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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 22 of 33  ·  655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 THEMES ETF TR 3,531.0 $143K -3K -49.1% $40.60
422 TDOC TELADOC HEALTH INC Healthcare 16,501.0 $140K -3K -13.5% $8.48 -24.6%
423 USO UNITED STS OIL FD LP Financial Services 1,307.0 $139K -75.0 -5.4% $106.44 +26.5%
424 ENCORE ENERGY CORP 106,049.0 $137K -66K -38.2% $1.29
425 PDM PIEDMONT REALTY TRUST INC Real Estate 14,901.0 $136K -94.0 -0.6% $9.15 +5.5%
426 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 14,319.0 $134K -8K -36.6% $9.39 +20.0%
427 IGM ISHARES TR 774.0 $127K -9.0 -1.1% $163.58 -2.9%
428 DFAU DIMENSIONAL ETF TRUST 2,433.0 $126K -3K -50.9% $51.66 +2.7%
429 NFGC NEW FOUND GOLD CORP Basic Materials 81,420.0 $124K -7K -7.7% $1.53 +20.5%
430 XOP SPDR SERIES TRUST 800.0 $123K -3K -79.3% $154.15 +23.0%
431 FSK FS KKR CAP CORP Financial Services 11,483.0 $121K -5K -29.1% $10.50 +13.4%
432 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 12,424.0 $120K -902.0 -6.8% $9.68 -6.7%
433 HLN HALEON PLC Healthcare 12,379.0 $115K -1K -9.4% $9.33 +7.2%
434 QVAL EA SERIES TRUST 2,074.0 $115K -769.0 -27.1% $55.40 +12.5%
435 NTSK NETSKOPE INC Technology 10,400.0 $114K -400.0 -3.7% $10.94 +32.6%
436 FXF INVESCO CURRENCYSHARES SWISS Financial Services 1,038.0 $113K -146.0 -12.3% $109.05 +0.9%
437 CRSP CRISPR THERAPEUTICS AG Healthcare 2,035.0 $111K -772.0 -27.5% $54.54 +9.1%
438 ARKQ ARK ETF TR 831.0 $110K -320.0 -27.8% $132.16 -5.0%
439 BLUE OWL CAPITAL CORPORATION 10,085.0 $110K -2K -15.2% $10.87
440 KVYO KLAVIYO INC Technology 7,089.0 $107K -3K -30.8% $15.10 +21.4%
Page 22 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%