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Portfolio (Quarterly) Guide ↗

CAISSE DES DEPOTS ET CONSIGNATIONS

· CIK 0001056947
13F Portfolio $4.4B AUM 210 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New
Page 8 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COIN COINBASE GLOBAL INC Financial Services 6,251.0 $1.4M 0.03% NEW $226.14 -14.4%
142 PHM PULTE GROUP INC Consumer Cyclical 11,342.0 $1.3M 0.03% NEW $117.26 -0.9%
143 HWM HOWMET AEROSPACE INC Industrials 6,395.0 $1.3M 0.03% NEW $205.02 +26.8%
144 FERG FERGUSON ENTERPRISES INC Industrials 5,693.0 $1.3M 0.03% NEW $222.63 +0.5%
145 KHC KRAFT HEINZ CO Consumer Defensive 48,680.0 $1.2M 0.03% NEW $24.25 -2.9%
146 ITW ILLINOIS TOOL WKS INC Industrials 4,622.0 $1.1M 0.03% NEW $246.30 +1.5%
147 USB US BANCORP DEL Financial Services 21,201.0 $1.1M 0.03% NEW $53.36 +2.1%
148 ORI OLD REP INTL CORP Financial Services 24,040.0 $1.1M 0.03% NEW $45.64 -13.1%
149 CCI CROWN CASTLE INC Real Estate 11,821.0 $1.1M 0.02% NEW $88.87 +3.6%
150 CNC CENTENE CORP DEL Healthcare 25,106.0 $1.0M 0.02% NEW $41.15 +40.4%
151 LAUR LAUREATE EDUCATION INC Consumer Defensive 30,451.0 $1.0M 0.02% NEW $33.67 -2.1%
152 CRWD CROWDSTRIKE HLDGS INC Technology 2,091.0 $980K 0.02% NEW $468.76 +38.3%
153 GM GENERAL MTRS CO Consumer Cyclical 12,025.0 $978K 0.02% NEW $81.32 -5.1%
154 WRB BERKLEY W R CORP Financial Services 13,103.0 $919K 0.02% NEW $70.12 -2.7%
155 DOC HEALTHPEAK PROPERTIES INC Real Estate 56,774.0 $913K 0.02% NEW $16.08 +22.1%
156 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 15,444.0 $888K 0.02% NEW $57.49 +34.1%
157 CDNS CADENCE DESIGN SYSTEM INC Technology 2,805.0 $877K 0.02% NEW $312.58 +14.7%
158 SNPS SYNOPSYS INC Technology 1,832.0 $861K 0.02% NEW $469.72 +6.2%
159 WDC WESTERN DIGITAL CORP Technology 4,968.0 $856K 0.02% NEW $172.27 +166.8%
160 EA ELECTRONIC ARTS INC Communication Services 3,959.0 $809K 0.02% NEW $204.33 -1.2%
Page 8 of 11  ·  209 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 25.4%
Technology 20.4%
Basic Materials 14.7%
Healthcare 13.0%
Industrials 10.2%
Consumer Defensive 5.0%
Consumer Cyclical 4.6%
Communication Services 4.4%
Utilities 1.4%
Real Estate 0.8%