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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 22 of 67  ·  1,327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TEL TE CONNECTIVITY PLC Technology 18,744.0 $3.8M 0.01% +4K +29.6% $201.61 +1.0%
422 RMD RESMED INC Healthcare 19,287.0 $3.8M 0.01% +2K +14.1% $194.88 +18.8%
423 WTRG ESSENTIAL UTILS INC Utilities 97,433.0 $3.7M 0.01% +3K +2.8% $38.31 +4.9%
424 DPZ DOMINOS PIZZA INC Consumer Cyclical 12,370.0 $3.7M 0.01% +903.0 +7.9% $296.02 +15.5%
425 AFRM AFFIRM HLDGS INC Technology 44,666.0 $3.6M 0.01% +4K +9.9% $81.55 -5.5%
426 UHS UNIVERSAL HLTH SVCS INC Healthcare 24,482.0 $3.6M 0.01% +940.0 +4.0% $148.69 +19.2%
427 TIGO MILLICOM INTL CELLULAR S A Communication Services 40,107.0 $3.6M 0.01% +35K +618.6% $90.75 +3.2%
428 JLL JONES LANG LASALLE INC Real Estate 11,665.0 $3.6M 0.01% +228.0 +2.0% $309.97 +25.0%
429 CQQQ INVESCO EXCH TRADED FD TR II 62,775.0 $3.6M 0.01% +62K +10000.0% $57.03 -13.4%
430 LPLA LPL FINL HLDGS INC Financial Services 12,618.0 $3.6M 0.01% +1K +12.2% $281.70 +28.3%
431 FSV FIRSTSERVICE CORP NEW Real Estate 25,869.0 $3.5M 0.01% +7K +39.8% $137.05 +5.4%
432 PBR PETROLEO BRASILEIRO S A Energy 218,554.0 $3.5M 0.01% +120K +122.1% $16.16 +18.5%
433 RKLB ROCKET LAB CORP Industrials 34,616.0 $3.5M 0.01% +8K +30.6% $101.65 -28.6%
434 OWL BLUE OWL CAPITAL INC Financial Services 401,562.0 $3.5M 0.01% +367K +1070.8% $8.75 +33.4%
435 KIM KIMCO REALTY CORP Real Estate 138,582.0 $3.5M 0.01% +14K +11.3% $25.35 -5.2%
436 GNRC GENERAC HLDGS INC Industrials 11,975.0 $3.5M 0.01% +1K +11.4% $292.81 -29.7%
437 DVN DEVON ENERGY CORP NEW Energy 84,773.0 $3.5M 0.01% +40K +90.2% $41.31 +18.8%
438 STLD STEEL DYNAMICS INC Basic Materials 15,243.0 $3.5M 0.01% +7K +87.9% $229.46 -0.3%
439 HST HOST HOTELS & RESORTS INC Real Estate 147,515.0 $3.5M 0.01% +12K +8.6% $23.71 -2.1%
440 GFS GLOBALFOUNDRIES INC Technology 42,050.0 $3.5M 0.01% +37K +773.1% $82.41 -41.7%
Page 22 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%