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Portfolio (Quarterly) Guide ↗

Federation des caisses Desjardins du Quebec

· CIK 0002022297
13F Portfolio $27.8B AUM 6,218 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 251 New 1059 Added 889 Reduced 170 Exited
Page 53 of 149  ·  2,964 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 KWEB KRANESHARES TRUST 30,742.0 $874K 0.00% -3K -9.8% $28.44 -5.7%
1042 RDNT RADNET INC Healthcare 15,563.0 $870K 0.00% -978.0 -5.9% $55.89 +11.3%
1043 RPRX ROYALTY PHARMA PLC Healthcare 18,102.0 $868K 0.00% +5K +34.4% $47.97 +21.3%
1044 SEIC SEI INVTS CO Financial Services 11,052.0 $867K 0.00% +737.0 +7.1% $78.46 +26.5%
1045 BRO BROWN & BROWN INC Financial Services 13,290.0 $867K 0.00% +3K +26.2% $65.21 +6.3%
1046 NOA NORTH AMERN CONSTR GROUP LTD Energy 65,910.0 $862K 0.00% +13K +25.4% $13.08 +1.4%
1047 MKSI MKS INC. Technology 3,749.0 $862K 0.00% -1K -23.2% $229.81 +41.3%
1048 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 3,869.0 $859K 0.00% -1K -21.0% $222.07 +20.4%
1049 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 45,802.0 $856K 0.00% -8K -14.2% $18.70 +4.1%
1050 TOL TOLL BROTHERS INC Consumer Cyclical 6,260.0 $854K 0.00% -2K -21.5% $136.47 +10.5%
1051 ALLY ALLY FINL INC Financial Services 21,534.0 $845K 0.00% -389.0 -1.8% $39.23 +16.3%
1052 IYY ISHARES TR 5,310.0 $841K 0.00% -148.0 -2.7% $158.45 +14.3%
1053 RNR RENAISSANCERE HLDGS LTD Financial Services 2,822.0 $839K 0.00% -969.0 -25.6% $297.22 +8.7%
1054 IVOO VANGUARD ADMIRAL FDS INC 7,330.0 $838K 0.00% +289.0 +4.1% $114.32 +11.8%
1055 SMURFIT WESTROCK PLC 21,017.0 $838K 0.00% +5K +28.4% $39.85
1056 RGA REINSURANCE GROUP AMER INC Financial Services 4,090.0 $835K 0.00% -1K -22.6% $204.14 +18.4%
1057 PFIG INVESCO EXCH TRADED FD TR II 34,745.0 $835K 0.00% +30K +655.3% $24.03 -0.7%
1058 JKHY HENRY JACK & ASSOC INC Technology 5,258.0 $831K 0.00% -1K -17.5% $158.03 -4.0%
1059 LEIDOS HOLDINGS INC 5,340.0 $830K 0.00% +868.0 +19.4% $155.52
1060 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 9,677.0 $829K 0.00% -3K -20.8% $85.66 +30.5%
Page 53 of 149  ·  2,964 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 33.4%
Technology 17.0%
Energy 9.7%
Communication Services 8.8%
Industrials 8.0%
Healthcare 5.6%
Consumer Cyclical 5.6%
Basic Materials 5.5%
Consumer Defensive 2.9%
Utilities 2.1%