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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 39 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A Industrials 500.0 $4K $7.16 -21.5%
762 FTCS FIRST TRUST CAPITAL STRENGTH ETF 38.0 $4K $92.50 +0.9%
763 MAIN MAIN STR CAP CORP COM Financial Services 58.0 $3K +1.0 +1.8% $60.26 -16.0%
764 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 39.0 $3K $89.56 +8.7%
765 OC OWENS CORNING NEW COM Industrials 31.0 $3K $111.90 +10.6%
766 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 44.0 $3K $77.34 +4.3%
767 VRSK VERISK ANALYTICS INC COM Industrials 15.0 $3K $223.67 -19.7%
768 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 147.0 $3K NEW $22.63 +3.3%
769 STE STERIS PLC SHS USD Healthcare 13.0 $3K $253.54 -21.4%
770 FLO FLOWERS FOODS INC COM Consumer Defensive 287.0 $3K $10.88 -32.6%
771 OEF ISHARES S&P 100 ETF 9.0 $3K $343.00 +6.2%
772 VRT VERTIV HOLDINGS CO COM CL A Industrials 19.0 $3K NEW $162.00 +84.9%
773 CCL CARNIVAL CORP PAIRED CTF Consumer Cyclical 100.0 $3K $30.54 -2.1%
774 NXT NEXTPOWER INC CLASS A COM Technology 35.0 $3K $87.11 +41.5%
775 ETG EATON VANCE TX ADV GLBL DIV FD COM Financial Services 130.0 $3K NEW $23.10 -0.8%
776 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 59.0 $3K $50.86 +26.5%
777 TG TREDEGAR CORP COM Industrials 415.0 $3K $7.18 +8.2%
778 DLTR DOLLAR TREE INC COM Consumer Defensive 24.0 $3K NEW $123.00 -13.5%
779 ALC ALCON AG ORD SHS Healthcare 37.0 $3K $78.81 -18.6%
780 CET CENTRAL SECS CORP COM Financial Services 56.0 $3K +3.0 +5.7% $50.61 +3.1%
Page 39 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%