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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  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FBND FIDELITY TOTAL BOND ETF 486.0 $22K 0.00% NEW $45.49 -0.8%
42 CRUX COLUMBIA CORE BOND ETF 687.0 $21K 0.00% NEW $29.98 -1.2%
43 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 3,531.0 $21K 0.00% NEW $5.83 +3.6%
44 SEPW ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF 594.0 $20K 0.00% NEW $33.39 +1.4%
45 AUGW ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF 553.0 $19K 0.00% NEW $34.05 +1.8%
46 PGIM S&P 500 BUFFER 20 ETF - JANUARY 576.0 $19K 0.00% NEW $32.28
47 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 75.0 $18K 0.00% NEW $242.43 -2.5%
48 NANR STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF 240.0 $18K 0.00% NEW $75.50 +19.3%
49 JPIE JPMORGAN INCOME ETF 390.0 $18K 0.00% NEW $46.05 -0.3%
50 FRANKLIN MASSACHUSETTS MUNICIPAL INCOME ETF 1,906.0 $17K 0.00% NEW $9.13
51 IXJ ISHARES GLOBAL HEALTHCARE ETF 174.0 $17K 0.00% NEW $98.38 +8.1%
52 CSMD CONGRESS SMID GROWTH ETF 460.0 $17K 0.00% NEW $36.49 -3.9%
53 TLT ISHARES 20 YEAR TREASURY BOND ETF 192.0 $17K 0.00% NEW $86.42 -3.6%
54 PGIM S&P 500 BUFFER 20 ETF - FEBRUARY 485.0 $15K 0.00% NEW $31.92
55 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 176.0 $15K 0.00% NEW $83.31 +15.6%
56 PCAR PACCAR INC COM Industrials 122.0 $15K 0.00% NEW $120.12 +7.6%
57 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 153.0 $15K 0.00% NEW $94.93 +10.3%
58 IHE ISHARES U.S. PHARMACEUTICALS ETF 144.0 $14K 0.00% NEW $99.01 +7.0%
59 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 489.0 $14K NEW $27.65 +0.9%
60 AKRE AKRE FOCUS ETF 233.0 $12K NEW $53.19 +14.0%
Page 3 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%