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Latest Financiere des Professionnels - Fonds d,investisse Stock Portfolio

Financiere des Professionnels - Fonds d,investisse Performance:
2025 Q3: 3.62%YTD: 6.14%2024: 7.81%
Performance for 2025 Q3 is 3.62%, and YTD is 6.14%, and 2024 is 7.81%.

About Financiere des Professionnels - Fonds d,investisse and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Financiere des Professionnels - Fonds d,investissement inc. reported an equity portfolio of $1.7 Billions as of 30 Sep, 2025.

The top stock holdings of Financiere des Professionnels - Fonds d,investissement inc. are EMGF, SPY, IBCE. The fund has invested 6.3% of it's portfolio in ISHARES INC and 5.3% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off ISHARES TR 7-10 YR TRSY BD (IJR), HESS CORP (HES) and LAUDER ESTEE COS INC (EL) stocks. They significantly reduced their stock positions in CISCO SYS INC (CSCO), BROWN & BROWN INC (BRO) and VANGUARD CHARLOTTE FDS (BNDX). Financiere des Professionnels - Fonds d,investissement inc. opened new stock positions in ISHARES TR (IJR), CHEVRON CORP NEW (CVX) and TRUIST FINL CORP (TFC). The fund showed a lot of confidence in some stocks as they added substantially to REGIONS FINANCIAL CORP NEW (RF), BWX TECHNOLOGIES INC (BWXT) and BLACKSTONE INC (BX).

Financiere des Professionnels - Fonds d,investisse Annual Return Estimates Vs S&P 500

Our best estimate is that Financiere des Professionnels - Fonds d'investissement inc. made a return of 3.62% in the last quarter. In trailing 12 months, it's portfolio return was 5.07%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr11,883,000
chevron corp new6,954,660
truist finl corp3,095,430
bristol-myers squibb co2,913,280
ishares inc2,880,210
advanced micro devices inc2,614,690
huntington bancshares inc2,065,860
regeneron pharmaceuticals1,782,960
New stocks bought by Financiere des Professionnels - Fonds d,investisse

Additions

Ticker% Inc.
regions financial corp new1,084
bwx technologies inc388
blackstone inc304
royal gold inc275
united airls hldgs inc270
sprouts fmrs mkt inc200
medpace hldgs inc176
qorvo inc169
Additions to existing portfolio by Financiere des Professionnels - Fonds d,investisse

Reductions

Ticker% Reduced
cisco sys inc-89.31
brown & brown inc-87.07
vanguard charlotte fds-76.38
pepsico inc-74.08
ishares tr-50.00
berkley w r corp-46.21
disney walt co-45.86
globe life inc-45.46
Financiere des Professionnels - Fonds d,investisse reduced stake in above stock

Sold off

Ticker$ Sold
american wtr cap corp-161,424
franklin templeton brazil-2,837,680
franklin templeton etf tr franklin india-5,084,740
ishares tr 7-10 yr trsy bd-11,458,900
nike inc-5,955,000
lauder estee cos inc-6,160,030
hess corp-6,382,950
verizon communications inc-1,892,500
Financiere des Professionnels - Fonds d,investisse got rid off the above stocks

Sector Distribution

Financiere des Professionnels - Fonds d'investissement inc. has about 44.8% of it's holdings in Others sector.

Sector%
Others44.8
Technology15.1
Financial Services10.4
Healthcare9.9
Industrials7.6
Communication Services2.8
Consumer Cyclical2.6
Utilities1.6
Energy1.5
Consumer Defensive1.4
Basic Materials1.3

Market Cap. Distribution

Financiere des Professionnels - Fonds d'investissement inc. has about 52.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED44.8
LARGE-CAP34.7
MEGA-CAP18.1
MID-CAP2.1

Stocks belong to which Index?

About 50.9% of the stocks held by Financiere des Professionnels - Fonds d'investissement inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50049.7
Others49.1
RUSSELL 20001.2
Top 5 Winners (%)%
APP
applovin corp
105.3 %
STX
seagate technology hldngs pl
63.6 %
RMBS
rambus inc del
62.8 %
HL
hecla mng co
62.7 %
IDCC
interdigital inc
54.0 %
Top 5 Winners ($)$
AAPL
apple inc
7.1 M
SPY
spdr s&p 500 etf tr
6.7 M
IJR
ishares tr
5.3 M
NVDA
nvidia corporation
5.0 M
QQQ
invesco qqq tr
3.6 M
Top 5 Losers (%)%
IT
gartner inc
-35.0 %
BMI
badger meter inc
-27.1 %
APG
api group corp
-24.4 %
DXCM
dexcom inc
-22.3 %
FIS
fidelity natl information sv
-19.0 %
Top 5 Losers ($)$
ACN
accenture plc ireland
-2.7 M
AMT
american tower corp
-2.5 M
CRM
salesforce inc
-1.5 M
FIS
fidelity natl information sv
-1.4 M
CI
the cigna group
-1.3 M

Financiere des Professionnels - Fonds d,investisse Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Financiere des Professionnels - Fonds d,investisse

Financiere des Professionnels - Fonds d'investissement inc. has 361 stocks in it's portfolio. About 34.7% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Financiere des Professionnels - Fonds d'investissement inc. last quarter.

Last Reported on: 21 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions