Bdf-gestion
Latest statistics and disclosures from Bdf-gestion's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, AVGO, GOOG, and represent 36.45% of Bdf-gestion's stock portfolio.
- Added to shares of these 10 stocks: MU (+$6.2M), NFLX (+$5.5M), MDB, NOW, PGR, KLAC, MS, COHR, ORCL, FTNT.
- Started 13 new stock positions in MDB, STX, MU, MS, CF, SCI, KLAC, PGR, TEAM, COHR. WDC, GWRE, FTNT.
- Reduced shares in these 10 stocks: TJX (-$6.3M), AVGO (-$5.9M), NVDA, GS, MSFT, WFC, AAPL, HOLX, INTC, BAC.
- Sold out of its positions in BL, BAH, CDW, CTSH, FI, HOLX, PTC, TJX, WFC.
- Bdf-gestion was a net seller of stock by $-29M.
- Bdf-gestion has $818M in assets under management (AUM), dropping by -3.17%.
- Central Index Key (CIK): 0001632812
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Portfolio Holdings for Bdf-gestion
Bdf-gestion holds 147 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.3 | $85M | -5% | 453k | 186.50 |
|
| Apple (AAPL) | 9.5 | $78M | -3% | 286k | 271.86 |
|
| Microsoft Corporation (MSFT) | 8.4 | $69M | -6% | 142k | 483.62 |
|
| Broadcom (AVGO) | 4.1 | $34M | -14% | 98k | 346.10 |
|
| Alphabet Inc-cl C Cap Stk Cl C (GOOG) | 4.1 | $33M | -6% | 106k | 313.80 |
|
| Meta Platforms Inc-class A Cl A (META) | 3.8 | $31M | -3% | 47k | 660.09 |
|
| Eli Lilly & Co. (LLY) | 2.5 | $20M | -6% | 19k | 1074.68 |
|
| JPMorgan Chase & Co. (JPM) | 2.4 | $19M | -6% | 60k | 322.22 |
|
| Visa Inc-class A Shares Com Cl A (V) | 1.5 | $13M | 36k | 350.71 |
|
|
| Abbvie (ABBV) | 1.2 | $10M | +28% | 45k | 228.49 |
|
| Intuitive Surgical Com New (ISRG) | 1.2 | $9.6M | -6% | 17k | 566.36 |
|
| Citigroup Com New (C) | 1.1 | $9.2M | -6% | 79k | 116.69 |
|
| Palantir Technologies Inc-a Cl A (PLTR) | 1.1 | $8.6M | +8% | 48k | 177.75 |
|
| Mastercard Inc - A Cl A (MA) | 1.0 | $8.2M | -13% | 14k | 570.88 |
|
| Home Depot (HD) | 1.0 | $8.1M | -6% | 24k | 344.10 |
|
| Bank of America Corporation (BAC) | 1.0 | $7.9M | -23% | 143k | 55.00 |
|
| Oracle Corporation (ORCL) | 1.0 | $7.8M | +53% | 40k | 194.91 |
|
| Abbott Laboratories (ABT) | 0.9 | $7.6M | -6% | 61k | 125.29 |
|
| Applied Materials (AMAT) | 0.9 | $7.0M | -6% | 27k | 256.99 |
|
| Advanced Micro Devices (AMD) | 0.8 | $6.6M | -6% | 31k | 214.16 |
|
| salesforce (CRM) | 0.8 | $6.6M | -6% | 25k | 264.91 |
|
| Micron Technology (MU) | 0.8 | $6.2M | NEW | 22k | 285.41 |
|
| Goldman Sachs (GS) | 0.8 | $6.2M | -43% | 7.0k | 879.00 |
|
| Netflix (NFLX) | 0.8 | $6.2M | +837% | 66k | 93.76 |
|
| Cisco Systems (CSCO) | 0.7 | $5.8M | -6% | 75k | 77.03 |
|
| Thermo Fisher Scientific (TMO) | 0.7 | $5.5M | -6% | 9.6k | 579.45 |
|
| Procter & Gamble Company (PG) | 0.7 | $5.5M | -6% | 38k | 143.31 |
|
| UnitedHealth (UNH) | 0.6 | $5.3M | -6% | 16k | 330.11 |
|
| Coca-Cola Company (KO) | 0.6 | $5.0M | -6% | 72k | 69.91 |
