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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 34 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 BSTZ BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT Financial Services 450.0 $10K $22.61 +36.3%
662 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 100.0 $10K -175.0 -63.6% $101.67 -1.1%
663 DLY DOUBLELINE YIELD OPPORTUNITIES COM Financial Services 680.0 $10K $14.54 -4.9%
664 VTRS VIATRIS INC COM Healthcare 788.0 $10K $12.46 +22.3%
665 MSCI MSCI INC COM Financial Services 17.0 $10K +11.0 +183.3% $573.71 +1.9%
666 SMH VANECK SEMICONDUCTOR ETF 27.0 $10K $360.15 +83.4%
667 PAAS PAN AMERN SILVER CORP COM Basic Materials 187.0 $10K $51.81 -5.3%
668 DTE DTE ENERGY CO COM Utilities 75.0 $10K $128.99 +14.1%
669 VOD VODAFONE GROUP PLC NEW SPONSORED ADR Communication Services 728.0 $10K -274.0 -27.4% $13.21 +8.4%
670 DSL DOUBLELINE INCOME SOLUTIONS FD COM Financial Services 850.0 $10K $11.27 -4.2%
671 EXPD EXPEDITORS INTL WASH INC COM Industrials 64.0 $10K $149.02 +8.2%
672 NATL NCR ATLEOS CORPORATION COM SHS Technology 250.0 $10K -24.0 -8.8% $38.11 +14.7%
673 VOOG VANGUARD S&P 500 GROWTH ETF 21.0 $9K $444.57 -81.3%
674 NXE NEXGEN ENERGY LTD COM Energy 1,000.0 $9K $9.20 +13.8%
675 FANG DIAMONDBACK ENERGY INC COM Energy 61.0 $9K $150.33 +21.3%
676 IVOO VANGUARD S&P MID-CAP 400 ETF 82.0 $9K $111.80 +15.1%
677 GL GLOBE LIFE INC COM Financial Services 65.0 $9K $139.86 +21.9%
678 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 190.0 $9K $47.35 -1.2%
679 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 100.0 $9K -100.0 -50.0% $89.43 +7.4%
680 ABNB AIRBNB INC COM CL A Consumer Cyclical 65.0 $9K $135.72 +5.6%
Page 34 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%