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Portfolio (Quarterly) Guide ↗

CAISSE DES DEPOTS ET CONSIGNATIONS

· CIK 0001056947
13F Portfolio $6.1B AUM 218 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 46 Added 55 Reduced 15 Exited
Page 6 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HST HOST HOTELS & RESORTS INC Real Estate 156,163.0 $3.0M 0.05% $19.16 +17.0%
102 HPE HEWLETT PACKARD ENTERPRISE C Technology 120,221.0 $2.9M 0.05% -61K -33.7% $23.81 +42.7%
103 C CITIGROUP INC Financial Services 23,866.0 $2.7M 0.04% +21K +712.9% $113.41 +10.4%
104 ANET ARISTA NETWORKS INC Technology 22,011.0 $2.7M 0.04% $122.78 +21.0%
105 NEM NEWMONT CORP Basic Materials 24,954.0 $2.7M 0.04% -4K -14.3% $108.25 +0.1%
106 HIG HARTFORD INSURANCE GROUP INC Financial Services 19,513.0 $2.6M 0.04% -3K -12.1% $135.23 +0.6%
107 FTV FORTIVE CORP Technology 46,308.0 $2.6M 0.04% $55.28 +6.8%
108 FORTINET INC 31,205.0 $2.6M 0.04% -2K -7.0% $81.72
109 BK BANK NEW YORK MELLON CORP Financial Services 20,735.0 $2.5M 0.04% -11K -34.8% $118.63 +17.2%
110 BX BLACKSTONE INC Financial Services 20,562.0 $2.4M 0.04% NEW $114.99 +3.1%
111 BWXT BWX TECHNOLOGIES INC Industrials 11,220.0 $2.3M 0.04% -5K -29.1% $204.49 -1.0%
112 EXPD EXPEDITORS INTL WASH INC Industrials 15,377.0 $2.2M 0.04% -17K -51.9% $143.23 +9.7%
113 HOOD ROBINHOOD MKTS INC Financial Services 31,759.0 $2.2M 0.04% $69.30 +9.6%
114 CME CME GROUP INC Financial Services 7,416.0 $2.2M 0.04% +5K +161.8% $295.35 -2.1%
115 BWA BORGWARNER INC Consumer Cyclical 40,168.0 $2.2M 0.04% $54.26 +17.1%
116 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 144,106.0 $2.2M 0.04% -29K -16.9% $15.05 -8.8%
117 WBD WARNER BROS DISCOVERY INC Communication Services 77,887.0 $2.1M 0.04% $27.46 -0.1%
118 SOFI SOFI TECHNOLOGIES INC Financial Services 133,675.0 $2.1M 0.04% $15.88 -1.2%
119 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 13,247.0 $2.1M 0.03% $157.28 -3.7%
120 TRV TRAVELERS COMPANIES INC Financial Services 7,102.0 $2.1M 0.03% $291.68 +5.2%
Page 6 of 11  ·  217 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
Healthcare 39.7%
Financial Services 16.5%
Technology 13.2%
Basic Materials 12.3%
Industrials 7.7%
Communication Services 3.1%
Consumer Cyclical 3.0%
Consumer Defensive 2.7%
Utilities 1.1%
Real Estate 0.6%