ST GERMAIN D J CO INC Q3 2021 Filing

Filed November 3, 2021

Portfolio Value

$1.6T

Holdings

239

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (239 positions)

#StockSharesValue% PortfolioType
1
VCITVanguard Interm Corp Bond ETF
1,129,992$106.7B6.57%
2
AAPLApple Inc
620,836$87.8B5.41%
3
JPUSJP Morgan Diversified Equity
734,396$70.6B4.35%
4
GOOGLAlphabet Inc Cl A
22,577$60.4B3.72%
5
MBBIShares Tr MBS ETF
529,062$57.2B3.52%
6
SPYMSPDR Ser Tr S&P 500 ETF
839,096$42.3B2.61%
7
BRK/BBerkshire Hathaway Inc Del Cl
145,157$39.6B2.44%
8
VOVanguard Idx Fds Mid-Cap ETF
152,809$36.2B2.23%
9
JPMJP Morgan Chase
205,005$33.6B2.07%
10
CVSCVS Corp
382,992$32.5B2.00%
11
WFCWells Fargo & Co
686,432$31.9B1.96%
12
SLBSchlumberger Ltd
964,740$28.6B1.76%
13
PGProcter & Gamble
199,241$27.9B1.72%
14
JNJJohnson & Johnson
169,522$27.4B1.69%
15
MSFTMicrosoft Corp
91,267$25.7B1.58%
16
CSCOCisco
442,540$24.1B1.48%
17
AQLTiShares Core US Treasury Bond
851,171$22.6B1.39%
18
METAFacebook, Inc.
64,954$22.0B1.36%
19
S76Store Cap Corp
687,272$22.0B1.36%
20
CMBSIShares CMBS ETF
405,739$21.9B1.35%
21
VBVanguard Index Fds Vanguard Sm
100,305$21.9B1.35%
22
LVLNSPDR ICE Preferred Securities
494,512$21.5B1.32%
23
DISWalt Disney
123,221$20.8B1.28%
24
VCSHVanguard Short Term Corp Bond
238,316$19.6B1.21%
25
CBChubb Corporation
109,255$19.0B1.17%
26
RYNRayonier Inc
524,576$18.7B1.15%
27
AMGNAmgen Inc
87,816$18.7B1.15%
28
BACVerizon Communications
343,137$18.5B1.14%
29
BLKCHFBlackrock Inc Com
21,710$18.2B1.12%
30
CMICummins Inc
79,640$17.9B1.10%
31
BKNGBooking Holdings Inc Com
7,479$17.8B1.09%
32
AMZNAmazon Inc
5,127$16.8B1.04%
33
QCOMQualcomm INC
126,544$16.3B1.01%
34
ORCLOracle Corp
175,249$15.3B0.94%
35
GISGeneral Mills Inc
250,207$15.0B0.92%
36
BMOBank of Montreal
148,299$14.8B0.91%
37
UBERUber Technologies Inc Com
328,863$14.7B0.91%
38
FTVFortive Corp
207,833$14.7B0.90%
39
CERNCHFCerner Corp
201,891$14.2B0.88%
40
NVONovo-Nordisk A S
146,587$14.1B0.87%
41
PEPPepsico Inc
92,872$14.0B0.86%
42
FAFFirst American Financial Corp
197,791$13.3B0.82%
43
BDXBecton Dickinson Corp
53,542$13.2B0.81%
44
PANWPalo Alto Networks Inc Com
26,940$12.9B0.79%
45
GOOGAlphabet Inc Cl C
4,615$12.3B0.76%
46
SPYSpdr Tr Unit Ser 1
28,229$12.1B0.75%
47
BXBlackstone Group Inc Com Cl A
101,651$11.8B0.73%
48
IJRIshares S&P 600
97,302$10.6B0.65%
49
INTCIntel Corp
