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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 26 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BKMI BNY MELLON MUNICIPAL INTERMEDIATE ETF 1,465.0 $39K 0.00% NEW $26.44 -1.7%
502 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 1,075.0 $39K 0.00% NEW $36.01 +9.6%
503 F FORD MTR CO COM Consumer Cyclical 2,782.0 $39K 0.00% -240.0 -7.9% $13.90 +0.5%
504 DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF 1,077.0 $38K 0.00% NEW $35.65 +2.0%
505 DLR DIGITAL RLTY TR INC COM Real Estate 214.0 $38K 0.00% -53.0 -19.9% $179.31 +7.1%
506 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 116.0 $38K 0.00% $330.46 -1.4%
507 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 849.0 $38K 0.00% NEW $44.85
508 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 833.0 $38K 0.00% $45.52 +35.9%
509 JUNW ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF 1,090.0 $37K 0.00% NEW $34.39 +1.7%
510 AME AMETEK INC COM Industrials 153.0 $37K 0.00% $241.94 +0.7%
511 VXF VANGUARD EXTENDED MARKET ETF 150.0 $37K 0.00% $246.21 -0.2%
512 PBI PITNEY BOWES INC COM Industrials 2,091.0 $37K 0.00% $17.52 -1.4%
513 FTV FORTIVE CORP COM Technology 598.0 $37K 0.00% -341.0 -36.3% $61.09 -1.9%
514 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 375.0 $36K 0.00% $96.88 +5.6%
515 NOC NORTHROP GRUMMAN CORP COM Industrials 71.0 $36K 0.00% +10.0 +16.4% $509.31 +7.0%
516 MAYW ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF 1,018.0 $35K 0.00% NEW $34.77 +1.9%
517 JULW ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF 862.0 $35K 0.00% NEW $40.82 +1.7%
518 TDC TERADATA CORP DEL COM Technology 1,000.0 $35K 0.00% -6K -86.0% $34.65 -17.6%
519 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 811.0 $35K 0.00% $42.59 -2.7%
520 ATO ATMOS ENERGY CORP COM Utilities 200.0 $34K 0.00% $172.27 -2.9%
Page 26 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%