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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 32 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 FNF FIDELITY NATL FINL INC COM SHS Financial Services 346.0 $16K 0.00% $47.16 +0.3%
622 LUNR INTUITIVE MACHINES INC CLASS A COM Industrials 750.0 $16K 0.00% $21.39 -24.4%
623 JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 166.0 $16K 0.00% +9.0 +5.7% $96.37 -0.2%
624 HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 700.0 $16K 0.00% $22.84 -0.5%
625 OIS OIL STS INTL INC COM Energy 1,980.0 $16K 0.00% $8.01 +8.2%
626 ABNB AIRBNB INC COM CL A Consumer Cyclical 110.0 $16K 0.00% +45.0 +69.2% $143.10 +28.9%
627 KEY KEYCORP COM Financial Services 680.0 $16K 0.00% +29.0 +4.5% $23.05 -4.5%
628 PGIM S&P 500 BUFFER 20 ETF - FEBRUARY 485.0 $15K 0.00% NEW $31.92
629 AVA AVISTA CORP COM Utilities 378.0 $15K 0.00% $40.91 -7.7%
630 SDY STATE STREET SPDR S&P DIVIDEND ETF 101.0 $15K 0.00% $151.49 +4.0%
631 BWXT BWX TECHNOLOGIES INC COM Industrials 77.0 $15K 0.00% $194.65 -19.9%
632 SNX TD SYNNEX CORPORATION COM Technology 56.0 $15K 0.00% $267.34 -2.7%
633 TIP ISHARES TIPS BOND ETF 136.0 $15K 0.00% -200.0 -59.5% $109.43 -1.8%
634 CBOE CBOE GLOBAL MKTS INC COM Financial Services 61.0 $15K 0.00% $242.67 +29.4%
635 DVN DEVON ENERGY CORP NEW COM Energy 358.0 $15K 0.00% +289.0 +418.8% $41.32 +14.0%
636 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 176.0 $15K 0.00% NEW $83.31 +15.7%
637 PCAR PACCAR INC COM Industrials 122.0 $15K 0.00% NEW $120.12 +5.3%
638 SBRA SABRA HEALTH CARE REIT INC COM Real Estate 750.0 $15K 0.00% $19.51 +6.1%
639 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 385.0 $15K 0.00% $37.94 -4.7%
640 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 153.0 $15K 0.00% NEW $94.93 +10.4%
Page 32 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%