D. J. St. Germain »

Profesionally Managed Portfo shares owned by D. J. St. Germain

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by D. J. St. Germain from 13F filings

Historical chart of D. J. St. Germain investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by D. J. St. Germain consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Profesionally Managed Portfo by D. J. St. Germain

Quarter filed Position value Share count Share price at filing
2026-03-31 $14k 460 30.71

More positions owned by D. J. St. Germain

Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Apple Stock (AAPL)
Alphabet Inc Cl A Stock (GOOGL)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
State Street Spdr Portfolio Corporate Bond Etf Etf (SPBO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Meta Platforms Inc Cl A Stock (META)
Jpmorgan Chase & Co Stock (JPM)
Slb Limited Com Stk Stock (SLB)
Asml Hldg Nv N Y Registry Adr (ASML)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Nvidia Corporation Stock (NVDA)
Ishares Mbs Etf Etf (MBB)
Procter And Gamble Stock (PG)
Johnson & Johnson Stock (JNJ)

View all positions for D. J. St. Germain

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Morgan Stanley
Glenview Trust
Rockefeller Capital Management
Envestnet Asset Management
We Are One Seven
Advisor Group Holdings
Stifel Financial
HighTower Advisors
Berkshire Bank
Integrated Wealth Concepts
Skopos Labs
Clarendon Private
Congress Asset Management
Portside Wealth Group

View all funds holding Profesionally Managed Portfo