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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 5 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COST COSTCO WHSL CORP NEW Consumer Defensive 4,946.0 $4.6M 0.26% -574.0 -10.4% $935.47 +3.6%
82 ALLY ALLY FINL INC Financial Services 99,616.0 $4.6M 0.26% +70K +237.0% $45.95 -6.7%
83 DDOG DATADOG INC Technology 17,571.0 $4.6M 0.26% -3K -15.9% $260.36 -12.2%
84 ETN EATON CORP PLC Industrials 10,631.0 $4.5M 0.26% -3K -21.8% $426.12 -3.7%
85 MCD MCDONALDS CORP Consumer Cyclical 16,613.0 $4.5M 0.25% -2K -8.3% $270.31 +0.9%
86 LIBERTY MEDIA CORP DEL 47,094.0 $4.5M 0.25% +8K +21.5% $95.14
87 IGF ISHARES TR 66,000.0 $4.4M 0.25% NEW $66.52 -1.7%
88 UNH UNITEDHEALTH GROUP INC Healthcare 10,500.0 $4.4M 0.25% $415.63 -4.5%
89 CANADIAN PACIFIC KANSAS CITY 50,300.0 $4.4M 0.25% $86.65
90 AJG GALLAGHER ARTHUR J & CO Financial Services 18,854.0 $4.3M 0.24% -538.0 -2.8% $229.57 +17.8%
91 ADI ANALOG DEVICES INC Technology 10,801.0 $4.3M 0.24% +3K +40.4% $397.17 -7.2%
92 CHRW C H ROBINSON WORLDWIDE INC Industrials 22,450.0 $4.2M 0.24% +12K +109.7% $188.34 -24.0%
93 STZ CONSTELLATION BRANDS INC Consumer Defensive 29,762.0 $4.1M 0.23% +21K +226.3% $139.09 -0.7%
94 AVT AVNET INC Technology 45,646.0 $4.1M 0.23% +5K +11.3% $88.82 -2.7%
95 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 42,976.0 $4.0M 0.22% +9K +25.9% $92.09 -1.9%
96 VICI VICI PPTYS INC Real Estate 147,517.0 $3.9M 0.22% +44K +42.6% $26.55 +1.0%
97 ARES ARES MANAGEMENT CORPORATION Financial Services 34,710.0 $3.9M 0.22% -990.0 -2.8% $111.31 +26.2%
98 KLIC KULICKE & SOFFA INDS INC Technology 28,127.0 $3.8M 0.21% +9K +47.0% $133.76 -37.0%
99 DIS DISNEY WALT CO Communication Services 38,536.0 $3.7M 0.21% -4K -8.6% $96.25 +14.4%
100 BANC BANC OF CALIFORNIA INC Financial Services 181,307.0 $3.7M 0.21% +22K +13.7% $20.43 -8.9%
Page 5 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%