|
| Merck & Co (MRK) | 0.6 | $5.0M | 47k | 105.26 |
|
|
| Palo Alto Networks (PANW) | 0.6 | $4.7M | -6% | 26k | 184.20 |
|
| Electronic Arts (EA) | 0.6 | $4.6M | -6% | 22k | 204.33 |
|
| Prologis (PLD) | 0.6 | $4.6M | -6% | 36k | 127.66 |
|
| Servicenow (NOW) | 0.6 | $4.5M | +368% | 30k | 153.19 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $4.5M | -6% | 26k | 173.49 |
|
| American Express Company (AXP) | 0.5 | $4.5M | -6% | 12k | 369.95 |
|
| Blackrock Income Trust (BKT) | 0.5 | $4.4M | -6% | 4.1k | 1070.34 |
|
| Datadog Inc - Class A Cl A Com (DDOG) | 0.5 | $4.2M | -6% | 31k | 135.99 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $4.2M | -6% | 25k | 171.18 |
|
| Accenture Plc-cl A Shs Class A (ACN) | 0.5 | $4.2M | -6% | 16k | 268.30 |
|
| AmerisourceBergen (COR) | 0.5 | $4.0M | -6% | 12k | 337.75 |
|
| Allstate Corporation (ALL) | 0.5 | $3.9M | -6% | 19k | 208.15 |
|
| Mongodb Cl A (MDB) | 0.5 | $3.9M | NEW | 9.3k | 419.69 |
|
| Metropcs Communications (TMUS) | 0.5 | $3.8M | -6% | 19k | 203.04 |
|
| Snowflake Cl A (SNOW) | 0.5 | $3.8M | +66% | 17k | 219.36 |
|
| Autodesk (ADSK) | 0.5 | $3.8M | -6% | 13k | 296.01 |
|
| Simon Property (SPG) | 0.5 | $3.7M | -6% | 20k | 185.11 |
|
| Analog Devices (ADI) | 0.4 | $3.7M | -6% | 14k | 271.20 |
|
| Boston Scientific Corporation (BSX) | 0.4 | $3.6M | -6% | 38k | 95.35 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.4 | $3.6M | -6% | 11k | 336.47 |
|
| Linde SHS (LIN) | 0.4 | $3.6M | -6% | 8.4k | 426.39 |
|
| Arista Networks (ANET) | 0.4 | $3.5M | +20% | 27k | 131.03 |
|
| Ventas (VTR) | 0.4 | $3.5M | -6% | 45k | 77.38 |
|
| Cadence Design Systems (CDNS) | 0.4 | $3.5M | -6% | 11k | 312.58 |
|
| Progressive Corporation (PGR) | 0.4 | $3.4M | NEW | 15k | 227.72 |
|
| Mondelez International Inc-a Cl A (MDLZ) | 0.4 | $3.4M | -6% | 63k | 53.83 |
|
| At&t (T) | 0.4 | $3.4M | -6% | 136k | 24.84 |
|
| Hartford Financial Services (HIG) | 0.4 | $3.4M | -6% | 25k | 137.80 |
|
| Automatic Data Processing (ADP) | 0.4 | $3.3M | -6% | 13k | 257.23 |
|
| General Motors Company (GM) | 0.4 | $3.3M | 41k | 81.32 |
|
|
| Walt Disney Company (DIS) | 0.4 | $3.3M | -6% | 29k | 113.77 |
|
| Motorola Solutions Com New (MSI) | 0.4 | $3.3M | -38% | 8.6k | 383.32 |
|
| Royal Gold (RGLD) | 0.4 | $3.3M | 15k | 222.29 |
|
|
| MetLife (MET) | 0.4 | $3.2M | -6% | 41k | 78.94 |
|
| S&p Global (SPGI) | 0.4 | $3.2M | -6% | 6.1k | 522.59 |
|
| Caterpillar | 0.4 | $3.2M | -6% | 5.6k | 572.87 |
|
| Kla Corp Com New (KLAC) | 0.4 | $3.1M | NEW | 2.6k | 1215.08 |
|
| Intel Corporation (INTC) | 0.4 | $3.1M | -45% | 84k | 36.90 |
|
| Danaher Corporation (DHR) | 0.4 | $3.1M | -6% | 13k | 228.92 |
|
| Equity Residential Sh Ben Int (EQR) | 0.4 | $3.0M | -6% | 47k | 63.04 |
|
