ST GERMAIN D J CO INC Q2 2023 Filing

Filed September 7, 2023

Portfolio Value

$1.9T

Holdings

742

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (742 positions)

#StockSharesValue% PortfolioType
301
AVGOBROADCOM INC COM
121$105.0M0.01%
302
WBDWARNER BROS DISCOVERY INC COM SER A
8,360$104.8M0.01%
303
NTRNUTRIEN LTD COM
1,766$104.4M0.01%
304
CNRCANADIAN NATL RY CO COM
850$102.9M0.01%
305
FLOTISHARES FLOATING RATE BOND ETF
1,992$101.2M0.01%
306
PNWPINNACLE WEST CAP CORP COM
1,234$100.5M0.01%
307
XELXCEL ENERGY INC COM
1,586$98.6M0.01%
308
DNPDNP SELECT INCOME FD INC COM
9,400$98.5M0.01%
309
UGIUGI CORP NEW COM
3,600$97.1M0.01%
310
AKXANSYS INC COM
285$94.1M0.00%
311
XLFFINANCIAL SELECT SECTOR SPDR FUND
2,785$93.9M0.00%
312
METMETLIFE INC COM
1,642$92.8M0.00%
313
EDCONSOLIDATED EDISON INC COM
1,016$91.8M0.00%
314
AMEAMETEK INC COM
562$91.0M0.00%
315
CPCANADIAN PACIFIC KANSAS CITY COM
1,125$90.9M0.00%
316
DFSEURDISCOVER FINL SVCS COM
777$90.8M0.00%
317
EMBCEMBECTA CORP COMMON STOCK
4,196$90.6M0.00%
318
DOVDOVER CORP COM
600$88.6M0.00%
319
SNPSSYNOPSYS INC COM
201$87.5M0.00%
320
SYYSYSCO CORP COM
1,148$85.2M0.00%
321
IVEISHARES S&P 500 VALUE ETF
501$80.8M0.00%
322
IRINGERSOLL RAND INC COM
1,235$80.7M0.00%
323
FDXFEDEX CORP COM
324$80.3M0.00%
324
TPRTAPESTRY INC COM
1,798$77.0M0.00%
325
CWSTCASELLA WASTE SYS INC CL A
850$76.9M0.00%
326
TXTTEXTRON INC COM
1,100$74.4M0.00%
327
PRUPRUDENTIAL FINL INC COM
826$72.9M0.00%
328
SHYISHARES 1-3 YEAR TREASURY BOND ETF
895$72.6M0.00%
329
SJMSMUCKER J M CO COM NEW
473$69.8M0.00%
330
NOCNORTHROP GRUMMAN CORP COM
153$69.7M0.00%
331
RPGINVESCO S&P 500 PURE GROWTH ETF
451$68.8M0.00%
332
XLUUTILITIES SELECT SECTOR SPDR FUND
1,041$68.1M0.00%
333
WPCWP CAREY INC COM
992$67.0M0.00%
334
CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
2,834$66.7M0.00%
335
VFHVANGUARD FINANCIALS ETF
820$66.6M0.00%
336
INTUINTUIT COM
144$66.0M0.00%
337
VPUVANGUARD UTILITIES ETF
460$65.4M0.00%
338
BRBROADRIDGE FINL SOLUTIONS INC COM
393$65.1M0.00%
339
GNRSPDR S&P GLOBAL NATURAL RESOURCES ETF
1,203$64.9M0.00%
340
MFCMANULIFE FINL CORP COM
3,410$64.5M0.00%
341
SSFSENSIENT TECHNOLOGIES CORP COM
900$64.0M0.00%
342
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
620$62.4M0.00%
343
MOOVANECK AGRIBUSINESS ETF
750$61.3M0.00%
344
KMXCARMAX INC COM
725$60.7M0.00%
345
LWLAMB WESTON HLDGS INC COM
527$60.6M0.00%
346
WBAWALGREENS BOOTS ALLIANCE INC COM
2,120$60.4M0.00%
347
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
2,368$60.1M0.00%
348
CHDCHURCH & DWIGHT CO INC COM
