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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 67 of 152  ·  3,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 PARR PAR PAC HOLDINGS INC Energy 10,235.0 $574K 0.00% +3K +47.6% $56.08 +43.0%
1322 HTO H2O AMERICA Utilities 9,429.0 $573K 0.00% +455.0 +5.1% $60.77 +4.5%
1323 MILLROSE PPTYS INC 19,022.0 $572K 0.00% +18K +2214.1% $30.05
1324 EMN EASTMAN CHEM CO Basic Materials 8,503.0 $570K 0.00% +1K +18.1% $66.98 +8.6%
1325 VNOM VIPER ENERGY INC Energy 13,391.0 $568K 0.00% +3K +33.1% $42.40 +4.4%
1326 GFI GOLD FIELDS LTD Basic Materials 16,901.0 $568K 0.00% +16K +2769.4% $33.59 +39.4%
1327 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 11,140.0 $563K 0.00% +2K +17.7% $50.53 -5.1%
1328 AXS AXIS CAP HLDGS LTD Financial Services 5,227.0 $562K 0.00% +751.0 +16.8% $107.44 -7.5%
1329 SAN BANCO SANTANDER SA Financial Services 40,580.0 $560K 0.00% +3K +7.3% $13.80 +6.4%
1330 AAON AAON INC Industrials 4,396.0 $558K 0.00% +628.0 +16.7% $126.86 -39.7%
1331 MARA MARA HOLDINGS INC Financial Services 40,005.0 $556K 0.00% -553.0 -1.4% $13.89 -21.6%
1332 ARTY ISHARES TR 7,288.0 $555K 0.00% +2K +46.8% $76.15 -1.3%
1333 HLI HOULIHAN LOKEY INC Financial Services 4,127.0 $554K 0.00% +564.0 +15.8% $134.13 -1.2%
1334 TAN INVESCO EXCH TRADED FD TR II 9,356.0 $553K 0.00% -614.0 -6.2% $59.15 -17.4%
1335 IYY ISHARES TR 3,035.0 $553K 0.00% -2K -42.8% $182.28 +3.3%
1336 DNOW DNOW INC Energy 42,543.0 $552K 0.00% -37K -46.4% $12.97 +22.6%
1337 ALV AUTOLIV INC Consumer Cyclical 4,716.0 $548K 0.00% +650.0 +16.0% $116.17 +5.2%
1338 HRL HORMEL FOODS CORP Consumer Defensive 21,990.0 $546K 0.00% -21K -48.5% $24.82 -13.9%
1339 WULF TERAWULF INC Financial Services 22,035.0 $544K 0.00% NEW $24.70 -37.3%
1340 HQY HEALTHEQUITY INC Healthcare 6,022.0 $544K 0.00% +966.0 +19.1% $90.32 +6.8%
Page 67 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%