| Synopsys (SNPS) | 0.4 | $3.0M | -6% | 6.3k | 469.72 |
|
| Edwards Lifesciences (EW) | 0.4 | $2.9M | -6% | 35k | 85.25 |
|
| Republic Services (RSG) | 0.4 | $2.9M | -6% | 14k | 211.93 |
|
| CSX Corporation (CSX) | 0.4 | $2.9M | -6% | 80k | 36.25 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $2.9M | -6% | 8.2k | 349.99 |
|
| Morgan Stanley Com New (MS) | 0.3 | $2.8M | NEW | 16k | 177.53 |
|
| Qualcomm (QCOM) | 0.3 | $2.8M | -6% | 17k | 171.05 |
|
| Coherent Corp (COHR) | 0.3 | $2.8M | NEW | 15k | 184.57 |
|
| Broadridge Financial Solutions (BR) | 0.3 | $2.8M | -6% | 12k | 223.17 |
|
| Nasdaq Omx (NDAQ) | 0.3 | $2.8M | -6% | 28k | 97.13 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.7M | -6% | 23k | 119.75 |
|
| Stryker Corporation (SYK) | 0.3 | $2.7M | -6% | 7.8k | 351.47 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $2.6M | -6% | 14k | 185.61 |
|
| Fortinet (FTNT) | 0.3 | $2.5M | NEW | 32k | 79.41 |
|
| Dell Technologies -c CL C (DELL) | 0.3 | $2.4M | +75% | 19k | 125.88 |
|
| Marriott International -cl A Cl A (MAR) | 0.3 | $2.4M | -6% | 7.7k | 310.24 |
|
| Service Corporation International (SCI) | 0.3 | $2.3M | NEW | 30k | 77.97 |
|
| United Rentals (URI) | 0.3 | $2.3M | -6% | 2.9k | 809.32 |
|
| Mccormick & Co-non Vtg Shrs Com Non Vtg (MKC) | 0.3 | $2.3M | 33k | 68.11 |
|
|
| Verizon Communications (VZ) | 0.3 | $2.2M | -6% | 55k | 40.73 |
|
| Zscaler Incorporated (ZS) | 0.3 | $2.2M | -6% | 9.7k | 224.92 |
|
| Omni (OMC) | 0.3 | $2.2M | 27k | 80.75 |
|
|
| Intuit (INTU) | 0.3 | $2.2M | -6% | 3.3k | 662.42 |
|
| AutoZone (AZO) | 0.3 | $2.1M | -6% | 632.00 | 3391.50 |
|
| State Street Corporation (STT) | 0.3 | $2.1M | -6% | 16k | 129.01 |
|
| Intercontinental Exchange (ICE) | 0.3 | $2.1M | -6% | 13k | 161.96 |
|
| Aptiv Com Shs (APTV) | 0.2 | $2.0M | 27k | 76.09 |
|
|
| Encompass Health Corp (EHC) | 0.2 | $2.0M | -6% | 19k | 106.14 |
|
| Ameriprise Financial (AMP) | 0.2 | $2.0M | -6% | 4.1k | 490.34 |
|
| Deere & Company (DE) | 0.2 | $2.0M | -6% | 4.3k | 465.57 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $2.0M | -6% | 25k | 79.02 |
|
| Cummins (CMI) | 0.2 | $2.0M | -6% | 3.9k | 510.45 |
|
| ResMed (RMD) | 0.2 | $2.0M | -6% | 8.3k | 240.87 |
|
| Transunion (TRU) | 0.2 | $2.0M | -6% | 23k | 85.75 |
|
| Labcorp Holdings Com Shs (LH) | 0.2 | $1.9M | -6% | 7.6k | 250.88 |
|
| Steris Shs Usd (STE) | 0.2 | $1.9M | -6% | 7.5k | 253.52 |
|
| Guidewire Software (GWRE) | 0.2 | $1.8M | NEW | 9.0k | 201.01 |
|
| Owens Corning (OC) | 0.2 | $1.8M | 16k | 111.91 |
|
|
| Wabtec Corporation (WAB) | 0.2 | $1.8M | -6% | 8.4k | 213.45 |
|
| Atlassian Corp-cl A Cl A (TEAM) | 0.2 | $1.8M | NEW | 11k | 162.14 |
|
| Deckers Outdoor Corporation (DECK) | 0.2 | $1.8M | -6% | 17k | 103.67 |
|
| Honeywell International (HON) | 0.2 | $1.8M | -6% | 9.2k | 195.09 |
