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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 14 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 4,847.0 $339K 0.01% $69.90 +2.2%
262 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 2,716.0 $338K 0.01% -226.0 -7.7% $124.44 +45.8%
263 URI UNITED RENTALS INC COM Industrials 291.0 $330K 0.01% +39.0 +15.5% $1132.89 -6.6%
264 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 3,320.0 $329K 0.01% +2K +111.1% $98.98 -1.1%
265 BP BP PLC SPONSORED ADR Energy 8,861.0 $327K 0.01% +507.0 +6.1% $36.95 +15.0%
266 MC MOELIS & CO CL A Financial Services 5,000.0 $327K 0.01% NEW $65.42 +2.7%
267 SHEL SHELL PLC SPON ADS Energy 4,209.0 $326K 0.01% +258.0 +6.5% $77.54 +17.5%
268 RPM RPM INTL INC COM Basic Materials 2,923.0 $325K 0.01% $111.15 -3.7%
269 DVY ISHARES SELECT DIVIDEND ETF 2,075.0 $324K 0.01% +459.0 +28.4% $156.30 +5.5%
270 IEFA ISHARES CORE MSCI EAFE ETF 3,350.0 $324K 0.01% -1K -26.1% $96.58 +4.5%
271 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,643.0 $321K 0.01% +2K +19.7% $33.29 +33.6%
272 ALL ALLSTATE CORP COM Financial Services 1,347.0 $321K 0.01% -14.0 -1.0% $237.94 +10.0%
273 MCI BARINGS CORPORATE INVS COM Financial Services 18,122.0 $318K 0.01% $17.56 +3.1%
274 JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF 8,124.0 $314K 0.01% NEW $38.67 +1.7%
275 NI NISOURCE INC COM Utilities 6,593.0 $313K 0.01% -201.0 -3.0% $47.55 -13.5%
276 USB US BANCORP COM NEW Financial Services 4,933.0 $298K 0.01% -356.0 -6.7% $60.40 +4.0%
277 SCHD SCHWAB US DIVIDEND EQUITY ETF 9,104.0 $289K 0.01% -345.0 -3.6% $31.71 +10.5%
278 FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 9,191.0 $284K 0.01% -2K -19.5% $30.85 -0.1%
279 IWB ISHARES RUSSELL 1000 ETF 687.0 $281K 0.01% $409.50 +2.5%
280 GLD SPDR GOLD SHARES Financial Services 743.0 $274K 0.01% +217.0 +41.2% $368.38 +14.4%
Page 14 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%