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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 46 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 RYAM RAYONIER ADVANCED MATLS INC COM Basic Materials 19.0 $112.0 $5.89 +57.9%
902 DDD 3-D SYS CORP DEL COM NEW Technology 50.0 $89.0 $1.78 +100.8%
903 TELEFONICA S A SPONSORED ADR 21.0 $85.0 $4.05
904 IAU ISHARES GOLD TRUST Financial Services 1.0 $81.0 $81.00 +1.2%
905 IROBOT CORP COM 700.0 $77.0 $0.11
906 ASIX ADVANSIX INC COM Basic Materials 4.0 $69.0 $17.25 +24.2%
907 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 1.0 $60.0 $60.00 +12.3%
908 MLPA GLOBAL X MLP ETF 1.0 $48.0 $48.00 +8.6%
909 LCID LUCID GROUP INC COM NEW Consumer Cyclical 4.0 $42.0 $10.50 -48.6%
910 BODI THE BEACHBODY COMPANY INC COM CL A NEW Communication Services 4.0 $41.0 $10.25 -18.1%
911 ONL ORION PROPERTIES INC COM Real Estate 18.0 $41.0 -30.0 -62.5% $2.28 +22.0%
912 ADNT ADIENT PLC ORD SHS Consumer Cyclical 2.0 $38.0 $19.00 +13.4%
913 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 1.0 $34.0 -76.0 -98.7% $34.00 +66.4%
914 SPLV INVESCO S&P 500 LOW VOLATILITY ETF $32.0 NEW
915 WW INTL INC COM NEW 1.0 $29.0 $29.00
916 PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF 1.0 $17.0 -507.0 -99.8% $17.00 +26.0%
917 SCCO SOUTHERN COPPER CORP COM Basic Materials $14.0 NEW
918 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF $13.0 NEW
919 UIS UNISYS CORP COM NEW Technology 4.0 $11.0 $2.75 +39.1%
920 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF $10.0 NEW
Page 46 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%