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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 42 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 NXT NEXTPOWER INC CLASS A COM Technology 18.0 $2K -17.0 -48.6% $119.17 -26.8%
822 TDAY USA TODAY CO INC COM Communication Services 244.0 $2K $8.55 -25.1%
823 SCHA SCHWAB U.S. SMALL-CAP ETF 57.0 $2K NEW $36.12 -3.9%
824 JCE NUVEEN CORE EQUITY ALPHA FD COM Financial Services 125.0 $2K $16.36 +4.2%
825 TXG 10X GENOMICS INC CL A COM Healthcare 52.0 $2K $38.35 +67.6%
826 LH LABCORP HOLDINGS INC COM SHS Healthcare 7.0 $2K $280.00 +19.9%
827 TE T1 ENERGY INC COM NEW Industrials 200.0 $2K $9.48 -52.4%
828 THO THOR INDS INC COM Consumer Cyclical 25.0 $2K $75.16 +3.6%
829 KODK EASTMAN KODAK CO COM NEW Industrials 200.0 $2K $9.25 +3.0%
830 GAMESTOP CORP CL A 80.0 $2K NEW $22.07
831 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 172.0 $2K $9.86 +8.9%
832 SAP SAP SE SPON ADR Technology 11.0 $2K $154.09 +37.3%
833 BAR GRANITESHARES GOLD SHARES Financial Services 41.0 $2K NEW $39.54 +14.4%
834 AOUT AMERICAN OUTDOOR BRANDS INC COM Consumer Cyclical 137.0 $2K -25.0 -15.4% $11.74 -7.9%
835 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 62.0 $2K $25.06 +15.8%
836 CCJ CAMECO CORP COM Energy 15.0 $2K +8.0 +114.3% $101.87 +5.4%
837 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 137.0 $2K -6.0 -4.2% $11.13 +3.6%
838 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 65.0 $2K $23.12 -18.3%
839 RACE FERRARI N V COM Consumer Cyclical 4.0 $1K -1.0 -20.0% $372.25 +10.9%
840 MTW MANITOWOC CO INC COM NEW Industrials 100.0 $1K $13.89 +40.0%
Page 42 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%