Financiere des Professionnels - Fonds d'investissement inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Financiere des Professionnels - Fonds d'investissement inc. reported 143 stock positions worth $1.3 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 9.7% of the portfolio, followed by iShares Core MSCI Emerging (IEMG, 7.4%) and iShares Core MSCI Eafe ETF (IEFA, 4.7%). Compared with Q1 2024, it opened 11 new positions, sold out of 10, added to 87 and reduced 34. The biggest buy was a new position in iShares Core S&P 500 ETF (IVV) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −18%).

Most Recent 13F
Q2 2026
Location
MONTREAL, A8
CIK
0001996846
Portfolio Value
$1.3B (Q2 2024)
SEC Filing
0001996846-24-000009 ↗ filed Aug 9, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.3B $1.3B Q2 2024 Q3 2024: $1.5B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.5B Q1 2025 Q2 2025: $1.7B Q2 2025 Q3 2025: $1.7B Q3 2025 Q4 2025: $1.8B Q4 2025 Q1 2026: $1.7B Q1 2026 Q2 2026: $1.8B Q2 2026

Holdings 143 stocks · $1.3B
SPY SS SPDR S&P 500 ETF Trust-US 9.74% 226,606 $124.4M Reduce -17.8%
IEMG iShares Core MSCI Emerging 7.41% 1,759,548 $94.6M Add +1.1%
IEFA iShares Core MSCI Eafe ETF 4.72% 826,953 $60.3M Reduce -5.7%
MSFT Microsoft Corp. 4.07% 113,311 $52.0M Add +0.6%
QQQ Invesco QQQ Trust Series 1 2.53% 66,250 $32.3M Add +3.6%
TSM Taiwan Semiconductor-SP ADR 2.05% 148,746 $26.1M Reduce -13.6%
GOOGL Alphabet Inc. Class A 2.01% 138,532 $25.7M Reduce -2.7%
AON Aon PLC Class A 1.48% 63,935 $18.9M Add +0.6%
V Visa Inc. Class A 1.45% 69,093 $18.5M Reduce -6.7%
ACN Accenture PLC Class A 1.42% 59,679 $18.1M Add +11.3%
SCHW Schwab (charles) Corp. 1.37% 236,797 $17.6M Add +0.7%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 1.32% 157,900 $16.9M Add +10.9%
DGRO iShares Core Dividend Growth 1.26% 278,600 $16.1M Add +11.7%
AAPL Apple Inc. 1.24% 72,057 $15.9M Add +7.8%
NVDA Nvidia Corp. 1.23% 128,090 $15.7M Add +0.5%
EEM iShares MSCI Emerging Market 1.15% 344,500 $14.8M Add +8.8%
ETN Eaton Corp. PLC 1.06% 43,145 $13.5M Reduce -19.8%
FISV Fiserv Inc. 1.05% 89,916 $13.4M Add +0.6%
SLQD iShares 0-5 YR Inv GRD Corp. 1.04% 270,000 $13.3M Add +100.0%
IVV iShares Core S&P 500 ETF 1.01% 23,400 $12.9M New
IJR iShares Core S&P Small-Cap E 1.01% 121,000 $12.9M No change
BDX Becton Dickinson and Co. 0.99% 55,260 $12.7M Add +0.6%
