Fund HoldingsST GERMAIN D J CO INC

Total Portfolio Value
$2.58B
Total Bought
$124.71M
Total Sold
$126.01M
Net Transaction
-$1.30M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC CL A(GOOG)421,689410,297-11,392102,513128,4234.99%+25,910
VANGUARD TOTAL INTERNATIONAL STOCK ETF0141,915+141,915010,7060.42%+10,706
STATE STREET SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
904,883971,008+66,12570,88977,8943.02%+7,006
STATE STREET SPDR S&P HOMEBUILDERS ETF
ST STR SP HOME
065,103+65,10306,7030.26%+6,703
APPLE INC(AAPL)470,348463,940-6,408119,765126,1274.90%+6,362
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
ST STR STAPL ETF
067,385+67,38505,2340.20%+5,234
VANGUARD ESG INTERNATIONAL STOCK ETF68,755130,594+61,8394,7709,3530.36%+4,584
ALPHABET INC CAP STK CL C(GOOG)81,15877,205-3,95319,76624,2270.94%+4,461
AMGEN INC COM(AMGN)085,017+85,017027,8271.08%+27,827
DANAHER CORPORATION COM(DHR)94,85398,410+3,55718,80622,5280.87%+3,722
ISHARES U.S. MEDICAL DEVICES ETF059,858+59,85803,7200.14%+3,720
CUMMINS INC COM(CMI)45,11143,897-1,21419,05422,4070.87%+3,354
ISHARES MBS ETF359,376393,474+34,09834,19537,4671.45%+3,272
SLB LIMITED COM STK(SLB)820,784817,642-3,14228,21031,3811.22%+3,171
CHUBB LIMITED COM
COM
0105,998+105,998033,0841.28%+33,084
AMAZON.COM(AMZN)154,407160,075+5,66833,90336,9491.43%+3,045
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
31,85131,635-21630,83533,8451.31%+3,010
STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF
STATE STRET SPDR
1,294,8361,464,107+169,27124,97727,9351.08%+2,958
JOHNSON & JOHNSON(JNJ)166,526163,222-3,30430,87733,7791.31%+2,902
WELLS FARGO CO NEW COM(WFC)337,289334,239-3,05028,27231,1511.21%+2,880
NEXTERA ENERGY INC COM(NEE)385,128390,007+4,87929,07331,3101.22%+2,236
CISCO SYS INC COM(CSCO)0282,688+282,688021,7750.85%+21,775
NUVEEN ESG LARGE-CAP VALUE ETF
NUVEEN ESG LRGVL
138,942180,326+41,3846,0898,1240.32%+2,034
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
606,032641,853+35,82128,07130,0771.17%+2,006
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
476,233493,599+17,36620,37821,9210.85%+1,543
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
ST SHO TREAS ETF
532,135585,237+53,10215,60217,1360.67%+1,534
CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF
CALVE INDEX ETF
87,028103,969+16,9415,9387,4130.29%+1,475
EXXON MOBIL CORP COM206,377205,199-1,17823,26924,6940.96%+1,425
CAPITAL GROUP CORE BALANCED ETF
SHS
657,682686,422+28,74022,83524,2510.94%+1,417
ISHARES MSCI KLD 400 SOCIAL ETF50,44559,461+9,0166,3547,6600.30%+1,307
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
427,884443,821+15,93724,47125,7021.00%+1,231
VANGUARD ESG U.S. STOCK ETF60,60469,497+8,8937,1788,4060.33%+1,228
WALMART INC(WMT)180,420177,854-2,56618,59419,8150.77%+1,221
AMERICAN EXPRESS CO COM(AXP)30,07730,208+1319,99011,1750.43%+1,185
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
ESG AWRE 1 5 YR
389,789437,666+47,8779,86611,0470.43%+1,181
ISHARES U.S. TELECOMMUNICATIONS ETF043,926+43,92601,4890.06%+1,489
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
0486,346+486,346022,8970.89%+22,897
TJX COS INC NEW COM(TJX)100,647100,524-12314,54815,4410.60%+894
APPLIED MATLS INC COM16,91816,881-373,4644,3380.17%+874
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
13,93228,311+14,3798361,6970.07%+860
MERCK & CO INC COM(MRK)038,645+38,64504,0680.16%+4,068
JPMORGAN CHASE & CO(JPM)190,279188,641-1,63860,02060,7842.36%+764
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
377,711381,131+3,42015,87516,6330.65%+757
SALESFORCE COM(CRM)025,949+25,94906,8740.27%+6,874
ISHARES CORE S&P 500 ETF3,4474,331+8842,3072,9660.12%+659
