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Portfolio (Quarterly) Guide ↗

CAISSE DES DEPOTS ET CONSIGNATIONS

· CIK 0001056947
13F Portfolio $5.9B AUM 236 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 54 New 41 Added 70 Reduced 36 Exited
Page 1 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WISE GROUP PLC 1,692,938.0 $20.3M 0.34% NEW $12.00
2 EWY ISHARES INC 52,000.0 $10.5M 0.18% NEW $202.13 -11.3%
3 KMI KINDER MORGAN INC DEL Energy 250,931.0 $8.0M 0.14% NEW $31.97 -2.6%
4 EIDO ISHARES TR 420,000.0 $4.7M 0.08% NEW $11.25 +13.6%
5 AGNC AGNC INVT CORP Real Estate 428,560.0 $4.7M 0.08% NEW $10.90 -0.0%
6 ARGT GLOBAL X FDS 48,000.0 $4.4M 0.07% NEW $91.58 +3.4%
7 GLW CORNING INC Technology 15,838.0 $4.0M 0.07% NEW $255.43 -42.2%
8 VZ VERIZON COMMUNICATIONS INC Communication Services 92,332.0 $3.9M 0.07% NEW $42.34 +18.6%
9 SLB SLB LIMITED Energy 83,840.0 $3.9M 0.07% NEW $46.49 +15.3%
10 HONEYWELL INTL INC 16,316.0 $3.7M 0.06% NEW $223.90
11 HONEYWELL AEROSPACE INC 16,316.0 $3.6M 0.06% NEW $221.08
12 LNG CHENIERE ENERGY INC Energy 14,869.0 $3.6M 0.06% NEW $239.01 +16.7%
13 DELL DELL TECHNOLOGIES INC Technology 7,302.0 $3.2M 0.05% NEW $431.46 +4.6%
14 AVTR AVANTOR INC Healthcare 288,449.0 $2.9M 0.05% NEW $9.90 +44.9%
15 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,803.0 $2.7M 0.05% NEW $965.00 -15.1%
16 ROIV ROIVANT SCIENCES LTD Healthcare 76,394.0 $2.7M 0.05% NEW $35.39 +2.9%
17 BKR BAKER HUGHES COMPANY Energy 46,924.0 $2.6M 0.04% NEW $55.50 +12.8%
18 CF CF INDUSTRIES HOLD Basic Materials 23,486.0 $2.5M 0.04% NEW $108.26 +17.6%
19 KR KROGER CO Consumer Defensive 33,852.0 $1.9M 0.03% NEW $55.53 +4.8%
20 XRAY DENTSPLY SIRONA INC Healthcare 158,121.0 $1.7M 0.03% NEW $10.61 +0.9%
Page 1 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 36.4%
Financial Services 18.3%
Technology 15.4%
Basic Materials 11.9%
Industrials 7.7%
Consumer Cyclical 3.1%
Consumer Defensive 2.6%
Communication Services 2.2%
Utilities 1.2%
Real Estate 0.7%