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Portfolio (Quarterly) Guide ↗

Financiere des Professionnels - Fonds d'investissement inc.

· CIK 0001996846
13F Portfolio $1.8B AUM 423 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 83 New 73 Added 102 Reduced 82 Exited
Page 3 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPACE EXPLORATION TECHN CORP 57,241.0 $9.8M 0.55% NEW $170.86
42 BAC BANK AMERICA CORP Financial Services 167,251.0 $9.5M 0.54% +22K +14.9% $56.98 +8.3%
43 LLY ELI LILLY & CO Healthcare 7,894.0 $9.5M 0.53% +64.0 +0.8% $1199.43 +4.6%
44 FLCH FRANKLIN TEMPLETON ETF TR 425,000.0 $8.7M 0.49% $20.41 +7.8%
45 XOM EXXON MOBIL CORP Energy 62,487.0 $8.5M 0.48% -85K -57.5% $136.72 +20.8%
46 CVX CHEVRON CORP NEW Energy 49,369.0 $8.2M 0.46% -22K -30.7% $165.76 +23.8%
47 HWM HOWMET AEROSPACE INC Industrials 30,286.0 $8.1M 0.46% +6K +26.3% $268.86 +1.0%
48 CMI CUMMINS INC Industrials 11,414.0 $8.1M 0.46% -826.0 -6.8% $713.21 -17.6%
49 CSCO CISCO SYS INC Technology 69,125.0 $8.1M 0.46% -3K -4.0% $117.46 -5.5%
50 FCX FREEPORT-MCMORAN INC Basic Materials 122,495.0 $7.7M 0.43% -44K -26.3% $62.89 +21.9%
51 BA BOEING CO Industrials 35,353.0 $7.7M 0.43% -615.0 -1.7% $216.47 -1.0%
52 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,887.0 $7.6M 0.43% -3K -26.8% $965.00 -11.9%
53 WMT WALMART INC Consumer Defensive 66,758.0 $7.6M 0.43% +2K +3.5% $113.26 -8.4%
54 APH AMPHENOL CORP Technology 37,547.0 $6.6M 0.37% -359.0 -0.9% $176.32 -11.0%
55 HD HOME DEPOT INC Consumer Cyclical 17,798.0 $6.3M 0.35% -2K -8.7% $352.68 -4.8%
56 TT TRANE TECHNOLOGIES PLC Industrials 12,722.0 $6.2M 0.35% -490.0 -3.7% $491.16 -7.7%
57 TJX TJX COS INC Consumer Cyclical 40,689.0 $6.2M 0.35% +4K +12.0% $151.50 -7.3%
58 ORCL ORACLE CORP Technology 41,734.0 $6.1M 0.34% +4K +10.5% $146.55 -0.1%
59 DHR DANAHER CORPORATION Healthcare 31,310.0 $6.0M 0.34% +5K +19.1% $190.48 +14.9%
60 VST VISTRA CORP Utilities 37,436.0 $5.9M 0.34% -7K -15.5% $158.63 -14.1%
Page 3 of 18  ·  344 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
Technology 34.4%
Financial Services 24.7%
Industrials 9.7%
Healthcare 9.1%
Consumer Cyclical 6.6%
Communication Services 5.5%
Energy 3.1%
Consumer Defensive 2.9%
Utilities 2.1%
Basic Materials 1.2%