Bdf-gestion
Latest statistics and disclosures from Bdf-gestion's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, AVGO, META, and represent 37.55% of Bdf-gestion's stock portfolio.
- Added to shares of these 10 stocks: PANW (+$5.5M), CDNS, T, COR, DIS, ISRG, WELL, PLTR, MKC, OMC.
- Started 10 new stock positions in WELL, CDNS, T, DIS, OMC, HUBS, MKC, COR, PANW, INGR.
- Reduced shares in these 10 stocks: NVDA (-$22M), MSFT (-$16M), AAPL (-$12M), AMD (-$6.4M), GOOG (-$5.7M), VZ (-$5.6M), JPM, DXCM, ELV, LLY.
- Sold out of its positions in ELV, DXCM, GEHC, MOH.
- Bdf-gestion was a net seller of stock by $-121M.
- Bdf-gestion has $845M in assets under management (AUM), dropping by -5.43%.
- Central Index Key (CIK): 0001632812
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Portfolio Holdings for Bdf-gestion
Bdf-gestion holds 143 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.6 | $90M | -19% | 480k | 186.58 |
|
| Microsoft Corporation (MSFT) | 9.3 | $79M | -17% | 152k | 517.95 |
|
| Apple (AAPL) | 8.9 | $76M | -13% | 297k | 254.63 |
|
| Broadcom (AVGO) | 4.5 | $38M | -5% | 115k | 329.91 |
|
| Meta Platforms Inc-class A Cl A (META) | 4.2 | $36M | -5% | 49k | 734.38 |
|
| Alphabet Inc-cl C Cap Stk Cl C (GOOG) | 3.3 | $28M | -17% | 113k | 243.55 |
|
| JPMorgan Chase & Co. (JPM) | 2.4 | $20M | -17% | 64k | 315.43 |
|
| Eli Lilly & Co. (LLY) | 1.8 | $15M | -17% | 20k | 763.00 |
|
| Visa Inc-class A Shares Com Cl A (V) | 1.5 | $12M | -17% | 36k | 341.38 |
|
| Home Depot (HD) | 1.2 | $10M | -17% | 25k | 405.19 |
|
| Goldman Sachs (GS) | 1.2 | $10M | -17% | 13k | 796.35 |
|
| Bank of America Corporation (BAC) | 1.1 | $9.7M | -17% | 188k | 51.59 |
|
| Mastercard Inc - A Cl A (MA) | 1.1 | $9.4M | -17% | 17k | 568.81 |
|
| Abbott Laboratories (ABT) | 1.0 | $8.7M | +10% | 65k | 133.94 |
|
| Citigroup Com New (C) | 1.0 | $8.5M | +12% | 84k | 101.50 |
|
| Netflix (NFLX) | 1.0 | $8.4M | 7.0k | 1198.92 |
|
|
| Palantir Technologies Inc-a Cl A (PLTR) | 1.0 | $8.1M | +37% | 45k | 182.42 |
|
| Intuitive Surgical Com New (ISRG) | 1.0 | $8.1M | +50% | 18k | 447.23 |
|
| Abbvie (ABBV) | 0.9 | $8.0M | -17% | 35k | 231.54 |
|
| Oracle Corporation (ORCL) | 0.9 | $7.3M | -17% | 26k | 281.24 |
|
| Motorola Solutions Com New (MSI) | 0.8 | $6.4M | -17% | 14k | 457.29 |
|
| salesforce (CRM) | 0.7 | $6.3M | -17% | 27k | 237.00 |
|
| Procter & Gamble Company (PG) | 0.7 | $6.3M | -17% | 41k | 153.65 |
|
| TJX Companies (TJX) | 0.7 | $6.3M | -17% | 43k | 144.54 |
|
| Applied Materials (AMAT) | 0.7 | $5.9M | +49% | 29k | 204.74 |
|
| UnitedHealth (UNH) | 0.7 | $5.9M | -17% | 17k | 345.30 |
|
| Servicenow (NOW) | 0.7 | $5.8M | -17% | 6.3k | 920.28 |
