BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 46  ·  914 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 4,001.0 $547K 0.02% -288.0 -6.7% $136.81 -9.8%
222 IJH ISHARES CORE S&P MID-CAP ETF 6,740.0 $520K 0.02% +2K +53.6% $77.11 -0.6%
223 IVW ISHARES S&P 500 GROWTH ETF 3,773.0 $519K 0.02% +612.0 +19.4% $137.53 +0.8%
224 TSLA TESLA INC COM Consumer Cyclical 1,189.0 $500K 0.02% -810.0 -40.5% $420.60 -17.8%
225 DUK DUKE ENERGY CORP NEW COM NEW Utilities 3,940.0 $499K 0.02% -316.0 -7.4% $126.57 -3.7%
226 STT STATE STR CORP COM Financial Services 2,869.0 $487K 0.02% $169.60 +14.2%
227 CARR CARRIER GLOBAL CORPORATION COM Industrials 6,499.0 $477K 0.02% -504.0 -7.2% $73.35 -19.9%
228 CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 13,722.0 $475K 0.02% +2K +17.2% $34.62 +1.6%
229 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 1,209.0 $468K 0.02% -126.0 -9.4% $386.73 +4.1%
230 YUM YUM BRANDS INC COM Consumer Cyclical 2,855.0 $456K 0.02% $159.86 -3.4%
231 MRVL MARVELL TECHNOLOGY INC COM Technology 1,510.0 $450K 0.02% $297.89 -17.7%
232 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 2,166.0 $446K 0.02% +81.0 +3.9% $206.01 +6.3%
233 BK BANK OF NY MELLON CORP COM Financial Services 3,040.0 $440K 0.02% $144.61 -1.9%
234 XVV ISHARES ESG SELECT SCREENED S&P 500 ETF 7,649.0 $434K 0.02% $56.79 +3.2%
235 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,387.0 $432K 0.02% -334.0 -12.3% $180.91 +7.3%
236 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 5,268.0 $428K 0.01% $81.16 -8.8%
237 ENTERGY CORP NEW COM 3,677.0 $422K 0.01% -900.0 -19.7% $114.86
238 COP CONOCOPHILLIPS COM Energy 4,045.0 $421K 0.01% +61.0 +1.5% $103.96 +25.6%
239 TRV TRAVELERS COMPANIES INC COM Financial Services 1,261.0 $416K 0.01% $330.12 +12.4%
240 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 4,948.0 $410K 0.01% -597.0 -10.8% $82.84 -1.2%
Page 12 of 46  ·  914 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%