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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 24 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO OCTOBER 2026 1,977.0 $54K 0.00% $27.36
462 KMX CARMAX INC COM Consumer Cyclical 1,019.0 $54K 0.00% -312.0 -23.4% $52.89 +18.4%
463 BSX BOSTON SCIENTIFIC CORP COM Healthcare 1,262.0 $54K 0.00% -223.0 -15.0% $42.68 +9.3%
464 CGSD CAPITAL GROUP SHORT DURATION INCOME 2,048.0 $53K 0.00% -852.0 -29.4% $25.73 +0.1%
465 VFH VANGUARD FINANCIALS ETF 395.0 $52K 0.00% -75.0 -16.0% $131.60 +7.6%
466 AGZ ISHARES AGENCY BOND ETF 475.0 $52K 0.00% $109.28 -0.5%
467 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 964.0 $52K 0.00% -854.0 -47.0% $53.61 +8.0%
468 NMT NUVEEN MASS QUALITY MUN INC COM Financial Services 3,964.0 $51K 0.00% $12.99 -3.1%
469 CINF CINCINNATI FINL CORP COM Financial Services 277.0 $51K 0.00% $185.14 -6.8%
470 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 374.0 $51K 0.00% -29.0 -7.2% $136.95 +33.7%
471 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 1,991.0 $51K 0.00% -37.0 -1.8% $25.52 -1.3%
472 SJM SMUCKER J M CO COM NEW Consumer Defensive 447.0 $50K 0.00% $112.50 +17.2%
473 SCHF SCHWAB INTERNATIONAL EQUITY ETF 1,813.0 $50K 0.00% -130.0 -6.7% $27.70 +2.6%
474 EEM ISHARES MSCI EMERGING MARKETS ETF 732.0 $50K 0.00% $68.41 -1.2%
475 HPQ HP INC COM Technology 2,265.0 $50K 0.00% +1K +79.0% $21.94 +35.1%
476 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 70.0 $49K 0.00% $703.34 -0.7%
477 HTD HANCOCK JOHN TAX-ADVANTAGED DI COM Financial Services 1,917.0 $49K 0.00% $25.49 -1.1%
478 ILCV ISHARES MORNINGSTAR VALUE ETF 478.0 $48K 0.00% $101.24 +6.9%
479 TPR TAPESTRY INC COM Consumer Cyclical 329.0 $48K 0.00% -2K -83.0% $146.38 -15.8%
480 AZN ASTRAZENECA PLC ORD Healthcare 247.0 $47K 0.00% NEW $189.62 -13.2%
Page 24 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%