HDB HDFC Bank Ltd.-ADR 0.97% 185,883 $12.4M Add +26.1%
CP Canadian Pacific Kansas City 0.96% 154,846 $12.2M Add +0.5%
GS Goldman Sachs Group Inc. 0.95% 26,022 $12.1M Reduce -9.3%
IEI iShares 3-7 Year Treasury Bo 0.91% 101,200 $11.6M Add +743.3%
USHY iShares Broad Usd High Yield 0.90% 318,900 $11.5M Reduce -6.0%
IEF iShares 7-10 Year Treasury B 0.89% 122,750 $11.4M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.86% 269,293 $11.0M Add +0.7%
JPM JPMorgan Chase & Co. 0.86% 52,693 $11.0M Reduce -13.2%
ICLR Icon PLC 0.85% 34,274 $10.9M Reduce -13.8%
RSP Invesco S&P 500 Equal Weight 0.84% 65,800 $10.8M Add +35.7%
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.83% 152,589 $10.6M Add +29.5%
CHD Church & Dwight Co. Inc. 0.82% 99,880 $10.5M Add +0.5%
CMCSA Comcast Corp. Class A 0.80% 269,147 $10.3M Add +0.2%
JCI Johnson Controls Internation 0.80% 153,605 $10.2M Add +0.7%
CI The Cigna Group 0.79% 30,889 $10.1M Add +0.7%
A Agilent Technologies Inc. 0.78% 79,602 $10.0M Add +0.5%
STE Steris PLC 0.77% 45,330 $9.9M Add +0.5%
JNJ Johnson & Johnson 0.76% 66,765 $9.7M Add +28.0%
COP Conocophillips 0.71% 79,065 $9.0M Add +0.7%
NXPI NXP Semiconductors NV 0.70% 33,094 $9.0M Add +0.7%
AMT American Tower Corp. 0.70% 46,446 $8.9M Add +23.1%
MAS Masco Corp. 0.69% 136,542 $8.8M Add +0.7%
DXJ Wisdomtree Japan Hedged Eq 0.67% 74,900 $8.6M New
MDT Medtronic PLC 0.67% 110,750 $8.6M Add +62.6%
MCO Moody's Corp. 0.66% 19,909 $8.5M Add +11.2%
APH Amphenol Corp. Class A 0.65% 122,896 $8.3M Reduce -38.8%
SCZ iShares MSCI Eafe Small-Cap 0.65% 134,500 $8.3M Add +93.5%
CRM Salesforce Inc. 0.65% 32,338 $8.3M New
EMXC iShares MSCI Emr MRK Ex Chna 0.62% 133,000 $7.9M Add +177.1%
CB Chubb Ltd. 0.60% 30,221 $7.7M Add +0.7%
PFE Pfizer Inc. 0.57% 260,610 $7.3M Add +17.1%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.56% 68,008 $7.2M Add +41.8%
TMUS T-Mobile US Inc. 0.56% 39,984 $7.2M Add +0.7%
FLCH Franklin Ftse China ETF 0.56% 425,000 $7.1M No change
IT Gartner Inc. 0.56% 15,949 $7.1M Add +0.5%
TMO Thermo Fisher Scientific Inc. 0.55% 13,248 $7.1M Reduce -3.0%
NTRS Northern Trust Corp. 0.55% 83,670 $7.0M Add +18.9%
NKE Nike Inc. Class B 0.54% 90,321 $6.9M Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd 0.52% 30,700 $6.7M Add +923.3%
FLIN Franklin Ftse India ETF 0.52% 165,000 $6.6M No change
BSX Boston Scientific Corp. 0.50% 83,745 $6.4M Reduce -38.3%
HES Hess Corp. 0.50% 42,932 $6.4M Add +0.7%
