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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 64 of 152  ·  3,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 LIBERTY MEDIA CORP DEL 6,849.0 $652K 0.00% +3K +82.1% $95.15
1262 CFR CULLEN FROST BANKERS INC Financial Services 4,214.0 $651K 0.00% +632.0 +17.6% $154.51 +4.7%
1263 RL RALPH LAUREN CORP Consumer Cyclical 1,622.0 $651K 0.00% -2K -56.2% $401.41 -11.8%
1264 PETROLEO BRASILEIRO S A 44,331.0 $649K 0.00% +36K +411.7% $14.64
1265 BBIO BRIDGEBIO PHARMA INC Healthcare 8,706.0 $648K 0.00% +1K +18.0% $74.48 +2.8%
1266 VICR VICOR CORP Technology 1,700.0 $646K 0.00% +2K +1488.8% $379.79 -50.6%
1267 FLR FLUOR CORP Industrials 12,308.0 $645K 0.00% +2K +22.0% $52.39 +1.7%
1268 KRYS KRYSTAL BIOTECH INC Healthcare 1,733.0 $644K 0.00% +2K +3366.0% $371.67 -5.4%
1269 FSM FORTUNA MNG CORP Basic Materials 76,041.0 $641K 0.00% -42K -35.7% $8.42 +45.4%
1270 MIDD MIDDLEBY CORP Industrials 3,741.0 $640K 0.00% +100.0 +2.8% $170.99 -34.1%
1271 PECO PHILLIPS EDISON & CO INC Real Estate 15,356.0 $639K 0.00% +89.0 +0.6% $41.62 -6.1%
1272 ESE ESCO TECHNOLOGIES INC Technology 1,816.0 $636K 0.00% NEW $350.04 -20.9%
1273 IWR ISHARES TR 5,745.0 $634K 0.00% $110.32 +1.8%
1274 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 8,814.0 $632K 0.00% -6K -41.3% $71.75 +1.0%
1275 CHWY CHEWY INC Consumer Cyclical 32,121.0 $631K 0.00% +3K +8.6% $19.65 +18.4%
1276 VIST VISTA ENERGY S.A.B. DE C.V. Energy 9,870.0 $630K 0.00% -824.0 -7.7% $63.80 +9.9%
1277 KRC KILROY REALTY CORP Real Estate 16,794.0 $629K 0.00% +3K +19.0% $37.47 -3.3%
1278 WAL WESTERN ALLIANCE BANCORP Financial Services 7,625.0 $627K 0.00% +1K +15.7% $82.20 -4.4%
1279 EAT BRINKER INTL INC Consumer Cyclical 3,712.0 $624K 0.00% +1K +47.6% $167.99 +37.1%
1280 AUR AURORA INNOVATION INC Technology 91,151.0 $622K 0.00% +14K +17.9% $6.82 -14.5%
Page 64 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%