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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 37 of 67  ·  1,327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PKG PACKAGING CORP AMER Consumer Cyclical 4,971.0 $1.2M 0.00% +1K +36.6% $238.28 +4.1%
722 EEMA ISHARES INC 10,108.0 $1.2M 0.00% +6K +130.6% $116.96 -0.9%
723 GDDY GODADDY INC Technology 13,686.0 $1.2M 0.00% +5K +54.5% $84.88 +17.1%
724 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 13,081.0 $1.2M 0.00% +1K +12.3% $88.60 -37.3%
725 NWSA NEWS CORP NEW Communication Services 46,591.0 $1.2M 0.00% +14K +44.5% $24.83 +23.6%
726 ULS UL SOLUTIONS INC Industrials 11,327.0 $1.2M 0.00% +2K +23.7% $101.86 -27.3%
727 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 4,784.0 $1.2M 0.00% +727.0 +17.9% $240.97 +9.6%
728 TOL TOLL BROTHERS INC Consumer Cyclical 6,996.0 $1.2M 0.00% +736.0 +11.8% $164.75 -9.5%
729 MKC MCCORMICK & CO INC Consumer Defensive 22,786.0 $1.1M 0.00% +4K +21.5% $50.42 +8.4%
730 ROIV ROIVANT SCIENCES LTD Healthcare 32,457.0 $1.1M 0.00% +6K +23.0% $35.39 +3.2%
731 CDW CDW CORP Technology 8,158.0 $1.1M 0.00% +2K +32.9% $140.64 -0.7%
732 MANH MANHATTAN ASSOCIATES INC Technology 8,228.0 $1.1M 0.00% +4K +95.9% $139.25 +52.0%
733 AVY AVERY DENNISON CORP Industrials 7,027.0 $1.1M 0.00% +1K +26.3% $162.35 +11.4%
734 MAC MACERICH CO Real Estate 45,106.0 $1.1M 0.00% +3K +6.6% $25.19 -3.8%
735 NWE NORTHWESTERN ENERGY GROUP IN Utilities 15,864.0 $1.1M 0.00% +464.0 +3.0% $71.62 -2.0%
736 LEIDOS HOLDINGS INC 11,025.0 $1.1M 0.00% +6K +106.5% $102.97
737 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 53,573.0 $1.1M 0.00% +8K +17.0% $21.11 -18.2%
738 RLI RLI CORP Financial Services 19,086.0 $1.1M 0.00% +3K +17.5% $59.08 +9.3%
739 THRM GENTHERM INC Consumer Cyclical 33,040.0 $1.1M 0.00% +711.0 +2.2% $34.11 +15.7%
740 AEGON LTD 133,541.0 $1.1M 0.00% +126K +1612.1% $8.44
Page 37 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%