ST GERMAIN D J CO INC Q2 2024 Filing

Filed July 8, 2024

Portfolio Value

$2.1T

Holdings

784

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (784 positions)

#StockSharesValue% PortfolioType
301
PRFINVESCO FTSE RAFI US 1000 ETF
3,475$131.9M0.01%
302
ATMUATMUS FILTRATION TECHNOLOGIES COM
4,481$129.0M0.01%
303
SNPSSYNOPSYS INC COM
201$119.6M0.01%
304
4I1PHILIP MORRIS INTL INC COM
1,149$116.4M0.01%
305
VDCVANGUARD CONSUMER STAPLES ETF
572$116.1M0.01%
306
PLTRPALANTIR TECHNOLOGIES INC CL A
4,580$116.0M0.01%
307
XELXCEL ENERGY INC COM
2,145$114.6M0.01%
308
VCRVANGUARD CONSUMER DISCRETIONARY ETF
360$112.4M0.01%
309
IRINGERSOLL RAND INC COM
1,235$112.2M0.01%
310
TRVCCITIGROUP INC COM NEW
1,763$111.9M0.01%
311
REETISHARES GLOBAL REIT ETF
4,662$108.4M0.01%
312
VOEVANGUARD MID-CAP VALUE ETF
715$107.6M0.01%
313
WABWABTEC COM
680$107.5M0.01%
314
MRVLMARVELL TECHNOLOGY INC COM
1,510$105.5M0.01%
315
GQ9SPDR GOLD SHARES
485$104.3M0.01%
316
OXYOCCIDENTAL PETE CORP COM
1,638$103.2M0.00%
317
MPCMARATHON PETE CORP COM
585$101.5M0.00%
318
CNRCANADIAN NATL RY CO COM
850$100.4M0.00%
319
FDXFEDEX CORP COM
331$99.2M0.00%
320
XLFFINANCIAL SELECT SECTOR SPDR FUND
2,413$99.2M0.00%
321
DOVDOVER CORP COM
549$99.1M0.00%
322
VISVANGUARD INDUSTRIALS ETF
415$97.6M0.00%
323
AMTAMERICAN TOWER CORP NEW COM
502$97.6M0.00%
324
TERTERADYNE INC COM
650$96.4M0.00%
325
SOLVSOLVENTUM CORP COM SHS
1,768$93.5M0.00%
326
ASMLASML HOLDING N V N Y REGISTRY SHS
90$92.0M0.00%
327
IVEISHARES S&P 500 VALUE ETF
501$91.2M0.00%
328
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
555$91.2M0.00%
329
METMETLIFE INC COM
1,296$91.0M0.00%
330
NTRNUTRIEN LTD COM
1,745$88.8M0.00%
331
CPCANADIAN PACIFIC KANSAS CITY COM
1,125$88.6M0.00%
332
TPRTAPESTRY INC COM
2,046$87.5M0.00%
333
APHAMPHENOL CORP NEW CL A
1,280$86.2M0.00%
334
CEGCONSTELLATION ENERGY CORP COM
422$84.5M0.00%
335
CWSTCASELLA WASTE SYS INC CL A
850$84.3M0.00%
336
RPGINVESCO S&P 500 PURE GROWTH ETF
2,255$84.0M0.00%
337
WECWEC ENERGY GROUP INC COM
1,060$83.2M0.00%
338
BRBROADRIDGE FINL SOLUTIONS INC COM
422$83.1M0.00%
339
PNWPINNACLE WEST CAP CORP COM
1,080$82.5M0.00%
340
UGIUGI CORP NEW COM
3,600$82.4M0.00%
341
DFSEURDISCOVER FINL SVCS COM
627$82.0M0.00%
342
MFCMANULIFE FINL CORP COM
3,027$80.6M0.00%
343
TMUST-MOBILE US INC COM
457$80.5M0.00%
344
EMEEMCOR GROUP INC COM
217$79.2M0.00%
345
YUMCYUM CHINA HLDGS INC COM
2,515$77.6M0.00%
346
DNPDNP SELECT INCOME FD INC COM
9,400$77.3M0.00%
347
ROKROCKWELL AUTOMATION INC COM
262$72.1M0.00%
348
ALBALBEMARLE CORP COM
753$71.9M0.00%
349
