ST GERMAIN D J CO INC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$2.6T

Holdings

924

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (924 positions)

#StockSharesValue% PortfolioType
301
URIUNITED RENTALS INC COM
252$203.0M0.01%
302
CEGCONSTELLATION ENERGY CORP COM
561$198.0M0.01%
303
EXPEEXPEDIA GROUP INC COM NEW
698$197.0M0.01%
304
PEGAPEGASYSTEMS INC COM
3,299$197.0M0.01%
305
PRUPRUDENTIAL FINL INC COM
1,746$197.0M0.01%
306
IBBISHARES BIOTECHNOLOGY ETF
1,170$197.0M0.01%
307
CARGCARGURUS INC COM CL A
5,088$195.0M0.01%
308
ONTOONTO INNOVATION INC COM
1,227$193.0M0.01%
309
YELPYELP INC CL A
6,258$190.0M0.01%
310
DDDUPONT DE NEMOURS INC COM
4,733$190.0M0.01%
311
BALLBALL CORP COM
3,592$190.0M0.01%
312
AYIACUITY INC COM
525$189.0M0.01%
313
ATMUATMUS FILTRATION TECHNOLOGIES COM
3,625$188.0M0.01%
314
UTHUNITED THERAPEUTICS CORP DEL COM
387$188.0M0.01%
315
YETIYETI HLDGS INC COM
4,204$185.0M0.01%
316
PGRPROGRESSIVE CORP COM
805$183.0M0.01%
317
YOUCLEAR SECURE INC COM CL A
5,203$182.0M0.01%
318
ILMNILLUMINA INC COM
1,394$182.0M0.01%
319
NUENUCOR CORP COM
1,118$182.0M0.01%
320
VIAVVIAVI SOLUTIONS INC COM
10,237$182.0M0.01%
321
EDCONSOLIDATED EDISON INC COM
1,823$181.0M0.01%
322
ALLEALLEGION PLC ORD SHS
1,132$180.0M0.01%
323
EX9EXELIXIS INC COM
4,124$180.0M0.01%
324
CVCOCAVCO INDS INC DEL COM
305$180.0M0.01%
325
CRUSCIRRUS LOGIC INC COM
1,514$179.0M0.01%
326
PGNYPROGYNY INC COM
6,985$179.0M0.01%
327
MPWRMONOLITHIC PWR SYS INC COM
196$177.0M0.01%
328
SPGIS&P GLOBAL INC COM
338$176.0M0.01%
329
SKYCHAMPION HOMES INC COM
2,092$176.0M0.01%
330
CSGSCSG SYS INTL INC COM
2,302$176.0M0.01%
331
HALOHALOZYME THERAPEUTICS INC COM
2,628$176.0M0.01%
332
INCYINCYTE CORP COM
1,772$175.0M0.01%
333
VOEVANGUARD MID-CAP VALUE ETF
990$175.0M0.01%
334
ACLSAXCELIS TECHNOLOGIES INC COM NEW
2,188$175.0M0.01%
335
BLBLACKLINE INC COM
3,173$175.0M0.01%
336
FTNTFORTINET INC COM
2,200$174.0M0.01%
337
IBPINSTALLED BLDG PRODS INC COM
669$173.0M0.01%
338
PAYXPAYCHEX INC COM
1,549$173.0M0.01%
339
NTAPNETAPP INC COM
1,608$172.0M0.01%
340
RLRALPH LAUREN CORP CL A
488$172.0M0.01%
341
ALKSALKERMES PLC SHS
6,180$172.0M0.01%
342
XELXCEL ENERGY INC COM
2,321$171.0M0.01%
343
MEDPMEDPACE HLDGS INC COM
305$171.0M0.01%
344
LVSLAS VEGAS SANDS CORP COM
2,568$167.0M0.01%
345
QLYSQUALYS INC COM
1,254$166.0M0.01%
346
DGDOLLAR GEN CORP NEW COM
1,250$165.0M0.01%
347
PRFINVESCO RAFI US 1000 ETF
3,475$163.0M0.01%
348
INDBINDEPENDENT BK CORP MASS COM
2,231$163.0M0.01%
349
IWSISHARES RUSSELL MID-CAP VALUE ETF
1,149$162.0M0.01%
350
BILSSTATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
1,629$161.0M0.01%
