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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 38 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ISHARES MSCI INTL QUALITY FACTOR ETF 114.0 $6K NEW $49.55
742 GROY GOLD ROYALTY CORP COMMON SHARES Basic Materials 2,000.0 $6K $2.76 +24.5%
743 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 233.0 $5K +6.0 +2.6% $23.49 -0.5%
744 CHY CALAMOS CONV & HIGH INCOME FD COM SHS Financial Services 395.0 $5K $13.62 -4.2%
745 BWA BORGWARNER INC COM Consumer Cyclical 81.0 $5K $66.40 -2.2%
746 SLV ISHARES SILVER TRUST Financial Services 100.0 $5K NEW $53.47 +17.3%
747 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 67.0 $5K -415.0 -86.1% $79.37 +0.7%
748 JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF 74.0 $5K $71.22 +3.8%
749 CBU COMMUNITY FINANCIAL SYSTEM INC COM Financial Services 78.0 $5K -339.0 -81.3% $67.12 -6.1%
750 CAH CARDINAL HEALTH INC COM Healthcare 22.0 $5K $237.55 -0.9%
751 FE FIRSTENERGY CORP COM Utilities 106.0 $5K -29.0 -21.5% $47.54 -2.8%
752 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 20.0 $5K NEW $250.00 -7.3%
753 CSGP COSTAR GROUP INC COM Real Estate 176.0 $5K $28.32 +12.4%
754 OC OWENS CORNING NEW COM Industrials 31.0 $5K $158.97 -9.8%
755 CVY INVESCO ZACKS MULTI-ASSET INCOME ETF 170.0 $5K +4.0 +2.4% $28.83 +6.1%
756 AVY AVERY DENNISON CORP COM Industrials 30.0 $5K $162.37 +10.9%
757 IYW ISHARES U.S. TECHNOLOGY ETF 19.0 $5K $252.21 +0.4%
758 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 214.0 $5K NEW $22.27 +4.8%
759 ESGU ISHARES ESG AWARE MSCI USA ETF 29.0 $5K $163.66 +3.5%
760 STAG STAG INDUSTRIAL INC COM Real Estate 124.0 $5K +2.0 +1.6% $38.06 -2.6%
Page 38 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%