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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 4 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 156,266.0 $13.4M 0.48% +14K +10.1% $85.49 +2.8%
62 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 155,271.0 $12.8M 0.46% -9K -5.6% $82.65 -1.5%
63 OLLI OLLIES BARGAIN OUTLET HLDGS COM Consumer Defensive 166,358.0 $12.8M 0.46% NEW $76.88 -3.6%
64 ETN EATON CORP PLC SHS Industrials 29,962.0 $12.8M 0.46% -300.0 -1.0% $426.12 -2.1%
65 GIS GENERAL MILLS INC COM Consumer Defensive 358,757.0 $12.5M 0.45% +55K +18.2% $34.80 +14.8%
66 CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF 377,878.0 $12.4M 0.45% -5K -1.4% $32.82 +1.8%
67 SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 487,159.0 $12.2M 0.44% +49K +11.3% $24.99 -0.4%
68 CGUS CAPITAL GROUP CORE EQUITY ETF 254,286.0 $11.3M 0.41% $44.48 +1.4%
69 VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 134,393.0 $11.1M 0.40% +4K +2.9% $82.34 +1.7%
70 V VISA INC COM CL A Financial Services 31,908.0 $10.9M 0.39% +3K +9.1% $343.09 +11.5%
71 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 368,318.0 $10.1M 0.36% $27.33 -0.4%
72 BX BLACKSTONE INC Financial Services 83,045.0 $9.8M 0.35% -8K -8.7% $117.67 +22.1%
73 AMAT APPLIED MATLS INC COM Technology 13,376.0 $9.7M 0.35% -4K -20.8% $723.00 -33.8%
74 ESGV VANGUARD ESG U.S. STOCK ETF 72,105.0 $9.5M 0.34% +3K +3.8% $132.24 +2.5%
75 NULV NUVEEN ESG LARGE-CAP VALUE ETF 189,725.0 $9.5M 0.34% +9K +5.2% $49.99 +7.6%
76 AXP AMERICAN EXPRESS CO COM Financial Services 27,776.0 $9.4M 0.34% -2K -8.1% $338.25 -0.7%
77 PEP PEPSICO INC COM Consumer Defensive 68,256.0 $9.2M 0.33% -4K -6.0% $135.40 +5.1%
78 CVIE CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF 105,970.0 $9.0M 0.32% +2K +1.9% $85.01 +1.1%
79 DSI ISHARES MSCI KLD 400 SOCIAL ETF 62,499.0 $8.9M 0.32% +3K +5.1% $142.39 +2.8%
80 CAT CATERPILLAR INC COM Industrials 7,959.0 $8.5M 0.30% -79.0 -1.0% $1064.94 -22.8%
Page 4 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%