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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 8 of 53  ·  1,059 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CRWD CROWDSTRIKE HLDGS INC Technology 47,904.0 $18.7M 0.07% +17K +53.1% $390.42 +69.9%
142 MELI MERCADOLIBRE Consumer Cyclical 10,274.0 $17.8M 0.06% +875.0 +9.3% $1728.89 -3.7%
143 AMGN AMGEN INC Healthcare 49,774.0 $17.5M 0.06% +9K +22.4% $351.85 -3.6%
144 EWZ ISHARES INC 455,839.0 $17.5M 0.06% +263K +136.9% $38.39 -5.3%
145 VLO VALERO ENERGY CORP Energy 70,226.0 $17.4M 0.06% +5K +7.9% $247.11 -0.1%
146 AMAT APPLIED MATLS INC Technology 50,589.0 $17.3M 0.06% +9K +23.0% $341.82 +26.4%
147 EXC EXELON CORP Utilities 351,982.0 $17.3M 0.06% +43K +14.0% $49.02 -5.7%
148 SLB SLB LIMITED Energy 334,427.0 $17.2M 0.06% +214K +178.7% $51.39 +11.5%
149 OKE ONEOK INC NEW Energy 181,661.0 $16.4M 0.06% +38K +26.1% $90.39 +4.0%
150 IEFA ISHARES TR 178,349.0 $16.1M 0.06% +22K +14.3% $90.53 +7.4%
151 HCA HCA HEALTHCARE INC Healthcare 34,082.0 $16.1M 0.06% +7K +24.5% $473.32 -16.7%
152 TMUS T-MOBILE US INC Communication Services 75,413.0 $15.8M 0.06% +33K +79.4% $210.03 -8.8%
153 EOG EOG RES INC Energy 109,202.0 $15.8M 0.06% +10K +10.5% $144.57 -2.3%
154 GM GENERAL MTRS CO Consumer Cyclical 208,614.0 $15.5M 0.06% +81K +62.9% $74.51 +5.7%
155 ACGL ARCH CAP GROUP LTD Financial Services 161,431.0 $15.5M 0.06% +34K +26.4% $95.99 +0.3%
156 MCO MOODYS CORP Financial Services 35,495.0 $15.5M 0.06% +1K +3.9% $436.25 +2.9%
157 XLY SELECT SECTOR SPDR TR 142,174.0 $15.5M 0.06% +116K +433.4% $108.88 +9.5%
158 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 910,997.0 $15.5M 0.06% +56K +6.5% $16.97 +14.3%
159 CNP CENTERPOINT ENERGY INC Utilities 355,676.0 $15.4M 0.06% +47K +15.1% $43.16 -0.8%
160 VTI VANGUARD INDEX FDS 46,979.0 $15.1M 0.05% +3K +6.6% $320.79 +14.3%
Page 8 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%