|
| CF Industries Holdings (CF) | 0.2 | $1.8M | NEW | 23k | 77.34 |
|
| Agilent Technologies Inc C ommon (A) | 0.2 | $1.8M | -6% | 13k | 136.07 |
|
| Hubspot (HUBS) | 0.2 | $1.7M | -6% | 4.3k | 401.30 |
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $1.7M | -6% | 7.6k | 227.51 |
|
| Genpact SHS | 0.2 | $1.7M | 36k | 46.78 |
|
|
| Equinix (EQIX) | 0.2 | $1.7M | -6% | 2.2k | 766.16 |
|
| Paychex (PAYX) | 0.2 | $1.6M | -6% | 15k | 112.18 |
|
| Otis Worldwide Corp (OTIS) | 0.2 | $1.6M | -6% | 19k | 87.35 |
|
| Hca Holdings (HCA) | 0.2 | $1.6M | -6% | 3.5k | 466.86 |
|
| Cigna Corp (CI) | 0.2 | $1.6M | -6% | 5.9k | 275.23 |
|
| Eaton Corp SHS (ETN) | 0.2 | $1.6M | -6% | 5.0k | 318.51 |
|
| Ingredion Incorporated (INGR) | 0.2 | $1.6M | 14k | 110.26 |
|
|
| Packaging Corporation of America (PKG) | 0.2 | $1.6M | -6% | 7.5k | 206.23 |
|
| Jacobs Engineering Group (J) | 0.2 | $1.5M | -6% | 12k | 132.46 |
|
| Verisk Analytics (VRSK) | 0.2 | $1.5M | -6% | 6.7k | 223.69 |
|
| Stanley Black & Decker (SWK) | 0.2 | $1.3M | 18k | 74.28 |
|
|
| Regeneron Pharmaceut Cmn Stk cmn | 0.2 | $1.3M | -6% | 1.7k | 771.87 |
|
| Air Products & Chemicals (APD) | 0.2 | $1.3M | -6% | 5.2k | 247.02 |
|
| Msa Safety Inc equity (MSA) | 0.2 | $1.3M | 7.9k | 160.14 |
|
|
| Regency Centers Corporation (REG) | 0.1 | $1.2M | -6% | 17k | 69.03 |
|
| Autoliv (ALV) | 0.1 | $1.2M | 9.9k | 118.70 |
|
|
| Seagate Technology Holdings Ord Shs (STX) | 0.1 | $1.2M | NEW | 4.3k | 275.39 |
|
| Western Digital (WDC) | 0.1 | $1.2M | NEW | 6.7k | 172.27 |
|
| Illinois Tool Works (ITW) | 0.1 | $1.1M | -6% | 4.5k | 246.30 |
|
| General Mills (GIS) | 0.1 | $1.1M | -6% | 24k | 46.50 |
|
| Msci (MSCI) | 0.1 | $1.1M | -6% | 1.9k | 573.73 |
|
| Church & Dwight (CHD) | 0.1 | $1.1M | -6% | 13k | 83.85 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $920k | -6% | 4.2k | 217.06 |
|
| Royalty Pharma Plc- Cl A Shs Class A (RPRX) | 0.1 | $914k | -6% | 24k | 38.64 |
|
| Workday Inc-class A Cl A (WDAY) | 0.1 | $879k | -69% | 4.1k | 214.78 |
|
| Dupont De Nemours (DD) | 0.1 | $808k | -6% | 20k | 40.20 |
|
| Humana (HUM) | 0.1 | $595k | -6% | 2.3k | 256.13 |
|
| Moderna (MRNA) | 0.1 | $570k | -6% | 19k | 29.49 |
|
| Tronox Holdings SHS (TROX) | 0.0 | $232k | 56k | 4.17 |
|
|
| Amentum Holdings (AMTM) | 0.0 | $22k | -6% | 752.00 | 29.00 |
|
Past Filings by Bdf-gestion
SEC 13F filings are viewable for Bdf-gestion going back to 2024
- Bdf-gestion 2025 Q4 filed Jan. 9, 2026
- Bdf-gestion 2025 Q3 filed Oct. 9, 2025
- Bdf-gestion 2025 Q2 filed July 11, 2025
- Bdf-gestion 2025 Q1 filed April 17, 2025
- Bdf-gestion 2024 Q4 restated filed Jan. 23, 2025
- Bdf-gestion 2024 Q4 filed Jan. 17, 2025
- Bdf-gestion 2024 Q3 filed Oct. 15, 2024
- Bdf-gestion 2024 Q2 filed July 11, 2024