Financiere des Professionnels - Fonds d'investissement inc.

CIK

1996846

Location

MONTREAL, A8

Portfolio Value

Mid $1,201,190,227

Diversification

Diversified

Filing Date

Global Rank

#1,597 / 8,617 ▲ 17 · as of Mar 2026

Top Industry

Semiconductors 14.2%

3Y Alpha vs SPY

-5.6%

Period ended 4 months ago

Filed May 6, 2026 · 2mo

11 quarters · since Sep 2023

Clone Performance

Nov 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.6%

SPY

+70.9%

Annualised alpha

-5.4%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

305 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.8%

+1.3 pts

Top 5

28.7%

+2.4 pts

Top 10

39.8%

+2.9 pts

HHI

244

Diversified+32

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.4%	$388,797,110	62
Financial Services	14.3%	$171,465,686	50
Healthcare	10.3%	$123,476,298	52
Unclassified	8.9%	$107,278,552	2
Industrials	8.7%	$104,621,783	44
Consumer Cyclical	7.0%	$83,674,115	34
Communication Services	6.6%	$78,986,017	12
Energy	5.4%	$65,270,169	15
Consumer Defensive	2.8%	$33,830,215	16
Basic Materials	1.8%	$21,728,114	7
Utilities	1.5%	$17,739,018	9
Real Estate	0.4%	$4,323,150	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+237,539	453,364	$79,066,681
AAPL	Apple Inc.	+184,066	415,028	$105,329,955
FCX	Freeport-Mcmoran Inc	+123,032	166,233	$9,771,175
C	Citigroup Inc	+80,719	111,905	$12,691,146
CCL	Carnival Corp Ltd.	+62,788	122,692	$3,175,268
XOM	ExxonMobil Holdings Corp	+62,506	147,058	$24,949,860
NFLX	Netflix Inc	+60,488	107,818	$10,366,700
AMZN	Amazon Com Inc	+55,938	142,478	$29,673,891
CVX	Chevron Corp	+53,302	71,226	$14,736,659
AVGO	Broadcom Inc.	+51,445	76,310	$23,618,706
JPM	Jpmorgan Chase & Co	+47,698	66,853	$19,665,478
MNST	Monster Beverage Corp	+47,173	81,917	$5,935,705
ABBV	AbbVie Inc.	+44,120	97,716	$21,252,252
BGC	BGC Group, Inc.	+39,626	68,450	$669,441
LYFT	Lyft, Inc.	+39,401	81,433	$1,083,058
VST	Vistra Corp.	+37,900	44,325	$6,663,376
GOOGL	Alphabet Inc.	+36,150	85,909	$24,703,991
EOG	Eog Resources Inc	+35,800	36,700	$5,305,719
LRCX	Lam Research Corp	+32,203	46,349	$9,902,926
ORCL	Oracle Corp	+29,669	37,768	$5,556,050
BA	Boeing Co	+29,598	35,968	$7,158,711
META	Meta Platforms, Inc.	+28,572	30,715	$17,572,972
COF	Capital One Financial Corp	+27,616	38,740	$7,067,337
BNY	Bank of New York Mellon Corp	+27,360	32,869	$3,899,248
BBY	Best Buy Co Inc	+24,424	26,024	$1,670,740
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PCG	PG&E Corp	−336,714	142,589	$2,505,288
PFE	Pfizer Inc	−257,113	201,100	$5,646,888
SCHW	Schwab Charles Corp	−202,143	33,715	$3,168,535
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−127,644	115,192	$38,929,135
BDX	Becton Dickinson & Co	−123,924	1,100	$172,953
BAC	Bank Of America Corp /De/	−79,805	145,502	$7,093,222
APH	Amphenol Corp /De/	−78,072	37,906	$4,789,422
ACN	Accenture plc	−69,678	2,942	$583,369
WFC	Wells Fargo & Company/Mn	−58,166	36,290	$2,889,046
