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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 46 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 UIS UNISYS CORP COM NEW Technology 4.0 $15.0 $3.75 -30.5%
902 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 1.0 $13.0 NEW $13.00 -17.9%
903 DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF $13.0 NEW
904 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF $13.0 NEW
905 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF $11.0 NEW
906 CODA CODA OCTOPUS GROUP INC COM NEW Industrials 1.0 $10.0 $10.00 +3.0%
907 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF $10.0 NEW
908 DCOR DIMENSIONAL US CORE EQUITY 1 ETF $9.0 NEW
909 AMC ENTMT HLDGS INC CL A NEW 4.0 $8.0 NEW $2.00
910 NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 1.0 $7.0 NEW $7.00 +75.2%
911 SCHP SCHWAB US TIPS ETF $5.0 NEW
912 OPENDOOR TECHNOLOGIES INC WT EXP 112026 K 10.0 $5.0 NEW $0.50
913 OPENDOOR TECHNOLOGIES INC WT EXP 112026 A 10.0 $3.0 NEW $0.30
914 BLACK TITAN CORP ORD SHS 1.0 $1.0 $1.00
Page 46 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%