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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 3 of 33  ·  655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CLS CELESTICA INC Technology 98,513.0 $35.9M 0.11% -62K -38.6% $364.04 -18.5%
42 MCD MCDONALDS CORP Consumer Cyclical 129,859.0 $35.1M 0.11% -20K -13.2% $270.30 +0.2%
43 AMT AMERICAN TOWER CORP Real Estate 204,333.0 $33.4M 0.10% -186K -47.6% $163.57 +7.5%
44 QCOM QUALCOMM INC Technology 168,449.0 $31.1M 0.10% -12K -6.5% $184.79 -13.0%
45 TMO THERMO FISHER SCIENTIFIC INC Healthcare 59,145.0 $29.7M 0.09% -77K -56.4% $501.34 +25.5%
46 FXY INVESCO CURRENCYSHARES Financial Services 449,364.0 $25.4M 0.08% -257K -36.3% $56.44 +2.2%
47 CRH PLC 234,682.0 $25.1M 0.08% -181K -43.6% $107.00
48 EMLC VANECK ETF TRUST 975,430.0 $24.9M 0.08% -138K -12.4% $25.56 +1.1%
49 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 24,354.0 $23.5M 0.07% -8K -25.6% $964.97 -11.9%
50 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 188,604.0 $23.2M 0.07% -17K -8.4% $123.11 +31.0%
51 VGSH VANGUARD SCOTTSDALE FDS 396,995.0 $23.1M 0.07% -321K -44.7% $58.20 -0.1%
52 EWW ISHARES INC 299,299.0 $22.5M 0.07% -12K -3.8% $75.27 +2.8%
53 FCX FREEPORT MCMORAN INC Basic Materials 352,911.0 $22.2M 0.07% -16K -4.3% $62.89 +21.9%
54 FORTINET INC 137,035.0 $21.1M 0.06% -1K -1.0% $153.62
55 ODFL OLD DOMINION FREIGHT LINE IN Industrials 94,185.0 $20.4M 0.06% -2K -2.5% $216.60 -4.7%
56 BTAL AGF INVTS TR 1,758,251.0 $19.6M 0.06% -466K -21.0% $11.15 +7.6%
57 STN STANTEC INC Industrials 285,591.0 $19.6M 0.06% -261K -47.7% $68.63 +7.9%
58 LNG CHENIERE ENERGY INC Energy 81,974.0 $19.6M 0.06% -71K -46.4% $239.01 +16.1%
59 CL COLGATE PALMOLIVE CO Consumer Defensive 212,931.0 $19.5M 0.06% -15K -6.8% $91.68 -0.7%
60 FLQM FRANKLIN TEMPLETON ETF TR 324,033.0 $18.8M 0.06% -106K -24.7% $57.88 +6.5%
Page 3 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%