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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 23 of 33  ·  655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CWCO CONSOLIDATED WATER CO INC Utilities 3,606.0 $106K -54.0 -1.5% $29.50 -0.1%
442 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 6,464.0 $105K -4K -36.1% $16.28 -1.2%
443 EXLS EXLSERVICE HLDGS INC Technology 4,060.0 $105K -9K -69.7% $25.86 +45.1%
444 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 2,495.0 $104K -130.0 -5.0% $41.51 -27.7%
445 LUNR INTUITIVE MACHINES INC Industrials 4,470.0 $96K -560.0 -11.1% $21.39 -14.4%
446 HDB HDFC BANK LTD Financial Services 3,560.0 $92K -3K -44.1% $25.83 -8.6%
447 PCTY PAYLOCITY HLDG CORP Technology 877.0 $92K -2K -72.2% $104.53 +46.7%
448 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 2,970.0 $90K -177K -98.3% $30.18 -1.4%
449 LYG LLOYDS BANKING GROUP PLC Financial Services 15,269.0 $89K -2K -12.6% $5.83 +3.3%
450 IXUS ISHARES TR 927.0 $88K -235.0 -20.2% $95.44 +2.6%
451 SMITHFIELD FOODS INC 3,629.0 $88K -2K -36.0% $24.26
452 MPLX MPLX LP Energy 1,550.0 $87K -2K -49.5% $56.33 +3.7%
453 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 1,382.0 $86K -33.0 -2.3% $62.22 -31.6%
454 VDE VANGUARD WORLD FD 570.0 $86K -9K -94.1% $150.13 +19.6%
455 TLRY TILRAY BRANDS INC Healthcare 18,551.0 $83K -3K -12.5% $4.48 +8.1%
456 LCII LCI INDS Consumer Cyclical 768.0 $81K -10K -92.5% $105.88 -3.7%
457 ALC ALCON AG Healthcare 1,191.0 $80K -576.0 -32.6% $67.10 +9.7%
458 QMOM EA SERIES TRUST 1,015.0 $80K -543.0 -34.9% $78.66 -4.6%
459 GENI GENIUS SPORTS LIMITED Communication Services 12,800.0 $78K -6K -31.9% $6.06 +33.0%
460 UPST UPSTART HLDGS INC Financial Services 2,185.0 $77K -925.0 -29.7% $35.43 -14.5%
Page 23 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%