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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 7 of 152  ·  3,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NOW SERVICENOW INC Technology 440,260.0 $43.7M 0.13% +191K +76.7% $99.28 +29.4%
122 GLW CORNING INC Technology 169,498.0 $43.3M 0.13% +80K +89.4% $255.41 -41.4%
123 TECHNIPFMC PLC 642,439.0 $42.7M 0.13% +105K +19.6% $66.48
124 ASML ASML HLDG NV Technology 21,247.0 $42.3M 0.13% -9K -30.1% $1989.37 -11.3%
125 ACN ACCENTURE PLC IRELAND Technology 337,411.0 $42.0M 0.13% +44K +15.2% $124.44 +48.9%
126 LIN LINDE PLC Basic Materials 80,642.0 $41.8M 0.13% -2K -2.5% $518.93 -6.0%
127 KGC KINROSS GOLD CORP Basic Materials 1,756,812.0 $41.4M 0.13% +81K +4.9% $23.59 +38.9%
128 SYK STRYKER CORPORATION Healthcare 130,577.0 $41.1M 0.13% +18K +16.2% $314.84 +4.6%
129 LOW LOWES COS INC Consumer Cyclical 182,319.0 $40.2M 0.12% +126K +226.4% $220.49 -2.0%
130 VTV VANGUARD INDEX FDS 184,234.0 $40.2M 0.12% +24K +14.9% $217.93 +3.9%
131 AZN ASTRAZENECA PLC Healthcare 209,951.0 $39.6M 0.12% +42K +25.0% $188.71 -12.0%
132 COPX GLOBAL X FDS 507,995.0 $39.1M 0.12% +139K +37.5% $76.97 +22.9%
133 DIS DISNEY WALT CO Communication Services 403,436.0 $38.8M 0.12% +20K +5.2% $96.25 +12.0%
134 RTX RTX CORPORATION Industrials 204,514.0 $38.8M 0.12% -38K -15.5% $189.73 +10.6%
135 MRVL MARVELL TECHNOLOGY INC Technology 125,069.0 $37.3M 0.11% +38K +43.0% $297.88 -20.4%
136 SNY SANOFI SA Healthcare 873,273.0 $37.3M 0.11% +469K +116.3% $42.66 +7.5%
137 CRWD CROWDSTRIKE HLDGS INC Technology 48,585.0 $37.1M 0.11% +681.0 +1.4% $190.76 +0.6%
138 CVX CHEVRON CORPORATION Energy 220,348.0 $36.5M 0.11% -13K -5.6% $165.76 +23.8%
139 DEO DIAGEO PLC Consumer Defensive 447,133.0 $35.9M 0.11% +13K +3.0% $80.38 +17.7%
140 CLS CELESTICA INC Technology 98,513.0 $35.9M 0.11% -62K -38.6% $364.04 -18.5%
Page 7 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%