Bdf-gestion
Latest statistics and disclosures from Bdf-gestion's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, GOOG, AVGO, and represent 35.46% of Bdf-gestion's stock portfolio.
- Added to shares of these 10 stocks: PEP, IBM, CRWD, GILD, MSFT, EBAY, BMY, USB, APH, VRTX.
- Started 16 new stock positions in EBAY, GILD, ELV, IBM, PCOR, CRWD, BMY, WMS, USB, RRX. SNDK, LFUS, APH, PEP, GLW, VRTX.
- Reduced shares in these 10 stocks: EA, DDOG, SNOW, C, INTC, SNPS, , , QCOM, NVDA.
- Sold out of its positions in ADBE, COHR, DDOG, DELL, EW, EA, GIS, GWRE, HUBS, HUM. INTC, INTU, PAYX, QCOM, SNOW, SNPS, VZ, WDAY, ZS.
- Bdf-gestion was a net seller of stock by $-11M.
- Bdf-gestion has $749M in assets under management (AUM), dropping by -8.51%.
- Central Index Key (CIK): 0001632812
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Portfolio Holdings for Bdf-gestion
Bdf-gestion holds 144 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.2 | $76M | -3% | 437k | 174.40 |
|
| Apple (AAPL) | 9.7 | $73M | 286k | 253.79 |
|
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| Microsoft Corporation (MSFT) | 7.5 | $56M | +6% | 151k | 370.17 |
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| Alphabet Inc-cl C Cap Stk Cl C (GOOG) | 4.1 | $31M | 106k | 286.86 |
|
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| Broadcom (AVGO) | 4.0 | $30M | 98k | 309.51 |
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| Meta Platforms Inc-class A Cl A (META) | 3.6 | $27M | 47k | 572.13 |
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| JPMorgan Chase & Co. (JPM) | 2.4 | $18M | 60k | 294.16 |
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| Eli Lilly & Co. (LLY) | 2.3 | $17M | 19k | 919.77 |
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| Visa Inc-class A Shares Com Cl A (V) | 1.4 | $11M | 36k | 302.24 |
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| Abbvie (ABBV) | 1.3 | $9.7M | 45k | 217.49 |
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| Netflix (NFLX) | 1.1 | $7.9M | +25% | 83k | 96.15 |
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| Home Depot (HD) | 1.0 | $7.8M | 24k | 328.89 |
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| Applied Materials (AMAT) | 1.0 | $7.3M | -21% | 21k | 341.79 |
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| Mastercard Inc - A Cl A (MA) | 1.0 | $7.2M | 14k | 499.66 |
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| Oracle Corporation (ORCL) | 0.9 | $6.9M | +16% | 47k | 147.11 |
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| Lam Research Corp Com New (LRCX) | 0.9 | $6.8M | +29% | 32k | 213.66 |
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| Palantir Technologies Inc-a Cl A (PLTR) | 0.9 | $6.5M | -8% | 44k | 146.28 |
|
| Intuitive Surgical Com New (ISRG) | 0.8 | $6.2M | -20% | 13k | 460.99 |
|
| Goldman Sachs (GS) | 0.8 | $5.9M | 7.0k | 845.99 |
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| Cisco Systems (CSCO) | 0.8 | $5.8M | 75k | 77.59 |
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| Citigroup Com New (C) | 0.8 | $5.7M | -35% | 51k | 113.41 |
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| Caterpillar | 0.8 | $5.7M | +44% | 8.1k | 708.46 |
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| Micron Technology (MU) | 0.8 | $5.7M | -22% | 17k | 337.84 |
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| Merck & Co (MRK) | 0.8 | $5.7M | 47k | 120.29 |
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| Procter & Gamble Company (PG) | 0.7 | $5.5M | 38k | 144.44 |
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| Analog Devices (ADI) | 0.7 | $5.5M | +28% | 17k | 318.14 |
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| salesforce (CRM) | 0.7 | $5.5M | +18% | 30k | 186.67 |
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| Bank of America Corporation (BAC) | 0.7 | $5.5M | -20% | 113k | 48.75 |
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| Coca-Cola Company (KO) | 0.7 | $5.5M | 72k | 76.05 |
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| Kla Corp Com New (KLAC) | 0.7 | $5.5M | +44% | 3.7k | 1472.41 |
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| Texas Instruments Incorporated (TXN) | 0.7 | $5.0M | 26k | 194.14 |
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| Advanced Micro Devices (AMD) | 0.7 | $4.9M | -22% | 24k | 203.43 |
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| Abbott Laboratories (ABT) | 0.6 | $4.9M | -22% | 47k | 102.67 |
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| Pepsi (PEP) | 0.6 | $4.8M | NEW | 31k | 155.29 |
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| International Business Machines (IBM) | 0.6 | $4.4M | NEW | 18k | 242.39 |
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| UnitedHealth (UNH) | 0.6 | $4.3M | 16k | 270.59 |
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| Linde SHS (LIN) | 0.6 | $4.1M | 8.4k | 495.76 |
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| Palo Alto Networks (PANW) | 0.5 | $4.1M | 26k | 160.32 |
