1y return+9.2%S&P 500 +20.9%
3y return+37.1%S&P 500 +68.5%
5y return+37.6%S&P 500 +74.5%
10y return+202.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $303 against $357 in the S&P 500.2
Fiera Capital CorpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | $1.6B | 5.8% | −35.2% |
| GOOGLAlphabet Inc | $1.6B | 5.8% | −20.4% |
| MSFTMicrosoft Corp | $976.2M | 3.5% | −20.4% |
| MCOMoodys Corp | $944.5M | 3.4% | −11.5% |
| MAMastercard Incorporated | $874.8M | 3.2% | −8.9% |
| RYRoyal Bk Cda | $800.5M | 2.9% | −8.2% |
| AZOAutozone Inc | $710.5M | 2.6% | −14.8% |
| CNICanadian Natl Ry Co | $644.0M | 2.3% | −12.7% |
| AMZNAmazon Com Inc | $619.7M | 2.2% | +101.9% |
| TJXTjx Cos Inc New | $612.0M | 2.2% | −14.4% |
| CMECme Group Inc | $583.4M | 2.1% | −1.7% |
| BMOBank Montreal Medium | $567.1M | 2.1% | −7.8% |
| QQQInvesco Qqq Tr | $563.4M | 2.0% | |
| KLACKla Corp | $541.2M | 2.0% | +2971.2% |
| SHWSherwin Williams Co | $529.8M | 1.9% | −13.3% |
| CPCanadian Pacific Kansas City | $497.8M | 1.8% | −2.6% |
| MSCIMsci Inc | $484.4M | 1.8% | −11.9% |
| JNJJohnson & Johnson | $481.2M | 1.7% | −15.4% |
| QSRRestaurant Brands Intl Inc | $446.7M | 1.6% | −7.8% |
| CARRCarrier Global Corporation | $426.6M | 1.5% | −12.8% |
| RBARb Global Inc | $421.8M | 1.5% | −1.7% |
| WCNWaste Connections Inc | $413.4M | 1.5% | −2.4% |
| UNHUnitedhealth Group Inc | $390.9M | 1.4% | +4.6% |
| MTDMettler Toledo International | $377.1M | 1.4% | −6.1% |
| Linde PLCCUSIP G54950103 | $353.1M | 1.3% | −10.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $1.6B |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $1.6B |
| CNQCanadian Nat Res Ltd Med Ter | June 30, 2020 | +354.1% | $199.3M |
| BMOBank Montreal Medium | June 30, 2020 | +233.0% | $567.1M |
| CARRCarrier Global Corporation | June 30, 2020 | +230.1% | $426.6M |
| ADIAnalog Devices Inc | June 30, 2020 | +223.9% | $230.3M |
| SUSuncor Energy Inc New | June 30, 2020 | +218.4% | $187.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $156.1M |
| RYRoyal Bk Cda | June 30, 2020 | +205.3% | $800.5M |
| TJXTjx Cos Inc New | June 30, 2020 | +199.6% | $612.0M |
Sold off last quarter
- Thomson Reuters CorpCUSIP 884903808 was $191.9M
- NKENike Inc was $62.8M
- ABBVAbbvie Inc was $53.5M
- GTLBGitlab Inc was $37.9M
- Terns Pharmaceuticals IncCUSIP 880881107 was $37.5M
- TMOThermo Fisher Scientific Inc was $37.0M
- EPAMEpam Sys Inc was $34.1M
- IMCRImmunocore Hldgs PLC was $32.6M
- PLNTPlanet Fitness Master Issuer was $32.4M
- GWREGuidewire Software Inc was $28.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.9% | +14.8% |
| March 31, 2026 | −5.3% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +5.2% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | −1.4% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +6.9% | +8.3% |
| March 31, 2023 | +6.3% | +7.0% |
| December 31, 2022 | +10.1% | +7.1% |
| September 30, 2022 | −9.4% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −7.1% | −4.9% |
| December 31, 2021 | +10.1% | +10.7% |
| September 30, 2021 | +0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Fiera Capital Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1505817&type=13F-HR&dateb=&owner=include&count=40CIK 1505817
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1505817/000150581726000010/Filed August 7, 2026 · accession 0001505817-26-000010