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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 19 of 67  ·  1,327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VICI VICI PPTYS INC Real Estate 202,225.0 $5.4M 0.02% +23K +12.8% $26.55 -0.2%
362 RXI ISHARES TR 27,632.0 $5.3M 0.02% +5K +21.6% $192.96 +4.0%
363 BE BLOOM ENERGY CORP Industrials 17,338.0 $5.2M 0.02% +7K +62.1% $302.69 -33.4%
364 BKR BAKER HUGHES COMPANY Energy 94,413.0 $5.2M 0.02% +25K +36.9% $55.49 +12.3%
365 DTM DT MIDSTREAM INC Energy 35,537.0 $5.2M 0.02% +1K +3.8% $146.74 -13.6%
366 NDSN NORDSON CORP Industrials 17,061.0 $5.1M 0.02% +13K +329.2% $301.66 +10.1%
367 SPYM SPDR SERIES TRUST 57,833.0 $5.1M 0.02% +5K +10.1% $87.88 +2.6%
368 EA ELECTRONIC ARTS INC Communication Services 24,771.0 $5.1M 0.02% +7K +39.5% $205.02 +2.3%
369 MTZ MASTEC INC Industrials 12,111.0 $5.0M 0.01% +5K +83.0% $416.04 -36.0%
370 NET CLOUDFLARE INC Technology 20,513.0 $5.0M 0.01% +5K +31.9% $245.28 +19.5%
371 L LOEWS CORP Financial Services 44,202.0 $5.0M 0.01% +12K +36.2% $113.21 -3.0%
372 CACI CACI INTL INC Technology 10,727.0 $5.0M 0.01% +6K +141.6% $463.32 +39.7%
373 CBOE CBOE GLOBAL MKTS INC Financial Services 20,472.0 $5.0M 0.01% +11K +113.4% $242.65 +23.9%
374 ACM AECOM Industrials 70,955.0 $5.0M 0.01% +40K +130.6% $69.81 -7.2%
375 VMC VULCAN MATLS CO Basic Materials 16,456.0 $4.9M 0.01% +6K +53.6% $295.00 -6.4%
376 LII LENNOX INTL INC Industrials 8,420.0 $4.8M 0.01% +430.0 +5.4% $572.95 -29.7%
377 A AGILENT TECHNOLOGIES INC Healthcare 36,037.0 $4.8M 0.01% +5K +16.4% $132.83 +19.7%
378 ESGD ISHARES TR 46,023.0 $4.7M 0.01% +12K +35.2% $102.81 +4.4%
379 ORLA ORLA MNG LTD NEW Basic Materials 486,078.0 $4.7M 0.01% +6K +1.3% $9.73 -2.9%
380 AVB AVALONBAY CMNTYS INC Real Estate 24,981.0 $4.7M 0.01% +2K +9.1% $188.69 -2.5%
Page 19 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%