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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 16 of 33  ·  655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VNO VORNADO RLTY TR Real Estate 21,400.0 $841K 0.00% -10K -31.0% $39.30 -1.7%
302 SJM SMUCKER J M CO Consumer Defensive 7,339.0 $826K 0.00% -4K -37.6% $112.50 +12.2%
303 LKQ LKQ CORP Consumer Cyclical 30,865.0 $813K 0.00% -62K -66.8% $26.33 -3.0%
304 SUNC SUNOCOCORP LLC Energy 11,874.0 $803K 0.00% -8K -40.1% $67.67 +13.2%
305 PRAA PRA GROUP INC Financial Services 41,559.0 $789K 0.00% -10K -19.9% $18.99 +6.4%
306 HUT 8 CORP 6,694.0 $771K 0.00% -220.0 -3.2% $115.13
307 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 15,928.0 $762K 0.00% -5K -24.2% $47.81 -8.4%
308 SHY ISHARES TR 9,192.0 $755K 0.00% -230.0 -2.4% $82.11 -0.1%
309 CRBG COREBRIDGE FINL INC 26,099.0 $747K 0.00% -15K -37.2% $28.63
310 NICE NICE LTD Technology 7,893.0 $717K 0.00% -341.0 -4.1% $90.86 +11.6%
311 KRG KITE REALTY GROUP TRUST Real Estate 25,148.0 $714K 0.00% -890.0 -3.4% $28.38 -7.8%
312 PKW INVESCO EXCHANGE TRADED FD T 5,008.0 $709K 0.00% -52.0 -1.0% $141.66 +7.3%
313 SPPP SPROTT ASSET MANAGEMENT LP Financial Services 57,195.0 $709K 0.00% -5K -8.6% $12.39 +21.7%
314 RUN SUNRUN INC Energy 52,825.0 $707K 0.00% -6K -10.5% $13.38 -32.5%
315 NVS NOVARTIS AG Healthcare 4,431.0 $694K 0.00% -368.0 -7.7% $156.71 +0.9%
316 PGX INVESCO EXCH TRADED FD TR II 61,538.0 $667K 0.00% -2K -3.5% $10.84 -2.7%
317 EQX EQUINOX GOLD CORP Basic Materials 68,911.0 $665K 0.00% -140K -67.0% $9.65 +41.8%
318 RL RALPH LAUREN CORP Consumer Cyclical 1,622.0 $651K 0.00% -2K -56.2% $401.41 -7.7%
319 FSM FORTUNA MNG CORP Basic Materials 76,041.0 $641K 0.00% -42K -35.7% $8.42 +43.5%
320 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 8,814.0 $632K 0.00% -6K -41.3% $71.75 +1.0%
Page 16 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%