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Portfolio (Quarterly) Guide ↗

ST GERMAIN D J CO INC

· CIK 0000831571
13F Portfolio $2.6B AUM 925 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 78 New 151 Added 182 Reduced 48 Exited
Page 12 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AEP AMERICAN ELEC PWR CO INC COM Utilities 4,289.0 $495K 0.02% -469.0 -9.9% $115.31 +11.2%
222 PNC PNC FINL SVCS GROUP INC COM Financial Services 2,369.0 $494K 0.02% $208.73 +11.7%
223 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 3,375.0 $484K 0.02% $143.52 +10.8%
224 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 1,335.0 $468K 0.02% $350.55 +11.6%
225 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,721.0 $436K 0.02% $160.40 +11.9%
226 YUM YUM BRANDS INC COM Consumer Cyclical 2,855.0 $432K 0.02% -180.0 -5.9% $151.28 +4.2%
227 ENTERGY CORP NEW COM 4,577.0 $423K 0.02% $92.43
228 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 5,268.0 $423K 0.02% $80.30 -1.1%
229 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 3,047.0 $420K 0.02% $137.80 -5.9%
230 VHT VANGUARD HEALTH CARE ETF 1,446.0 $416K 0.02% $287.85 -2.0%
231 BAC BANK AMERICA CORP COM Financial Services 7,431.0 $409K 0.02% +110.0 +1.5% $55.00 +2.8%
232 IEFA ISHARES CORE MSCI EAFE ETF 4,536.0 $406K 0.02% +592.0 +15.0% $89.46 +8.2%
233 XVV ISHARES ESG SELECT SCREENED S&P 500 ETF 7,649.0 $403K 0.02% $52.70 +6.7%
234 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,059.0 $400K 0.02% +220.0 +2.8% $49.65 -26.8%
235 CLX CLOROX CO DEL COM Consumer Defensive 3,930.0 $396K 0.01% -170.0 -4.2% $100.83 -5.8%
236 DELL DELL TECHNOLOGIES INC CL C Technology 3,131.0 $394K 0.01% $125.88 +233.1%
237 IVE ISHARES S&P 500 VALUE ETF 1,858.0 $394K 0.01% $212.07 +6.5%
238 IVW ISHARES S&P 500 GROWTH ETF 3,161.0 $390K 0.01% -202.0 -6.0% $123.26 +10.1%
239 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 2,085.0 $384K 0.01% $184.02 +14.8%
240 MGK VANGUARD MEGA CAP GROWTH ETF 918.0 $379K 0.01% $412.77 -78.9%
Page 12 of 47  ·  924 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 24.7%
Communication Services 18.3%
Financial Services 17.7%
Healthcare 12.2%
Consumer Cyclical 8.2%
Consumer Defensive 6.5%
Industrials 5.0%
Energy 4.2%
Utilities 2.7%
Basic Materials 0.3%