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| Metropcs Communications (TMUS) | 0.5 | $4.0M | 19k | 210.03 |
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| At&t (T) | 0.5 | $3.9M | 136k | 28.99 |
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| Prologis (PLD) | 0.5 | $3.9M | -16% | 30k | 132.18 |
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| Blackrock Income Trust (BKT) | 0.5 | $3.9M | 4.1k | 961.71 |
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| Allstate Corporation (ALL) | 0.5 | $3.9M | 19k | 207.34 |
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| Servicenow (NOW) | 0.5 | $3.9M | +25% | 37k | 104.55 |
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| Royal Gold (RGLD) | 0.5 | $3.8M | 15k | 254.49 |
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| Motorola Solutions Com New (MSI) | 0.5 | $3.7M | 8.6k | 433.97 |
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| AmerisourceBergen (COR) | 0.5 | $3.7M | 12k | 314.14 |
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| American Express Company (AXP) | 0.5 | $3.7M | 12k | 302.48 |
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| Boston Scientific Corporation (BSX) | 0.5 | $3.6M | +50% | 57k | 62.75 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $3.6M | -23% | 7.3k | 491.53 |
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| Eaton Corp SHS (ETN) | 0.5 | $3.6M | +100% | 10k | 357.67 |
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| Crowdstrike Holdings Inc - A Cl A (CRWD) | 0.5 | $3.5M | NEW | 8.9k | 390.41 |
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| Honeywell International (HON) | 0.5 | $3.4M | +65% | 15k | 226.03 |
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| Gilead Sciences (GILD) | 0.5 | $3.4M | NEW | 24k | 139.37 |
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| Hartford Financial Services (HIG) | 0.4 | $3.3M | 25k | 135.23 |
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| Arista Networks (ANET) | 0.4 | $3.3M | 27k | 122.78 |
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| CSX Corporation (CSX) | 0.4 | $3.3M | 80k | 41.05 |
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| Accenture Plc-cl A Shs Class A (ACN) | 0.4 | $3.1M | 16k | 198.29 |
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| Cadence Design Systems (CDNS) | 0.4 | $3.1M | 11k | 277.87 |
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| Autodesk (ADSK) | 0.4 | $3.1M | 13k | 239.40 |
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| General Motors Company (GM) | 0.4 | $3.1M | 41k | 74.50 |
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| Republic Services (RSG) | 0.4 | $3.0M | 14k | 219.02 |
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| Johnson & Johnson (JNJ) | 0.4 | $3.0M | 23k | 130.95 |
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| CF Industries Holdings (CF) | 0.4 | $3.0M | 23k | 129.84 |
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| Progressive Corporation (PGR) | 0.4 | $3.0M | 15k | 198.24 |
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| MetLife (MET) | 0.4 | $2.9M | 41k | 70.72 |
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| Walt Disney Company (DIS) | 0.4 | $2.8M | 29k | 96.38 |
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| Simon Property (SPG) | 0.4 | $2.8M | -24% | 15k | 186.53 |
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| Equity Residential Sh Ben Int (EQR) | 0.4 | $2.8M | 47k | 59.15 |
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| Welltower Inc Com reit (WELL) | 0.4 | $2.8M | 14k | 197.71 |
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| Automatic Data Processing (ADP) | 0.4 | $2.6M | 13k | 203.18 |
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| Fortinet (FTNT) | 0.4 | $2.6M | 32k | 81.72 |
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| Morgan Stanley Com New (MS) | 0.4 | $2.6M | 16k | 164.57 |
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| S&p Global (SPGI) | 0.3 | $2.6M | 6.1k | 425.34 |
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| Stryker Corporation (SYK) | 0.3 | $2.6M | 7.8k | 328.59 |
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| Danaher Corporation (DHR) | 0.3 | $2.5M | 13k | 189.60 |
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| Marriott International -cl A Cl A (MAR) | 0.3 | $2.5M | 7.7k | 327.07 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $2.5M | -23% | 8.2k | 304.32 |
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| Service Corporation International (SCI) | 0.3 | $2.5M | 30k | 82.51 |
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| eBay (EBAY) | 0.3 | $2.5M | NEW | 27k | 91.02 |
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| ResMed (RMD) | 0.3 | $2.4M | +30% | 11k | 224.48 |
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| Deere & Company (DE) | 0.3 | $2.4M | 4.3k | 563.30 |
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| Nasdaq Omx (NDAQ) | 0.3 | $2.4M | 28k | 84.89 |
