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
1
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
2,361,744$141.8B6.12%
2
AAPLAPPLE INC
473,126$97.1B4.19%
3
GOOGLALPHABET INC CL A
425,114$74.9B3.23%
4
METAMETA PLATFORMS INC CL A
96,740$71.4B3.08%
5
SPBOSPDR PORTFOLIO CORPORATE BOND ETF
2,300,466$67.2B2.90%
6
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
115,660$56.2B2.42%
7
JPMJPMORGAN CHASE & CO
191,876$55.6B2.40%
8
NFLXNETFLIX INC COM
36,416$48.8B2.10%
9
SPYMSPDR PORTFOLIO S&P 500 ETF
588,463$42.8B1.84%
10
MSFTMICROSOFT CORP
82,311$40.9B1.77%
11
JAAAJANUS HENDERSON AAA CLO ETF
791,016$40.1B1.73%
12
PGPROCTER AND GAMBLE
250,368$39.9B1.72%
13
BKNGBOOKING HOLDINGS INC COM
6,224$36.0B1.55%
14
NVDANVIDIA CORPORATION COM
222,571$35.2B1.52%
15
AMZNAMAZON.COM
148,791$32.6B1.41%
16
MBBISHARES MBS ETF
346,384$32.5B1.40%
17
CBCHUBB LIMITED COM
105,763$30.6B1.32%
18
JPUSJPMORGAN DIVERSIFIED RETURN USE EQUITY
257,030$30.4B1.31%
19
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
864,256$29.0B1.25%
20
CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF
903,279$28.9B1.25%
21
VBVANGUARD SMALL-CAP ETF
120,733$28.6B1.23%
22
WFCWELLS FARGO CO NEW COM
342,501$27.4B1.18%
23
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF
616,373$26.3B1.14%
24
BLKBLACKROCK INC COM
24,772$26.0B1.12%
25
VOVANGUARD MID-CAP ETF
92,870$26.0B1.12%
26
JNJJOHNSON & JOHNSON
167,774$25.6B1.11%
27
SLBSCHLUMBERGER LTD COM STK
744,876$25.2B1.09%
28
NEENEXTERA ENERGY INC COM
355,212$24.7B1.06%
29
RMERESMED INC COM
95,536$24.6B1.06%
30
ASMLASML HOLDING N V N Y REGISTRY SHS
30,680$24.6B1.06%
31
CGCPCAPITAL GROUP CORE PLUS INCOME ETF
1,082,767$24.4B1.05%
32
AMGNAMGEN INC COM
85,621$23.9B1.03%
33
TIPXSPDR BLOOMBERG 1-10 YEAR TIPS ETF
1,230,322$23.5B1.02%
34
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
539,269$23.0B0.99%
35
XOMEXXON MOBIL CORP COM
209,353$22.6B0.97%
36
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
471,574$21.9B0.94%
37
CGBLCAPITAL GROUP CORE BALANCED ETF
652,940$21.8B0.94%
38
PANWPALO ALTO NETWORKS INC COM
106,374$21.8B0.94%
39
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
396,454$21.6B0.93%
40
CSCOCISCO SYS INC COM
300,111$20.8B0.90%
41
GISGENERAL MLS INC COM
384,061$19.9B0.86%
42
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
385,500$19.8B0.86%
43
FNDFLOOR & DECOR HLDGS INC CL A
251,156$19.1B0.82%
44
WMTWALMART INC
182,066$17.8B0.77%
45
AQLTISHARES U.S. TREASURY BOND ETF
748,030$17.2B0.74%
46
CMICUMMINS INC COM
52,219$17.1B0.74%
47
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
409,156$16.6B0.71%
48
QCOMQUALCOMM INC COM
98,268$15.7B0.67%
49
FAFFIRST AMERN FINL CORP COM
254,138$15.6B0.67%
50
SPYSPDR S&P 500 ETF TRUST
