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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 25 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PBA PEMBINA PIPELINE CORP COM Energy 1,012.0 $47K 0.00% $46.25 +4.6%
482 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 490.0 $47K 0.00% $95.44 +2.9%
483 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 455.0 $45K 0.00% $98.20 +7.0%
484 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 250.0 $45K 0.00% NEW $178.60 -3.0%
485 JPMORGAN ULTRA-SHORT INCOME ETF 876.0 $44K 0.00% +401.0 +84.4% $50.57
486 DSL DOUBLELINE INCOME SOLUTIONS FD COM Financial Services 3,984.0 $44K 0.00% +3K +368.7% $11.06 -3.9%
487 FAST FASTENAL CO COM Industrials 916.0 $44K 0.00% -724.0 -44.1% $48.03 +6.5%
488 CZNC CITIZENS & NORTHN CORP COM Financial Services 1,828.0 $43K 0.00% $23.31 +9.4%
489 TSN TYSON FOODS INC CL A Consumer Defensive 739.0 $42K 0.00% $57.25 -3.3%
490 FGDL FRANKLIN RESPONSIBLY SOURCED GOLD ETF Financial Services 792.0 $42K 0.00% $53.37 +14.9%
491 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 3,531.0 $42K 0.00% -19.0 -0.5% $11.89 +58.7%
492 A AGILENT TECHNOLOGIES INC COM Healthcare 311.0 $41K 0.00% $132.83 +18.7%
493 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 118.0 $41K 0.00% $350.07 -6.9%
494 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 265.0 $41K 0.00% $154.29 +4.8%
495 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 534.0 $41K 0.00% +25.0 +4.9% $76.40 +3.5%
496 XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 809.0 $41K 0.00% +124.0 +18.1% $50.30 -0.0%
497 COKE COCA COLA CONS INC COM Consumer Defensive 210.0 $40K 0.00% $190.92 +1.9%
498 MKL MARKEL GROUP INC COM Financial Services 20.0 $39K 0.00% $1953.00 -7.5%
499 AMCOR PLC COM NEW 900.0 $39K 0.00% NEW $43.35
500 SPUU DIREXION DAILY S&P 500 BULL 2X ETF 180.0 $39K 0.00% $215.61 +5.2%
Page 25 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%