Caisse Des Depots Et Consignations Portfolio Stock Holdings

Caisse Des Depots Et Consignations disclosed 235 stock positions valued at approximately $5.9 billion in its latest SEC 13F filing. The largest holdings include UBS GROUP AG, LINDE PLC, and ALCON AG. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.

Report Period
June 30, 2026
No. of Stocks
235
Portfolio Value
$5.9B
Holdings by Sector
Caisse Des Depots Et Consignations Portfolio Holdings in Q2 2026

222 holdings in the latest reporting period.

Page 1 of 3
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
UBS GROUP AGUBSOther6.56%7,812,061--$387,961,036
LINDE PLCLINOther6.52%742,277--$385,197,226
ALCON AGALCOther2.72%2,374,092--$160,694,764
TRANE TECHNOLOGIES PLCTTOther2.57%309,792-976-0.31%$152,157,439
NVIDIA CORPORATIONNVDATechnology1.72%507,842+1,347+0.27%$101,614,106
APPLE INCAAPLTechnology1.53%313,217--$90,632,471
VISA INCVFinancial Services1.07%184,704--$63,370,096
INGERSOLL RAND INCIRIndustrials0.95%682,627--$55,968,588
MICROSOFT CORPMSFTTechnology0.91%144,170+678+0.47%$53,778,293
AMAZON COM INCAMZNConsumer Cyclical0.86%212,440--$50,632,950
ALPHABET INCGOOGLCommunication Services0.80%132,412--$47,320,076
BROADCOM INCAVGOTechnology0.65%102,096--$38,566,764
ALPHABET INCGOOGCommunication Services0.61%101,407--$35,830,135
ADVANCED MICRO DEVICES INCAMDTechnology0.43%43,514-6,296-12.64%$25,277,718
JPMORGAN CHASE & COJPMFinancial Services0.39%70,031--$22,923,247
MICRON TECHNOLOGY INCMUTechnology0.38%19,220+2,558+15.35%$22,185,454
CISCO SYS INCCSCOTechnology0.36%182,762+21,010+12.99%$21,467,225
ACCENTURE PLC IRELANDACNTechnology0.34%161,664--$20,117,468
APPLIED MATLS INCAMATTechnology0.32%26,413+12,529+90.24%$19,096,599
INTEL CORPINTCTechnology0.32%134,469-41,748-23.69%$18,775,906
LAUDER ESTEE COS INCELConsumer Defensive0.27%202,550--$15,991,322
WALMART INCWMTConsumer Defensive0.27%140,542--$15,917,787
BANK OF AMER CORPBACFinancial Services0.26%271,147+192,517+244.84%$15,449,956
JOHNSON & JOHNSONJNJHealthcare0.25%58,227+384+0.66%$14,787,911
CATERPILLAR INCCATIndustrials0.25%13,701+551+4.19%$14,590,195
COCA COLA COKOConsumer Defensive0.25%178,872+11,074+6.60%$14,536,927
ELI LILLY & COLLYHealthcare0.23%11,381--$13,650,713
GE AEROSPACEGEIndustrials0.22%34,423-5,540-13.86%$12,864,908
ABBVIE INCABBVHealthcare0.21%50,000-10,892-17.89%$12,582,000
LAM RESEARCH CORPLRCXOther0.19%26,354-19,849-42.96%$11,419,979
GE VERNOVA INCGEVUtilities0.19%9,532+1,987+26.34%$11,198,766
ISHARES INCEWYOther0.18%52,000-110,000-67.90%$10,510,783
MASTERCARD INCORPORATEDMAFinancial Services0.17%19,898--$10,219,613
PROCTER & GAMBLE COPGConsumer Defensive0.17%69,335-18,060-20.66%$10,167,284
NEXTERA ENERGY INCNEEUtilities0.17%115,807--$10,164,380
MERCK & CO INCMRKHealthcare0.17%79,080-12,335-13.49%$10,161,780
PALO ALTO NETWORKS INCPANWTechnology0.17%29,348+1,160+4.12%$10,008,255
CSX CORPCSXIndustrials0.16%201,664--$9,585,090
NETFLIX INC.NFLXCommunication Services0.16%132,609-7,294-5.21%$9,468,283
SCHWAB CHARLES CORPSCHWFinancial Services0.15%96,292--$8,884,863
PFIZER INCPFEHealthcare0.14%344,210-17,281-4.78%$8,288,577
INTERNATIONAL BUSINESS MACHSIBMTechnology0.14%29,439-9,595-24.58%$8,278,541
HOME DEPOT INCHDConsumer Cyclical0.14%22,753-3,683-13.93%$8,024,528
KINDER MORGAN INC DELKMIEnergy0.14%250,931+250,931+100.00%$8,022,264
FORD MTR COFConsumer Cyclical0.13%568,154+41,460+7.87%$7,897,341
PROGRESSIVE CORPPGRFinancial Services0.13%35,899-1,540-4.11%$7,842,137
FASTENAL COFASTIndustrials0.13%159,024+7,982+5.28%$7,637,923