PPG	Ppg Industries Inc	−42,486	1,700	$181,696
GILD	Gilead Sciences, Inc.	−36,150	1,200	$167,244
HLT	Hilton Worldwide Holdings Inc.	−30,275	8,433	$2,564,306
COP	Conocophillips	−29,787	46,100	$6,085,200
ETN	Eaton Corp plc	−22,514	13,591	$4,861,092
CRM	Salesforce, Inc.	−21,366	13,000	$2,426,710
QQQ	Invesco Qqq Trust, Series 1	−17,500	53,250	$30,734,835
SPY	Spdr S&P 500 ETF Trust	−17,100	117,698	$76,543,717
TEL	TE Connectivity plc	−15,819	13,478	$2,817,171
ADI	Analog Devices Inc	−15,422	7,693	$2,447,451
TXN	Texas Instruments Inc	−14,446	1,800	$349,452
POOL	Pool Corp	−13,568	800	$161,864
DHR	Danaher Corp /De/	−11,849	26,285	$4,983,636
V	Visa Inc.	−11,715	36,932	$11,162,327
AMD	Advanced Micro Devices Inc	−11,682	1,104	$224,586
NEM	NEWMONT Corp /DE/	−11,451	62,749	$6,792,579
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
RTX	RTX Corp	56,328	$10,865,671
DE	Deere & Co	19,107	$10,762,973
MS	Morgan Stanley	53,799	$8,853,701
AMAT	Applied Materials Inc /De	23,944	$8,183,818
T	At&T Inc.	278,209	$8,065,278
WMT	Walmart Inc.	64,500	$8,016,060
CMI	Cummins Inc	12,240	$6,585,364
HD	Home Depot, Inc.	19,500	$6,413,355
MCD	Mcdonalds Corp	18,119	$5,631,204
COST	Costco Wholesale Corp /New	5,520	$5,500,293
SPOT	Spotify Technology S.A.	11,040	$5,353,405
AXP	American Express Co	17,500	$5,293,400
MMM	3M Co	35,720	$5,187,615
ISRG	Intuitive Surgical Inc	11,109	$5,121,137
IVZ	Invesco Ltd.	207,800	$5,047,462
PGR	Progressive Corp/Oh/	24,387	$4,834,478
LII	Lennox International Inc	9,400	$4,362,822
AJG	Arthur J. Gallagher & Co.	19,392	$4,199,919
ARES	Ares Management Corp	35,700	$3,894,870
ROK	Rockwell Automation, Inc	10,600	$3,804,128
ECL	Ecolab Inc.	14,280	$3,798,765
LPLA	LPL Financial Holdings Inc.	12,449	$3,745,032
XEL	Xcel Energy Inc	44,200	$3,511,248
BLK	BlackRock, Inc.	3,611	$3,472,734
ORLY	O Reilly Automotive Inc	34,140	$3,151,463
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TRU	TransUnion	292,452	$25,077,759
AON	Aon plc	63,703	$22,479,514
CMCSA	Comcast Corp	529,090	$14,821,450
A	Agilent Technologies, Inc.	99,105	$13,485,217
MDT	Medtronic plc	136,326	$13,095,475
HDB	Hdfc Bank Ltd	337,619	$12,336,598
CI	Cigna Group	36,622	$10,079,473
HUBB	Hubbell Inc	22,286	$9,897,435
STE	STERIS plc	37,295	$9,455,028
KVUE	Kenvue Inc.	524,905	$9,054,611
OMC	Omnicom Group Inc.	111,931	$9,038,428
CMS	Cms Energy Corp	129,245	$9,038,102
CME	Cme Group Inc.	30,862	$8,427,794
CB	Chubb Ltd	26,765	$8,353,891
CHD	Church & Dwight Co Inc /De/	94,382	$7,913,930
NTRS	Northern Trust Corp	57,539	$7,859,252
WTW	Willis Towers Watson PLC	21,036	$6,912,429
MTD	Mettler Toledo International Inc/	4,799	$6,690,717
MCO	Moodys Corp /De/	12,772	$6,524,576
ROST	Ross Stores, Inc.	35,429	$6,382,180
NXPI	NXP Semiconductors N.V.	29,310	$6,362,028
SYK	Stryker Corp	17,744	$6,236,483
MAS	Masco Corp /De/	96,821	$6,144,260
APTV	Aptiv PLC	73,173	$5,567,733
ICLR	Icon PLC	29,343	$5,346,881
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

