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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 16 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BALL BALL CORP COM Consumer Cyclical 3,143.0 $196K 0.01% -449.0 -12.5% $62.40 +1.6%
302 XBI STATE STREET SPDR S&P BIOTECH ETF 1,239.0 $196K 0.01% +39.0 +3.2% $158.25 +6.3%
303 OTIS OTIS WORLDWIDE CORP COM Industrials 2,709.0 $194K 0.01% -335.0 -11.0% $71.60 -0.2%
304 VOE VANGUARD MID-CAP VALUE ETF 979.0 $193K 0.01% -11.0 -1.1% $197.60 +5.4%
305 TEL TE CONNECTIVITY PLC ORD SHS Technology 952.0 $192K 0.01% -244.0 -20.4% $201.61 +0.7%
306 PRU PRUDENTIAL FINL INC COM Financial Services 1,746.0 $188K 0.01% $107.96 +11.5%
307 PRF INVESCO RAFI US 1000 ETF 3,475.0 $188K 0.01% $54.03 +3.8%
308 INDB INDEPENDENT BK CORP MASS COM Financial Services 2,239.0 $187K 0.01% $83.72 -1.6%
309 DUPONT DE NEMOURS INC COMMON STOCK 1,382.0 $187K 0.01% NEW $135.64
310 PSX PHILLIPS 66 COM Energy 1,096.0 $185K 0.01% -635.0 -36.7% $169.05 +41.9%
311 IWS ISHARES RUSSELL MID-CAP VALUE ETF 1,124.0 $185K 0.01% -25.0 -2.2% $164.60 +4.4%
312 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 3,197.0 $185K 0.01% -884.0 -21.7% $57.84 +7.9%
313 KKR KKR & CO INC COM 1,993.0 $183K 0.01% $91.78
314 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 3,568.0 $182K 0.01% -57.0 -1.6% $50.99 -4.3%
315 EME EMCOR GROUP INC COM Industrials 217.0 $180K 0.01% $829.88 -6.6%
316 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 2,794.0 $179K 0.01% -541.0 -16.2% $64.01 +13.2%
317 IT GARTNER INC COM Technology 1,363.0 $177K 0.01% -12.0 -0.9% $129.62 +51.7%
318 SWK STANLEY BLACK & DECKER INC COM Industrials 1,872.0 $176K 0.01% +1K +200.5% $94.12 +5.4%
319 PGR PROGRESSIVE CORP COM Financial Services 805.0 $176K 0.01% $218.45 -0.4%
320 DGRO ISHARES CORE DIVIDEND GROWTH ETF 2,290.0 $174K 0.01% $75.79 +4.6%
Page 16 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%