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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 11 of 152  ·  3,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SRE SEMPRA Utilities 248,467.0 $23.0M 0.07% +13K +5.7% $92.71 -10.6%
202 DOO BRP INC Consumer Cyclical 378,662.0 $23.0M 0.07% +127K +50.4% $60.79 +11.9%
203 EQIX EQUINIX INC Real Estate 21,904.0 $22.8M 0.07% +3K +13.9% $1042.38 +2.2%
204 BEP BROOKFIELD RENEWABLE ENERGY Utilities 658,811.0 $22.7M 0.07% +12K +1.9% $34.50 -5.0%
205 EWW ISHARES INC 299,299.0 $22.5M 0.07% -12K -3.8% $75.27 +2.8%
206 CDNS CADENCE DESIGN SYSTEM INC Technology 59,560.0 $22.4M 0.07% +21K +55.5% $375.33 -15.0%
207 IAG IAMGOLD CORP Basic Materials 1,422,155.0 $22.3M 0.07% +96K +7.2% $15.70 +34.6%
208 FCX FREEPORT MCMORAN INC Basic Materials 352,911.0 $22.2M 0.07% -16K -4.3% $62.89 +21.9%
209 TPR TAPESTRY INC Consumer Cyclical 149,029.0 $21.8M 0.07% +90K +150.9% $146.37 -11.1%
210 AMGN AMGEN INC Healthcare 59,096.0 $21.4M 0.07% +9K +18.7% $362.12 +21.3%
211 FORTINET INC 137,035.0 $21.1M 0.06% -1K -1.0% $153.62
212 KMI KINDER MORGAN INC DEL Energy 657,901.0 $21.0M 0.06% +8K +1.3% $31.97 -3.1%
213 EFG ISHARES TR 169,006.0 $21.0M 0.06% +1K +0.8% $124.44 +1.0%
214 GM GENERAL MTRS CO Consumer Cyclical 268,640.0 $20.7M 0.06% +60K +28.8% $77.08 +14.1%
215 ODFL OLD DOMINION FREIGHT LINE IN Industrials 94,185.0 $20.4M 0.06% -2K -2.5% $216.60 -4.7%
216 ROP ROPER TECHNOLOGIES INC Industrials 59,032.0 $20.0M 0.06% +36K +154.4% $338.39 +21.7%
217 PH PARKER-HANNIFIN CORP Industrials 20,367.0 $19.9M 0.06% +10K +104.2% $978.11 +2.4%
218 WBD WARNER BROS DISCOVERY INC Communication Services 747,153.0 $19.9M 0.06% +487K +187.8% $26.66 +7.1%
219 VLO VALERO ENERGY CORP Energy 76,266.0 $19.9M 0.06% +6K +8.6% $260.43 +34.0%
220 TFC TRUIST FINL CORP Financial Services 397,725.0 $19.8M 0.06% +255K +179.0% $49.82 +1.2%
Page 11 of 152  ·  3,021 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%