ST GERMAIN D J CO INC Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$1.2T

Holdings

213

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (213 positions)

#StockSharesValue% PortfolioType
1
VCITVanguard Interm Corp Bond ETF
775,616$70.8B5.95%
2
AAPLApple Inc
210,862$61.9B5.20%
3
JPUSJP Morgan Diversified Equity
603,079$48.0B4.03%
4
MBBIShares Tr MBS ETF
432,917$46.8B3.93%
5
VWOEmerging Markets-Vanguard
764,702$34.0B2.85%
6
GOOGLAlphabet Inc Cl A
25,136$33.7B2.83%
7
JPMJP Morgan Chase
209,296$29.2B2.45%
8
JNJJohnson & Johnson
184,813$27.0B2.26%
9
PGProcter & Gamble
203,132$25.4B2.13%
10
CVSCVS Corp
336,548$25.0B2.10%
11
AMGNAmgen Inc
94,792$22.9B1.92%
12
CMBSIShares CMBS ETF
404,543$21.4B1.79%
13
AQLTiShares Core US Treasury Bond
802,665$20.8B1.75%
14
RYNRayonier Inc
608,883$19.9B1.67%
15
CSCOCisco
408,616$19.6B1.65%
16
AMLPUSDAlps ETF Tr AlerianMLP
2,287,423$19.4B1.63%
17
QCOMQualcomm INC
205,355$18.1B1.52%
18
BACVerizon Communications
281,226$17.3B1.45%
19
MSFTMicrosoft Corp
107,929$17.0B1.43%
20
GISGeneral Mills Inc
311,955$16.7B1.40%
21
DISWalt Disney
113,472$16.4B1.38%
22
FTVFortive Corp
209,267$16.0B1.34%
23
CMICummins Inc
88,781$15.9B1.33%
24
BLKCHFBlackrock Inc Com
31,360$15.8B1.32%
25
CBChubb Corporation
99,278$15.5B1.30%
26
XOMExxonMobil Corp
215,266$15.0B1.26%
27
BMOBank of Montreal
188,227$14.6B1.22%
28
PEPPepsico Inc
106,187$14.5B1.22%
29
SLBSchlumberger Ltd
354,387$14.2B1.20%
30
CERNCHFCerner Corp
185,955$13.6B1.15%
31
METAFacebook, Inc.
65,345$13.4B1.13%
32
WFCWells Fargo & Co
232,179$12.5B1.05%
33
INTCIntel Corp
200,330$12.0B1.01%
34
AXPAmerican Express Co
95,746$11.9B1.00%
35
VEAVanguard Tax Managed Intl Fd F
267,324$11.8B0.99%
36
LVLNSPDR Wells Fargo Preferred Sto
263,517$11.6B0.97%
37
NVONovo-Nordisk A S
192,074$11.1B0.93%
38
MLPAUSDGlobal X MLP
1,360,015$10.7B0.90%
39
ORCLOracle Corp
188,835$10.0B0.84%
40
AMZNAmazon Inc
5,339$9.9B0.83%
41
BDXBecton Dickinson Corp
33,603$9.1B0.77%
42
SPYSpdr Tr Unit Ser 1
28,255$9.1B0.76%
43
PFEPfizer Inc
230,356$9.0B0.76%
44
ZBHZimmer Hldgs Inc
58,533$8.8B0.74%
45
EEMEmerging Markets MSCI
192,971$8.7B0.73%
46
BKNGBooking Holdings Inc Com
4,094$8.4B0.71%
47
LYBLyondellbasell Ind N V Ord Shs
88,891$8.4B0.71%
48
TAT&T Inc.
196,983$7.7B0.65%
49
FAFFirst American Financial Corp
124,953$7.3B0.61%
50
BSVVanguard Short Term BD ETF
87,737$7.1B0.59%
51
WMTWal-Mart Stores Inc
59,081$7.0B0.59%
52
GOOGAlphabet Inc Cl C
4,946$6.6B0.56%
53
ABBVAbbvie Inc
73,011$6.5B0.54%
54
UNHUnited Healthgroup Inc
21,828$6.4B0.54%
55
PANWPalo Alto Networks Inc Com
27,667$6.4B0.54%
56
NOVEURNational Oilwell Varco, Inc.
246,721$6.2B0.52%
57
BXBlackstone Group Inc Com Cl A
107,130$6.0B0.50%
58
ABJAABB LTD-Sponsored Adr
237,888$5.7B0.48%
59
CMCSAComcast Cl A
126,277$5.7B0.48%
60
PYPLPaypal Holdings Inc Com
51,130$5.5B0.46%
61
MDTMedtronic PLC SHS
47,657$5.4B0.45%
62
LBEURL Brands Inc
295,049$5.3B0.45%
63
SSNCSS&C Technologies Hldgs Inc Co
83,452$5.1B0.43%
64
DWDMorgan Stanley
98,285$5.0B0.42%
65
ARCCAres Cap Corp Com
261,010$4.9B0.41%
66
CRMSalesforce.com
29,787$4.8B0.41%
67
HDHome Depot Inc
20,650$4.5B0.38%
68
OSVEURVaneck Vectors ETF Oil Svcs ET
336,530$4.5B0.37%
69
PFFIshares Preferred & Income Sec
115,528$4.3B0.36%
70
GLWCorning Inc
148,541$4.3B0.36%
71
BNDVanguard Bd Index Fd Inc Total
48,119$4.0B0.34%
72
GSGoldman Sachs
16,660$3.8B0.32%
73
IPIntl Paper Co
77,329$3.6B0.30%
74
STZConstellation Brands-A
17,646$3.3B0.28%
75
WQTMWisdomtree Tr Fltg Rate Treas
132,053$3.3B0.28%
76
NWBINorthwest Bancshares Inc MD Co
196,788$3.3B0.27%
77
MRKMerck & Co Inc
34,996$3.2B0.27%
78
PBCTEURPeoples Financial
176,044$3.0B0.25%
79
MMM3M Co.
15,501$2.7B0.23%
80
MCDMcDonald's Corp
13,713$2.7B0.23%
81
VVisa Inc Cls A
14,226$2.7B0.22%
82
UBERUber Technologies Inc Com
88,990$2.6B0.22%
83
TJXTJX Companies Inc.
43,325$2.6B0.22%
84
ESEversource Energy
29,085$2.5B0.21%
85
FLOTIShares Tr Floating Rate Nt ET
44,301$2.3B0.19%
86
ADPAutomatic Data Processing Inc
13,147$2.2B0.19%
87
COSTCostco Warehouse Corp
7,342$2.2B0.18%
88
BRK/BBerkshire Hathaway Inc Del Cl
9,301$2.1B0.18%
89
CVXChevron Corp
16,898$2.0B0.17%
90
UNPUnion Pacific Corp
11,087$2.0B0.17%
91
HRLHormel Foods
42,998$1.9B0.16%
92
LHXL3Harris Technologies Inc com
9,513$1.9B0.16%
93
IVVIshares S&P 500 Index
5,602$1.8B0.15%
94
ABTAbbott Laboratories
20,552$1.8B0.15%
95
DDominion Resources Inc
21,503$1.8B0.15%
96
UTXZUnited Technologies
11,254$1.7B0.14%
97
LULULululemaon Athletica
7,000$1.6B0.14%
98
NEENextera Energy Inc Com
6,649$1.6B0.14%
99
AWMSkyworks Solutions Inc
12,911$1.6B0.13%
100
HONHoneywell Intl
8,744$1.5B0.13%
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