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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 17 of 33  ·  655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VIST VISTA ENERGY S.A.B. DE C.V. Energy 9,870.0 $630K 0.00% -824.0 -7.7% $63.80 +9.8%
322 IEF ISHARES TR 6,495.0 $614K 0.00% -329.0 -4.8% $94.57 -1.6%
323 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 12,185.0 $609K 0.00% -38K -75.7% $49.98 +5.2%
324 PK PARK HOTELS & RESORTS INC Real Estate 41,853.0 $596K 0.00% -1K -3.0% $14.25 +11.2%
325 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 44,536.0 $591K 0.00% -53K -54.4% $13.26 +8.9%
326 IHF ISHARES TR 10,583.0 $586K 0.00% -2K -15.8% $55.33 +3.2%
327 LNC LINCOLN NATL CORP IND Financial Services 16,498.0 $583K 0.00% -119K -87.9% $35.35 +21.1%
328 CBSH COMMERCE BANCSHARES INC Financial Services 9,973.0 $576K 0.00% -168.0 -1.7% $57.75 +1.8%
329 VALE VALE S A Basic Materials 38,221.0 $575K 0.00% -46K -54.6% $15.04 +0.8%
330 MARA MARA HOLDINGS INC Financial Services 40,005.0 $556K 0.00% -553.0 -1.4% $13.89 -14.9%
331 TAN INVESCO EXCH TRADED FD TR II 9,356.0 $553K 0.00% -614.0 -6.2% $59.15 -17.9%
332 IYY ISHARES TR 3,035.0 $553K 0.00% -2K -42.8% $182.28 +2.2%
333 DNOW DNOW INC Energy 42,543.0 $552K 0.00% -37K -46.4% $12.97 +20.7%
334 HRL HORMEL FOODS CORP Consumer Defensive 21,990.0 $546K 0.00% -21K -48.5% $24.82 -3.0%
335 URNM SPROTT FDS TR 10,347.0 $544K 0.00% -580.0 -5.3% $52.53 +12.7%
336 YMM FULL TRUCK ALLIANCE CO LTD Technology 66,126.0 $537K 0.00% -47K -41.5% $8.12 +5.9%
337 SKT TANGER INC Real Estate 13,476.0 $532K 0.00% -162.0 -1.2% $39.47 -3.1%
338 XLE SELECT SECTOR SPDR TR 9,638.0 $512K 0.00% -3K -26.2% $53.11 +18.8%
339 DBX DROPBOX INC Technology 18,485.0 $508K 0.00% -5K -21.7% $27.47 +26.6%
340 KTB KONTOOR BRANDS INC Consumer Cyclical 5,890.0 $491K 0.00% -6K -49.8% $83.34 -0.9%
Page 17 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%