CITCINTAS CORP COM
102$71.4M0.00%
350
HASHASBRO INC COM
1,216$71.1M0.00%
351
ALLEALLEGION PLC ORD SHS
599$70.8M0.00%
352
MSEXMIDDLESEX WTR CO COM
1,332$69.6M0.00%
353
NXPINXP SEMICONDUCTORS N V COM
257$69.2M0.00%
354
TXTTEXTRON INC COM
800$68.7M0.00%
355
CMFISHARES CALIFORNIA MUNI BOND ETF
1,200$68.3M0.00%
356
VPUVANGUARD UTILITIES ETF
460$68.0M0.00%
357
SWKSTANLEY BLACK & DECKER INC COM
838$66.9M0.00%
358
SSFSENSIENT TECHNOLOGIES CORP COM
900$66.8M0.00%
359
EDCONSOLIDATED EDISON INC COM
744$66.5M0.00%
360
PRUPRUDENTIAL FINL INC COM
562$65.9M0.00%
361
VOTVANGUARD MID-CAP GROWTH ETF
284$65.2M0.00%
362
PAYXPAYCHEX INC COM
549$65.1M0.00%
363
VRTXVERTEX PHARMACEUTICALS INC COM
138$64.7M0.00%
364
MCHPMICROCHIP TECHNOLOGY INC. COM
700$64.0M0.00%
365
VFHVANGUARD FINANCIALS ETF
640$63.9M0.00%
366
QUALISHARES MSCI USA QUALITY FACTOR ETF
372$63.5M0.00%
367
NEUNEWMARKET CORP COM
120$61.9M0.00%
368
CDNSCADENCE DESIGN SYSTEM INC COM
200$61.5M0.00%
369
KVUEKENVUE INC COM
3,293$59.9M0.00%
370
ICEINTERCONTINENTAL EXCHANGE INC COM
434$59.4M0.00%
371
ETENERGY TRANSFER L P COM UT LTD PTN
3,614$58.6M0.00%
372
KEYKEYCORP COM
4,124$58.6M0.00%
373
PYPLPAYPAL HLDGS INC COM
959$55.7M0.00%
374
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
140$54.8M0.00%
375
MCOMOODYS CORP COM
130$54.7M0.00%
376
WPCWP CAREY INC COM
992$54.6M0.00%
377
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
2,143$53.8M0.00%
378
CINFCINCINNATI FINL CORP COM
452$53.4M0.00%
379
DINOHF SINCLAIR CORP COM
1,000$53.3M0.00%
380
MOOVANECK AGRIBUSINESS ETF
750$52.6M0.00%
381
CHDCHURCH & DWIGHT CO INC COM
506$52.5M0.00%
382
FLOTISHARES FLOATING RATE BOND ETF
1,022$52.2M0.00%
383
OLNOLIN CORP COM PAR $1
1,098$51.8M0.00%
384
AGZISHARES AGENCY BOND ETF
475$51.1M0.00%
385
TTEKTETRA TECH INC NEW COM
245$50.1M0.00%
386
GNRSPDR S&P GLOBAL NATURAL RESOURCES ETF
882$49.3M0.00%
387
VTRSVIATRIS INC COM
4,611$49.0M0.00%
388
SJMSMUCKER J M CO COM NEW
447$48.7M0.00%
389
RSGREPUBLIC SVCS INC COM
250$48.6M0.00%
390
PHMPULTE GROUP INC COM
440$48.4M0.00%
391
SUSAISHARES MSCI USA ESG SELECT ETF
431$48.4M0.00%
392
IYY*ISHARES DOW JONES U.S. ETF
364$48.2M0.00%
393
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
374$45.6M0.00%
394
GBTCGRAYSCALE BITCOIN TRUST
833$44.3M0.00%
395
LWLAMB WESTON HLDGS INC COM
527$44.3M0.00%
396
7HPHP INC COM
1,265$44.3M0.00%
397
PEOEXELON CORP COM
1,272$44.0M0.00%
398
AMCRAMCOR PLC ORD
4,500$44.0M0.00%
399
ENBENBRIDGE INC COM
1,233$43.9M0.00%
400
CAGCONAGRA BRANDS INC COM
1,463$41.6M0.00%
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