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
019,780+19,78001,1620.05%+1,162
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
805,662820,697+15,03540,91241,5111.61%+599
CATERPILLAR INC COM(CAT)8,4008,038-3624,0084,6050.18%+597
ELI LILLY & CO COM(LLY)01,756+1,75601,8870.07%+1,887
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
ST INTER ETF
104,296124,892+20,5963,0143,6020.14%+588
CAPITAL GROUP MUNICIPAL INCOME ETF
MUN INM ETF
29,17748,189+19,0127961,3190.05%+523
CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF
MUN HIGH ETF
026,288+26,28806700.03%+670
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIA)01,122+1,12205390.02%+539
VANGUARD GROWTH INDEX FUND9,34210,080+7384,4814,9180.19%+437
CORNING INC COM(GLW)146,650142,342-4,30812,03012,4630.48%+434
VANGUARD ESG U.S. CORPORATE BOND ETF56,80164,095+7,2943,6474,0780.16%+432
VANGUARD VALUE INDEX FUND11,21413,157+1,9432,0912,5130.10%+422
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF41,90045,454+3,5543,7534,1570.16%+404
VISA INC COM CL A(V)029,235+29,235010,2530.40%+10,253
THERMO FISHER SCIENTIFIC INC COM(TMO)3,9473,993+461,9142,3140.09%+399
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
SHS CREAT UNIT
913,868912,634-1,23431,22731,6231.23%+396
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF398,582409,399+10,81720,81421,1950.82%+381
QUALCOMM INC COM(QCOM)97,39096,799-59116,20216,5570.64%+356
HEALTH CARE SELECT SECTOR SPDR FUND
ST STR CARE ETF
019,061+19,06102,9510.11%+2,951
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
ST STR BACKE ETF
0655,677+655,677014,6970.57%+14,697
VANGUARD TAX-EXEMPT BOND ETF49,08253,956+4,8742,4582,7130.11%+256
VANGUARD SMALL-CAP ETF121,427120,684-74330,87631,1301.21%+254
VANECK OIL SERVICES ETF
OIL SERVICES ETF
01,872+1,87205330.02%+533
NUVEEN ESG SMALL-CAP ETF
NUVEEN ESG SMLCP
58,81563,471+4,6562,5942,8340.11%+240
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)9,6299,633+42,6892,9270.11%+238
CAPITAL GROUP CORE PLUS INCOME ETF
CORE PLUS INCM
1,126,3601,140,720+14,36025,59125,8261.00%+235
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
0764,044+764,044017,5920.68%+17,592
TAPESTRY INC COM(TPR)01,940+1,94002480.01%+248
ADOBE INC COM(ADBE)0709+70902480.01%+248
INTERNATIONAL BUSINESS MACHS COM(IBM)017,435+17,43505,1640.20%+5,164
WESTERN NEW ENG BANCORP INC COM026,584+26,58403350.01%+335
PEGASYSTEMS INC COM(PEGA)03,299+3,29901970.01%+197
LULULEMON ATHLETICA INC COM(LULU)06,553+6,55301,3620.05%+1,362
CARGURUS INC COM CL A(CARG)05,088+5,08801950.01%+195
TERADATA CORP DEL COM(TDC)07,120+7,12002170.01%+217
ONTO INNOVATION INC COM(ONTO)01,227+1,22701940.01%+194
YELP INC CL A(YELP)06,258+6,25801900.01%+190
UNITED THERAPEUTICS CORP DEL COM(UTHR)0387+38701890.01%+189
ELECTRONIC ARTS INC COM(EA)01,016+1,01602080.01%+208
YETI HLDGS INC COM(YETI)04,204+4,20401860.01%+186
ILLUMINA INC COM(ILMN)01,394+1,39401830.01%+183
CLEAR SECURE INC COM CL A(YOU)05,203+5,20301830.01%+183
VIAVI SOLUTIONS INC COM(VIAV)010,237+10,23701820.01%+182
EXELIXIS INC COM(EXEL)04,124+4,12401810.01%+181
CAVCO INDS INC DEL COM(CVCO)0305+30501800.01%+180
CIRRUS LOGIC INC COM(CRUS)01,514+1,51401790.01%+179
PROGYNY INC COM06,985+6,98501790.01%+179
VANGUARD FTSE DEVELOPED MARKETS ETF103,381102,030-1,3516,1956,3740.25%+179
CHAMPION HOMES INC COM(SKY)02,092+2,09201770.01%+177
CSG SYS INTL INC COM02,302+2,30201770.01%+177
AXCELIS TECHNOLOGIES INC COM NEW02,188+2,18801760.01%+176
BLACKLINE INC COM(BL)03,173+3,17301750.01%+175
FORTINET INC COM(FTNT)02,200+2,20001750.01%+175
INSTALLED BLDG PRODS INC COM(IBP)0669+66901740.01%+174
ALKERMES PLC SHS(ALKS)06,180+6,18001730.01%+173
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