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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 12 of 13  ·  252 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 405.0 $10K -27.0 -6.2% $25.03 -0.4%
222 OGN ORGANON & CO COMMON STOCK Healthcare 696.0 $9K -15.0 -2.1% $13.54 +1.7%
223 DTE DTE ENERGY CO COM Utilities 59.0 $9K -16.0 -21.3% $152.37 -9.6%
224 SWBI SMITH & WESSON BRANDS INC COM Industrials 550.0 $8K -100.0 -15.4% $15.04 -11.1%
225 KIM KIMCO REALTY CORP COM Real Estate 300.0 $8K -750.0 -71.4% $25.35 -5.2%
226 VDE VANGUARD ENERGY ETF 50.0 $8K -120.0 -70.6% $150.14 +17.2%
227 OCCIDENTAL PETE CORP WT EXP 080327 271.0 $7K -6.0 -2.2% $26.63
228 QTUM DEFIANCE QUANTUM ETF 42.0 $7K -18.0 -30.0% $165.38 -10.0%
229 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 15.0 $7K -7.0 -31.8% $459.13 +19.8%
230 VLTO VERALTO CORP COM SHS Industrials 73.0 $6K -109.0 -59.9% $88.68 +11.3%
231 MSCI MSCI INC COM Financial Services 11.0 $6K -6.0 -35.3% $560.00 +0.8%
232 SOXX ISHARES SEMICONDUCTOR ETF 9.0 $6K -20.0 -69.0% $640.78 -19.6%
233 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 1,809.0 $6K -530.0 -22.7% $3.14 -7.6%
234 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 67.0 $5K -415.0 -86.1% $79.37 +0.7%
235 CBU COMMUNITY FINANCIAL SYSTEM INC COM Financial Services 78.0 $5K -339.0 -81.3% $67.12 -5.9%
236 FE FIRSTENERGY CORP COM Utilities 106.0 $5K -29.0 -21.5% $47.54 -1.7%
237 VIOO VANGUARD S&P SMALL-CAP 600 ETF 31.0 $4K -43.0 -58.1% $137.55 -1.1%
238 IVOO VANGUARD S&P MID-CAP 400 ETF 31.0 $4K -51.0 -62.2% $130.39 -0.5%
239 KD KYNDRYL HLDGS INC COMMON STOCK Technology 352.0 $4K -66.0 -15.8% $11.31 +12.1%
240 HLN HALEON PLC SPON ADS Healthcare 348.0 $3K -203.0 -36.8% $9.33 +9.0%
Page 12 of 13  ·  252 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%