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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 13 of 33  ·  655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WING WINGSTOP INC Consumer Cyclical 9,035.0 $1.6M 0.01% -763.0 -7.8% $173.44 -33.4%
242 ATS CORPORATION 54,947.0 $1.6M 0.01% -58K -51.4% $28.34
243 GATX GATX CORP Industrials 8,765.0 $1.6M 0.01% -372.0 -4.1% $177.22 -0.2%
244 ENTG ENTEGRIS INC Technology 8,566.0 $1.5M 0.01% -12K -59.0% $179.86 -20.1%
245 AX AXOS FINANCIAL INC Financial Services 15,636.0 $1.5M 0.01% -2K -10.8% $97.39 -0.7%
246 TCBI TEXAS CAP BANCSHARES INC Financial Services 14,720.0 $1.5M 0.01% -571.0 -3.7% $103.27 -4.8%
247 LEN LENNAR CORP Consumer Cyclical 16,265.0 $1.5M 0.00% -115K -87.6% $90.49 -3.8%
248 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 37,777.0 $1.5M 0.00% -5K -12.6% $38.73 +59.7%
249 BBWI BATH & BODY WORKS INC Consumer Cyclical 62,330.0 $1.4M 0.00% -4K -5.3% $23.13 -15.9%
250 XPO XPO INC Industrials 6,860.0 $1.4M 0.00% -281.0 -3.9% $205.29 -3.7%
251 SGDM SPROTT ETF TRUST 22,328.0 $1.4M 0.00% -177.0 -0.8% $62.87 +36.0%
252 SFBS SERVISFIRST BANCSHARES INC Financial Services 15,667.0 $1.4M 0.00% -2K -11.1% $86.75 -50.0%
253 SAIA SAIA INC Industrials 3,202.0 $1.3M 0.00% -305.0 -8.7% $421.16 -14.0%
254 ADT ADT INC DEL Industrials 207,322.0 $1.3M 0.00% -15K -7.0% $6.50 +13.5%
255 INFY INFOSYS LTD Technology 126,431.0 $1.3M 0.00% -11K -8.2% $10.49 +13.8%
256 CPNG COUPANG INC Consumer Cyclical 76,165.0 $1.3M 0.00% -58K -43.1% $17.37 -5.3%
257 VB VANGUARD INDEX FDS 4,355.0 $1.3M 0.00% -201.0 -4.4% $303.12 +0.5%
258 BNL BROADSTONE NET LEASE INC Real Estate 63,418.0 $1.3M 0.00% -1K -2.2% $20.67 +2.2%
259 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 17,860.0 $1.3M 0.00% -1K -6.2% $73.00 +7.9%
260 URNJ SPROTT FDS TR 56,010.0 $1.3M 0.00% -13K -19.2% $23.23 +12.4%
Page 13 of 33  ·  655 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%