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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 2 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AZN ASTRAZENECA PLC ORD Healthcare 247.0 $47K 0.00% NEW $189.62 -12.3%
22 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 250.0 $45K 0.00% NEW $178.60 -2.9%
23 AMCOR PLC COM NEW 900.0 $39K 0.00% NEW $43.35
24 BKMI BNY MELLON MUNICIPAL INTERMEDIATE ETF 1,465.0 $39K 0.00% NEW $26.44 -1.9%
25 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 1,075.0 $39K 0.00% NEW $36.01 +9.1%
26 DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF 1,077.0 $38K 0.00% NEW $35.65 +1.8%
27 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 849.0 $38K 0.00% NEW $44.85
28 JUNW ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF 1,090.0 $37K 0.00% NEW $34.39 +1.4%
29 MAYW ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF 1,018.0 $35K 0.00% NEW $34.77 +1.6%
30 JULW ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF 862.0 $35K 0.00% NEW $40.82 +1.4%
31 FCX FREEPORT MCMORAN INC CL B Basic Materials 531.0 $33K 0.00% NEW $62.89 +25.6%
32 ASGI ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT Financial Services 1,435.0 $33K 0.00% NEW $23.25 +5.7%
33 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 100.0 $32K 0.00% NEW $317.53 -8.7%
34 FS SPECIALTY LENDING FD COM SH BEN INT 2,836.0 $32K 0.00% NEW $11.15
35 KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 396.0 $28K 0.00% NEW $71.50 -4.6%
36 VT VANGUARD TOTAL WORLD STOCK ETF 175.0 $27K 0.00% NEW $156.95 +2.5%
37 FEDEX FGHT HLDG CO INC COMMON STOCK 174.0 $26K 0.00% NEW $151.00
38 TOTALENERGIES SE ACT 303.0 $24K 0.00% NEW $77.76
39 CPNG COUPANG INC CL A Consumer Cyclical 1,290.0 $22K 0.00% NEW $17.37 -4.8%
40 ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 584.0 $22K 0.00% NEW $38.10 +5.0%
Page 2 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%