HUBB Hubbell Inc. 0.49% 17,185 $6.3M Add +0.5%
WTW Willis Towers Watson PLC 0.49% 23,751 $6.2M No change
PPG PPG Industries Inc. 0.48% 48,937 $6.1M Add +24.0%
ROST Ross Stores Inc. 0.47% 41,763 $6.0M Reduce -25.7%
BAP Credicorp Ltd. 0.46% 37,088 $5.9M Add +0.5%
MKC McCormick & Co.-Non VTG SHRS 0.46% 84,098 $5.9M Add +0.5%
OTIS Otis Worldwide Corp. 0.46% 60,869 $5.8M Add +0.5%
DHR Danaher Corp. 0.46% 24,289 $5.8M Add +0.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.45% 52,202 $5.8M Reduce -15.6%
UNP Union Pacific Corp. 0.44% 24,654 $5.6M Add +0.7%
TEL Te Connectivity Ltd. 0.43% 36,484 $5.5M Add +0.5%
PCG P G & E Corp. 0.43% 318,181 $5.4M Add +20.7%
KVUE Kenvue Inc. 0.41% 288,822 $5.3M Add +64.1%
TFC Truist Financial Corp. 0.40% 128,352 $5.1M Add +0.7%
LKQ LKQ Corp. 0.39% 118,859 $5.0M Add +12.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.39% 50,522 $5.0M Reduce -15.1%
ADBE Adobe Inc. 0.39% 8,690 $4.9M Add +0.5%
OMC Omnicom Group 0.38% 55,022 $4.9M Reduce -12.9%
PEP Pepsico Inc. 0.38% 29,662 $4.9M Add +152.9%
MRSH Marsh & McLennan Cos 0.38% 22,784 $4.8M Add +0.5%
SHW The Sherwin-Williams Co. 0.38% 16,338 $4.8M Reduce -4.6%
CMS CMS Energy Corp. 0.38% 81,257 $4.8M New
ADI Analog Devices Inc. 0.37% 20,658 $4.7M Reduce -63.5%
FIS Fidelity National Info Serv 0.36% 61,317 $4.6M Add +51.4%
MTD Mettler-Toledo International 0.35% 3,335 $4.5M Add +39.5%
HLT Hilton Worldwide Holdings Inc. 0.35% 20,758 $4.5M New
BND Vanguard Total Bond Market 0.33% 58,400 $4.2M Reduce -32.0%
MA Mastercard Inc. Class A 0.32% 9,100 $4.0M Add +0.5%
INTC Intel Corp. 0.31% 129,302 $4.0M Add +0.7%
TXN Texas Instruments Inc. 0.31% 20,140 $4.0M Add +25.5%
HON Honeywell International Inc. 0.30% 17,825 $3.8M Add +0.7%
DNB Dun & Bradstreet Holdings Inc. 0.30% 409,255 $3.8M Add +15.4%
TRU Transunion 0.28% 48,366 $3.6M Add +328.1%
LHX L3HARRIS Technologies Inc. 0.27% 15,621 $3.5M Add +0.7%
DUK Duke Energy Corp. 0.27% 34,961 $3.5M Add +0.7%
SYK Stryker Corp. 0.27% 10,437 $3.5M Add +0.5%
EWY iShares MSCI South Korea ETF 0.25% 49,000 $3.2M No change
RRX Regal Rexnord Corp. 0.25% 23,989 $3.2M Reduce -23.7%
EMB iShares JP Morgan Usd Emergi 0.25% 36,400 $3.2M New
VLTO Veralto Corp. 0.25% 33,464 $3.2M Add +0.5%
GD General Dynamics Corp. 0.24% 10,906 $3.1M Add +0.7%
EA Electronic Arts Inc. 0.24% 22,217 $3.1M Add +0.5%
CBOE Cboe Global Markets Inc. 0.24% 17,719 $3.0M Add +0.7%
