Arkolith/Funds/ST Germain D J Co Inc

ST Germain D J Co Inc

CIK 831571
Holdings as of Mar 31, 2026·disclosed Apr 13, 2026·~13-day 13F lag·13F-HR
Active Filer

ST Germain D J Co Inc holds a diversified book of 896 stocks worth $2.5B as of Q1 2026 (disclosed Apr 13, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Wellingt US Va ETF and trimmed Apple Inc. Their largest long position is JPMorgan US Quality Factor at 5% of the equity book.

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Use Arkolith to show ST GERMAIN D J CO INC's latest
holdings, largest changes, and filing provenance.
Opened
68
new positions
Added to
160
existing
Trimmed
212
reduced
Sold out
84
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
29%
Top 20 holdings
44%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

58% mapped to company sectors

ETF / fund or unclassified
42%
Information Technology
21%
Financials
11%
Health Care
7%
Consumer Discretionary
5%
Industrials
3%
Energy
3%
Communication Services
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

896 positions
#SecurityValueShares% PortLast moveHistory
1JPMorgan U.S. Quality Factor ETF
ETF
$117.5M1.92M
4.6%
+0.8%
Added · +15K sh
2Apple Inc
Stock
$116.2M457.8K
4.6%
−1.3%
Reduced · −6K sh
3Alphabet Inc CL A
Stock
$114.4M398.0K
4.5%
−3.0%
Reduced · −12K sh
4State Street SPDR Portfolio S&P 500 ETF
ETF
$87.0M1.14M
3.4%
+17%
Added · +166K sh
5State Street SPDR Portfolio Corporate Bond ETF
ETF
$57.4M1.98M
2.3%
−7.4%
Reduced · −158K sh
6Berkshire Hathaway Inc Del CL B New
Stock
$54.6M113.9K
2.2%
−1.2%
Reduced · −1K sh
7Meta Platforms Inc CL A
Stock
$54.2M94.8K
2.1%
−0.1%
Reduced · −102 sh
8JPMorgan Chase & Co
Stock
$54.2M184.2K
2.1%
−2.4%
Reduced · −4K sh
9SLB Limited Com STK
Stock
$41.8M812.5K
1.7%
−0.6%
Reduced · −5K sh
10ASML Hldg NV N Y Registry SHS
ADR
$40.7M30.8K
1.6%
−2.7%
Reduced · −852 sh
11Janus Henderson Aaa Clo ETF
ETF
$40.5M804.8K
1.6%
−1.9%
Reduced · −16K sh
12Nvidia Corporation Com
Stock
$39.7M227.9K
1.6%
+3.2%
Added · +7K sh
13Ishares MBS ETF
ETF
$39.7M418.2K
1.6%
+6.3%
Added · +25K sh
14Procter And Gamble
Stock
$38.2M264.3K
1.5%
+0.5%
Added · +1K sh
15Johnson & Johnson
Stock
$36.6M149.8K
1.4%
−8.2%
Reduced · −13K sh
16NextEra Energy Inc Com
Stock
$36.0M388.1K
1.4%
−0.5%
Reduced · −2K sh
17Netflix Inc. Com
Stock
$35.9M373.5K
1.4%
+3.3%
Added · +12K sh
18Amazon.com
Stock
$35.7M171.5K
1.4%
+7.1%
Added · +11K sh
19Exxon Mobil Corp Com
Stock
$34.1M201.2K
1.4%
−1.9%
Reduced · −4K sh
20Chubb Ltd Switz Com
Stock
$33.9M103.9K
1.3%
−2.0%
Reduced · −2K sh
21State Street SPDR Portfolio Emerging Markets ETF
ETF
$31.3M666.7K
1.2%
+1.8%
Added · +12K sh
22JPMorgan Diversified Return Use Equity
ETF
$31.0M237.8K
1.2%
−2.9%
Reduced · −7K sh
23Vanguard Small-Cap ETF
ETF
$30.9M117.8K
1.2%
−2.4%
Reduced · −3K sh
24State Street SPDR Bloomberg 1-10 Year Tips ETF
ETF
$30.5M1.59M
1.2%
+8.4%
Added · +123K sh
25Microsoft Corp
Stock
$30.4M82.1K
1.2%
−2.1%
Reduced · −2K sh
26Capital Group Global Growth Equity ETF
ETF
$30.4M910.2K
1.2%
−0.3%
Reduced · −2K sh
27State Street SPDR Portfolio S&P 600 Small Cap ETF
