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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 35 of 45  ·  889 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ACA ARCOSA INC Industrials 897.0 $95K -120.0 -11.8% $106.14 +18.5%
682 LUNR INTUITIVE MACHINES INC Industrials 5,030.0 $93K -6K -52.2% $18.56 +135.7%
683 S SENTINELONE INC Technology 7,121.0 $92K -24K -77.5% $12.88 +43.4%
684 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 13,326.0 $92K -2K -15.6% $6.87 +49.3%
685 TQQQ PROSHARES TR 2,149.0 $90K -142.0 -6.2% $41.68 +97.1%
686 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 49,130.0 $86K -500.0 -1.0% $1.76 +284.6%
687 GENI GENIUS SPORTS LIMITED Communication Services 18,800.0 $83K -4K -19.3% $4.43 +22.5%
688 DLO DLOCAL LTD Technology 6,400.0 $83K -1K -15.8% $12.97 -9.9%
689 BROWN FORMAN CORP 3,095.0 $83K -784.0 -20.2% $26.79
690 DRIV GLOBAL X FDS 2,697.0 $82K -700.0 -20.6% $30.51 +36.5%
691 CNA CNA FINL CORP Financial Services 1,792.0 $82K -160.0 -8.2% $45.92 -3.9%
692 ARKW ARK ETF TR 677.0 $82K -82.0 -10.8% $120.45 +22.0%
693 LCID LUCID GROUP INC Consumer Cyclical 8,331.0 $79K -8K -49.1% $9.53 -35.6%
694 LOAR LOAR HOLDINGS INC Industrials 1,345.0 $77K -382.0 -22.1% $57.29 +11.3%
695 LW LAMB WESTON HLDGS INC Consumer Defensive 1,791.0 $76K -11K -85.9% $42.26 +0.5%
696 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 1,415.0 $75K -30.0 -2.1% $52.75 +5.7%
697 XMMO INVESCO EXCHANGE TRADED FD T 505.0 $73K -400.0 -44.2% $145.02 +16.0%
698 MHO M/I HOMES INC Consumer Cyclical 575.0 $70K -12.0 -2.0% $122.45 +7.3%
699 EMQQ EXCHANGE TRADED CONCEPTS TRU 2,121.0 $70K -215.0 -9.2% $33.00 -0.9%
700 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 9,297.0 $64K -500.0 -5.1% $6.90 +3.4%
Page 35 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%