ST GERMAIN D J CO INC Q4 2020 Filing

Filed February 4, 2021

Portfolio Value

$1.4T

Holdings

233

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (233 positions)

#StockSharesValue% PortfolioType
1
VCITVanguard Interm Corp Bond ETF
1,100,151$106.9B7.63%
2
AAPLApple Inc
676,990$89.8B6.41%
3
JPUSJP Morgan Diversified Equity
810,577$67.8B4.84%
4
GOOGLAlphabet Inc Cl A
24,189$42.4B3.03%
5
MBBIShares Tr MBS ETF
343,867$37.9B2.70%
6
BRK/BBerkshire Hathaway Inc Del Cl
145,787$33.8B2.41%
7
VOVanguard Idx Fds Mid-Cap ETF
159,722$33.0B2.36%
8
CVSCVS Corp
415,956$28.4B2.03%
9
JNJJohnson & Johnson
177,975$28.0B2.00%
10
PGProcter & Gamble
199,864$27.8B1.98%
11
JPMJP Morgan Chase
215,496$27.4B1.95%
12
CMBSIShares CMBS ETF
474,429$26.3B1.87%
13
AQLTiShares Core US Treasury Bond
888,982$24.2B1.73%
14
S76Store Cap Corp
692,766$23.5B1.68%
15
QCOMQualcomm INC
151,587$23.1B1.65%
16
DISWalt Disney
123,757$22.4B1.60%
17
SLBSchlumberger Ltd
1,025,713$22.4B1.60%
18
WFCWells Fargo & Co
727,183$21.9B1.57%
19
MSFTMicrosoft Corp
94,871$21.1B1.51%
20
CSCOCisco
467,839$20.9B1.49%
21
VBVanguard Index Fds Vanguard Sm
101,485$19.8B1.41%
22
BACVerizon Communications
334,598$19.7B1.40%
23
AMGNAmgen Inc
83,731$19.3B1.37%
24
CMICummins Inc
82,750$18.8B1.34%
25
BLKCHFBlackrock Inc Com
25,039$18.1B1.29%
26
LVLNSPDR Wells Fargo Preferred Sto
400,722$17.8B1.27%
27
RYNRayonier Inc
603,385$17.7B1.27%
28
METAFacebook, Inc.
64,246$17.5B1.25%
29
AMZNAmazon Inc
5,231$17.0B1.22%
30
CBChubb Corporation
108,622$16.7B1.19%
31
PEPPepsico Inc
100,680$14.9B1.07%
32
FTVFortive Corp
207,686$14.7B1.05%
33
CERNCHFCerner Corp
183,939$14.4B1.03%
34
BDXBecton Dickinson Corp
56,299$14.1B1.01%
35
VCSHVanguard Short Term Corp Bond
159,132$13.2B0.95%
36
BMOBank of Montreal
173,190$13.2B0.94%
37
GISGeneral Mills Inc
218,375$12.8B0.92%
38
ORCLOracle Corp
185,213$12.0B0.86%
39
SPYSpdr Tr Unit Ser 1
30,803$11.5B0.82%
40
NVONovo-Nordisk A S
158,256$11.1B0.79%
41
PANWPalo Alto Networks Inc Com
29,549$10.5B0.75%
42
BKNGBooking Holdings Inc Com
4,710$10.5B0.75%
43
IJRIshares S&P 600
107,046$9.8B0.70%
44
INTCIntel Corp
197,439$9.8B0.70%
45
PYPLPaypal Holdings Inc Com
40,445$9.5B0.68%
46
ZBHZimmer Hldgs Inc
60,130$9.3B0.66%
47
FAFFirst American Financial Corp
169,985$8.8B0.63%
48
WMTWal-Mart Stores Inc
60,735$8.8B0.62%
49
VEAVanguard Tax Managed Intl Fd F
180,653$8.5B0.61%
50
GOOGAlphabet Inc Cl C
4,813$8.4B0.60%
51
AFWAlign Technology Inc Com
14,512$7.8B0.55%
52
ABBVAbbvie Inc
71,360$7.6B0.55%
53
DWDMorgan Stanley
110,480$7.6B0.54%
54
UNHUnited Healthgroup Inc
21,113$7.4B0.53%
55
CMCSAComcast Cl A
139,141$7.3B0.52%
56
BSVVanguard Short Term BD ETF
87,690$7.3B0.52%
57
CRMSalesforce.com
31,853$7.1B0.51%
58
XOMExxonMobil Corp
168,930$7.0B0.50%
59
BXBlackstone Group Inc Com Cl A
105,856$6.9B0.49%
60
GLWCorning Inc
178,501$6.4B0.46%
61
SSNCSS&C Technologies Hldgs Inc Co
88,168$6.4B0.46%
62
AXPAmerican Express Co
50,726$6.1B0.44%
63
PFEPfizer Inc
164,223$6.0B0.43%
64
UBERUber Technologies Inc Com
114,930$5.9B0.42%
65
HDHome Depot Inc
20,262$5.4B0.38%
66
CHKPCheck Point Software Ord
40,069$5.3B0.38%
67
MDTMedtronic PLC SHS
37,975$4.4B0.32%
68
PFFIshares Preferred & Income Sec
105,073$4.0B0.29%
69
BNDVanguard Bd Index Fd Inc Total
45,575$4.0B0.29%
70
STZConstellation Brands-A
17,537$3.8B0.27%
71
TAT&T Inc.
125,575$3.6B0.26%
72
SHMSpdr Nuveen Barclays Cap Short
70,235$3.5B0.25%
73
VVisa Inc Cls A
14,822$3.2B0.23%
74
TJXTJX Companies Inc.
47,346$3.2B0.23%
75
VIGVanguard Specialized Portfolio
22,846$3.2B0.23%
76
MRKMerck & Co Inc
37,693$3.1B0.22%
77
MCDMcDonald's Corp
14,057$3.0B0.22%
78
COSTCostco Warehouse Corp
7,575$2.9B0.20%
79
MMM3M Co.
16,273$2.8B0.20%
80
VNTVontier Corp Com
81,917$2.7B0.20%
81
ESEversource Energy
28,818$2.5B0.18%
82
LULULululemaon Athletica
7,012$2.4B0.17%
83
NWBINorthwest Bancshares Inc MD Co
184,228$2.3B0.17%
84
RMEResmed Inc
10,982$2.3B0.17%
85
ABTAbbott Laboratories
20,861$2.3B0.16%
86
UNPUnion Pacific Corp
10,646$2.2B0.16%
87
ADPAutomatic Data Processing Inc
12,568$2.2B0.16%
88
PBCTEURPeoples Financial
167,951$2.2B0.16%
89
NEENextera Energy Inc Com
27,712$2.1B0.15%
90
IVVIshares S&P 500 Index
5,654$2.1B0.15%
91
NKENike Inc Cl B
14,657$2.1B0.15%
92
TFISPDR Ser Tr Nuveen Barclays Mu
38,929$2.0B0.15%
93
AMATApplied Materials Inc
22,312$1.9B0.14%
94
AWMSkyworks Solutions Inc
12,456$1.9B0.14%
95
HONHoneywell Intl
8,486$1.8B0.13%
96
TXNTexas Instruments
10,622$1.7B0.12%
97
LHXL3Harris Technologies Inc com
8,700$1.6B0.12%
98
DDominion Resources Inc
21,372$1.6B0.11%
99
WQTMWisdomtree Tr Fltg Rate Treas
63,879$1.6B0.11%
100
CLColgate Palmolive
17,218$1.5B0.11%
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