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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 32 of 67  ·  1,327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CLH CLEAN HARBORS INC Industrials 5,651.0 $1.7M 0.01% +504.0 +9.8% $298.75 +5.0%
622 TOST TOAST INC Technology 60,157.0 $1.7M 0.01% +31K +106.5% $27.82 +32.0%
623 FTAI AVIATION LTD 6,152.0 $1.7M 0.01% +1K +30.9% $270.53
624 AVNT AVIENT CORPORATION Basic Materials 44,887.0 $1.7M 0.01% +10K +30.5% $36.97 +20.2%
625 VTRS VIATRIS INC Healthcare 104,424.0 $1.7M 0.01% +10K +10.1% $15.88 +4.2%
626 AEE AMEREN CORP Utilities 14,649.0 $1.7M 0.01% +5K +47.1% $113.04 -5.2%
627 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 1,118,380.0 $1.7M 0.01% +554K +98.1% $1.48 -1.9%
628 TSCO TRACTOR SUPPLY CO Consumer Cyclical 52,256.0 $1.7M 0.01% +11K +27.4% $31.61 +13.6%
629 ESGV VANGUARD WORLD FD 12,464.0 $1.6M 0.01% +380.0 +3.1% $132.24 +2.3%
630 PVAL PUTNAM ETF TRUST 32,122.0 $1.6M 0.01% +28K +721.5% $50.97 +6.8%
631 WRB BERKLEY W R CORP Financial Services 23,140.0 $1.6M 0.01% +5K +25.2% $70.53 -1.2%
632 UA UNDER ARMOUR INC 262,306.0 $1.6M 0.01% +2K +0.6% $6.22
633 IBIT ISHARES BITCOIN TRUST ETF Financial Services 48,271.0 $1.6M 0.01% +798.0 +1.7% $33.29 +34.1%
634 U UNITY SOFTWARE INC Technology 55,884.0 $1.6M 0.01% +4K +8.3% $28.58 +61.5%
635 TXT TEXTRON INC Industrials 17,387.0 $1.6M 0.01% +4K +30.0% $91.73 -10.5%
636 BWXT BWX TECHNOLOGIES INC Industrials 8,139.0 $1.6M 0.01% +443.0 +5.8% $194.63 -23.2%
637 VMI VALMONT INDS INC Industrials 2,721.0 $1.6M 0.01% +283.0 +11.6% $577.60 -16.6%
638 EL LAUDER ESTEE COS INC Consumer Defensive 19,855.0 $1.6M 0.01% +3K +14.7% $78.94 +31.9%
639 AMRIZE LTD 29,157.0 $1.6M 0.01% +26K +809.2% $53.30
640 ASTS AST SPACEMOBILE INC Technology 17,483.0 $1.6M 0.01% +7K +60.9% $88.86 -29.8%
Page 32 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%