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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 35 of 67  ·  1,327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CORPAY INC 4,139.0 $1.4M 0.00% +976.0 +30.9% $333.27
682 SWX SOUTHWEST GAS HLDGS INC Utilities 15,543.0 $1.4M 0.00% +133.0 +0.9% $88.68 +1.0%
683 DKS DICKS SPORTING GOODS INC Consumer Cyclical 6,066.0 $1.4M 0.00% +1K +25.8% $226.81 -20.9%
684 TLN TALEN ENERGY CORP Utilities 3,557.0 $1.4M 0.00% +395.0 +12.5% $384.24 -20.5%
685 RPRX ROYALTY PHARMA PLC Healthcare 24,199.0 $1.4M 0.00% +6K +33.7% $56.07 +9.4%
686 SMURFIT WESTROCK PLC 29,231.0 $1.4M 0.00% +8K +39.1% $46.26
687 PTC PTC INC Technology 11,890.0 $1.4M 0.00% +6K +114.6% $113.61 +35.8%
688 DY DYCOM INDS INC Industrials 2,667.0 $1.3M 0.00% +582.0 +27.9% $505.54 -24.6%
689 ROCK GIBRALTAR INDS INC Industrials 29,789.0 $1.3M 0.00% +158.0 +0.5% $45.11 +2.6%
690 ONTO ONTO INNOVATION INC Technology 3,548.0 $1.3M 0.00% +593.0 +20.1% $378.45 -25.2%
691 SAM BOSTON BEER INC Consumer Defensive 7,552.0 $1.3M 0.00% +3K +68.8% $177.03 +7.0%
692 SCCO SOUTHERN COPPER CORP Basic Materials 7,633.0 $1.3M 0.00% +3K +73.6% $174.25 +23.0%
693 CMS CMS ENERGY CORP Utilities 17,362.0 $1.3M 0.00% +5K +39.4% $76.50 -10.6%
694 ICFI ICF INTL INC Industrials 18,225.0 $1.3M 0.00% +18K +9012.5% $72.87 +21.9%
695 OLED UNIVERSAL DISPLAY CORP Technology 15,301.0 $1.3M 0.00% +839.0 +5.8% $86.60 -2.2%
696 CLX CLOROX CO DEL Consumer Defensive 13,872.0 $1.3M 0.00% +3K +31.8% $95.44 +12.3%
697 HR HEALTHCARE RLTY TR Real Estate 65,389.0 $1.3M 0.00% +5K +7.9% $20.17 -4.2%
698 DOW DOW HLDGS INC Basic Materials 48,067.0 $1.3M 0.00% +10K +27.0% $27.36 +14.9%
699 NEXM NEXMETALS MINING CORP. Basic Materials 564,010.0 $1.3M 0.00% +44K +8.4% $2.33 +11.4%
700 EXPAND ENERGY CORPORATION 14,349.0 $1.3M 0.00% +2K +17.7% $91.19
Page 35 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%