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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
Q2 2026 Q4 2025 · All 78 New 151 Added 182 Reduced
Page 41 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 JAVA JPMORGAN ACTIVE VALUE ETF 31.0 $2K $71.71 +15.6%
802 HXL HEXCEL CORP NEW COM Industrials 30.0 $2K $73.90 +27.4%
803 ALGN ALIGN TECHNOLOGY INC COM Healthcare 14.0 $2K $156.14 +2.6%
804 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 34.0 $2K $63.03 +1.0%
805 SOBR SOBR SAFE INC COM Technology 1,000.0 $2K $2.14 -77.6%
806 UBS UBS GROUP AG SHS Financial Services 46.0 $2K $46.30 +17.3%
807 PWR QUANTA SVCS INC COM Industrials 5.0 $2K NEW $422.00 +48.5%
808 FAN FIRST TRUST GLOBAL WIND ENERGY ETF 100.0 $2K $20.47 +18.0%
809 PLD PROLOGIS INC. COM Real Estate 16.0 $2K $127.69 +10.8%
810 MELI MERCADOLIBRE INC COM Consumer Cyclical 1.0 $2K $2014.00 -5.2%
811 ICLR ICON PLC SHS Healthcare 11.0 $2K $182.18 -6.0%
812 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 100.0 $2K $20.00 +42.8%
813 JCE NUVEEN CORE EQUITY ALPHA FD COM Financial Services 125.0 $2K $15.94 +6.6%
814 SAN BANCO SANTANDER SA ADR Financial Services 158.0 $2K $11.73 +23.7%
815 RACE FERRARI N V COM Consumer Cyclical 5.0 $2K $369.60 +11.9%
816 AVNS AVANOS MED INC COM Healthcare 162.0 $2K +159.0 +5300.0% $11.23 +122.6%
817 MMS MAXIMUS INC COM Industrials 21.0 $2K $86.33 -30.6%
818 LITHIUM ARGENTINA AG COM SHS 324.0 $2K $5.58
819 SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR Financial Services 91.0 $2K $19.33 +31.2%
820 LH LABCORP HOLDINGS INC COM SHS Healthcare 7.0 $2K $250.86 +35.7%
Page 41 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 25.2%
Financial Services 18.0%
Communication Services 16.9%
Healthcare 12.4%
Consumer Cyclical 8.3%
Consumer Defensive 6.7%
Industrials 5.1%
Energy 4.2%
Utilities 2.7%
Basic Materials 0.3%