|
| Palo Alto Networks (PANW) | 0.7 | $5.5M | NEW | 27k | 203.62 |
|
| Cisco Systems (CSCO) | 0.6 | $5.5M | -17% | 80k | 68.42 |
|
| Advanced Micro Devices (AMD) | 0.6 | $5.3M | -54% | 33k | 161.79 |
|
| Intel Corporation (INTC) | 0.6 | $5.2M | -17% | 155k | 33.55 |
|
| Coca-Cola Company (KO) | 0.6 | $5.1M | -17% | 77k | 66.32 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $5.1M | -17% | 28k | 183.73 |
|
| Blackrock Income Trust (BKT) | 0.6 | $5.1M | -17% | 4.3k | 1165.87 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $4.9M | -17% | 10k | 485.02 |
|
| Metropcs Communications (TMUS) | 0.6 | $4.8M | -17% | 20k | 239.38 |
|
| Electronic Arts (EA) | 0.6 | $4.8M | -17% | 24k | 201.70 |
|
| Datadog Inc - Class A Cl A Com (DDOG) | 0.6 | $4.7M | -17% | 33k | 142.40 |
|
| Prologis (PLD) | 0.5 | $4.4M | -17% | 38k | 114.52 |
|
| Autodesk (ADSK) | 0.5 | $4.4M | -17% | 14k | 317.67 |
|
| Allstate Corporation (ALL) | 0.5 | $4.3M | -17% | 20k | 214.65 |
|
| American Express Company (AXP) | 0.5 | $4.3M | -17% | 13k | 332.16 |
|
| Linde SHS (LIN) | 0.5 | $4.2M | -17% | 8.9k | 475.00 |
|
| Mondelez International Inc-a Cl A (MDLZ) | 0.5 | $4.2M | -17% | 68k | 62.47 |
|
| Cadence Design Systems (CDNS) | 0.5 | $4.2M | NEW | 12k | 351.26 |
|
| Accenture Plc-cl A Shs Class A (ACN) | 0.5 | $4.1M | -17% | 17k | 246.60 |
|
| At&t (T) | 0.5 | $4.1M | NEW | 145k | 28.24 |
|
| Automatic Data Processing (ADP) | 0.5 | $4.1M | -17% | 14k | 293.50 |
|
| Simon Property (SPG) | 0.5 | $4.0M | -17% | 21k | 187.67 |
|
| Merck & Co (MRK) | 0.5 | $4.0M | -17% | 47k | 83.93 |
|
| Boston Scientific Corporation (BSX) | 0.5 | $4.0M | +9% | 41k | 97.63 |
|
| AmerisourceBergen (COR) | 0.5 | $3.9M | NEW | 13k | 312.53 |
|
| Walt Disney Company (DIS) | 0.4 | $3.6M | NEW | 31k | 114.50 |
|
| MetLife (MET) | 0.4 | $3.6M | -17% | 43k | 82.37 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $3.5M | -12% | 26k | 133.90 |
|
| Analog Devices (ADI) | 0.4 | $3.5M | -17% | 14k | 245.70 |
|
| Hartford Financial Services (HIG) | 0.4 | $3.5M | -17% | 26k | 133.39 |
|
| Wells Fargo & Company (WFC) | 0.4 | $3.5M | -17% | 41k | 83.82 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.4 | $3.4M | -17% | 11k | 298.28 |
|
| Republic Services (RSG) | 0.4 | $3.4M | -17% | 15k | 229.48 |
|
| Ventas (VTR) | 0.4 | $3.4M | -17% | 48k | 69.99 |
|
| Synopsys (SNPS) | 0.4 | $3.3M | +42% | 6.7k | 493.39 |
|
| Arista Networks (ANET) | 0.4 | $3.3M | -17% | 23k | 145.71 |
|
| Equity Residential Sh Ben Int (EQR) | 0.4 | $3.3M | -17% | 50k | 64.73 |
|
| Workday Inc-class A Cl A (WDAY) | 0.4 | $3.2M | -17% | 14k | 240.73 |
|
| S&p Global (SPGI) | 0.4 | $3.2M | -17% | 6.5k | 486.71 |
