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Portfolio (Quarterly) Guide ↗

Federation des caisses Desjardins du Quebec

· CIK 0002022297
13F Portfolio $32.7B AUM 6,190 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 228 New 1327 Added 655 Reduced 171 Exited
Page 14 of 67  ·  1,327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ITT ITT INC Industrials 49,426.0 $9.8M 0.03% +9K +21.7% $197.76 +5.2%
262 ATO ATMOS ENERGY CORP Utilities 55,066.0 $9.5M 0.03% +6K +13.1% $172.27 -3.1%
263 TT TRANE TECHNOLOGIES PLC Industrials 19,192.0 $9.4M 0.03% +3K +19.3% $491.15 -7.7%
264 BWA BORGWARNER INC Consumer Cyclical 141,748.0 $9.4M 0.03% +75K +112.0% $66.40 +2.1%
265 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 134,885.0 $9.4M 0.03% +135K +10000.0% $69.75 -15.6%
266 TRV TRAVELERS COMPANIES INC Financial Services 28,294.0 $9.3M 0.03% +8K +36.8% $330.10 +10.1%
267 EFX EQUIFAX INC Industrials 58,774.0 $9.3M 0.03% +3K +5.7% $158.72 +21.4%
268 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 144,566.0 $9.3M 0.03% +22K +17.7% $64.01 +16.9%
269 TGT TARGET CORP Consumer Defensive 70,637.0 $9.2M 0.03% +34K +93.3% $130.60 +26.7%
270 PRF INVESCO EXCHANGE TRADED FD T 170,687.0 $9.2M 0.03% +30K +21.4% $54.03 +3.8%
271 TDG TRANSDIGM GROUP INC Industrials 6,908.0 $9.2M 0.03% +970.0 +16.3% $1332.03 -9.9%
272 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 268,601.0 $9.1M 0.03% +78K +41.2% $34.00 +8.5%
273 NKE NIKE INC Consumer Cyclical 221,383.0 $9.1M 0.03% +11K +5.5% $41.05 -0.7%
274 BLOCK INC 119,494.0 $9.1M 0.03% +13K +12.1% $76.00
275 IXG ISHARES TR 72,879.0 $9.1M 0.03% +4K +5.7% $124.50 +7.2%
276 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 28,388.0 $9.0M 0.03% +9K +46.7% $317.53 -8.0%
277 NU NU HLDGS LTD Financial Services 666,932.0 $8.9M 0.03% +232K +53.5% $13.36 +9.1%
278 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 29,759.0 $8.7M 0.03% +10K +48.9% $293.20 +4.1%
279 PSX PHILLIPS 66 Energy 50,510.0 $8.5M 0.03% +31K +152.8% $169.05 +43.7%
280 ES EVERSOURCE ENERGY Utilities 116,579.0 $8.4M 0.03% +2K +2.1% $72.27 -2.9%
Page 14 of 67  ·  1,327 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
Financial Services 34.7%
Technology 21.0%
Energy 8.2%
Industrials 8.0%
Communication Services 6.1%
Healthcare 6.0%
Consumer Cyclical 5.5%
Basic Materials 4.3%
Consumer Defensive 2.6%
Utilities 2.5%