18% NEW $68.32
4 HONEYWELL INTL INC COM 4,379.0 $980K 0.04% NEW $223.90
5 HONEYWELL AEROSPACE INC COM 4,379.0 $968K 0.04% NEW $221.08
6 MC MOELIS & CO CL A Financial Services 5,000.0 $327K 0.01% NEW $65.42 +2.7%
7 JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF 8,124.0 $314K 0.01% NEW $38.67 +1.7%
8 EOS EATON VANCE ENHANCED EQUITY IN COM Financial Services 11,950.0 $263K 0.01% NEW $22.04 -2.5%
9 Q QNITY ELECTRONICS INC COMMON STOCK Technology 1,556.0 $254K 0.01% NEW $163.31 -22.7%
10 DUPONT DE NEMOURS INC COMMON STOCK 1,382.0 $187K 0.01% NEW $135.64
11 ALAB ASTERA LABS INC COM Technology 195.0 $94K 0.00% NEW $483.02 -39.9%
12 SPACE EXPLORATION TECHN CORP CLASS A COM STK 539.0 $92K 0.00% NEW $170.86
13 WAT WATERS CORP COM Healthcare 236.0 $89K 0.00% NEW $375.04 +10.4%
14 IWV ISHARES RUSSELL 3000 ETF 205.0 $87K 0.00% NEW $426.40 +2.3%
15 BMOP BNY MELLON MUNICIPAL OPPORTUNITIES ETF 3,429.0 $86K 0.00% NEW $25.21 -2.2%
16 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 854.0 $76K 0.00% NEW $88.60 -36.4%
17 XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 753.0 $62K 0.00% NEW $82.63 -0.5%
18 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 725.0 $59K 0.00% NEW $81.06 +1.7%
19 NVBW ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF 1,600.0 $57K 0.00% NEW $35.62 +1.9%
20 EUFN ISHARES MSCI EUROPE FINANCIALS ETF 1,446.0 $56K 0.00% NEW $38.99 +9.3%
Page 1 of 6  ·  116 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%