195,596$10.4B0.64%
50
DWDMorgan Stanley
106,908$10.4B0.64%
51
XOMExxonMobil Corp
169,952$10.0B0.62%
52
PYPLPaypal Holdings Inc Com
38,297$10.0B0.61%
53
ZBHZimmer Hldgs Inc
64,629$9.5B0.58%
54
SPIBSPDR Ser Tr Barclays Inter Ter
251,447$9.2B0.57%
55
AFWAlign Technology Inc Com
13,483$9.0B0.55%
56
CRMSalesforce.com
31,392$8.5B0.52%
57
VEAVanguard Tax Managed Intl Fd F
166,512$8.4B0.52%
58
WMTWal-Mart Stores Inc
60,167$8.4B0.52%
59
UNHUnited Healthgroup Inc
21,333$8.3B0.51%
60
ABBVAbbvie Inc
76,274$8.2B0.51%
61
SPABSPDR Portfolio Aggregate Bond
275,421$8.2B0.51%
62
SPDWSpdr Indx Shs Fds Spdr Prt Dvl
222,473$8.1B0.50%
63
AXPAmerican Express Co
45,757$7.7B0.47%
64
CMCSAComcast Cl A
136,921$7.7B0.47%
65
BSVVanguard Short Term BD ETF
87,500$7.2B0.44%
66
PFEPfizer Inc
160,280$6.9B0.42%
67
HDHome Depot Inc
20,706$6.8B0.42%
68
GLWCorning Inc
170,056$6.2B0.38%
69
SSNCSS&C Technologies Hldgs Inc Co
86,756$6.0B0.37%
70
AWMSkyworks Solutions Inc
32,993$5.4B0.33%
71
MCDMcDonald's Corp
18,119$4.4B0.27%
72
MDTMedtronic PLC SHS
34,604$4.3B0.27%
73
SPSMSPDR Ser Tr S&P 600 Small Cap
101,299$4.3B0.27%
74
SPEMSPDR Portfolio Emerging Market
98,590$4.2B0.26%
75
SHMSpdr Nuveen Barclays Cap Short
84,061$4.2B0.26%
76
SPMDSPDR Ser Tr S&P 400 Mid Cap ET
85,636$4.0B0.24%
77
RMEResmed Inc
14,637$3.9B0.24%
78
STZConstellation Brands-A
17,416$3.7B0.23%
79
PFFIshares Preferred & Income Sec
94,514$3.7B0.23%
80
VVisa Inc Cls A
15,726$3.5B0.22%
81
COSTCostco Warehouse Corp
7,548$3.4B0.21%
82
TJXTJX Companies Inc.
48,296$3.2B0.20%
83
VIGVanguard Specialized Portfolio
20,315$3.1B0.19%
84
AMATApplied Materials Inc
22,189$2.9B0.18%
85
LULULululemaon Athletica
7,000$2.8B0.17%
86
MRKMerck & Co Inc
37,509$2.8B0.17%
87
BNDVanguard Bd Index Fd Inc Total
32,730$2.8B0.17%
88
MMM3M Co.
15,819$2.8B0.17%
89
TFISPDR Ser Tr Nuveen Barclays Mu
51,385$2.6B0.16%
90
PBCTEURPeoples Financial
149,705$2.6B0.16%
91
ABTAbbott Laboratories
21,195$2.5B0.15%
92
ADPAutomatic Data Processing Inc
12,253$2.5B0.15%
93
ESEversource Energy
29,167$2.4B0.15%
94
NWBINorthwest Bancshares Inc MD Co
173,157$2.3B0.14%
95
NEENextera Energy Inc Com
27,830$2.2B0.13%
96
NKENike Inc Cl B
14,972$2.2B0.13%
97
UNPUnion Pacific Corp
10,550$2.1B0.13%
98
TAT&T Inc.
76,131$2.1B0.13%
99
VNTVontier Corp Com
59,758$2.0B0.12%
100
TXNTexas Instruments
10,412$2.0B0.12%
Page 1 of 3Next