ST GERMAIN D J CO INC Q3 2025 Filing

Filed October 7, 2025

Portfolio Value

$2.5T

Holdings

899

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (899 positions)

#StockSharesValue% PortfolioType
1
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
1,933,178$121.6B4.87%
2
AAPLAPPLE INC
470,348$119.8B4.79%
3
GOOGLALPHABET INC CL A
421,689$102.5B4.10%
4
SPYMSPDR PORTFOLIO S&P 500 ETF
904,883$70.9B2.84%
5
METAMETA PLATFORMS INC CL A
94,737$69.6B2.78%
6
SPBOSPDR PORTFOLIO CORPORATE BOND ETF
2,251,943$66.7B2.67%
7
JPMJPMORGAN CHASE & CO
190,279$60.0B2.40%
8
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
116,007$58.3B2.33%
9
MSFTMICROSOFT CORP
83,029$43.0B1.72%
10
NFLXNETFLIX INC COM
35,604$42.7B1.71%
11
NVDANVIDIA CORPORATION COM
220,866$41.2B1.65%
12
JAAAJANUS HENDERSON AAA CLO ETF
805,662$40.9B1.64%
13
PGPROCTER AND GAMBLE
258,136$39.7B1.59%
14
MBBISHARES MBS ETF
359,376$34.2B1.37%
15
AMZNAMAZON.COM
154,407$33.9B1.36%
16
BKNGBOOKING HOLDINGS INC COM
6,014$32.5B1.30%
17
CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF
913,868$31.2B1.25%
18
JNJJOHNSON & JOHNSON
166,526$30.9B1.24%
19
VBVANGUARD SMALL-CAP ETF
121,427$30.9B1.24%
20
JPUSJPMORGAN DIVERSIFIED RETURN USE EQUITY
248,975$30.9B1.23%
21
ASMLASML HOLDING N V N Y REGISTRY SHS
31,851$30.8B1.23%
22
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF
652,407$30.5B1.22%
23
CBCHUBB LIMITED COM
106,296$30.0B1.20%
24
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
874,440$29.6B1.19%
25
NEENEXTERA ENERGY INC COM
385,128$29.1B1.16%
26
BLKBLACKROCK INC COM
24,605$28.7B1.15%
27
PANWPALO ALTO NETWORKS INC COM
138,897$28.3B1.13%
28
WFCWELLS FARGO CO NEW COM
337,289$28.3B1.13%
29
SLBSCHLUMBERGER LTD COM STK
820,784$28.2B1.13%
30
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
606,032$28.1B1.12%
31
VOVANGUARD MID-CAP ETF
93,381$27.4B1.10%
32
CGCPCAPITAL GROUP CORE PLUS INCOME ETF
1,126,360$25.6B1.02%
33
RMERESMED INC COM
92,392$25.3B1.01%
34
TIPXSPDR BLOOMBERG 1-10 YEAR TIPS ETF
1,294,836$25.0B1.00%
35
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
427,884$24.5B0.98%
36
AMGNAMGEN INC COM
85,405$24.1B0.96%
37
XOMEXXON MOBIL CORP COM
206,377$23.3B0.93%
38
CGBLCAPITAL GROUP CORE BALANCED ETF
657,682$22.8B0.91%
39
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
468,238$22.0B0.88%
40
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
398,582$20.8B0.83%
41
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
476,233$20.4B0.82%
42
GOOGALPHABET INC CAP STK CL C
81,158$19.8B0.79%
43
CSCOCISCO SYS INC COM
288,363$19.7B0.79%
44
GISGENERAL MLS INC COM
390,012$19.7B0.79%
45
FNDFLOOR & DECOR HLDGS INC CL A
261,305$19.3B0.77%
46
CMICUMMINS INC COM
45,111$19.1B0.76%
47
DHRDANAHER CORPORATION COM
94,853$18.8B0.75%
48
WMTWALMART INC
180,420$18.6B0.74%
