ST GERMAIN D J CO INC Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$2.3T

Holdings

882

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (882 positions)

#StockSharesValue% PortfolioType
401
DOWDOW INC COM
3,257$86.2M0.00%
402
MCKMCKESSON CORP COM
117$85.7M0.00%
403
VISVANGUARD INDUSTRIALS ETF
300$84.0M0.00%
404
JCIJOHNSON CTLS INTL PLC SHS
786$83.0M0.00%
405
NEUNEWMARKET CORP COM
120$82.9M0.00%
406
HASHASBRO INC COM
1,111$82.0M0.00%
407
GPCGENUINE PARTS CO COM
675$81.9M0.00%
408
VPUVANGUARD UTILITIES ETF
460$81.2M0.00%
409
VOTVANGUARD MID-CAP GROWTH ETF
284$80.8M0.00%
410
FTVFORTIVE CORP COM
1,531$79.8M0.00%
411
ICEINTERCONTINENTAL EXCHANGE INC COM
434$79.6M0.00%
412
EBAEBAY INC. COM
1,060$78.9M0.00%
413
RYNRAYONIER INC COM
3,544$78.6M0.00%
414
CMBSISHARES CMBS ETF
1,613$78.6M0.00%
415
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF
3,345$77.7M0.00%
416
CGUICAPITAL GROUP ULTRA SHORT INCOME ETF
3,000$75.7M0.00%
417
CGSDCAPITAL GROUP SHORT DURATION INCOME
2,900$75.2M0.00%
418
HTDCORCEPT THERAPEUTICS INC COM
1,000$73.4M0.00%
419
CRWDCROWDSTRIKE HLDGS INC CL A
144$73.3M0.00%
420
MSEXMIDDLESEX WTR CO COM
1,332$72.2M0.00%
421
HOODROBINHOOD MKTS INC COM CL A
767$71.8M0.00%
422
MIGAMICROSTRATEGY INC CL A NEW
177$71.5M0.00%
423
SHYISHARES 1-3 YEAR TREASURY BOND ETF
862$71.4M0.00%
424
IQVIQVIA HLDGS INC COM
451$71.1M0.00%
425
GBTCGRAYSCALE BITCOIN TRUST ETF
833$70.7M0.00%
426
PDIPIMCO DYNAMIC INCOME FD SHS
3,615$68.6M0.00%
427
SJMSMUCKER J M CO COM NEW
697$68.4M0.00%
428
TXTTEXTRON INC COM
850$68.2M0.00%
429
OXYOCCIDENTAL PETE CORP COM
1,595$67.0M0.00%
430
CMFISHARES CALIFORNIA MUNI BOND ETF
1,200$66.9M0.00%
431
IPINTERNATIONAL PAPER CO COM
1,418$66.4M0.00%
432
ETENERGY TRANSFER L P COM UT LTD PTN
3,614$65.5M0.00%
433
GSKGSK PLC SPONSORED ADR
1,704$65.4M0.00%
434
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
3,454$65.0M0.00%
435
VRTXVERTEX PHARMACEUTICALS INC COM
145$64.6M0.00%
436
RSGREPUBLIC SVCS INC COM
261$64.4M0.00%
437
FQIDIGITAL RLTY TR INC COM
367$64.0M0.00%
438
SOLVSOLVENTUM CORP COM SHS
825$62.6M0.00%
439
MOG/BMOOG INC CL B
337$61.0M0.00%
440
SWXSOUTHWEST GAS HLDGS INC COM
813$60.5M0.00%
441
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
409$60.4M0.00%
442
WMBWILLIAMS COS INC COM
953$59.9M0.00%
443
VFHVANGUARD FINANCIALS ETF
470$59.8M0.00%
444
KELKELLANOVA COM
750$59.6M0.00%
445
JBLJABIL INC COM
270$58.9M0.00%
446
KVUEKENVUE INC COM
2,812$58.9M0.00%
447
AORISHARES CORE 60/40 BALANCED ALLOCATION ETF
950$58.5M0.00%
448
TERTERADYNE INC COM
650$58.4M0.00%
449
SWKSTANLEY BLACK & DECKER INC COM
862$58.4M0.00%
450
XLFFINANCIAL SELECT SECTOR SPDR FUND
1,114$58.3M0.00%
