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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 2 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBAT ISHARES TR 24,261.0 $828K 0.00% NEW $34.11 +32.1%
22 KTB KONTOOR BRANDS INC Consumer Cyclical 11,722.0 $824K 0.00% NEW $70.29 -0.5%
23 CRAK VANECK ETF TRUST 16,547.0 $817K 0.00% NEW $49.40 -1.8%
24 ALMONTY INDS INC 45,300.0 $659K 0.00% NEW $14.54
25 NBR NABORS INDUSTRIES LTD Energy 6,300.0 $542K 0.00% NEW $86.06 +22.5%
26 QIAGEN NV 12,517.0 $501K 0.00% NEW $40.04
27 HIGHLANDER SILVER CORP 83,006.0 $481K 0.00% NEW $5.80
28 AMG AFFILIATED MANAGERS GROUP Financial Services 1,660.0 $459K 0.00% NEW $276.70 +9.1%
29 CRUS CIRRUS LOGIC INC Technology 3,165.0 $458K 0.00% NEW $144.56 +18.4%
30 PARR PAR PAC HOLDINGS INC Energy 6,935.0 $434K 0.00% NEW $62.62 -6.1%
31 CMC COMMERCIAL METALS CO Basic Materials 6,664.0 $409K 0.00% NEW $61.43 +17.0%
32 AXSM AXSOME THERAPEUTICS INC. Healthcare 2,323.0 $393K 0.00% NEW $169.02 +39.6%
33 EAT BRINKER INTL INC Consumer Cyclical 2,515.0 $359K 0.00% NEW $142.73 -3.7%
34 CBZ CBIZ INC Industrials 12,028.0 $323K 0.00% NEW $26.85 +20.0%
35 NUVL NUVALENT INC Healthcare 2,568.0 $263K 0.00% NEW $102.45 -0.3%
36 LBRT LIBERTY ENERGY INC Energy 8,775.0 $253K 0.00% NEW $28.79 +10.6%
37 DFTX DEFINIUM THERAPEUTICS INC Healthcare 12,644.0 $239K 0.00% NEW $18.90 +19.0%
38 BRKR BRUKER CORP Healthcare 6,238.0 $225K 0.00% NEW $36.12 +26.5%
39 SMA SMARTSTOP SELF STORAG REIT I Real Estate 6,699.0 $203K 0.00% NEW $30.28 +2.3%
40 GDXU BANK MONTREAL MEDIUM Financial Services 1,000.0 $201K 0.00% NEW $201.39 -29.9%
Page 2 of 13  ·  251 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%