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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 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BLD TOPBUILD COR Industrials 2,001.0 $703K 0.00% -552.0 -21.6% $351.30 +17.7%
422 SN SHARKNINJA INC Consumer Cyclical 6,603.0 $699K 0.00% -1K -15.2% $105.90 +9.7%
423 AIZ ASSURANT INC Financial Services 3,202.0 $697K 0.00% -800.0 -20.0% $217.79 +17.6%
424 PGX INVESCO EXCH TRADED FD TR II 63,788.0 $694K 0.00% -8K -10.7% $10.88 +1.1%
425 GL GLOBE LIFE INC Financial Services 4,945.0 $688K 0.00% -1K -21.8% $139.17 +12.6%
426 NTNX NUTANIX INC Technology 18,068.0 $687K 0.00% -48K -72.7% $38.01 +22.5%
427 IESC IES HOLDINGS INC Industrials 1,430.0 $681K 0.00% -430.0 -23.1% $476.52 +46.2%
428 WBS WEBSTER FINL CORP Financial Services 9,716.0 $674K 0.00% -27K -73.9% $69.42 +3.4%
429 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 11,857.0 $673K 0.00% -5K -31.6% $56.77 -11.7%
430 FHN FIRST HORIZON CORPORATION Financial Services 29,515.0 $672K 0.00% -10K -25.4% $22.76 +7.2%
431 GAMESTOP CORP 29,146.0 $672K 0.00% -7K -20.4% $23.04
432 JVAL J P MORGAN EXCHANGE TRADED F 13,619.0 $665K 0.00% -213.0 -1.5% $48.86 +16.4%
433 PKW INVESCO EXCHANGE TRADED FD T 5,060.0 $664K 0.00% -31.0 -0.6% $131.25 +4.3%
434 LAMR LAMAR ADVERTISING CO Real Estate 5,229.0 $662K 0.00% -2K -23.6% $126.66 +21.7%
435 NG NOVAGOLD RESOURCES INC Basic Materials 73,342.0 $659K 0.00% -30K -29.0% $8.98 -7.6%
436 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5,623.0 $658K 0.00% -2K -23.0% $117.07 -2.5%
437 IEF ISHARES TR 6,824.0 $651K 0.00% -1K -15.0% $95.44 -1.2%
438 OGE OGE ENERGY CORP Utilities 13,523.0 $649K 0.00% -2K -15.0% $47.96 +0.9%
439 DCI DONALDSON INC Industrials 7,543.0 $640K 0.00% -2K -21.0% $84.87 -0.1%
440 MUSA MURPHY USA INC Consumer Cyclical 1,289.0 $637K 0.00% -286.0 -18.2% $493.97 +7.5%
Page 22 of 45  ·  889 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%