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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 41 of 53  ·  1,059 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 GFS GLOBALFOUNDRIES INC Technology 4,816.0 $214K 0.00% +1K +34.7% $44.48 +102.2%
802 ULH UNIVERSAL LOGISTICS HLDGS IN Industrials 10,130.0 $214K 0.00% +565.0 +5.9% $21.14 -27.0%
803 VIGI VANGUARD WHITEHALL FDS 2,416.0 $214K 0.00% +167.0 +7.4% $88.43 +6.4%
804 LEA LEAR CORP Consumer Cyclical 1,742.0 $211K 0.00% +802.0 +85.3% $121.06 +18.5%
805 FEDERATED HERMES INC 3,682.0 $209K 0.00% +552.0 +17.6% $56.70
806 LTC LTC PPTYS INC Real Estate 5,612.0 $209K 0.00% +2K +54.8% $37.16 +4.3%
807 GTY GETTY RLTY CORP NEW Real Estate 6,421.0 $204K 0.00% +2K +48.7% $31.80 +5.1%
808 REMX VANECK ETF TRUST 2,300.0 $202K 0.00% +2K +189.3% $87.83 +12.7%
809 TPG TPG INC Financial Services 4,930.0 $200K 0.00% +893.0 +22.1% $40.51 +2.9%
810 CAAP CORPORACION AMER ARPTS S A Industrials 7,841.0 $198K 0.00% +2K +31.1% $25.29 +1.0%
811 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 21,625.0 $195K 0.00% +7K +48.8% $9.01 +20.5%
812 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 140,550.0 $193K 0.00% +62K +78.2% $1.37 +59.0%
813 PJT PJT PARTNERS INC Financial Services 1,373.0 $192K 0.00% +1K +10000.0% $139.72 +9.3%
814 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 22,588.0 $191K 0.00% +9K +60.8% $8.44 +41.9%
815 NTST NETSTREIT CORP Real Estate 10,059.0 $189K 0.00% +3K +49.7% $18.83 +8.1%
816 STNE STONECO LTD Technology 13,348.0 $188K 0.00% +1K +10.3% $14.12 -20.0%
817 NNE NANO NUCLEAR ENERGY INC Industrials 9,067.0 $186K 0.00% +2K +35.2% $20.48 +41.9%
818 RDW REDWIRE CORPORATION Industrials 21,763.0 $185K 0.00% +8K +58.5% $8.50 +159.3%
819 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 9,917.0 $184K 0.00% +142.0 +1.4% $18.52 -14.3%
820 DEI DOUGLAS EMMETT INC Real Estate 19,471.0 $183K 0.00% +7K +50.4% $9.42 +22.9%
Page 41 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%