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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 3 of 67  ·  1,327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CCJ CAMECO CORP Energy 832,534.0 $84.6M 0.26% +65K +8.4% $101.61 +0.9%
42 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 1,648,371.0 $84.4M 0.26% +868K +111.3% $51.21 +9.7%
43 ACWI ISHARES TR 525,899.0 $82.6M 0.25% +67K +14.6% $156.97 +2.4%
44 AMAT APPLIED MATLS INC Technology 114,072.0 $82.5M 0.25% +63K +125.5% $722.99 -31.9%
45 PFE PFIZER INC Healthcare 3,414,310.0 $82.2M 0.25% +934K +37.6% $24.08 +16.6%
46 CAE CAE INC Industrials 3,145,880.0 $78.4M 0.24% +93K +3.0% $24.93 -0.1%
47 TECK TECK RESOURCES LTD Basic Materials 1,168,149.0 $69.3M 0.21% +251K +27.3% $59.33 +16.6%
48 BK BANK OF NY MELLON CORP Financial Services 477,467.0 $69.0M 0.21% +139K +41.0% $144.61 -1.9%
49 ABT ABBOTT LABORATORIES Healthcare 743,709.0 $67.5M 0.21% +394K +112.4% $90.74 +28.5%
50 KLAC KLA CORP Technology 213,781.0 $64.5M 0.20% +193K +912.3% $301.68 -39.0%
51 PG PROCTER & GAMBLE CO Consumer Defensive 424,233.0 $62.2M 0.19% +8K +2.0% $146.63 -1.3%
52 AXP AMERICAN EXPRESS CO Financial Services 182,586.0 $61.8M 0.19% +74K +68.8% $338.26 -0.7%
53 HD HOME DEPOT INC Consumer Cyclical 174,239.0 $61.4M 0.19% +46K +36.3% $352.67 -4.8%
54 RB GLOBAL INC 527,140.0 $60.9M 0.19% +322K +157.4% $115.45
55 IWF ISHARES TR 486,452.0 $60.4M 0.18% +365K +300.4% $124.19 -1.4%
56 INTC INTEL CORP Technology 432,322.0 $60.4M 0.18% +46K +11.9% $139.62 -35.5%
57 FNV FRANCO NEV CORP Basic Materials 290,262.0 $60.1M 0.18% +25K +9.3% $206.93 +28.4%
58 URI UNITED RENTALS INC Industrials 51,873.0 $58.8M 0.18% +24K +85.6% $1132.88 -3.0%
59 MCK MCKESSON CORP Healthcare 77,201.0 $58.3M 0.18% +7K +9.4% $755.57 +13.7%
60 DE DEERE & CO Industrials 88,473.0 $56.1M 0.17% +5K +6.6% $634.33 +2.1%
Page 3 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%