Federation des caisses Desjardins du Quebec

CIK 0002022297 · Q1 2026

13F Equity AUM

$27.8B

+6.2% QoQ

Positions

2,209

+41 QoQ

AUM Rank

#333

Top 3%

Skill Alpha (FF)

+0.0%/yr^ns

No Clear Edge

Rank #2,342 · Top 29%

vs S&P -5.0%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 17.7%Top 10: 27.4%Top 20: 41.9%

RY7.8%

TD3.2%

MSFT2.3%

NVDA2.3%

AAPL2.1%

SU2.0%

BN1.9%

BMO1.9%

BNS1.9%

AMZN1.8%

Others (2199)72.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services36.7%

Technology14.0%

Energy9.9%

Communication Services7.8%

Industrials7.7%

Basic Materials5.0%

Healthcare4.9%

Consumer Cyclical4.9%

Other9.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2209Median: 0.00%Avg: 0.05%

0–0.5%

2169(41.8%)

0.5–1%

16(12.1%)

1–3%

22(35.2%)

3–5%

1(3.2%)

5%+

1(7.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 2,130Unique: 79vs 20 funds

28.9%Moderate

2,209

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

38.9%

BANK OF AMERICA CORP /DE/

41.3%

37.3%

39.1%

47.2%

36.9%

GEODE CAPITAL MANAGEMENT, LLC

36.5%

VANGUARD CAPITAL MANAGEMENT LLC

36%

VANGUARD PORTFOLIO MANAGEMENT LLC

36.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New251Increased1074Decreased906Exited170

New Positions

MDA0.2%

+2.7M

AZN0.1%

+168K

SJNK0.1%

+599K

PRFZ0.0%

+252K

UTWO0.0%

+131K

QNC0.0%

+698K

PLXS0.0%

+8K

SANTACRUZ SILVER MNG…0.0%

+220K

VSEC0.0%

+11K

IJJ0.0%

+20K

Increased

T1.4%

+11.5M(+59%)

BCE1.5%

+7.9M(+90%)

RY7.8%

+4.1M(+45%)

CAE0.3%

+1.2M(+69%)

SU2.0%

+888K(+12%)

WEED0.0%

+781K(+5047%)

SHOP1.2%

+650K(+29%)

PSLV/U1.6%

+634K(+4%)

BMO1.9%

+621K(+18%)

URTH1.0%

+522K(+48%)

Decreased

CVE0.6%

-4,253,841(-42%)

IBTO0.0%

-1,328,335(-100%)

MFC1.1%

-828,552(-8%)

VGLT0.0%

-604,468(-78%)

CRC0.5%

-597,060(-17%)

MGA0.4%

-581,168(-22%)

AGI0.3%

-485,770(-21%)

IEMG0.5%

-478,028(-20%)

TRI0.1%

-466,906(-70%)

T0.1%

-412,089(-30%)

Exited

-174,073

-499,300

-114,442

-30,724

-83,248

-14,771

-3,666

-21,110

-216,112

-16,425

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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