St Germain D J Co Inc Portfolio Stock Holdings

According to the SEC 13F filed on July 21, 2026, St Germain D J Co Inc disclosed 866 stock positions valued at approximately $2.78B as of quarter-end June 30, 2026. The largest holdings include JPMORGAN U.S. QUALITY FACTOR ETF, APPLE INC, and ALPHABET INC CL A.

Report Period
June 30, 2026
No. of Stocks
866
Portfolio Value
$2.78B
Holdings by Sector
St Germain D J Co Inc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
JPMORGAN U.S. QUALITY FACTOR ETFJQUAOther4.99%1,918,286+2,651+0.14%$138,653,676
APPLE INCAAPLTechnology4.71%452,771-5,051-1.10%$131,013,885
ALPHABET INC CL AGOOGLCommunication Services4.57%355,467-42,484-10.68%$127,033,295
STATE STREET SPDR PORTFOLIO S&P 500 ETFSPLGOther3.80%1,203,055+66,358+5.84%$105,724,499
JPMORGAN CHASE & COJPMFinancial Services2.14%181,638-2,551-1.38%$59,455,567
ASML HLDG NV N Y REGISTRY SHSASMLOther2.12%29,563-1,220-3.96%$58,813,815
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services2.03%112,471-1,435-1.26%$56,279,364
STATE STREET SPDR PORTFOLIO CORPORATE BOND ETFSPBOOther1.96%1,874,355-101,393-5.13%$54,431,269
META PLATFORMS INC CL AMETACommunication Services1.92%94,743-16-0.02%$53,367,784
PALO ALTO NETWORKS INC COMPANWTechnology1.75%142,411-8,186-5.44%$48,564,999
NVIDIA CORPORATION COMNVDATechnology1.66%230,513+2,595+1.14%$46,123,252
ISHARES MBS ETFMBBOther1.50%441,162+22,936+5.48%$41,698,591
AMAZON.COMAMZNConsumer Cyclical1.47%171,326-143-0.08%$40,833,839
JANUS HENDERSON AAA CLO ETFJAAAOther1.46%805,336+533+0.07%$40,661,393
PROCTER AND GAMBLEPGConsumer Defensive1.43%271,160+6,876+2.60%$39,762,902
CAPITAL GROUP GLOBAL GROWTH EQUITY ETFCGGOOther1.37%899,846-10,359-1.14%$38,090,481
SLB LIMITED COM STKSLBEnergy1.36%815,874+3,363+0.41%$37,929,982
JOHNSON & JOHNSON JNJHealthcare1.34%146,636-3,131-2.09%$37,241,145
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETFSPSMOther1.31%630,122+13,089+2.12%$36,339,125
CHUBB LIMITED COMCBFinancial Services1.26%103,132-730-0.70%$35,141,198
VANGUARD SMALL-CAP ETFVBOther1.26%115,437-2,385-2.02%$34,991,275
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETFSPEMOther1.25%669,620+2,963+0.44%$34,672,907
NEXTERA ENERGY INC COMNEEUtilities1.22%385,195-2,924-0.75%$33,808,565
STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETFTIPXOther1.16%1,706,468+119,560+7.53%$32,303,448
JPMORGAN DIVERSIFIED RETURN USE EQUITYJPUSOther1.14%226,862-10,928-4.60%$31,812,768
MICROSOFT CORPMSFTTechnology1.10%81,682-446-0.54%$30,469,148
AMGEN INC COMAMGNHealthcare1.09%83,929-347-0.41%$30,392,369
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETFSPMDOther1.08%442,350+20,288+4.81%$29,885,195
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSPIBOther1.06%880,809+11,089+1.28%$29,471,859
VANGUARD MID-CAP ETFVOOther1.06%365,556+272,765+293.96%$29,452,847
Showing 30 of 866 holdings in the latest reporting period.