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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 53 of 152  ·  3,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 FN FABRINET Technology 2,058.0 $1.2M 0.00% -129.0 -5.9% $562.08 -23.0%
1042 RYN RAYONIER INC Real Estate 54,288.0 $1.2M 0.00% $21.28 -3.1%
1043 ULS UL SOLUTIONS INC Industrials 11,327.0 $1.2M 0.00% +2K +23.7% $101.86 -25.8%
1044 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 4,784.0 $1.2M 0.00% +727.0 +17.9% $240.97 +4.2%
1045 TOL TOLL BROTHERS INC Consumer Cyclical 6,996.0 $1.2M 0.00% +736.0 +11.8% $164.75 -11.9%
1046 MKC MCCORMICK & CO INC Consumer Defensive 22,786.0 $1.1M 0.00% +4K +21.5% $50.42 +8.2%
1047 ROIV ROIVANT SCIENCES LTD Healthcare 32,457.0 $1.1M 0.00% +6K +23.0% $35.39 +6.2%
1048 CDW CDW CORP Technology 8,158.0 $1.1M 0.00% +2K +32.9% $140.64 +5.9%
1049 MANH MANHATTAN ASSOCIATES INC Technology 8,228.0 $1.1M 0.00% +4K +95.9% $139.25 +60.7%
1050 AVY AVERY DENNISON CORP Industrials 7,027.0 $1.1M 0.00% +1K +26.3% $162.35 +9.9%
1051 MAC MACERICH CO Real Estate 45,106.0 $1.1M 0.00% +3K +6.6% $25.19 -5.0%
1052 NWE NORTHWESTERN ENERGY GROUP IN Utilities 15,864.0 $1.1M 0.00% +464.0 +3.0% $71.62 -0.8%
1053 LEIDOS HOLDINGS INC 11,025.0 $1.1M 0.00% +6K +106.5% $102.97
1054 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 53,573.0 $1.1M 0.00% +8K +17.0% $21.11 -21.1%
1055 WWD WOODWARD INC Industrials 2,657.0 $1.1M 0.00% -1K -29.9% $425.44 -18.6%
1056 MEOH METHANEX CORP Basic Materials 24,508.0 $1.1M 0.00% -8K -24.7% $46.04 +26.7%
1057 RLI RLI CORP Financial Services 19,086.0 $1.1M 0.00% +3K +17.5% $59.08 +8.7%
1058 THRM GENTHERM INC Consumer Cyclical 33,040.0 $1.1M 0.00% +711.0 +2.2% $34.11 +18.4%
1059 AEGON LTD 133,541.0 $1.1M 0.00% +126K +1612.1% $8.44
1060 SD SANDRIDGE ENERGY INC Energy 81,600.0 $1.1M 0.00% -7K -7.8% $13.70 +3.1%
Page 53 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%