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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 6 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FCX FREEPORT MCMORAN INC Basic Materials 53,263.0 $3.3M 0.06% -29K -35.4% $62.89 +27.1%
102 C CITIGROUP INC Financial Services 23,866.0 $3.3M 0.06% $139.96 -4.8%
103 ABT ABBOTT LABORATORIES Healthcare 36,597.0 $3.3M 0.06% $90.74 +28.0%
104 ABNB AIRBNB INC Consumer Cyclical 22,997.0 $3.3M 0.06% +8K +54.9% $143.10 +33.1%
105 DIS DISNEY WALT CO Communication Services 33,706.0 $3.2M 0.06% $96.25 +15.6%
106 BSX BOSTON SCIENTIFIC CORP Healthcare 74,241.0 $3.2M 0.05% -19K -20.4% $42.68 +16.8%
107 DELL DELL TECHNOLOGIES INC Technology 7,302.0 $3.2M 0.05% NEW $431.46 +4.5%
108 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,365.0 $3.1M 0.05% $935.47 +2.6%
109 KEY KEYCORP Financial Services 135,277.0 $3.1M 0.05% -39K -22.3% $23.05 -5.0%
110 GS GOLDMAN SACHS GROUP INC Financial Services 2,984.0 $3.0M 0.05% +2K +112.8% $1011.37 +4.7%
111 BK BANK OF NY MELLON CORP Financial Services 20,735.0 $3.0M 0.05% $144.61 -0.6%
112 CRWD CROWDSTRIKE HLDGS INC Technology 3,912.0 $3.0M 0.05% +2K +87.1% $190.79 -2.8%
113 AVTR AVANTOR INC Healthcare 288,449.0 $2.9M 0.05% NEW $9.90 +45.7%
114 PYPL PAYPAL HLDGS INC Financial Services 65,980.0 $2.8M 0.05% -2K -3.0% $43.18 +44.2%
115 DHR DANAHER CORP DEL Healthcare 14,745.0 $2.8M 0.05% -7K -32.6% $190.48 +13.4%
116 MDT MEDTRONIC PLC Healthcare 35,076.0 $2.7M 0.05% -31K -47.2% $78.23 +16.5%
117 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,803.0 $2.7M 0.05% NEW $965.00 -14.9%
118 ROIV ROIVANT SCIENCES LTD Healthcare 76,394.0 $2.7M 0.05% NEW $35.39 +3.1%
119 HUM HUMANA INC Healthcare 6,682.0 $2.7M 0.04% -475.0 -6.6% $397.22 -1.9%
120 BKR BAKER HUGHES COMPANY Energy 46,924.0 $2.6M 0.04% NEW $55.50 +11.4%
Page 6 of 12  ·  235 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%