588$58.9M0.00%
349
TRVCCITIGROUP INC COM NEW
1,263$58.1M0.00%
350
TMUST-MOBILE US INC COM
414$57.5M0.00%
351
RSGREPUBLIC SVCS INC COM
370$56.7M0.00%
352
TLHISHARES 10-20 YEAR TREASURY BOND ETF
510$56.5M0.00%
353
VTRSVIATRIS INC COM
5,655$56.4M0.00%
354
OLNOLIN CORP COM PAR $1
1,098$56.4M0.00%
355
CITCINTAS CORP COM
112$55.7M0.00%
356
VMWEURVMWARE INC CL A COM
379$54.5M0.00%
357
APHAMPHENOL CORP NEW CL A
640$54.4M0.00%
358
FISFIDELITY NATL INFORMATION SVCS COM
983$53.8M0.00%
359
TDCTERADATA CORP DEL COM
1,000$53.4M0.00%
360
SPLKCHFSPLUNK INC COM
500$53.0M0.00%
361
NXPINXP SEMICONDUCTORS N V COM
259$53.0M0.00%
362
KELKELLOGG CO COM
786$53.0M0.00%
363
PHMPULTE GROUP INC COM
680$52.8M0.00%
364
ZIMVZIMVIE INC COM
4,688$52.6M0.00%
365
HTDHANCOCK JOHN TAX-ADVANTAGED DI COM
2,542$51.9M0.00%
366
PEOEXELON CORP COM
1,272$51.8M0.00%
367
CAGCONAGRA BRANDS INC COM
1,508$50.9M0.00%
368
AGZISHARES AGENCY BOND ETF
475$50.8M0.00%
369
KEYKEYCORP COM
5,490$50.7M0.00%
370
PLTRPALANTIR TECHNOLOGIES INC CL A
3,300$50.6M0.00%
371
ICEINTERCONTINENTAL EXCHANGE INC COM
442$50.0M0.00%
372
FFORD MTR CO DEL COM
3,294$49.8M0.00%
373
NEUNEWMARKET CORP COM
120$48.3M0.00%
374
XLBMATERIALS SELECT SECTOR SPDR FUND
581$48.1M0.00%
375
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
140$48.1M0.00%
376
LRCXEURLAM RESEARCH CORP COM
74$47.6M0.00%
377
AEEAMEREN CORP COM
580$47.4M0.00%
378
CDNSCADENCE DESIGN SYSTEM INC COM
200$46.9M0.00%
379
EXASEXACT SCIENCES CORP COM
495$46.5M0.00%
380
XYLXYLEM INC COM
408$45.9M0.00%
381
MDBMONGODB INC CL A
110$45.2M0.00%
382
MCOMOODYS CORP COM
130$45.2M0.00%
383
QUALISHARES MSCI USA QUALITY FACTOR ETF
330$44.5M0.00%
384
AFWALIGN TECHNOLOGY INC COM
125$44.2M0.00%
385
CINFCINCINNATI FINL CORP COM
452$44.0M0.00%
386
MANHMANHATTAN ASSOCIATES INC COM
220$44.0M0.00%
387
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
781$43.8M0.00%
388
7HPHP INC COM
1,415$43.5M0.00%
389
LABORATORY CORP AMER HLDGS COM NEW
180$43.4M0.00%
390
NSYNICE LTD SPONSORED ADR
210$43.4M0.00%
391
NINISOURCE INC COM
1,534$42.0M0.00%
392
EMNTPIMCO ENHANCED SHORT MATURITY ACTIVE ESG ETF
428$41.9M0.00%
393
CECELANESE CORP DEL COM
360$41.7M0.00%
394
CA8ACACI INTL INC CL A
121$41.2M0.00%
395
JBLJABIL INC COM
380$41.0M0.00%
396
JAZZJAZZ PHARMACEUTICALS PLC SHS USD
324$40.2M0.00%
397
FTNTFORTINET INC COM
530$40.1M0.00%
398
SONSONOCO PRODS CO COM
675$39.8M0.00%
399
IYY*ISHARES DOW JONES U.S. ETF
364$39.4M0.00%
400
CEGCONSTELLATION ENERGY CORP COM
422$38.6M0.00%
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