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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 51 of 67  ·  1,327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 AN AUTONATION INC Consumer Cyclical 2,115.0 $393K 0.00% +196.0 +10.2% $185.83 +7.4%
1002 AXTI AXT INC Technology 5,360.0 $386K 0.00% +110.0 +2.1% $72.08 -1.9%
1003 TAL TAL ED GROUP Consumer Defensive 40,040.0 $383K 0.00% +16K +68.3% $9.57 +18.3%
1004 BIO BIO RAD LABS INC Healthcare 1,303.0 $383K 0.00% +199.0 +18.0% $293.71 +29.4%
1005 UMC UNITED MICROELECTRONICS CORP Technology 14,028.0 $382K 0.00% +11K +325.1% $27.21 -32.6%
1006 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 15,124.0 $376K 0.00% +940.0 +6.6% $24.84 -13.4%
1007 INFQ INFLEQTION INC Technology 28,111.0 $374K 0.00% +27K +3915.9% $13.32 +6.0%
1008 OUSTER INC 5,931.0 $371K 0.00% +4K +269.8% $62.51
1009 IIPR INNOVATIVE INDL PPTYS INC Real Estate 5,865.0 $364K 0.00% +2K +72.2% $61.98 -8.5%
1010 AOA ISHARES TR 3,720.0 $363K 0.00% +2K +88.8% $97.60 +1.4%
1011 GRDX GRIDAI TECHNOLOGIES CORP Healthcare 76,350.0 $358K 0.00% +29K +59.7% $4.69 -23.9%
1012 MKTX MARKETAXESS HLDGS INC Financial Services 3,072.0 $349K 0.00% +412.0 +15.5% $113.50 +42.8%
1013 MORN MORNINGSTAR INC Financial Services 2,227.0 $347K 0.00% +285.0 +14.7% $155.99 +38.4%
1014 THO THOR INDS INC Consumer Cyclical 4,617.0 $347K 0.00% +4K +511.5% $75.14 +5.8%
1015 CHYM CHIME FINL INC Financial Services 16,742.0 $343K 0.00% +1K +9.5% $20.48 +60.1%
1016 HESM HESS MIDSTREAM LP Energy 9,071.0 $341K 0.00% +1K +15.6% $37.60 +4.1%
1017 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 11,625.0 $340K 0.00% +8K +216.1% $29.29 +21.1%
1018 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,896.0 $339K 0.00% +188.0 +11.0% $178.95 +21.2%
1019 KLARNA GROUP PLC 16,615.0 $336K 0.00% +6K +53.2% $20.24
1020 AKR ACADIA RLTY TR Real Estate 16,032.0 $335K 0.00% +326.0 +2.1% $20.91 +0.7%
Page 51 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%