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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 4 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TREKOR METALS LTD 16,600.0 $111K NEW $6.69
62 RLAY RELAY THERAPEUTICS INC Healthcare 5,419.0 $101K NEW $18.71 +3.9%
63 MNRO MONRO INC Consumer Cyclical 5,546.0 $95K NEW $17.11 -26.6%
64 SEM SELECT MED HLDGS CORP Healthcare 5,241.0 $87K NEW $16.51 +0.0%
65 GPCR STRUCTURE THERAPEUTICS INC Healthcare 1,500.0 $80K NEW $53.66 -8.5%
66 OUTFRONT MEDIA INC 2,159.0 $71K NEW $32.75
67 SILVER BOW MNG CORP 10,000.0 $68K NEW $6.75
68 SCHF SCHWAB STRATEGIC TR 2,300.0 $64K NEW $27.70 +2.7%
69 ONEQ FIDELITY COMWLTH TR 600.0 $62K NEW $103.22 -0.1%
70 NEWAMSTERDAM PHARMA COMPANY 1,785.0 $60K NEW $33.89
71 MOMO HELLO GROUP INC Communication Services 10,257.0 $59K NEW $5.80 -0.9%
72 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 1,533.0 $54K NEW $35.10 +1.4%
73 NWBI NORTHWEST BANCSHARES INC Financial Services 3,525.0 $53K NEW $15.16 +1.7%
74 SKM SK TELECOM CO LTD Communication Services 1,660.0 $53K NEW $32.17 +25.3%
75 AGYS AGILYSYS INC Technology 510.0 $53K NEW $104.43 +9.0%
76 GBCI GLACIER BANCORP INC NEW Financial Services 997.0 $51K NEW $51.60 -8.4%
77 REXC SPROTT FDS TR 2,500.0 $49K NEW $19.71 -2.4%
78 HTLD HEARTLAND EXPRESS INC Industrials 3,211.0 $49K NEW $15.22 -15.6%
79 UFO PROCURE ETF TRUST II 945.0 $48K NEW $50.67 -9.4%
80 NCNO NCINO INC Technology 2,889.0 $47K NEW $16.35 +26.1%
Page 4 of 12  ·  228 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%