25,073$15.5B0.67%
51
CGDGCAPITAL GROUP DIVIDEND VALUE ETF
381,882$15.1B0.65%
52
SPTBSPDR PORTFOLIO TREASURY ETF
490,879$15.0B0.65%
53
BACVERIZON COMMUNICATIONS
343,621$14.9B0.64%
54
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF
491,213$14.4B0.62%
55
GOOGALPHABET INC CAP STK CL C
80,372$14.3B0.61%
56
SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF
644,810$14.3B0.61%
57
BXBLACKSTONE INC
92,040$13.8B0.59%
58
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
163,086$13.5B0.58%
59
ABBVABBVIE INC
68,019$12.6B0.54%
60
TJXTJX COS INC NEW COM
99,957$12.3B0.53%
61
ETNEATON CORP PLC SHS
30,486$10.9B0.47%
62
CGUSCAPITAL GROUP CORE EQUITY ETF
294,083$10.9B0.47%
63
ZBHZIMMER BIOMET HOLDINGS INC COM
113,873$10.4B0.45%
64
CGCVCAPITAL GROUP CONSERVATIVE EQUITY ETF
360,615$10.3B0.44%
65
VVISA INC COM CL A
28,737$10.2B0.44%
66
PEPPEPSICO INC COM
74,354$9.8B0.42%
67
AXPAMERICAN EXPRESS CO COM
30,476$9.7B0.42%
68
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
347,002$9.6B0.41%
69
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
361,197$9.1B0.39%
70
GLWCORNING INC COM
170,490$9.0B0.39%
71
MUBISHARES NATIONAL MUNI BOND ETF
79,885$8.3B0.36%
72
XYZBLOCK INC CL A
116,152$7.9B0.34%
73
COSTCOSTCO WHSL CORP NEW COM
7,761$7.7B0.33%
74
DHRDANAHER CORPORATION COM
38,306$7.6B0.33%
75
CMECME GROUP INC COM
26,454$7.3B0.31%
76
MDTMEDTRONIC PLC SHS
83,064$7.2B0.31%
77
CRMSALESFORCE COM
26,195$7.1B0.31%
78
DECKDECKERS OUTDOOR CORP COM
67,301$6.9B0.30%
79
ESGVVANGUARD ESG U.S. STOCK ETF
59,739$6.5B0.28%
80
HDHOME DEPOT INC COM
17,402$6.4B0.28%
81
LVLNSPDR ICE PREFERRED SECURITIES ETF
187,190$5.9B0.26%
82
DSIISHARES MSCI KLD 400 SOCIAL ETF
49,577$5.8B0.25%
83
NULVNUVEEN ESG LARGE-CAP VALUE ETF
134,719$5.6B0.24%
84
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
98,519$5.6B0.24%
85
NVONOVO-NORDISK A S ADR
79,785$5.5B0.24%
86
BMOBANK MONTREAL QUE COM
48,745$5.4B0.23%
87
VWOVANGUARD FTSE EMERGING MARKETS ETF
106,346$5.3B0.23%
88
IBMINTERNATIONAL BUSINESS MACHS COM
17,582$5.2B0.22%
89
UNHUNITEDHEALTH GROUP INC COM
16,356$5.1B0.22%
90
CGGRCAPITAL GROUP GROWTH ETF
125,084$5.1B0.22%
91
NOWSERVICENOW INC COM
4,929$5.1B0.22%
92
BDXBECTON DICKINSON & CO
27,852$4.8B0.21%
93
ADPAUTOMATIC DATA PROCESSING INC COM
15,337$4.7B0.20%
94
AOSSMITH A O CORP COM
71,734$4.7B0.20%
95
XLVHEALTH CARE SELECT SECTOR SPDR FUND
34,782$4.7B0.20%
96
CVIECALVERT INTERNATIONAL RESPONSIBLE INDEX ETF
71,550$4.7B0.20%
97
ORCLORACLE CORP COM
20,999$4.6B0.20%
98
MCDMCDONALDS CORP COM
15,643$4.6B0.20%
99
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
42,623$4.3B0.19%
100
TROWPRICE T ROWE GROUP INC COM
41,689$4.0B0.17%
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