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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 22 of 53  ·  1,059 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MOD MODINE MFG CO Consumer Cyclical 12,816.0 $2.8M 0.01% +930.0 +7.8% $216.71 +36.5%
422 BLDR BUILDERS FIRSTSOURCE INC Industrials 33,617.0 $2.8M 0.01% +5K +16.1% $82.37 -9.7%
423 SHLD GLOBAL X FDS 38,638.0 $2.7M 0.01% +32K +466.6% $70.84 -6.6%
424 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2,157.0 $2.7M 0.01% +314.0 +17.0% $1261.48 -12.7%
425 ALGN ALIGN TECHNOLOGY INC Healthcare 15,744.0 $2.7M 0.01% +10K +168.2% $171.43 -4.6%
426 GIS GENERAL MILLS INC Consumer Defensive 71,844.0 $2.7M 0.01% +14K +24.4% $37.22 -10.9%
427 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 10,745.0 $2.7M 0.01% +2K +26.6% $246.87 -1.3%
428 ACM AECOM Industrials 30,775.0 $2.6M 0.01% +13K +72.7% $84.80 -14.5%
429 HST HOST HOTELS & RESORTS INC Real Estate 135,819.0 $2.6M 0.01% +27K +24.6% $19.16 +20.6%
430 AFSM FIRST TR EXCHNG TRADED FD VI 78,734.0 $2.6M 0.01% +2K +2.0% $32.86 +17.3%
431 CASY CASEYS GEN STORES INC Consumer Cyclical 3,545.0 $2.6M 0.01% +631.0 +21.6% $728.40 +11.1%
432 PHM PULTE GROUP INC Consumer Cyclical 21,897.0 $2.6M 0.01% +6K +39.5% $117.64 +0.2%
433 TRMB TRIMBLE INC Technology 39,491.0 $2.6M 0.01% +3K +7.8% $65.22 -13.6%
434 WDAY WORKDAY INC Technology 19,640.0 $2.6M 0.01% +167.0 +0.9% $129.92 -1.4%
435 UAL UNITED AIRLS HLDGS INC Industrials 27,695.0 $2.6M 0.01% +3K +12.1% $92.07 +15.0%
436 LSPD LIGHTSPEED COMMERCE INC Technology 286,803.0 $2.5M 0.01% +41K +16.5% $8.89 -0.8%
437 SOXX ISHARES TR 7,747.0 $2.5M 0.01% +2K +37.0% $328.66 +73.5%
438 NRG NRG ENERGY INC Utilities 17,305.0 $2.5M 0.01% +10K +131.7% $146.13 -3.9%
439 AXON AXON ENTERPRISE INC Industrials 5,954.0 $2.5M 0.01% +1K +22.5% $424.68 -9.3%
440 CPNG COUPANG INC Consumer Cyclical 133,948.0 $2.5M 0.01% +12K +10.0% $18.88 -18.0%
Page 22 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%