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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 4 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 164,511.0 $13.8M 0.54% -2K -1.4% $83.75 -1.6%
62 GLW CORNING INC COM Technology 142,342.0 $12.5M 0.48% -4K -2.9% $87.56 +101.5%
63 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 133,002.0 $12.0M 0.46% +5K +4.0% $89.92 -3.5%
64 CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF 383,222.0 $11.7M 0.45% $30.49 +6.0%
65 AXP AMERICAN EXPRESS CO COM Financial Services 30,208.0 $11.2M 0.43% $369.95 -7.0%
66 SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 437,666.0 $11.0M 0.43% +48K +12.3% $25.24 -1.2%
67 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 141,915.0 $10.7M 0.42% +141K +10000.0% $75.44 +15.3%
68 PEP PEPSICO INC COM Consumer Defensive 72,650.0 $10.4M 0.41% -465.0 -0.6% $143.52 -1.4%
69 CGUS CAPITAL GROUP CORE EQUITY ETF 255,245.0 $10.3M 0.40% -38K -12.8% $40.23 +9.7%
70 V VISA INC COM CL A Financial Services 29,235.0 $10.3M 0.40% +380.0 +1.3% $350.71 -5.4%
71 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 369,269.0 $10.2M 0.40% +5K +1.5% $27.62 -0.6%
72 ETN EATON CORP PLC SHS Industrials 30,262.0 $9.6M 0.37% -434.0 -1.4% $318.51 +30.7%
73 VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 130,594.0 $9.4M 0.36% +62K +89.9% $71.62 +16.8%
74 ESGV VANGUARD ESG U.S. STOCK ETF 69,497.0 $8.4M 0.33% +9K +14.7% $120.96 +9.0%
75 MUB ISHARES NATIONAL MUNI BOND ETF 78,455.0 $8.4M 0.33% $107.11 +0.0%
76 NULV NUVEEN ESG LARGE-CAP VALUE ETF 180,326.0 $8.1M 0.32% +41K +29.8% $45.05 +11.4%
77 MDT MEDTRONIC PLC SHS Healthcare 79,805.0 $7.7M 0.30% -2K -2.4% $96.06 -18.8%
78 DSI ISHARES MSCI KLD 400 SOCIAL ETF 59,461.0 $7.7M 0.30% +9K +17.9% $128.83 +9.7%
79 CVIE CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF 103,969.0 $7.4M 0.29% +17K +19.5% $71.30 +21.4%
80 CME CME GROUP INC COM Financial Services 26,114.0 $7.1M 0.28% -434.0 -1.6% $273.08 -8.8%
Page 4 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%