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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 13 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 7,650.0 $406K 0.01% -53.0 -0.7% $53.11 +17.5%
242 MGK VANGUARD MEGA CAP GROWTH ETF 4,590.0 $404K 0.01% +4K +400.0% $87.91 +1.1%
243 WM WASTE MGMT INC DEL COM Industrials 1,807.0 $403K 0.01% +100.0 +5.9% $222.88 -0.7%
244 MO ALTRIA GROUP INC COM Consumer Defensive 5,587.0 $402K 0.01% +365.0 +7.0% $71.95 -3.9%
245 SLF SUN LIFE FINANCIAL INC. COM Financial Services 5,097.0 $400K 0.01% -650.0 -11.3% $78.42 +0.8%
246 SPXC SPX TECHNOLOGIES INC COM Industrials 1,624.0 $398K 0.01% $245.17 -16.1%
247 VHT VANGUARD HEALTH CARE ETF 1,331.0 $398K 0.01% -115.0 -8.0% $299.01 +9.1%
248 D DOMINION ENERGY INC COM Utilities 5,807.0 $397K 0.01% $68.29 -2.0%
249 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 2,937.0 $389K 0.01% -110.0 -3.6% $132.52 +5.5%
250 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 7,670.0 $387K 0.01% $50.42 +9.3%
251 APH AMPHENOL CORP CL A Technology 2,173.0 $383K 0.01% -183.0 -7.8% $176.32 -8.5%
252 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 6,724.0 $376K 0.01% -110.0 -1.6% $55.93 -0.5%
253 CLX CLOROX CO DEL COM Consumer Defensive 3,905.0 $373K 0.01% -25.0 -0.6% $95.44 +9.2%
254 BA BOEING CO COM Industrials 1,711.0 $370K 0.01% +162.0 +10.5% $216.47 -2.0%
255 MET METLIFE INC COM Financial Services 4,375.0 $370K 0.01% +1K +34.8% $84.61 +14.1%
256 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 4,007.0 $367K 0.01% $91.64 -0.0%
257 NYF ISHARES NEW YORK MUNI BOND ETF 6,793.0 $366K 0.01% $53.91 -2.1%
258 BAC BANK OF AMER CORP COM Financial Services 6,426.0 $366K 0.01% -1K -13.5% $56.98 +9.2%
259 WNEB WESTERN NEW ENG BANCORP INC COM Financial Services 25,353.0 $363K 0.01% -1K -4.6% $14.30 -3.4%
260 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 3,035.0 $354K 0.01% -54.0 -1.8% $116.67 +52.1%
Page 13 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%