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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 31 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 897.0 $18K 0.00% $20.49 -13.0%
602 CAG CONAGRA BRANDS INC COM Consumer Defensive 1,363.0 $18K 0.00% $13.46 +19.0%
603 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 75.0 $18K 0.00% NEW $242.43 -3.4%
604 NANR STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF 240.0 $18K 0.00% NEW $75.50 +19.4%
605 ZTS ZOETIS INC CL A Healthcare 252.0 $18K 0.00% +102.0 +68.0% $71.86 +4.4%
606 JPIE JPMORGAN INCOME ETF 390.0 $18K 0.00% NEW $46.05 -0.3%
607 LNT ALLIANT ENERGY CORP COM Utilities 234.0 $18K 0.00% $76.29 -10.6%
608 PH PARKER-HANNIFIN CORP COM Industrials 18.0 $18K 0.00% $978.11 +3.4%
609 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 312.0 $18K 0.00% +156.0 +100.0% $56.16 +3.8%
610 FRANKLIN MASSACHUSETTS MUNICIPAL INCOME ETF 1,906.0 $17K 0.00% NEW $9.13
611 RYN RAYONIER INC COM Real Estate 810.0 $17K 0.00% -2K -73.4% $21.28 -3.1%
612 LIT GLOBAL X LITHIUM & BATTERY TECH ETF 220.0 $17K 0.00% $78.28 -1.5%
613 IXJ ISHARES GLOBAL HEALTHCARE ETF 174.0 $17K 0.00% NEW $98.38 +6.9%
614 DOW DOW HLDGS INC COM Basic Materials 617.0 $17K 0.00% -88.0 -12.5% $27.36 +10.9%
615 CSMD CONGRESS SMID GROWTH ETF 460.0 $17K 0.00% NEW $36.49 -3.4%
616 CCK CROWN HLDGS INC COM Consumer Cyclical 150.0 $17K 0.00% $111.82 +4.9%
617 SE SEA LTD SPONSORD ADS Consumer Cyclical 175.0 $17K 0.00% -5.0 -2.8% $95.83 +23.5%
618 CWST CASELLA WASTE SYS INC CL A Industrials 172.0 $17K 0.00% $96.97 -4.1%
619 TLT ISHARES 20 YEAR TREASURY BOND ETF 192.0 $17K 0.00% NEW $86.42 -3.8%
620 SCHM SCHWAB U.S. MID-CAP ETF 450.0 $17K 0.00% $36.87 -2.3%
Page 31 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%