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Portfolio (Quarterly) Guide ↗

Federation des caisses Desjardins du Quebec

· CIK 0002022297
13F Portfolio $27.8B AUM 6,218 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 251 New 1059 Added 889 Reduced 170 Exited
Page 16 of 53  ·  1,059 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SO SOUTHERN CO Utilities 55,813.0 $5.4M 0.02% +9K +18.3% $96.52 -2.5%
302 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 19,347.0 $5.3M 0.02% +2K +11.9% $275.18 -2.7%
303 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 18,306.0 $5.3M 0.02% +603.0 +3.4% $290.68 -11.4%
304 GPN GLOBAL PMTS INC Industrials 78,003.0 $5.2M 0.02% +39K +97.8% $67.30 +8.9%
305 ECL ECOLAB INC Basic Materials 19,594.0 $5.2M 0.02% +4K +28.5% $266.00 -4.4%
306 YUM YUM BRANDS INC Consumer Cyclical 32,950.0 $5.1M 0.02% +12K +59.7% $155.51 -0.2%
307 XEL XCEL ENERGY INC Utilities 63,783.0 $5.1M 0.02% +31K +95.2% $79.44 +2.1%
308 ARGX ARGENX SE Healthcare 6,919.0 $5.1M 0.02% +735.0 +11.9% $730.25 +10.7%
309 DUK DUKE ENERGY CORP NEW Utilities 38,176.0 $5.0M 0.02% +6K +19.0% $130.94 -4.6%
310 FLEX FLEXTRONICS INTL LTD Technology 76,294.0 $5.0M 0.02% +9K +12.6% $65.46 +118.8%
311 MCHP MICROCHIP TECHNOLOGY INC. Technology 77,027.0 $5.0M 0.02% +59K +316.4% $64.62 +51.7%
312 GD GENERAL DYNAMICS CORP Industrials 14,296.0 $4.9M 0.02% +4K +39.7% $343.23 +0.4%
313 VICI VICI PPTYS INC Real Estate 179,326.0 $4.9M 0.02% +53K +41.6% $27.32 +4.8%
314 GRNB VANECK ETF TRUST 204,233.0 $4.9M 0.02% +16K +8.2% $23.96 +0.3%
315 VEA VANGUARD TAX-MANAGED FDS 75,961.0 $4.9M 0.02% +4K +5.3% $64.07 +12.0%
316 LNC LINCOLN NATL CORP IND Financial Services 135,974.0 $4.8M 0.02% +15K +12.8% $35.50 +0.8%
317 AER AERCAP HOLDINGS NV Industrials 35,127.0 $4.8M 0.02% +2K +5.0% $137.18 +2.2%
318 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 52,344.0 $4.7M 0.02% +4K +7.7% $90.66 +3.0%
319 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 179,488.0 $4.7M 0.02% +4K +2.3% $26.43 +7.4%
320 EQR EQUITY RESIDENTIAL Real Estate 79,659.0 $4.7M 0.02% +21K +35.9% $59.15 +11.8%
Page 16 of 53  ·  1,059 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 33.4%
Technology 17.0%
Energy 9.7%
Communication Services 8.8%
Industrials 8.0%
Healthcare 5.6%
Consumer Cyclical 5.6%
Basic Materials 5.5%
Consumer Defensive 2.9%
Utilities 2.1%