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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 5 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 62.0 $3K NEW $44.98 -0.8%
82 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 8.0 $2K NEW $285.62 -1.4%
83 SCHA SCHWAB U.S. SMALL-CAP ETF 57.0 $2K NEW $36.12 -3.9%
84 GAMESTOP CORP CL A 80.0 $2K NEW $22.07
85 BAR GRANITESHARES GOLD SHARES Financial Services 41.0 $2K NEW $39.54 +14.4%
86 BE BLOOM ENERGY CORP COM CL A Industrials 4.0 $1K NEW $302.75 -27.9%
87 MYI BLACKROCK MUNIYIELD QUALITY FD COM Financial Services 79.0 $878.0 NEW $11.11 -3.4%
88 MRNA MODERNA INC COM Healthcare 10.0 $700.0 NEW $70.00 +113.8%
89 BMBL BUMBLE INC COM CL A Technology 200.0 $640.0 NEW $3.20 -14.1%
90 KRG KITE REALTY GROUP TRUST COM NEW Real Estate 18.0 $511.0 NEW $28.39 -7.5%
91 EEFT EURONET WORLDWIDE INC COM Technology 5.0 $366.0 NEW $73.20 -3.6%
92 VERSIGENT PLC ORDINARY SHARES 6.0 $252.0 NEW $42.00
93 BRIGHTSTAR LOTTERY PLC SHS USD 18.0 $193.0 NEW $10.72
94 JBLU JETBLUE AIRWAYS CORP COM Industrials 20.0 $115.0 NEW $5.75 -13.2%
95 DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 1.0 $63.0 NEW $63.00 -24.8%
96 XPLR INFRASTRUCTURE LP COM UNIT PART IN 5.0 $59.0 NEW $11.80
97 DFCF DIMENSIONAL CORE FIXED INCOME ETF 1.0 $44.0 NEW $44.00 -5.2%
98 SPLV INVESCO S&P 500 LOW VOLATILITY ETF $33.0 NEW
99 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 1.0 $24.0 NEW $24.00 +67.5%
100 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 1.0 $22.0 NEW $22.00 +102.9%
Page 5 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%