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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 9 of 53  ·  1,059 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TRGP TARGA RES CORP Energy 59,815.0 $15.0M 0.05% +12K +25.7% $250.73 +10.4%
162 BMY BRISTOL-MYERS SQUIBB CO Healthcare 246,938.0 $15.0M 0.05% +54K +28.1% $60.65 -2.0%
163 MDLZ MONDELEZ INTL INC Consumer Defensive 253,388.0 $14.6M 0.05% +68K +36.4% $57.64 +7.1%
164 INTU INTUIT Technology 33,150.0 $14.3M 0.05% +12K +56.0% $432.36 -26.0%
165 MCHI ISHARES TR 254,836.0 $14.3M 0.05% +24K +10.5% $56.18 -1.1%
166 MET METLIFE INC Financial Services 200,670.0 $14.2M 0.05% +37K +22.9% $70.72 +18.9%
167 EXI ISHARES TR 75,676.0 $13.7M 0.05% +72K +1735.5% $181.01 +6.7%
168 ED CONSOLIDATED EDISON INC Utilities 120,241.0 $13.6M 0.05% +12K +11.1% $113.18 -4.1%
169 LOW LOWES COS INC Consumer Cyclical 55,857.0 $13.2M 0.05% +8K +16.1% $236.32 -9.0%
170 SPG SIMON PPTY GROUP INC NEW Real Estate 70,757.0 $13.2M 0.05% +16K +29.2% $186.53 +9.6%
171 PCG PG&E CORP Utilities 741,977.0 $13.0M 0.05% +239K +47.5% $17.57 -6.1%
172 APH AMPHENOL CORP Technology 102,975.0 $13.0M 0.05% +43K +71.7% $126.36 +4.5%
173 KR KROGER CO Consumer Defensive 178,430.0 $12.9M 0.05% +9K +5.3% $72.37 -7.1%
174 VRT VERTIV HOLDINGS CO Industrials 51,087.0 $12.8M 0.05% +5K +10.2% $250.59 +30.7%
175 PM PHILIP MORRIS INTL INC Consumer Defensive 76,594.0 $12.7M 0.05% +17K +29.0% $165.34 +14.3%
176 J JACOBS SOLUTIONS INC Industrials 99,321.0 $12.6M 0.04% +34K +51.8% $127.28 -9.9%
177 CW CURTISS WRIGHT CORP Industrials 18,345.0 $12.5M 0.04% +5K +36.2% $681.14 +7.4%
178 HON HONEYWELL INTL INC Industrials 54,162.0 $12.2M 0.04% +19K +55.2% $226.03 +0.8%
179 JXI ISHARES TR 138,361.0 $11.9M 0.04% +136K +5535.9% $86.34 -0.7%
180 CEF SPROTT ASSET MANAGEMENT LP Financial Services 294,730.0 $11.8M 0.04% +18K +6.5% $40.20 +17.7%
Page 9 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%