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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 25 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TD TORONTO DOMINION BK ONT COM NEW Financial Services 486.0 $46K 0.00% $94.20 +26.6%
482 FGDL FRANKLIN RESPONSIBLY SOURCED GOLD ETF Financial Services 792.0 $46K 0.00% $57.60 -2.8%
483 HTD HANCOCK JOHN TAX-ADVANTAGED DI COM Financial Services 1,917.0 $45K 0.00% $23.66 +6.0%
484 CINF CINCINNATI FINL CORP COM Financial Services 277.0 $45K 0.00% -75.0 -21.3% $163.32 +4.2%
485 ILCV ISHARES MORNINGSTAR VALUE ETF 478.0 $45K 0.00% $94.36 +7.1%
486 NMT NUVEEN MASSACHUSETS QLT MUN FD COM Financial Services 3,964.0 $45K 0.00% $11.33 +14.5%
487 TRGP TARGA RES CORP COM Energy 237.0 $44K 0.00% $184.50 +40.2%
488 SJM SMUCKER J M CO COM NEW Consumer Defensive 447.0 $44K 0.00% $97.81 +13.3%
489 ADTRAN HOLDINGS INC COM 5,000.0 $43K 0.00% +2K +100.0% $8.69
490 TSN TYSON FOODS INC CL A Consumer Defensive 739.0 $43K 0.00% $58.62 -5.4%
491 MKL MARKEL GROUP INC COM Financial Services 20.0 $43K 0.00% $2149.65 -14.1%
492 WAB WABTEC COM Industrials 201.0 $43K 0.00% -19.0 -8.6% $213.45 +28.3%
493 A AGILENT TECHNOLOGIES INC COM Healthcare 311.0 $42K 0.00% $136.07 -6.6%
494 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 70.0 $42K 0.00% $603.29 +14.5%
495 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 490.0 $41K 0.00% $84.64 +14.6%
496 DLR DIGITAL RLTY TR INC COM Real Estate 267.0 $41K 0.00% -6.0 -2.2% $154.94 +21.4%
497 PSN PARSONS CORP DEL COM Industrials 664.0 $41K 0.00% NEW $61.80 -15.5%
498 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 455.0 $41K 0.00% +97.0 +27.1% $90.00 +10.3%
499 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 204.0 $41K 0.00% $198.62 +8.7%
500 COHR COHERENT CORP COM Technology 218.0 $40K 0.00% $184.57 +111.1%
Page 25 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%