FDPI Portfolio Shifts in Q2 2026: Major Tech Sells, ETF Activity

Financiere Des Professionnels - Fonds D'Investissement Inc., commonly referred to as FDPI, experienced substantial portfolio adjustments in Q2 2026. The investment vehicle's holdings underwent notable increases and decreases across various stocks and ETFs.

Major Disposals: Significant Reductions

The most striking activity involved the reduction of large positions held previously. FDPI sold a substantial amount of its holdings in Financiere Des Professionnels - Fonds D'Investissement Inc. (FDPI) stocks and ETFs, particularly those classified under the Technology sector. The largest reduction was observed in its position of Apple Inc. (AAPL), where shares decreased by 51.64%, representing a significant sell-off from one of its core holdings.

Alongside the Technology sector, FDPI also disposed of considerable amounts in other key sectors during Q2:

• Apple Inc. (AAPL): Experienced a sharp decline of -51.64%.
• TSM (Taiwan Semiconductor Manufacturing Co Ltd): Shares decreased by -52.69%, impacting its Technology allocation.
• XOM (Exxon Mobil Corp): Holdings saw a steep reduction of -57.51% in the Energy sector.
• VT (Vanguard Total Stock Market ETF): Shares decreased by -86.9%, affecting its overall allocation.
• IEMG (iShares Core MSCI USA Small Cap ETF): Holdings saw a slight reduction of -4.81%.

Strategic Additions: New Positions and Increases

In contrast to the selling activity, FDPI also initiated new positions or increased its stake in certain stocks during Q2:

• HST (Host Hotels & Resorts Inc.): This was a notable addition to the portfolio, representing a brand new holding with an allocation of 0.11%.
• ALLY (Ally Financial Inc.): Shares increased by +237%, indicating a substantial purchase in the Financial Services sector.
• IGF (iShares Core MSCI USA Small Cap Growth Index Fund ETF): Holdings saw an increase of +100%, another significant addition accounting for 0.25% allocation.
• SLQD (iShares $10K 2026 Target Term Fund): Shares increased by +5.38%, a modest but positive change for this ETF.

This quarter also saw FDPI maintain its position in several other stocks, albeit with some minor fluctuations:

• GOOG (Alphabet Inc.): Holdings decreased slightly by -6.03%.
• BMY (Bristol Myers Squibb Co): Shares saw a reduction of -96.35%, impacting its Healthcare allocation.
• INTC (Intel Corp): Holdings decreased by -95.1% in Technology.
• RF (Regions Financial Corp): Shares decreased slightly by -63.93%.

Overall Portfolio Dynamics

The changes observed in Q2 reflect FDPI's active management style, with a clear focus on rebalancing its Technology-heavy portfolio despite holding 320 distinct positions as of June 30th. The fund demonstrated both buying and selling capabilities during the quarter.

FDPI also showed interest in broad-based ETFs like IEMG (-4.81%) and IVV (+21.72%), although the latter's increase was already noted separately as a new position. These movements, alongside specific stock purchases (like HST) and sales (AAPL), contribute to FDPI's overall portfolio indicators for Q2.

For further details on FDPI's holdings or performance metrics during this period, investors can refer to the official filing data available at FDPI's profile.