|
| Broadridge Financial Solutions (BR) | 0.4 | $3.2M | -17% | 13k | 238.17 |
|
| Zscaler Incorporated (ZS) | 0.4 | $3.1M | -17% | 10k | 299.66 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $3.1M | -17% | 8.7k | 352.75 |
|
| Stryker Corporation (SYK) | 0.4 | $3.1M | -17% | 8.3k | 369.67 |
|
| CSX Corporation (CSX) | 0.4 | $3.0M | -17% | 86k | 35.51 |
|
| Royal Gold (RGLD) | 0.4 | $3.0M | -17% | 15k | 200.58 |
|
| Qualcomm (QCOM) | 0.3 | $2.9M | -17% | 18k | 166.36 |
|
| United Rentals (URI) | 0.3 | $2.9M | -17% | 3.1k | 954.66 |
|
| AutoZone (AZO) | 0.3 | $2.9M | -17% | 675.00 | 4290.24 |
|
| Edwards Lifesciences (EW) | 0.3 | $2.9M | -17% | 37k | 77.77 |
|
| Caterpillar | 0.3 | $2.8M | -17% | 5.9k | 477.15 |
|
| Danaher Corporation (DHR) | 0.3 | $2.8M | -17% | 14k | 198.26 |
|
| Hologic (HOLX) | 0.3 | $2.7M | -17% | 41k | 67.49 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.7M | -17% | 25k | 109.95 |
|
| Nasdaq Omx (NDAQ) | 0.3 | $2.7M | -5% | 30k | 88.45 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $2.7M | NEW | 15k | 178.14 |
|
| Encompass Health Corp (EHC) | 0.3 | $2.6M | -17% | 20k | 127.02 |
|
| Verizon Communications (VZ) | 0.3 | $2.6M | -68% | 59k | 43.95 |
|
| General Motors Company (GM) | 0.3 | $2.5M | -17% | 41k | 60.97 |
|
| ResMed (RMD) | 0.3 | $2.4M | -17% | 8.8k | 273.73 |
|
| Intuit (INTU) | 0.3 | $2.4M | -17% | 3.5k | 682.91 |
|
| Snowflake Cl A (SNOW) | 0.3 | $2.4M | -17% | 10k | 225.55 |
|
| Labcorp Holdings Com Shs (LH) | 0.3 | $2.3M | -17% | 8.2k | 287.06 |
|
| Intercontinental Exchange (ICE) | 0.3 | $2.3M | -17% | 14k | 168.48 |
|
| Aptiv Com Shs (APTV) | 0.3 | $2.3M | +205% | 27k | 86.22 |
|
| Owens Corning (OC) | 0.3 | $2.3M | -17% | 16k | 141.46 |
|
| Mccormick & Co-non Vtg Shrs Com Non Vtg (MKC) | 0.3 | $2.2M | NEW | 33k | 66.91 |
|
| Omni (OMC) | 0.3 | $2.2M | NEW | 27k | 81.53 |
|
| Hubspot (HUBS) | 0.3 | $2.2M | NEW | 4.6k | 467.80 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $2.2M | -17% | 27k | 79.94 |
|
| Ameriprise Financial (AMP) | 0.3 | $2.2M | -17% | 4.4k | 491.25 |
|
| Marriott International -cl A Cl A (MAR) | 0.3 | $2.1M | -17% | 8.2k | 260.44 |
|
| Deere & Company (DE) | 0.2 | $2.1M | -17% | 4.6k | 457.26 |
|
| Cognizant Tech Solutions-a Cl A (CTSH) | 0.2 | $2.1M | -17% | 31k | 67.07 |
|
| Honeywell International (HON) | 0.2 | $2.1M | -17% | 9.8k | 210.50 |
|
| Transunion (TRU) | 0.2 | $2.0M | -17% | 24k | 83.78 |
|
| State Street Corporation (STT) | 0.2 | $2.0M | -17% | 18k | 116.01 |
|
| Eaton Corp SHS (ETN) | 0.2 | $2.0M | -17% | 5.3k | 374.25 |
|
| Paychex (PAYX) | 0.2 | $2.0M | -17% | 16k | 126.76 |
|