305 positions · $1,201,190,227 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 305 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	415,028	+184,066	$105,329,955	+67.8%	8.77%
NVDA	Nvidia Corp Technology	Added	453,364	+237,539	$79,066,681	+96.4%	6.58%
SPY	Spdr S&P 500 ETF Trust	Reduced	117,698	-17,100	$76,543,717	−16.7%	6.37%
MSFT	Microsoft Corp Technology	Added	121,196	+12,874	$44,863,120	−14.4%	3.73%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	115,192	-127,644	$38,929,135	−47.2%	3.24%
QQQ	Invesco Qqq Trust, Series 1	Reduced	53,250	-17,500	$30,734,835	−29.3%	2.56%
AMZN	Amazon Com Inc Consumer Cyclical	Added	142,478	+55,938	$29,673,891	+48.6%	2.47%
XOM	ExxonMobil Holdings Corp Energy	Added	147,058	+62,506	$24,949,860	+145.2%	2.08%
GOOGL	Alphabet Inc. Communication Services	Added	85,909	+36,150	$24,703,991	+58.6%	2.06%
AVGO	Broadcom Inc. Technology	Added	76,310	+51,445	$23,618,706	+174.5%	1.97%
ABBV	AbbVie Inc. Healthcare	Added	97,716	+44,120	$21,252,252	+73.5%	1.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	66,853	+47,698	$19,665,478	+218.6%	1.64%
META	Meta Platforms, Inc. Communication Services	Added	30,715	+28,572	$17,572,972	+1142.3%	1.46%
CVX	Chevron Corp Energy	Added	71,226	+53,302	$14,736,659	+439.4%	1.23%
C	Citigroup Inc Financial Services	Added	111,905	+80,719	$12,691,146	+248.7%	1.06%
MRK	Merck & Co., Inc. Healthcare	Added	95,016	+21,752	$11,429,473	+48.2%	0.95%
JNJ	Johnson & Johnson Healthcare	Reduced	46,180	-11,024	$11,288,238	−4.6%	0.94%
MA	Mastercard Inc Financial Services	Added	22,432	+6,821	$11,208,371	+25.8%	0.93%
V	Visa Inc. Financial Services	Reduced	36,932	-11,715	$11,162,327	−34.6%	0.93%
RTX	RTX Corp Industrials	NEW	56,328	NEW	$10,865,671	NEW	0.90%
DE	Deere & Co Industrials	NEW	19,107	NEW	$10,762,973	NEW	0.90%
NFLX	Netflix Inc Communication Services	Added	107,818	+60,488	$10,366,700	+133.6%	0.86%
LRCX	Lam Research Corp Technology	Added	46,349	+32,203	$9,902,926	+309.0%	0.82%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	166,233	+123,032	$9,771,175	+345.3%	0.81%
MS	Morgan Stanley Financial Services	NEW	53,799	NEW	$8,853,701	NEW	0.74%
GS	Goldman Sachs Group Inc Financial Services	Added	10,120	+4,037	$8,561,418	+60.1%	0.71%
AMAT	Applied Materials Inc /De Technology	NEW	23,944	NEW	$8,183,818	NEW	0.68%
T	At&T Inc. Communication Services	NEW	278,209	NEW	$8,065,278	NEW	0.67%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	132,812	-5,209	$8,055,047	+8.2%	0.67%
WMT	Walmart Inc. Consumer Defensive	NEW	64,500	NEW	$8,016,060	NEW	0.67%
PEP	Pepsico Inc Consumer Defensive	Added	47,800	+17,308	$7,422,862	+69.6%	0.62%
LLY	ELI LILLY & Co Healthcare	Added	7,830	+6,572	$7,201,798	+432.7%	0.60%
BA	Boeing Co Industrials	Added	35,968	+29,598	$7,158,711	+417.6%	0.60%
GEV	GE Vernova Inc. Industrials	Added	8,179	+7,142	$7,139,448	+953.4%	0.59%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	145,502	-79,805	$7,093,222	−42.8%	0.59%
COF	Capital One Financial Corp Financial Services	Added	38,740	+27,616	$7,067,337	+162.1%	0.59%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	62,749	-11,451	$6,792,579	−8.3%	0.57%
VST	Vistra Corp. Utilities	Added	44,325	+37,900	$6,663,376	+542.8%	0.55%
CMI	Cummins Inc Industrials	NEW	12,240	NEW	$6,585,364	NEW	0.55%
HD	Home Depot, Inc. Consumer Cyclical	NEW	19,500	NEW	$6,413,355	NEW	0.53%
ALL	Allstate Corp Financial Services	Added	30,792	+11,806	$6,384,413	+61.6%	0.53%
COP	Conocophillips Energy	Reduced	46,100	-29,787	$6,085,200	−14.3%	0.51%
MNST	Monster Beverage Corp Consumer Defensive	Added	81,917	+47,173	$5,935,705	+122.8%	0.49%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	36,331	+254	$5,802,060	+4.7%	0.48%
PFE	Pfizer Inc Healthcare	Reduced	201,100	-257,113	$5,646,888	−50.5%	0.47%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	18,119	NEW	$5,631,204	NEW	0.47%
MU	Micron Technology Inc Technology	Added	16,615	+10,700	$5,613,211	+232.5%	0.47%
CSCO	Cisco Systems, Inc. Technology	Added	72,044	+6,203	$5,589,893	+10.2%	0.47%
ORCL	Oracle Corp Technology	Added	37,768	+29,669	$5,556,050	+252.0%	0.46%
HWM	Howmet Aerospace Inc. Industrials	Added	23,986	+19,575	$5,527,812	+511.3%	0.46%