LEA Lear Corp. 0.23% 26,170 $3.0M Add +0.7%
EWJ iShares MSCI Japan ETF 0.22% 41,200 $2.8M Reduce -74.3%
QUAL iShares MSCI USA Quality Fac 0.22% 16,100 $2.8M Add +61.0%
AXTA Axalta Coating Systems Ltd. 0.22% 80,934 $2.7M Add +0.7%
EWT iShares MSCI Taiwan ETF 0.21% 50,000 $2.7M New
FLBR Franklin Ftse Brazil ETF 0.20% 158,000 $2.6M No change
SBUX Starbucks Corp. 0.19% 32,314 $2.5M Reduce -55.9%
XOM Exxon Mobil Corp. 0.18% 20,518 $2.3M New
VRSK Verisk Analytics Inc. 0.18% 8,371 $2.3M Add +0.5%
CME Cme Group Inc. 0.18% 11,442 $2.3M Add +0.7%
IWM iShares Russell 2000 ETF 0.16% 10,400 $2.1M Reduce -67.9%
WCN Waste Connections Inc. 0.15% 11,115 $1.9M Reduce -3.0%
FSV Firstservice Corp. 0.15% 12,570 $1.9M Add +5.8%
EWW iShares MSCI Mexico ETF 0.15% 34,300 $1.9M No change
LIN Linde PLC 0.15% 4,390 $1.9M Add +7.9%
SWK Stanley Black & Decker Inc. 0.14% 23,008 $1.8M Add +0.7%
TRI Thomson Reuters Corp. 0.11% 8,534 $1.4M Reduce -12.2%
EFX Equifax Inc. 0.11% 5,923 $1.4M Add +0.5%
LPLA LPL Financial Holdings Inc. 0.10% 4,401 $1.2M Add +37.0%
TRV The Travelers Cos Inc. 0.09% 5,829 $1.2M Add +0.7%
INDA iShares MSCI India ETF 0.09% 20,000 $1.1M New
AMGN Amgen Inc. 0.08% 3,170 $985K Reduce -10.4%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.06% 10,352 $820K Reduce -15.4%
DOX Amdocs Ltd. 0.06% 9,800 $778K Add +13.3%
CDNS Cadence Design SYS Inc. 0.06% 2,398 $760K Reduce -38.8%
FOUR SHIFT4 Payments Inc. Class A 0.06% 10,083 $742K New
CDW CDW Corp. 0.06% 3,258 $714K Reduce -25.6%
MPWR Monolithic Power Systems Inc. 0.05% 743 $616K New
BLK BlackRock Finance Inc. 0.04% 700 $552K Reduce -10.3%
K Kellanova 0.04% 8,548 $485K Reduce -10.7%
QCOM Qualcomm Inc. 0.04% 2,410 $482K Reduce -40.5%
SOUTHWEST AIRLINES CO (LUV 1.25 05/01/25) 0.02% 250,000 $250K Add +51.5%
CNM Core & Main Inc. Class A 0.01% 2,061 $100K Reduce -5.1%
MARRIOTT VACATION WORLDW (VAC 3.25 12/15/27) 0.00% 60,000 $55K No change
GB Global Blue Group Holding AG 0.00% 8,084 $41K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.00% 100 $38K No change
Other holdings (2): bonds, preferreds, convertibles and warrants · $434K (not counted above)
SecurityClassShares / PrincipalValueChange
NEXTERA ENERGY INC (NEE 6.926 09/01/25) UNIT 09/01/2025 5,950$247KReduce -17.6%
NEXTERA ENERGY INC (NEE 7.299 06/01/27) UNIT 06/01/2027 3,800$187KNew

Total filed on the 13F, all lines: $1.3B.