| Steris Shs Usd (STE) | 0.2 | $2.0M | -17% | 8.0k | 247.44 |
|
| Deckers Outdoor Corporation (DECK) | 0.2 | $1.9M | -17% | 18k | 101.37 |
|
| Jacobs Engineering Group (J) | 0.2 | $1.9M | -17% | 12k | 149.86 |
|
| Otis Worldwide Corp (OTIS) | 0.2 | $1.8M | -17% | 20k | 91.43 |
|
| Equinix (EQIX) | 0.2 | $1.8M | -17% | 2.3k | 783.24 |
|
| Verisk Analytics (VRSK) | 0.2 | $1.8M | -17% | 7.2k | 251.51 |
|
| Cigna Corp (CI) | 0.2 | $1.8M | -17% | 6.3k | 288.25 |
|
| Wabtec Corporation (WAB) | 0.2 | $1.8M | -17% | 9.0k | 200.47 |
|
| Agilent Technologies Inc C ommon (A) | 0.2 | $1.8M | -17% | 14k | 128.35 |
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $1.8M | -17% | 8.1k | 219.53 |
|
| Fiserv (FI) | 0.2 | $1.8M | -17% | 14k | 128.93 |
|
| Cummins (CMI) | 0.2 | $1.8M | -17% | 4.2k | 422.37 |
|
| Packaging Corporation of America (PKG) | 0.2 | $1.8M | -17% | 8.0k | 217.93 |
|
| Ingredion Incorporated (INGR) | 0.2 | $1.7M | NEW | 14k | 122.11 |
|
| Dupont De Nemours (DD) | 0.2 | $1.7M | -17% | 21k | 77.90 |
|
| Hca Holdings (HCA) | 0.2 | $1.6M | -17% | 3.7k | 426.20 |
|
| Cdw (CDW) | 0.2 | $1.6M | -17% | 10k | 159.28 |
|
| Blackline (BL) | 0.2 | $1.6M | -17% | 30k | 53.10 |
|
| Dell Technologies -c CL C (DELL) | 0.2 | $1.5M | -17% | 11k | 141.77 |
|
| Air Products & Chemicals (APD) | 0.2 | $1.5M | -17% | 5.6k | 272.72 |
|
| Genpact SHS | 0.2 | $1.5M | -17% | 36k | 41.89 |
|
| Ptc (PTC) | 0.2 | $1.5M | -17% | 7.3k | 203.02 |
|
| Msa Safety Inc equity (MSA) | 0.2 | $1.4M | -5% | 7.9k | 172.07 |
|
| Regency Centers Corporation (REG) | 0.2 | $1.3M | -17% | 19k | 72.90 |
|
| Stanley Black & Decker (SWK) | 0.2 | $1.3M | -17% | 18k | 74.33 |
|
| General Mills (GIS) | 0.2 | $1.3M | -17% | 25k | 50.42 |
|
| Illinois Tool Works (ITW) | 0.1 | $1.3M | -17% | 4.8k | 260.76 |
|
| Autoliv (ALV) | 0.1 | $1.2M | 9.9k | 123.50 |
|
|
| Church & Dwight (CHD) | 0.1 | $1.2M | -17% | 14k | 87.63 |
|
| Booz Allen Hamilton Holdings Cl A (BAH) | 0.1 | $1.1M | -17% | 11k | 99.95 |
|
| Msci (MSCI) | 0.1 | $1.1M | -17% | 2.0k | 567.41 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.0M | -17% | 4.5k | 227.73 |
|
| Regeneron Pharmaceut Cmn Stk cmn | 0.1 | $1.0M | -17% | 1.8k | 562.27 |
|
| Royalty Pharma Plc- Cl A Shs Class A (RPRX) | 0.1 | $890k | -17% | 25k | 35.28 |
|
| Humana (HUM) | 0.1 | $644k | -17% | 2.5k | 260.17 |
|
| Moderna (MRNA) | 0.1 | $532k | -17% | 21k | 25.83 |
|
| Tronox Holdings SHS (TROX) | 0.0 | $224k | -17% | 56k | 4.02 |
|
| Amentum Holdings (AMTM) | 0.0 | $19k | -17% | 803.00 | 23.95 |
|
Past Filings by Bdf-gestion
SEC 13F filings are viewable for Bdf-gestion going back to 2024
- 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