49
AQLTISHARES U.S. TREASURY BOND ETF
750,763$17.4B0.69%
50
BACVERIZON COMMUNICATIONS
382,604$16.8B0.67%
51
SPYSPDR S&P 500 ETF TRUST
24,909$16.6B0.66%
52
FAFFIRST AMERN FINL CORP COM
256,627$16.5B0.66%
53
QCOMQUALCOMM INC COM
97,390$16.2B0.65%
54
CGDGCAPITAL GROUP DIVIDEND VALUE ETF
377,711$15.9B0.64%
55
ABBVABBVIE INC
68,455$15.9B0.63%
56
BXBLACKSTONE INC
92,269$15.8B0.63%
57
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF
532,135$15.6B0.62%
58
SPTBSPDR PORTFOLIO TREASURY ETF
486,741$14.9B0.60%
59
TJXTJX COS INC NEW COM
100,647$14.5B0.58%
60
SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF
639,716$14.4B0.57%
61
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
166,937$14.0B0.56%
62
ZBHZIMMER BIOMET HOLDINGS INC COM
127,931$12.6B0.50%
63
GLWCORNING INC COM
146,650$12.0B0.48%
64
CGUSCAPITAL GROUP CORE EQUITY ETF
292,835$11.6B0.46%
65
CGCVCAPITAL GROUP CONSERVATIVE EQUITY ETF
383,707$11.6B0.46%
66
ETNEATON CORP PLC SHS
30,696$11.5B0.46%
67
PEPPEPSICO INC COM
73,115$10.3B0.41%
68
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
363,945$10.1B0.40%
69
AXPAMERICAN EXPRESS CO COM
30,077$10.0B0.40%
70
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
389,789$9.9B0.39%
71
VVISA INC COM CL A
28,855$9.9B0.39%
72
XYZBLOCK INC CL A
115,900$8.4B0.34%
73
MUBISHARES NATIONAL MUNI BOND ETF
78,365$8.3B0.33%
74
MDTMEDTRONIC PLC SHS
81,733$7.8B0.31%
75
COSTCOSTCO WHSL CORP NEW COM
7,786$7.2B0.29%
76
ESGVVANGUARD ESG U.S. STOCK ETF
60,604$7.2B0.29%
77
CMECME GROUP INC COM
26,548$7.2B0.29%
78
HDHOME DEPOT INC COM
17,511$7.1B0.28%
79
LVLNSPDR ICE PREFERRED SECURITIES ETF
197,007$6.5B0.26%
80
DSIISHARES MSCI KLD 400 SOCIAL ETF
50,445$6.4B0.25%
81
CRMSALESFORCE COM
26,215$6.2B0.25%
82
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
103,381$6.2B0.25%
83
NULVNUVEEN ESG LARGE-CAP VALUE ETF
138,942$6.1B0.24%
84
DECKDECKERS OUTDOOR CORP COM
59,531$6.0B0.24%
85
CVIECALVERT INTERNATIONAL RESPONSIBLE INDEX ETF
87,028$5.9B0.24%
86
VWOVANGUARD FTSE EMERGING MARKETS ETF
107,307$5.8B0.23%
87
ORCLORACLE CORP COM
20,234$5.7B0.23%
88
UNHUNITEDHEALTH GROUP INC COM
15,966$5.5B0.22%
89
CGGRCAPITAL GROUP GROWTH ETF
124,672$5.5B0.22%
90
AOSSMITH A O CORP COM
72,288$5.3B0.21%
91
IBMINTERNATIONAL BUSINESS MACHS COM
17,581$5.0B0.20%
92
BDXBECTON DICKINSON & CO
26,158$4.9B0.20%
93
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF
68,755$4.8B0.19%
94
MCDMCDONALDS CORP COM
15,451$4.7B0.19%
95
BMOBANK MONTREAL QUE COM
35,827$4.7B0.19%
96
NOWSERVICENOW INC COM
4,955$4.6B0.18%
97
ADPAUTOMATIC DATA PROCESSING INC COM
15,375$4.5B0.18%
98
VUGVANGUARD GROWTH INDEX FUND
9,342$4.5B0.18%
99
NVONOVO-NORDISK A S ADR
79,341$4.4B0.18%
100
TROWPRICE T ROWE GROUP INC COM
42,712$4.4B0.18%
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