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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 45 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 RYAM RAYONIER ADVANCED MATLS INC COM Basic Materials 19.0 $149.0 $7.84 +7.2%
882 JBLU JETBLUE AIRWAYS CORP COM Industrials 20.0 $115.0 NEW $5.75 -13.2%
883 ASIX ADVANSIX INC COM Basic Materials 4.0 $80.0 $20.00 -17.4%
884 DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 1.0 $63.0 NEW $63.00 -24.8%
885 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 1.0 $61.0 $61.00 +8.6%
886 SHLD GLOBAL X DEFENSE TECH ETF 1.0 $59.0 -90.0 -98.9% $59.00 +12.1%
887 XPLR INFRASTRUCTURE LP COM UNIT PART IN 5.0 $59.0 NEW $11.80
888 MLPA GLOBAL X MLP ETF 1.0 $53.0 $53.00 +7.2%
889 ONL ORION PROPERTIES INC COM Real Estate 18.0 $53.0 $2.94 -4.6%
890 DFCF DIMENSIONAL CORE FIXED INCOME ETF 1.0 $44.0 NEW $44.00 -5.2%
891 BODI THE BEACHBODY COMPANY INC COM CL A NEW Communication Services 4.0 $41.0 $10.25 -40.1%
892 ADNT ADIENT PLC ORD SHS Consumer Cyclical 2.0 $37.0 $18.50 +2.5%
893 SPLV INVESCO S&P 500 LOW VOLATILITY ETF $33.0 NEW
894 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 1.0 $24.0 NEW $24.00 +67.5%
895 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 1.0 $22.0 NEW $22.00 +102.9%
896 GAMESTOP CORP NEW WT EXP 103026 8.0 $22.0 NEW $2.75
897 DFAR DIMENSIONAL US REAL ESTATE ETF 1.0 $18.0 NEW $18.00 +47.3%
898 SCCO SOUTHERN COPPER CORP COM Basic Materials $17.0 NEW
899 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF $16.0 NEW
900 DFLV DIMENSIONAL US LARGE CAP VALUE ETF $15.0 NEW
Page 45 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%