ST GERMAIN D J CO INC Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$2.3B

Holdings

882

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (882 positions)

StockValue
VUGVANGUARD GROWTH INDEX FUND
$4.0M
VIGVANGUARD DIVIDEND APPREC INDEX FUND
$3.9M
IJRISHARES S&P SMALL-CAP FUND
$3.6M
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
$3.5M
CATCATERPILLAR INC COM
$3.4M
VCEBVANGUARD ESG U.S. CORPORATE BOND ETF
$3.2M
MRKMERCK & CO INC COM
$3.2M
AMATAPPLIED MATLS INC COM
$3.1M
CVXCHEVRON CORP NEW COM
$3.1M
ALNYALNYLAM PHARMACEUTICALS INC COM
$2.9M
ABTABBOTT LABS COM
$2.9M
XLUUTILITIES SELECT SECTOR SPDR FUND
$2.8M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$2.8M
MTBM & T BK CORP COM
$2.8M
GEGE AEROSPACE COM NEW
$2.7M
SPTISPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
$2.6M
AFLAFLAC INC COM
$2.6M
HONHONEYWELL INTL INC COM
$2.4M
ESEVERSOURCE ENERGY COM
$2.3M
EMREMERSON ELEC CO COM
$2.3M
NUSCNUVEEN ESG SMALL-CAP ETF
$2.3M
SHMSPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
$2.2M
DISDISNEY WALT CO
$2.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$2.2M
PFFISHARES PREFERRED AND INCOME SECURITIES ETF
$2.1M
SPIPSPDR PORTFOLIO TIPS ETF
$2.1M
VTEBVANGUARD TAX-EXEMPT BOND ETF
$2.1M
KOCOCA COLA CO COM
$2.0M
LHXL3HARRIS TECHNOLOGIES INC COM
$2.0M
ITWILLINOIS TOOL WKS INC COM
$2.0M
UNPUNION PAC CORP COM
$2.0M
RTXRTX CORPORATION COM
$1.9M
LMTLOCKHEED MARTIN CORP COM
$1.8M
ADBEADOBE INC COM
$1.8M
MMM3M CO COM
$1.7M
VTVVANGUARD VALUE INDEX FUND
$1.7M
IVVISHARES CORE S&P 500 ETF
$1.7M
TXNTEXAS INSTRS INC COM
$1.7M
VTIVANGUARD TOTAL STOCK MARKET ETF
$1.6M
DEDEERE & CO COM
$1.6M
LULULULULEMON ATHLETICA INC COM
$1.6M
LOWLOWES COS INC COM
$1.5M
CLCOLGATE PALMOLIVE CO COM
$1.5M
TMOTHERMO FISHER SCIENTIFIC INC COM
$1.5M
TTTRANE TECHNOLOGIES PLC SHS
$1.5M
ADIANALOG DEVICES INC COM
$1.5M
BNDVANGUARD TOTAL BOND MARKET INDEX FUND
$1.5M
LLYELI LILLY & CO COM
$1.4M
CITHE CIGNA GROUP COM
$1.4M
GEVGE VERNOVA INC COM
$1.4M
AJGGALLAGHER ARTHUR J & CO COM
$1.3M
IWMISHARES RUSSELL 2000 ETF
$1.3M
INTCINTEL CORP
$1.3M
NWBINORTHWEST BANCSHARES INC MD COM
$1.3M
CMCSACOMCAST CORP NEW CL A
$1.3M
FICOFAIR ISAAC CORP COM
$1.2M
VGSHVANGUARD SHORT-TERM TREASURY ETF
$1.2M
GSGOLDMAN SACHS GROUP INC COM
$1.2M
MAMASTERCARD INCORPORATED CL A
$1.2M
NSCNORFOLK SOUTHN CORP COM
$1.1M
UBERUBER TECHNOLOGIES INC COM
$1.1M
NKENIKE INC CL B
$1.1M
APDAIR PRODS & CHEMS INC COM
$1.1M
CVSCVS HEALTH CORP
$1.1M
BMYBRISTOL-MYERS SQUIBB CO COM
$998K
MARMARRIOTT INTL INC NEW CL A
$979K
KMBKIMBERLY-CLARK CORP COM
$969K
SYKSTRYKER CORPORATION COM
$935K
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$908K
ACWIISHARES MSCI ACWI ETF
$887K
A4SAMERIPRISE FINL INC COM
$884K
SOSOUTHERN CO COM
$879K
COFCAPITAL ONE FINL CORP COM
$874K
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
$854K
LINLINDE PLC SHS
$837K
TAT&T INC COM
$807K
IWFISHARES RUSSELL 1000 GROWTH ETF
$794K
SCHWSCHWAB CHARLES CORP COM
$789K
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
$773K
TFISPDR NUVEEN ICE MUNICIPAL BOND ETF
$767K
NVSNNOVARTIS AG SPONSORED ADR
$747K
ARCCARES CAPITAL CORP COM
$742K
EPDENTERPRISE PRODS PARTNERS L P COM
$741K
ACNACCENTURE PLC IRELAND SHS CLASS A
$734K
EFAISHARES MSCI EAFE ETF
$721K
FISVFISERV INC COM
$717K
NDQINVESCO QQQ TRUST SERIES I
$698K
PFEPFIZER INC COM
$688K
WELLWELLTOWER INC COM
$687K
DYHTARGET CORP COM
$659K
PLTRPALANTIR TECHNOLOGIES INC CL A
$645K
IUSVISHARES CORE S&P US VALUE ETF
$644K
SBUXSTARBUCKS CORP COM
$643K
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$635K
CSXCSX CORP COM
$631K
AVGOBROADCOM INC COM
$596K
SNOWSNOWFLAKE INC COM SHS
$595K
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$588K
MCXMCCORMICK & CO INC COM NON VTG
$582K
CTVACORTEVA INC COM
$569K
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