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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 6 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CBRE CBRE GROUP INC Real Estate 20,782.0 $3.3M 0.08% NEW $160.79 -18.5%
102 APH AMPHENOL CORP NEW Technology 24,465.0 $3.3M 0.07% NEW $135.14 -7.6%
103 SYF SYNCHRONY FINANCIAL Financial Services 38,565.0 $3.2M 0.07% NEW $83.43 -13.6%
104 ABT ABBOTT LABS Healthcare 24,560.0 $3.1M 0.07% NEW $125.29 -29.9%
105 HIG HARTFORD INSURANCE GROUP INC Financial Services 22,188.0 $3.1M 0.07% NEW $137.80 -1.3%
106 DOW DOW INC Basic Materials 130,500.0 $3.1M 0.07% NEW $23.38 +53.6%
107 NEM NEWMONT CORP Basic Materials 29,116.0 $2.9M 0.07% NEW $99.85 +8.5%
108 ANET ARISTA NETWORKS INC Technology 22,011.0 $2.9M 0.07% NEW $131.03 +13.4%
109 MDLZ MONDELEZ INTL INC Consumer Defensive 53,164.0 $2.9M 0.07% NEW $53.83 +14.2%
110 CARR CARRIER GLOBAL CORPORATION Industrials 53,583.0 $2.8M 0.06% NEW $52.84 +17.7%
111 HST HOST HOTELS & RESORTS INC Real Estate 156,163.0 $2.8M 0.06% NEW $17.73 +26.4%
112 BWXT BWX TECHNOLOGIES INC Industrials 15,827.0 $2.7M 0.06% NEW $172.84 +17.2%
113 FORTINET INC 33,548.0 $2.7M 0.06% NEW $79.41
114 FTV FORTIVE CORP Technology 46,308.0 $2.6M 0.06% NEW $55.21 +6.9%
115 KEY KEYCORP Financial Services 121,225.0 $2.5M 0.06% NEW $20.64 +4.1%
116 PNR PENTAIR PLC Industrials 23,370.0 $2.4M 0.06% NEW $104.14 -28.8%
117 BKNG BOOKING HOLDINGS INC Consumer Cyclical 453.0 $2.4M 0.06% NEW $5355.33 -97.0%
118 APP APPLOVIN CORP Technology 3,518.0 $2.4M 0.05% NEW $673.82 -27.9%
119 ECL ECOLAB INC Basic Materials 8,740.0 $2.3M 0.05% NEW $262.52 -4.7%
120 ISRG INTUITIVE SURGICAL INC Healthcare 3,974.0 $2.3M 0.05% NEW $566.36 -22.3%
Page 6 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%