351
INTUINTUIT COM
243$160.0M0.01%
352
DGROISHARES CORE DIVIDEND GROWTH ETF
2,290$158.0M0.01%
353
AGGISHARES CORE U.S. AGGREGATE BOND ETF
1,573$157.0M0.01%
354
PHOINVESCO WATER RESOURCES ETF
2,185$153.0M0.01%
355
HASHASBRO INC COM
1,812$148.0M0.01%
356
CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
1,032$148.0M0.01%
357
XBISTATE STREET SPDR S&P BIOTECH ETF
1,200$146.0M0.01%
358
SYYSYSCO CORP COM
1,972$145.0M0.01%
359
BSXBOSTON SCIENTIFIC CORP COM
1,485$141.0M0.01%
360
UPSUNITED PARCEL SERVICE INC CL B
1,431$141.0M0.01%
361
BBTBEACON FINANCIAL CORP. COM
5,375$141.0M0.01%
362
MFCMANULIFE FINL CORP COM
3,875$140.0M0.01%
363
STSENSATA TECHNOLOGIES HLDG PLC SHS
4,150$138.0M0.01%
364
PSTGPURE STORAGE INC CL A
2,059$137.0M0.01%
365
GDGENERAL DYNAMICS CORP COM
407$137.0M0.01%
366
WPCWP CAREY INC COM
2,143$137.0M0.01%
367
MCOMOODYS CORP COM
269$137.0M0.01%
368
IEFISHARES 7-10 YEAR TREASURY BOND ETF
1,411$135.0M0.01%
369
UGIUGI CORP NEW COM
3,600$134.0M0.01%
370
LLOEWS CORP COM
1,275$134.0M0.01%
371
EMEEMCOR GROUP INC COM
217$132.0M0.01%
372
MRVLMARVELL TECHNOLOGY INC COM
1,510$128.0M0.00%
373
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
858$127.0M0.00%
374
ULUNILEVER PLC SPON ADR NEW
1,946$127.0M0.00%
375
IRINGERSOLL RAND INC COM
1,587$125.0M0.00%
376
AMTAMERICAN TOWER CORP NEW COM
694$121.0M0.00%
377
IDXXIDEXX LABS INC COM
179$121.0M0.00%
378
YUMCYUM CHINA HLDGS INC COM
2,530$120.0M0.00%
379
AGCOAGCO CORP COM
1,125$117.0M0.00%
380
WECWEC ENERGY GROUP INC COM
1,110$117.0M0.00%
381
JCIJOHNSON CTLS INTL PLC SHS
947$113.0M0.00%
382
SNPSSYNOPSYS INC COM
239$112.0M0.00%
383
ACHRARCHER AVIATION INC COM CL A
15,000$112.0M0.00%
384
TOSTTOAST INC CL A
3,000$106.0M0.00%
385
ALBALBEMARLE CORP COM
753$106.0M0.00%
386
REETISHARES GLOBAL REIT ETF
4,209$105.0M0.00%
387
SHWSHERWIN WILLIAMS CO COM
327$105.0M0.00%
388
RPGINVESCO S&P 500 PURE GROWTH ETF
2,255$105.0M0.00%
389
GOVIINVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF
3,844$105.0M0.00%
390
DOVDOVER CORP COM
537$104.0M0.00%
391
VCRVANGUARD CONSUMER DISCRETIONARY ETF
265$104.0M0.00%
392
DNPDNP SELECT INCOME FD INC COM
10,400$103.0M0.00%
393
TMUST-MOBILE US INC COM
512$103.0M0.00%
394
VDCVANGUARD CONSUMER STAPLES ETF
492$103.0M0.00%
395
WBDWARNER BROS DISCOVERY INC COM SER A
3,558$102.0M0.00%
396
IQVIQVIA HLDGS INC COM
451$101.0M0.00%
397
ROKROCKWELL AUTOMATION INC COM
262$101.0M0.00%
398
FDXFEDEX CORP COM
348$100.0M0.00%
399
AWCAMERICAN WTR WKS CO INC NEW COM
763$99.0M0.00%
400
XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
1,818$99.0M0.00%
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