BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 9,955.0 $4.8M 0.17% +322.0 +3.3% $477.57 -12.5%
102 VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 72,976.0 $4.6M 0.17% +9K +13.9% $62.76 -1.6%
103 IBM INTERNATIONAL BUSINESS MACHS COM Technology 15,862.0 $4.5M 0.16% -2K -9.0% $281.21 -18.3%
104 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 46,650.0 $4.4M 0.16% +1K +2.6% $93.38 +5.5%
105 SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 147,032.0 $4.2M 0.15% +22K +17.7% $28.39 -0.8%
106 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 70,746.0 $4.2M 0.15% +42K +149.9% $58.98 -0.8%
107 MCD MCDONALDS CORP COM Consumer Cyclical 15,309.0 $4.1M 0.15% -84.0 -0.6% $270.31 -1.3%
108 CRM SALESFORCE COM Technology 24,844.0 $3.9M 0.14% -1K -4.3% $156.66 +31.3%
109 NVO NOVO-NORDISK A S ADR Healthcare 78,302.0 $3.8M 0.14% $47.94 -1.6%
110 GE GE AEROSPACE COM NEW Industrials 9,401.0 $3.5M 0.13% -1K -11.0% $373.74 -5.2%
111 NUSC NUVEEN ESG SMALL-CAP ETF 66,431.0 $3.5M 0.12% +3K +4.7% $52.12 -0.1%
112 IVV ISHARES CORE S&P 500 ETF 4,471.0 $3.3M 0.12% +140.0 +3.2% $748.89 +2.8%
113 CVX CHEVRON CORPORATION COM Energy 19,784.0 $3.3M 0.12% -432.0 -2.1% $165.76 +20.8%
114 MTB M & T BK CORP COM Financial Services 13,679.0 $3.3M 0.12% -578.0 -4.0% $238.01 +1.5%
115 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 14,151.0 $3.2M 0.11% -2K -9.8% $223.95 +25.6%
116 VTV VANGUARD VALUE INDEX FUND 13,882.0 $3.0M 0.11% +725.0 +5.5% $217.93 +4.1%
117 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 65,898.0 $3.0M 0.11% -5K -6.8% $45.34 -4.0%
118 INTC INTEL CORP Technology 21,125.0 $2.9M 0.11% $139.63 -36.8%
119 AFL AFLAC INC COM Financial Services 24,327.0 $2.9M 0.10% -130.0 -0.5% $117.25 +0.2%
120 VTEB VANGUARD TAX-EXEMPT BOND ETF 55,962.0 $2.8M 0.10% +2K +3.7% $50.58 -2.1%
Page 6 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%