451
EUADSELECT STOXX EUROPE AEROSPACE & DEFENSE ETF
1,309$56.5M0.00%
452
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
813$56.2M0.00%
453
NXPINXP SEMICONDUCTORS N V COM
257$56.2M0.00%
454
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
415$55.3M0.00%
455
MOOVANECK AGRIBUSINESS ETF
750$55.2M0.00%
456
IYY*ISHARES DOW JONES U.S. ETF
364$54.9M0.00%
457
SUSAISHARES ESG OPTIMIZED MSCI USA ETF
431$54.6M0.00%
458
QQQMINVESCO NASDAQ 100 ETF
238$54.0M0.00%
459
CINFCINCINNATI FINL CORP COM
352$52.4M0.00%
460
AGZISHARES AGENCY BOND ETF
475$52.1M0.00%
461
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
2,028$51.9M0.00%
462
ADMARCHER DANIELS MIDLAND CO COM
974$51.4M0.00%
463
AMCRAMCOR PLC ORD
5,525$50.8M0.00%
464
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
996$50.5M0.00%
465
PYPLPAYPAL HLDGS INC COM
676$50.2M0.00%
466
UNMUNUM GROUP COM
610$49.3M0.00%
467
7HPHP INC COM
1,988$48.6M0.00%
468
FSECFIDELITY INVESTMENT GRADE SECURITIZED ETF
1,093$47.6M0.00%
469
KMXCARMAX INC COM
706$47.5M0.00%
470
ALBALBEMARLE CORP COM
753$47.2M0.00%
471
ISRGINTUITIVE SURGICAL INC COM NEW
86$46.7M0.00%
472
NMTNUVEEN MASSACHUSETS QLT MUN FD COM
3,964$46.6M0.00%
473
CHDCHURCH & DWIGHT CO INC COM
485$46.6M0.00%
474
IVWISHARES S&P 500 GROWTH ETF
423$46.6M0.00%
475
ATOATMOS ENERGY CORP COM
300$46.2M0.00%
476
SPXCSPX TECHNOLOGIES INC COM
274$45.9M0.00%
477
WBDWARNER BROS DISCOVERY INC COM SER A
4,001$45.9M0.00%
478
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
664$45.6M0.00%
479
DKNGDRAFTKINGS INC NEW COM CL A
1,050$45.0M0.00%
480
HTDHANCOCK JOHN TAX-ADVANTAGED DI COM
1,917$44.8M0.00%
481
OREALTY INCOME CORP COM
757$43.6M0.00%
482
WABWABTEC COM
207$43.3M0.00%
483
GNRSPDR S&P GLOBAL NATURAL RESOURCES ETF
775$42.0M0.00%
484
TSNTYSON FOODS INC CL A
739$41.3M0.00%
485
TRGPTARGA RES CORP COM
237$41.3M0.00%
486
AEEAMEREN CORP COM
429$41.2M0.00%
487
KIMKIMCO RLTY CORP COM
1,955$41.1M0.00%
488
DINOHF SINCLAIR CORP COM
1,000$41.1M0.00%
489
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
93$41.0M0.00%
490
CAGCONAGRA BRANDS INC COM
1,992$40.8M0.00%
491
EFXEQUIFAX INC COM
156$40.5M0.00%
492
MKLMARKEL GROUP INC COM
20$39.9M0.00%
493
ILCVISHARES MORNINGSTAR VALUE ETF
478$39.9M0.00%
494
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
480$38.7M0.00%
495
PPLPEMBINA PIPELINE CORP COM
1,012$38.0M0.00%
496
KMIKINDER MORGAN INC DEL COM
1,272$37.4M0.00%
497
QUALISHARES MSCI USA QUALITY FACTOR ETF
204$37.3M0.00%
498
FLOTISHARES FLOATING RATE BOND ETF
727$37.1M0.00%
499
CLSCELESTICA INC COM
236$36.8M0.00%
500
AG8AGILENT TECHNOLOGIES INC COM
311$36.7M0.00%
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