ISHARES TREPHEOther0.13%305,000--$7,457,834
GILEAD SCIENCES INCGILDHealthcare0.12%57,303-2,837-4.72%$7,239,661
RTX CORPORATIONRTXIndustrials0.12%38,102-21,295-35.85%$7,229,092
CNH INDL N VCNHOther0.12%630,919+45,799+7.83%$7,085,220
SALESFORCE INCCRMTechnology0.12%43,872+569+1.31%$6,872,988
SERVICENOW INCNOWTechnology0.11%66,662+14,803+28.54%$6,618,203
EXELON CORPEXCUtilities0.11%141,873+24,468+20.84%$6,614,119
ROLLINS INCROLConsumer Cyclical0.11%158,172+50,416+46.79%$6,602,099
UBER TECHNOLOGIES INCUBERTechnology0.11%90,911-11,712-11.41%$6,560,138
ORACLE CORPORCLTechnology0.11%44,633-10,697-19.33%$6,540,966
MONSTER BEVERAGE CORP NEWMNSTConsumer Defensive0.11%65,630-14,909-18.51%$6,308,356
KEURIG DR PEPPER INCKDPConsumer Defensive0.10%188,613-42,569-18.41%$6,173,303
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical0.10%177,966+3,099+1.77%$6,050,844
MORGAN STANLEYMSFinancial Services0.10%28,343-8,028-22.07%$5,924,821
AMPHENOL CORPAPHTechnology0.10%33,009--$5,820,147
HUNTINGTON BANCSHARES INCHBANFinancial Services0.10%323,497-35,625-9.92%$5,735,602
PG&E CORPPCGUtilities0.10%338,052-32,240-8.71%$5,686,035
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.09%30,913+30,460+6724.06%$5,509,933
CONSTELLATION ENERGY CORPCEGUtilities0.09%21,630+4,449+25.89%$5,372,243
CME GROUP INCCMEFinancial Services0.09%23,688+16,272+219.42%$5,231,021
KENVUE INCKVUEConsumer Defensive0.09%269,300+22,293+9.03%$5,146,323
AT&T INCTCommunication Services0.09%247,042--$5,113,769
CRH PLCCRHOther0.08%46,727-11,976-20.40%$4,999,789
FORTINET INCFTNTTechnology0.08%31,205--$4,793,712
HOST HOTELS & RESORTS INCHSTReal Estate0.08%202,165+46,002+29.46%$4,793,332
ISHARES TREIDOOther0.08%420,000+420,000+100.00%$4,723,323
AGNC INVT CORPAGNCReal Estate0.08%428,560+428,560+100.00%$4,671,304
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.08%31,949-26,421-45.26%$4,668,068
TRAVELERS COMPANIES INCTRVFinancial Services0.08%14,028+6,926+97.52%$4,630,923
AUTOMATIC DATA PROCESSING INADPTechnology0.08%19,868-3,324-14.33%$4,449,439
GLOBAL X FDSARGTOther0.07%48,000+48,000+100.00%$4,395,734
CARDINAL HEALTH INCCAHHealthcare0.07%18,367--$4,363,265
HEWLETT PACKARD ENTERPRISE CHPETechnology0.07%96,457-23,764-19.77%$4,351,175
STARBUCKS CORPSBUXConsumer Cyclical0.07%42,318-9,985-19.09%$4,324,476
ADOBE INCADBETechnology0.07%20,569--$4,217,056
COPART INCCPRTIndustrials0.07%148,670+41,683+38.96%$4,191,007
WEYERHAEUSER COWYReal Estate0.07%171,730--$4,111,216
HOWMET AEROSPACE INCHWMIndustrials0.07%15,182+6,979+85.08%$4,081,833
CORNING INCGLWTechnology0.07%15,838+15,838+100.00%$4,045,500
CARRIER GLOBAL CORPORATIONCARRIndustrials0.07%53,918-513-0.94%$3,954,885
VERIZON COMMUNICATIONS INCVZCommunication Services0.07%92,332+92,332+100.00%$3,909,337
SLB LIMITEDSLBEnergy0.07%83,840+83,840+100.00%$3,897,722
EDWARDS LIFESCIENCES CORPEWHealthcare0.06%42,257--$3,822,568
3M COMMMIndustrials0.06%23,005-15,243-39.85%$3,724,740
QUANTA SVCS INCPWRIndustrials0.06%5,086+3,251+177.17%$3,662,123
CHENIERE ENERGY INCLNGEnergy0.06%14,869+14,869+100.00%$3,553,840
FREEPORT MCMORAN INCFCXBasic Materials0.06%53,263-29,129-35.35%$3,349,710
CITIGROUP INCCFinancial Services0.06%23,866--$3,340,285
ABBOTT LABORATORIESABTHealthcare0.06%36,597--$3,320,812
AIRBNB INCABNBConsumer Cyclical0.06%22,997+8,148+54.87%$3,290,871
DISNEY WALT CODISCommunication Services0.05%33,706--$3,244,202
BOSTON SCIENTIFIC CORPBSXHealthcare0.05%74,241-19,084-20.45%$3,168,606
DELL TECHNOLOGIES INCDELLTechnology0.05%7,302+7,302+100.00%$3,150,521