ST GERMAIN D J CO INC Q3 2019 Filing

Filed October 17, 2019

Portfolio Value

$929.7B

Holdings

188

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (188 positions)

#StockSharesValue% PortfolioType
1
VCITVanguard Interm Corp Bond ETF
734,619$67.0B7.21%
2
MBBIShares Tr MBS ETF
379,707$41.1B4.42%
3
AAPLApple Inc
183,410$41.1B4.42%
4
JPUSJP Morgan Diversified Equity
471,540$35.8B3.85%
5
VWOEmerging Markets-Vanguard
762,241$30.7B3.30%
6
GOOGLAlphabet Inc Cl A
21,138$25.8B2.78%
7
CMBSIShares CMBS ETF
428,280$22.9B2.46%
8
AQLTiShares Core US Treasury Bond
844,115$22.2B2.39%
9
JPMJP Morgan Chase
183,230$21.6B2.32%
10
AMLPUSDAlps ETF Tr AlerianMLP
2,349,528$21.5B2.31%
11
CSCOCisco
406,417$20.1B2.16%
12
PGProcter & Gamble
148,423$18.5B1.99%
13
AMGNAmgen Inc
94,906$18.4B1.98%
14
QCOMQualcomm INC
237,113$18.1B1.95%
15
JNJJohnson & Johnson
137,995$17.9B1.92%
16
RYNRayonier Inc
612,488$17.3B1.86%
17
CVSCVS Corp
269,155$17.0B1.83%
18
GISGeneral Mills Inc
304,332$16.8B1.80%
19
CBChubb Corporation
99,191$16.0B1.72%
20
CMICummins Inc
88,897$14.5B1.56%
21
BACVerizon Communications
238,285$14.4B1.55%
22
BMOBank of Montreal
190,782$14.1B1.51%
23
XOMExxonMobil Corp
197,349$13.9B1.50%
24
PEPPepsico Inc
101,002$13.8B1.49%
25
BLKCHFBlackrock Inc Com
30,671$13.7B1.47%
26
CERNCHFCerner Corp
186,665$12.7B1.37%
27
FLOTIShares Tr Floating Rate Nt ET
236,735$12.1B1.30%
28
SLBSchlumberger Ltd
353,001$12.1B1.30%
29
WFCWells Fargo & Co
226,491$11.4B1.23%
30
MLPAUSDGlobal X MLP
1,325,655$11.1B1.19%
31
VEAVanguard Tax Managed Intl Fd F
265,917$10.9B1.18%
32
AXPAmerican Express Co
92,241$10.9B1.17%
33
METAFacebook, Inc.
56,246$10.0B1.08%
34
ORCLOracle Corp
181,822$10.0B1.08%
35
NVONovo-Nordisk A S
193,102$10.0B1.07%
36
DISWalt Disney
66,500$8.7B0.93%
37
BDXBecton Dickinson Corp
34,030$8.6B0.93%
38
LYBLyondellbasell Ind N V Ord Shs
94,828$8.5B0.91%
39
ZBHZimmer Hldgs Inc
59,303$8.1B0.88%
40
SPYSpdr Tr Unit Ser 1
27,410$8.1B0.87%
41
BKNGBooking Holdings Inc Com
3,964$7.8B0.84%
42
EEMEmerging Markets MSCI
186,144$7.6B0.82%
43
FAFFirst American Financial Corp
121,953$7.2B0.77%
44
LVLNSPDR Wells Fargo Preferred Sto
156,982$6.9B0.75%
45
NOVEURNational Oilwell Varco, Inc.
326,101$6.9B0.74%
46
BSVVanguard Short Term BD ETF
75,237$6.1B0.65%
47
LBEURL Brands Inc
294,554$5.8B0.62%
48
PANWPalo Alto Networks Inc Com
27,152$5.5B0.60%
49
MDTMedtronic PLC SHS
48,199$5.2B0.56%
50
MSFTMicrosoft Corp
37,280$5.2B0.56%
51
GOOGAlphabet Inc Cl C
4,002$4.9B0.52%
52
UNHUnited Healthgroup Inc
22,157$4.8B0.52%
53
S7VSally Beauty Company
298,598$4.4B0.48%
54
BNDVanguard Bd Index Fd Inc Total
49,204$4.2B0.45%
55
OSVEURVaneck Vectors ETF Oil Svcs ET
344,190$4.0B0.43%
56
PFEPfizer Inc
111,620$4.0B0.43%
57
INTCIntel Corp
76,295$3.9B0.42%
58
TAT&T Inc.
95,344$3.6B0.39%
59
HDHome Depot Inc
15,351$3.6B0.38%
60
GLWCorning Inc
122,413$3.5B0.38%
61
GSGoldman Sachs
15,715$3.3B0.35%
62
NWBINorthwest Bancshares Inc MD Co
198,673$3.3B0.35%
63
MCDMcDonald's Corp
13,300$2.9B0.31%
64
PBCTEURPeoples Financial
172,445$2.7B0.29%
65
FLRNSPDR BBG Barc IG Floating Rate
84,701$2.6B0.28%
66
TJXTJX Companies Inc.
43,588$2.4B0.26%
67
VVisa Inc Cls A
13,664$2.4B0.25%
68
PFFIshares Preferred & Income Sec
61,254$2.3B0.25%
69
COSTCostco Warehouse Corp
7,342$2.1B0.23%
70
LHXL3Harris Technologies Inc com
9,513$2.0B0.21%
71
MMM3M Co.
11,772$1.9B0.21%
72
HRLHormel Foods
44,223$1.9B0.21%
73
ADPAutomatic Data Processing Inc
11,497$1.9B0.20%
74
DHRDanaher Corp Del
11,947$1.7B0.19%
75
MRKMerck & Co Inc
19,156$1.6B0.17%
76
BABoeing Co
4,029$1.5B0.16%
77
UTXZUnited Technologies
11,197$1.5B0.16%
78
AMZNAmazon Inc
859$1.5B0.16%
79
CVXChevron Corp
12,331$1.5B0.16%
80
BRK/BBerkshire Hathaway Inc Del Cl
6,893$1.4B0.15%
81
HONHoneywell Intl
7,994$1.4B0.15%
82
AFLAflac Inc
24,845$1.3B0.14%
83
ABTAbbott Laboratories
15,264$1.3B0.14%
84
EMREmerson Electric
18,948$1.3B0.14%
85
WMTWal-Mart Stores Inc
10,521$1.2B0.13%
86
ITWIllinois Tool Works Inc
7,731$1.2B0.13%
87
NEENextera Energy Inc Com
5,174$1.2B0.13%
88
CLColgate Palmolive
15,964$1.2B0.13%
89
DDominion Resources Inc
13,823$1.1B0.12%
90
AMATApplied Materials Inc
22,190$1.1B0.12%
91
NKENike Inc Cl B
11,093$1.0B0.11%
92
KOCoca-Cola Co
18,747$1.0B0.11%
93
IWMIShares Russell 2000
6,715$1.0B0.11%
94
ABBVAbbvie Inc
12,357$936.0M0.10%
95
ESEversource Energy
10,625$908.0M0.10%
96
EPDEnterprise Product Partners
29,160$833.0M0.09%
97
KMBKimberly-Clark Corp
5,809$825.0M0.09%
98
TXNTexas Instruments
6,330$818.0M0.09%
99
DYHTarget Corp
7,624$815.0M0.09%
100
APDAir Prods & Chems Inc
3,583$795.0M0.09%
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