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Caisse de depot et placement du Quebec

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 898286

$70.19B

disclosed book value

705

positions

3.8%

largest position share

Positions, as of 2026-06-30

top 100 of 705 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC9.3M$2.70B3.8%
2NVDANVIDIA CORPORATION12.5M$2.50B3.6%
3CNICANADIAN NATL RY CO19.0M$2.26B3.2%
4MSFTMICROSOFT CORP6.0M$2.25B3.2%
5GOOGLALPHABET INC5.3M$1.88B2.7%
6METAMETA PLATFORMS INC2.4M$1.38B2%
7AMZNAMAZON COM INC5.6M$1.34B1.9%
8GIBCGI INC16.3M$1.05B1.5%
9LLYELI LILLY & CO805,809$966.5M1.4%
10BMOBANK MONTREAL MEDIUM5.4M$957.5M1.4%
11TFIITFI INTERNATIONAL INC6.3M$911.0M1.3%
12BRK/BBERKSHIRE HATHAWAY INC DEL1.8M$901.9M1.3%
13AMATAPPLIED MATLS INC1.2M$885.5M1.3%
14RSPINVESCO EXCHANGE TRADED FD T4.0M$846.5M1.2%
15CAECAE INC30.9M$773.8M1.1%
16VTVVANGUARD INDEX FDS3.5M$765.2M1.1%
17BCEBCE INC34.1M$734.4M1%
18JPMJPMORGAN CHASE & CO2.2M$704.3M1%
19AVGOBROADCOM INC1.8M$689.8M1%
20MAMASTERCARD INCORPORATED1.3M$651.7M0.9%
21LRCXLAM RESEARCH CORP1.4M$627.0M0.9%
22MUMICRON TECHNOLOGY INC531,635$613.7M0.9%
23GILGILDAN ACTIVEWEAR INC11.7M$601.9M0.9%
24JNJJOHNSON & JOHNSON2.3M$573.8M0.8%
25MRKMERCK & CO INC4.4M$571.6M0.8%
26UNHUNITEDHEALTH GROUP INC1.4M$566.8M0.8%
27CSCOCISCO SYS INC4.7M$553.5M0.8%
28TSLATESLA INC1.2M$524.1M0.7%
29GOOGALPHABET INC1.4M$501.0M0.7%
30PGRPROGRESSIVE CORP2.3M$491.9M0.7%
31TXNTEXAS INSTRS INC1.6M$484.9M0.7%
32COSTCOSTCO WHOLESALE CORPORATION469,190$438.9M0.6%
33ABBVABBVIE INC1.6M$413.1M0.6%
34WMTWALMART INC3.5M$400.1M0.6%
35CCITIGROUP INC2.8M$397.6M0.6%
36TJXTJX COS INC NEW2.5M$385.6M0.5%
37USHYISHARES TR10.1M$372.3M0.5%
38TDTORONTO DOMINION BK ONT3.0M$364.1M0.5%
39KLACKLA CORP1.2M$362.9M0.5%
40RYROYAL BK CDA1.7M$360.4M0.5%
41AMDADVANCED MICRO DEVICES INC587,528$341.3M0.5%
42INTCINTEL CORP2.3M$316.5M0.5%
43HYGISHARES TR3.9M$314.1M0.4%
44KOCOCA COLA CO3.6M$291.2M0.4%
45NEENEXTERA ENERGY INC3.3M$288.9M0.4%
46PHMPULTE GROUP INC2.1M$287.0M0.4%
47TRPTC ENERGY CORP4.3M$283.9M0.4%
48ASTRAZENECA PLC1.5M$273.9M0.4%
49XLVSELECT SECTOR SPDR TR1.7M$268.6M0.4%
50GMGENERAL MTRS CO3.5M$266.0M0.4%
51GILDGILEAD SCIENCES INC2.1M$263.2M0.4%
52CORCENCORA INC914,234$258.7M0.4%
53ENBENBRIDGE INC4.7M$256.3M0.4%
54LSPDLIGHTSPEED COMMERCE INC24.3M$254.2M0.4%
55ANETARISTA NETWORKS INC1.5M$252.0M0.4%
56WFCWELLS FARGO & CO3.0M$246.9M0.4%
57DUKDUKE ENERGY CORP NEW1.9M$246.7M0.4%
58FIXCOMFORT SYS USA INC123,032$243.8M0.3%
59BMYBRISTOL-MYERS SQUIBB CO4.2M$243.6M0.3%
60BACBANK OF AMER CORP4.2M$242.0M0.3%
61XLPSELECT SECTOR SPDR TR2.8M$236.2M0.3%
62BKNGBOOKING HOLDINGS INC1.3M$229.9M0.3%
63CPCANADIAN PACIFIC KANSAS CITY2.6M$228.4M0.3%
64TAT&T INC10.8M$223.9M0.3%
65GSGOLDMAN SACHS GROUP INC209,998$212.4M0.3%
66PGPROCTER & GAMBLE CO1.4M$211.0M0.3%
67BLKBLACKROCK INC218,804$210.4M0.3%
68DGDOLLAR GEN CORP1.8M$205.6M0.3%
69XLFSELECT SECTOR SPDR TR3.8M$201.7M0.3%
70EXPEEXPEDIA GROUP INC785,137$200.9M0.3%
71HWMHOWMET AEROSPACE INC732,647$197.0M0.3%
72ADIANALOG DEVICES INC493,064$195.8M0.3%
73SCHWSCHWAB CHARLES CORP2.1M$195.6M0.3%
74CITHE CIGNA GROUP709,484$195.6M0.3%
75HALHALLIBURTON CO5.7M$194.7M0.3%
76NVRNVR INC28,490$194.1M0.3%
77LINDE PLC373,675$193.9M0.3%
78MSIMOTOROLA SOLUTIONS INC459,743$190.9M0.3%
79ODFLOLD DOMINION FREIGHT LINE IN879,764$190.6M0.3%
80TERTERADYNE INC384,829$186.2M0.3%
81RBARB GLOBAL INC1.6M$183.7M0.3%
82AFLAFLAC INC1.6M$183.0M0.3%
83SNASNAP ON INC452,210$182.0M0.3%
84MFCMANULIFE FINL CORP4.5M$181.1M0.3%
85GWWWW GRAINGER INC131,258$178.6M0.3%
86ADBEADOBE INC867,637$177.9M0.3%
87ICEINTERCONTINENTAL EXCHANGE IN1.4M$174.5M0.2%
88TRANE TECHNOLOGIES PLC353,078$173.4M0.2%
89MSMORGAN STANLEY822,094$171.9M0.2%
90WDCWESTERN DIGITAL CORP266,834$170.4M0.2%
91EXPDEXPEDITORS INTL WASH INC1.0M$169.7M0.2%
92ALLALLSTATE CORP701,298$166.9M0.2%
93BAMBROOKFIELD ASSET MANAGMT LTD3.7M$165.0M0.2%
94MRSHMARSH & MCLENNAN COS INC982,538$163.8M0.2%
95HDHOME DEPOT INC463,944$163.6M0.2%
96SHOPSHOPIFY INC1.4M$163.2M0.2%
97TMUST-MOBILE US INC969,922$162.7M0.2%
98APPAPPLOVIN CORP313,170$161.4M0.2%
99AIGAMERICAN INTL GROUP INC2.1M$159.1M0.2%
100NFLXNETFLIX INC.2.2M$157.6M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.