Portfolio Sells Q1 2024 → Q2 2024
SPY SS SPDR S&P 500 ETF Trust-US Reduce -17.8% 9.74% −1.89
EWJ iShares MSCI Japan ETF Reduce -74.3% 0.22% −0.70
ADI Analog Devices Inc. Reduce -63.5% 0.37% −0.53
IEFA iShares Core MSCI Eafe ETF Reduce -5.7% 4.72% −0.53
IWM iShares Russell 2000 ETF Reduce -67.9% 0.16% −0.39
SBUX Starbucks Corp. Reduce -55.9% 0.19% −0.35
XEL Xcel Energy Inc. Sold out 0.00% −0.32
ETN Eaton Corp. PLC Reduce -19.8% 1.06% −0.30
APH Amphenol Corp. Class A Reduce -38.8% 0.65% −0.28
BSX Boston Scientific Corp. Reduce -38.3% 0.50% −0.25
ICLR Icon PLC Reduce -13.8% 0.85% −0.22
V Visa Inc. Class A Reduce -6.7% 1.45% −0.22
RRX Regal Rexnord Corp. Reduce -23.7% 0.25% −0.21
DIS The Walt Disney Co. Reduce -15.1% 0.39% −0.20
ROST Ross Stores Inc. Reduce -25.7% 0.47% −0.19
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.19
BND Vanguard Total Bond Market Reduce -32.0% 0.33% −0.18
JPM JPMorgan Chase & Co. Reduce -13.2% 0.86% −0.12
OMC Omnicom Group Reduce -12.9% 0.38% −0.11
SHW The Sherwin-Williams Co. Reduce -4.6% 0.38% −0.10
USHY iShares Broad Usd High Yield Reduce -6.0% 0.90% −0.10
IR Ingersoll-Rand Inc. Sold out 0.00% −0.10
TMO Thermo Fisher Scientific Inc. Reduce -3.0% 0.55% −0.09
RPRX Royalty Pharma PLC Class A Sold out 0.00% −0.08
ABT Abbott Laboratories Sold out 0.00% −0.07
TJX TJX Companies Inc. Reduce -15.6% 0.45% −0.06
PYPL PayPal Holdings Inc. Sold out 0.00% −0.05
MOH Molina Healthcare Inc. Sold out 0.00% −0.05
BAM Brookfield Asset Mgmt-A Sold out 0.00% −0.04
BN Brookfield Corp. Sold out 0.00% −0.04
CDNS Cadence Design SYS Inc. Reduce -38.8% 0.06% −0.04
CDW CDW Corp. Reduce -25.6% 0.06% −0.03
WRB WR Berkley Corp. Reduce -15.4% 0.06% −0.02
GS Goldman Sachs Group Inc. Reduce -9.3% 0.95% −0.02
QCOM Qualcomm Inc. Reduce -40.5% 0.04% −0.02
ENPHASE ENERGY INC (ENPH 0 03/01/28) Sold out 0.00% −0.01
TRI Thomson Reuters Corp. Reduce -12.2% 0.11% −0.01
BLK BlackRock Finance Inc. Reduce -10.3% 0.04% −0.01
WCN Waste Connections Inc. Reduce -3.0% 0.15% −0.01
K Kellanova Reduce -10.7% 0.04% −0.01
AMGN Amgen Inc. Reduce -10.4% 0.08% −0.00
CNM Core & Main Inc. Class A Reduce -5.1% 0.01% −0.00
TSM Taiwan Semiconductor-SP ADR Reduce -13.6% 2.05% +0.16
GOOGL Alphabet Inc. Class A Reduce -2.7% 2.01% +0.28

Portfolio Buys Q1 2024 → Q2 2024
IVV iShares Core S&P 500 ETF New 1.01% +1.01
IEI iShares 3-7 Year Treasury Bo Add +743.3% 0.91% +0.80
DXJ Wisdomtree Japan Hedged Eq New 0.67% +0.67
CRM Salesforce Inc. New 0.65% +0.65
SLQD iShares 0-5 YR Inv GRD Corp. Add +100.0% 1.04% +0.50
VB Vanguard Most SM-Cap ETF-Usd Add +923.3% 0.52% +0.47
EMXC iShares MSCI Emr MRK Ex Chna Add +177.1% 0.62% +0.40
CMS CMS Energy Corp. New 0.38% +0.38
