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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 13 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WM WASTE MGMT INC DEL COM Industrials 1,707.0 $375K 0.01% -9.0 -0.5% $219.71 -0.5%
242 COP CONOCOPHILLIPS COM Energy 3,984.0 $373K 0.01% -200.0 -4.8% $93.61 +18.8%
243 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 5,545.0 $373K 0.01% $67.22 +23.5%
244 STT STATE STR CORP COM Financial Services 2,869.0 $370K 0.01% $129.01 +32.6%
245 CARR CARRIER GLOBAL CORPORATION COM Industrials 7,003.0 $370K 0.01% -166.0 -2.3% $52.84 +31.5%
246 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 4,008.0 $366K 0.01% -675.0 -14.4% $91.38 +0.2%
247 TRV TRAVELERS COMPANIES INC COM Financial Services 1,261.0 $366K 0.01% -80.0 -6.0% $290.06 +5.5%
248 NYF ISHARES NEW YORK MUNI BOND ETF 6,793.0 $363K 0.01% -300.0 -4.2% $53.51 +0.2%
249 SLF SUN LIFE FINANCIAL INC. COM Financial Services 5,747.0 $359K 0.01% $62.40 +24.9%
250 BK BANK NEW YORK MELLON CORP COM Financial Services 3,040.0 $353K 0.01% $116.09 +22.7%
251 FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 11,421.0 $351K 0.01% -3K -20.1% $30.73 +0.2%
252 IT GARTNER INC COM Technology 1,375.0 $347K 0.01% $252.28 -47.1%
253 CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 11,707.0 $346K 0.01% +368.0 +3.2% $29.55 +20.0%
254 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 7,703.0 $344K 0.01% +4K +86.0% $44.71 +22.3%
255 SNY SANOFI SA SPONSORED ADR Healthcare 7,105.0 $344K 0.01% $48.46 -12.3%
256 D DOMINION ENERGY INC COM Utilities 5,827.0 $341K 0.01% -150.0 -2.5% $58.59 +16.1%
257 GILD GILEAD SCIENCES INC COM Healthcare 2,751.0 $338K 0.01% $122.74 +2.2%
258 BA BOEING CO COM Industrials 1,549.0 $336K 0.01% $217.12 +3.9%
259 WNEB WESTERN NEW ENG BANCORP INC COM Financial Services 26,584.0 $335K 0.01% +15K +132.9% $12.62 +6.7%
260 MCI BARINGS CORPORATE INVS COM Financial Services 18,113.0 $329K 0.01% $18.15 -2.9%
Page 13 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%