ETF
$29.8M617.0K
1.2%
−3.9%
Reduced · −25K sh
28Amgen Inc Com
Stock
$29.7M84.3K
1.2%
−0.9%
Reduced · −741 sh
29State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
ETF
$29.2M869.7K
1.2%
−0.7%
Reduced · −6K sh
30Wells Fargo & Co Com
Stock
$27.3M342.6K
1.1%
+2.5%
Added · +8K sh
31Vanguard Mid-Cap ETF
ETF
$26.6M92.8K
1.1%
−0.9%
Reduced · −848 sh
32BlackRock Inc Com
Stock
$26.6M27.7K
1.1%
+12%
Added · +3K sh
33Booking Holdings Inc Com
Stock
$26.4M6.3K
1.0%
+5.3%
Added · +316 sh
34Capital Group Core Plus Income ETF
ETF
$25.9M1.16M
1.0%
+1.7%
Added · +19K sh
35State Street SPDR Portfolio S&P 400 Mid Cap ETF
ETF
$25.0M422.1K
1.0%
−4.9%
Reduced · −22K sh
36Palo Alto Networks Inc Com
Stock
$24.1M150.6K
1.0%
+4.5%
Added · +6K sh
37Capital Group Core Balanced ETF
ETF
$24.0M696.4K
0.9%
+1.4%
Added · +10K sh
38State Street SPDR Portfolio Developed World Ex-US ETF
ETF
$23.9M523.8K
0.9%
+6.1%
Added · +30K sh
39Vanguard Mortgage-Backed Securities ETF
ETF
$22.8M485.6K
0.9%
−0.2%
Reduced · −795 sh
40Alphabet Inc Cap STK CL C
Stock
$21.9M76.4K
0.9%
−1.1%
Reduced · −821 sh
41Walmart Inc
Stock
$21.7M174.2K
0.9%
−2.0%
Reduced · −4K sh
42Resmed Inc Com
Stock
$21.3M95.0K
0.8%
+2.8%
Added · +3K sh
43Ishares Broad Usd Investment Grade Corporate Bond ETF
ETF
$20.8M405.1K
0.8%
−1.0%
Reduced · −4K sh
44Danaher Corp Del Com
Stock
$20.4M107.5K
0.8%
+9.2%
Added · +9K sh
45Cummins Inc Com
Stock
$19.6M36.5K
0.8%
−17%
Reduced · −7K sh
46Cisco Sys Inc Com
Stock
$18.9M243.4K
0.7%
−14%
Reduced · −39K sh
47State Street SPDR Portfolio Short Term Treasury ETF
ETF
$18.8M643.3K
0.7%
+9.9%
Added · +58K sh
48Floor & Decor Hldgs Inc CL A
Stock
$18.6M366.4K
0.7%
+54%
Added · +128K sh
49Verizon Communications
Stock
$18.2M362.3K
0.7%
+0.3%
Added · +1K sh
50Ishares U.S. Treasury Bond ETF
ETF
$17.7M771.2K
0.7%
+0.9%
Added · +7K sh
Showing 50 of 896 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 13, 2026901$2.5B13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026924$2.6B13F-HR
Q3 2025Sep 30, 2025Oct 7, 2025899$2.5B13F-HR
Q2 2025Jun 30, 2025Jul 16, 2025882$2.3B13F-HR
Q1 2025Mar 31, 2025Apr 9, 2025812$2.1B13F-HR
Q4 2024Dec 31, 2024Jan 10, 2025837$2.2B13F-HR
Q3 2024Sep 30, 2024Oct 18, 2024776$2.2B13F-HR
Q2 2024Jun 30, 2024Jul 8, 2024784$2.1B13F-HR
Q1 2024Mar 31, 2024Apr 2, 2024801$2.0B13F-HR
Q4 2023Dec 31, 2023Jan 2, 2024803$1.9B13F-HR
Q3 2023Sep 30, 2023Oct 23, 2023763$1.8B13F-HR
Q2 2023Jun 30, 2023Sep 7, 2023744$1.9B13F-HR
Q4 2022Dec 31, 2022Feb 27, 2023567$297.6M13F-HR
Q3 2022Sep 30, 2022Nov 21, 2022233$1.5B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022233$1.5B13F-HR/A
Q1 2022Mar 31, 2022May 12, 2022241$1.8B13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022246$1.8B13F-HR
Q3 2021Sep 30, 2021Nov 3, 2021239$1.6B13F-HR
Q2 2021Jun 30, 2021Jul 28, 2021241$1.6B13F-HR
Q1 2021Mar 31, 2021May 13, 2021232$1.5B13F-HR
Q4 2020Dec 31, 2020Feb 4, 2021233$1.4B13F-HR
Q3 2020Sep 30, 2020Nov 10, 2020223$1.2B13F-HR
Q2 2020Jun 30, 2020Aug 13, 2020215$1.1B13F-HR
Amended / restated
  • Q2 2022 · filed Aug 12, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.