HLT Hilton Worldwide Holdings Inc. New 0.35% +0.35
AAPL Apple Inc. Add +7.8% 1.24% +0.32
HDB HDFC Bank Ltd.-ADR Add +26.1% 0.97% +0.31
NVDA Nvidia Corp. Add +0.5% 1.23% +0.30
SCZ iShares MSCI Eafe Small-Cap Add +93.5% 0.65% +0.29
EMB iShares JP Morgan Usd Emergi New 0.25% +0.25
MSFT Microsoft Corp. Add +0.6% 4.07% +0.25
QQQ Invesco QQQ Trust Series 1 Add +3.6% 2.53% +0.24
PEP Pepsico Inc. Add +152.9% 0.38% +0.21
EWT iShares MSCI Taiwan ETF New 0.21% +0.21
TRU Transunion Add +328.1% 0.28% +0.21
MDT Medtronic PLC Add +62.6% 0.67% +0.19
XOM Exxon Mobil Corp. New 0.18% +0.18
RSP Invesco S&P 500 Equal Weight Add +35.7% 0.84% +0.18
IEMG iShares Core MSCI Emerging Add +1.1% 7.41% +0.16
FIS Fidelity National Info Serv Add +51.4% 0.36% +0.12
KVUE Kenvue Inc. Add +64.1% 0.41% +0.11
EEM iShares MSCI Emerging Market Add +8.8% 1.15% +0.11
AMT American Tower Corp. Add +23.1% 0.70% +0.10
JNJ Johnson & Johnson Add +28.0% 0.76% +0.10
MTD Mettler-Toledo International Add +39.5% 0.35% +0.10
MCO Moody's Corp. Add +11.2% 0.66% +0.10
DGRO iShares Core Dividend Growth Add +11.7% 1.26% +0.09
INDA iShares MSCI India ETF New 0.09% +0.09
TXN Texas Instruments Inc. Add +25.5% 0.31% +0.09
QUAL iShares MSCI USA Quality Fac Add +61.0% 0.22% +0.08
APTV Aptiv Irish Holdings Ltd. Add +29.5% 0.83% +0.07
PFE Pfizer Inc. Add +17.1% 0.57% +0.07
PCG P G & E Corp. Add +20.7% 0.43% +0.07
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +10.9% 1.32% +0.07
FOUR SHIFT4 Payments Inc. Class A New 0.06% +0.06
MPWR Monolithic Power Systems Inc. New 0.05% +0.05
NXPI NXP Semiconductors NV Add +0.7% 0.70% +0.05
NTRS Northern Trust Corp. Add +18.9% 0.55% +0.05
BAC Bank of America Corp. Add +0.7% 0.86% +0.05
TMUS T-Mobile US Inc. Add +0.7% 0.56% +0.04
ADBE Adobe Inc. Add +0.5% 0.39% +0.03
LPLA LPL Financial Holdings Inc. Add +37.0% 0.10% +0.03
VRSK Verisk Analytics Inc. Add +0.5% 0.18% +0.02
PPG PPG Industries Inc. Add +24.0% 0.48% +0.02
VLTO Veralto Corp. Add +0.5% 0.25% +0.01
DNB Dun & Bradstreet Holdings Inc. Add +15.4% 0.30% +0.01

Notes & Other Activity Q1 2024 → Q2 2024
NEXTERA ENERGY INC (NEE 6.926 09/01/25) UNIT 09/01/2025 Reduce -17.6% 5,950 $247K
NEXTERA ENERGY INC (NEE 7.299 06/01/27) UNIT 06/01/2027 New 3,800 $187K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 336$1.8BIEMG, IEFA, NVDA, SPY, AAPL
Q1 2026 337$1.7BIEMG, AAPL, IEFA, NVDA, SPY
Q4 2025 321$1.8BIEMG, SPY, IEFA, TSM, AAPL
Q3 2025 363$1.7BIEMG, SPY, IEFA, TSM, MSFT
Q2 2025Amended 380$1.7BIEMG, SPY, IEFA, MSFT, IVW
Q1 2025 174$1.5BSPY, IEMG, IEFA, IVW, IEF
Q4 2024 168$1.4BSPY, IEMG, MSFT, IEFA, TSM
Q3 2024 163$1.5BSPY, IEMG, IEFA, MSFT, TSM
Q2 2024 143$1.3BSPY, IEMG, IEFA, MSFT, QQQ
Q1 2024 142$1.2BSPY, IEMG, IEFA, MSFT, QQQ