ST GERMAIN D J CO INC Q1 2020 Filing

Filed May 13, 2020

Portfolio Value

$1.0T

Holdings

214

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (214 positions)

#StockSharesValue% PortfolioType
1
VCITVanguard Interm Corp Bond ETF
891,782$77.7B7.63%
2
AAPLApple Inc
183,150$46.6B4.58%
3
JPUSJP Morgan Diversified Equity
723,448$42.4B4.17%
4
MBBIShares Tr MBS ETF
313,518$34.6B3.40%
5
GOOGLAlphabet Inc Cl A
24,865$28.9B2.84%
6
VWOEmerging Markets-Vanguard
765,513$25.7B2.52%
7
JNJJohnson & Johnson
176,354$23.1B2.27%
8
CMBSIShares CMBS ETF
427,615$23.0B2.26%
9
BRK/BBerkshire Hathaway Inc Del Cl
122,649$22.4B2.20%
10
PGProcter & Gamble
201,154$22.1B2.18%
11
AQLTiShares Core US Treasury Bond
765,021$21.4B2.11%
12
WFCWells Fargo & Co
738,967$21.2B2.08%
13
VOVanguard Idx Fds Mid-Cap ETF
156,904$20.7B2.03%
14
CVSCVS Corp
334,925$19.9B1.95%
15
AMGNAmgen Inc
94,837$19.2B1.89%
16
JPMJP Morgan Chase
208,918$18.8B1.85%
17
BACVerizon Communications
310,659$16.7B1.64%
18
CSCOCisco
420,363$16.5B1.62%
19
MSFTMicrosoft Corp
97,099$15.3B1.51%
20
SLBSchlumberger Ltd
1,069,155$14.4B1.42%
21
RYNRayonier Inc
610,898$14.4B1.41%
22
GISGeneral Mills Inc
263,685$13.9B1.37%
23
PEPPepsico Inc
104,395$12.5B1.23%
24
CMICummins Inc
89,830$12.2B1.19%
25
BLKCHFBlackrock Inc Com
26,599$11.7B1.15%
26
CBChubb Corporation
104,258$11.6B1.14%
27
DISWalt Disney
120,411$11.6B1.14%
28
CERNCHFCerner Corp
184,651$11.6B1.14%
29
FTVFortive Corp
210,202$11.6B1.14%
30
LVLNSPDR Wells Fargo Preferred Sto
295,208$11.6B1.14%
31
QCOMQualcomm INC
164,290$11.1B1.09%
32
METAFacebook, Inc.
65,817$11.0B1.08%
33
INTCIntel Corp
195,835$10.6B1.04%
34
NVONovo-Nordisk A S
170,512$10.3B1.01%
35
AMZNAmazon Inc
5,126$10.0B0.98%
36
VBVanguard Index Fds Vanguard Sm
85,495$9.9B0.97%
37
AFWAlign Technology Inc Com
53,767$9.4B0.92%
38
BMOBank of Montreal
184,104$9.3B0.91%
39
ORCLOracle Corp
188,031$9.1B0.89%
40
S76Store Cap Corp
454,361$8.2B0.81%
41
AXPAmerican Express Co
92,992$8.0B0.78%
42
XOMExxonMobil Corp
207,156$7.9B0.77%
43
SPYSpdr Tr Unit Ser 1
29,757$7.7B0.75%
44
BDXBecton Dickinson Corp
33,088$7.6B0.75%
45
VEAVanguard Tax Managed Intl Fd F
225,524$7.5B0.74%
46
PFEPfizer Inc
226,083$7.4B0.73%
47
BSVVanguard Short Term BD ETF
87,737$7.2B0.71%
48
WMTWal-Mart Stores Inc
58,379$6.6B0.65%
49
EEMEmerging Markets MSCI
184,599$6.3B0.62%
50
BKNGBooking Holdings Inc Com
4,667$6.3B0.62%
51
ZBHZimmer Hldgs Inc
60,498$6.1B0.60%
52
FAFFirst American Financial Corp
141,117$6.0B0.59%
53
GOOGAlphabet Inc Cl C
4,954$5.8B0.57%
54
TAT&T Inc.
192,359$5.6B0.55%
55
UNHUnited Healthgroup Inc
21,845$5.4B0.54%
56
ABBVAbbvie Inc
71,353$5.4B0.53%
57
PANWPalo Alto Networks Inc Com
29,465$4.8B0.47%
58
PYPLPaypal Holdings Inc Com
50,301$4.8B0.47%
59
BXBlackstone Group Inc Com Cl A
105,296$4.8B0.47%
60
CMCSAComcast Cl A
126,212$4.3B0.43%
61
CRMSalesforce.com
29,289$4.2B0.41%
62
CHKPCheck Point Software Ord
39,297$4.0B0.39%
63
HDHome Depot Inc
20,707$3.9B0.38%
64
BNDVanguard Bd Index Fd Inc Total
44,965$3.8B0.38%
65
SSNCSS&C Technologies Hldgs Inc Co
81,983$3.6B0.35%
66
PFFIshares Preferred & Income Sec
111,155$3.5B0.35%
67
MDTMedtronic PLC SHS
38,858$3.5B0.34%
68
LBEURL Brands Inc
293,854$3.4B0.33%
69
WQTMWisdomtree Tr Fltg Rate Treas
130,109$3.3B0.32%
70
DWDMorgan Stanley
95,012$3.2B0.32%
71
GLWCorning Inc
151,906$3.1B0.31%
72
MRKMerck & Co Inc
35,784$2.8B0.27%
73
UBERUber Technologies Inc Com
94,795$2.6B0.26%
74
MCDMcDonald's Corp
13,735$2.3B0.22%
75
VVisa Inc Cls A
13,879$2.2B0.22%
76
NWBINorthwest Bancshares Inc MD Co
191,133$2.2B0.22%
77
STZConstellation Brands-A
15,304$2.2B0.22%
78
ESEversource Energy
27,999$2.2B0.22%
79
MMM3M Co.
15,681$2.1B0.21%
80
COSTCostco Warehouse Corp
7,318$2.1B0.21%
81
TJXTJX Companies Inc.
43,586$2.1B0.20%
82
HRLHormel Foods
42,284$2.0B0.19%
83
PBCTEURPeoples Financial
169,983$1.9B0.18%
84
GSGoldman Sachs
11,281$1.7B0.17%
85
ADPAutomatic Data Processing Inc
12,705$1.7B0.17%
86
ABTAbbott Laboratories
20,513$1.6B0.16%
87
LHXL3Harris Technologies Inc com
8,888$1.6B0.16%
88
NEENextera Energy Inc Com
6,557$1.6B0.16%
89
DDominion Resources Inc
21,394$1.5B0.15%
90
UNPUnion Pacific Corp
10,879$1.5B0.15%
91
TFISPDR Ser Tr Nuveen Barclays Mu
29,417$1.5B0.14%
92
IVVIshares S&P 500 Index
5,680$1.5B0.14%
93
LULULululemaon Athletica
7,012$1.3B0.13%
94
SHMSpdr Nuveen Barclays Cap Short
26,140$1.3B0.13%
95
OSVEURVaneck Vectors ETF Oil Svcs ET
316,061$1.3B0.12%
96
BMYBristol Myers Squibb
22,035$1.2B0.12%
97
KMBKimberly-Clark Corp
9,579$1.2B0.12%
98
CLColgate Palmolive
17,864$1.2B0.12%
99
VCSHVanguard Short Term Corp Bond
14,917$1.2B0.12%
100
HONHoneywell Intl
8,631$1.2B0.11%
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