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| Bristol Myers Squibb (BMY) | 0.3 | $2.4M | NEW | 39k | 60.65 |
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| Ventas (VTR) | 0.3 | $2.4M | -35% | 29k | 81.78 |
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| Us Bancorp Com New (USB) | 0.3 | $2.3M | NEW | 45k | 52.01 |
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| Amphenol Corp-cl A Cl A (APH) | 0.3 | $2.2M | NEW | 18k | 126.35 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $2.2M | NEW | 4.9k | 446.54 |
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| Colgate-Palmolive Company (CL) | 0.3 | $2.2M | 25k | 85.23 |
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| AutoZone (AZO) | 0.3 | $2.1M | 632.00 | 3377.78 |
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| Equinix (EQIX) | 0.3 | $2.1M | 2.2k | 980.24 |
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| Cummins (CMI) | 0.3 | $2.1M | 3.9k | 538.02 |
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| Wabtec Corporation (WAB) | 0.3 | $2.1M | 8.4k | 249.91 |
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| United Rentals (URI) | 0.3 | $2.1M | 2.9k | 728.56 |
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| Corning Incorporated (GLW) | 0.3 | $2.1M | NEW | 15k | 135.97 |
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| State Street Corporation (STT) | 0.3 | $2.1M | 16k | 126.56 |
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| Labcorp Holdings Com Shs (LH) | 0.3 | $2.0M | 7.6k | 266.81 |
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| Littelfuse (LFUS) | 0.3 | $2.0M | NEW | 6.0k | 339.35 |
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| Omni (OMC) | 0.3 | $2.0M | 27k | 75.31 |
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| Intercontinental Exchange (ICE) | 0.3 | $2.0M | 13k | 157.28 |
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| Church & Dwight (CHD) | 0.3 | $2.0M | +70% | 22k | 93.32 |
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| Broadridge Financial Solutions (BR) | 0.3 | $2.0M | 12k | 162.48 |
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| Genpact SHS | 0.3 | $2.0M | +47% | 53k | 37.25 |
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| Dupont De Nemours (DD) | 0.3 | $1.9M | +104% | 41k | 45.80 |
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| Regal-beloit Corporation (RRX) | 0.3 | $1.9M | NEW | 10k | 187.26 |
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| Msa Safety Inc equity (MSA) | 0.2 | $1.9M | +44% | 11k | 163.95 |
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| Aptiv Com Shs (APTV) | 0.2 | $1.9M | 27k | 69.44 |
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| Encompass Health Corp (EHC) | 0.2 | $1.8M | 19k | 96.73 |
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| Ameriprise Financial (AMP) | 0.2 | $1.8M | 4.1k | 444.40 |
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| Advanced Drain Sys Inc Del (WMS) | 0.2 | $1.8M | NEW | 13k | 137.13 |
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| Owens Corning (OC) | 0.2 | $1.7M | 16k | 108.22 |
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| Deckers Outdoor Corporation (DECK) | 0.2 | $1.7M | 17k | 100.09 |
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| Mondelez International Inc-a Cl A (MDLZ) | 0.2 | $1.7M | -53% | 29k | 57.64 |
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| Mccormick & Co-non Vtg Shrs Com Non Vtg (MKC) | 0.2 | $1.7M | 33k | 50.44 |
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| Hca Holdings (HCA) | 0.2 | $1.7M | 3.5k | 473.24 |
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| Steris Shs Usd (STE) | 0.2 | $1.6M | 7.5k | 221.13 |
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| Packaging Corporation of America (PKG) | 0.2 | $1.6M | 7.5k | 212.22 |
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| Ingredion Incorporated (INGR) | 0.2 | $1.6M | 14k | 112.66 |
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| Te Connectivity Ord Shs (TEL) | 0.2 | $1.6M | 7.6k | 209.02 |
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| Transunion (TRU) | 0.2 | $1.6M | 23k | 69.19 |
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| Cigna Corp (CI) | 0.2 | $1.6M | 5.9k | 266.75 |
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| Air Products & Chemicals (APD) | 0.2 | $1.5M | 5.2k | 290.49 |
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| Jacobs Engineering Group (J) | 0.2 | $1.5M | 12k | 127.28 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $1.5M | 13k | 113.98 |
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| Mongodb Cl A (MDB) | 0.2 | $1.5M | -34% | 6.0k | 244.77 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $1.4M | 19k | 77.08 |
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| Procore Technologies (PCOR) | 0.2 | $1.4M | NEW | 24k | 57.00 |
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| Anthem (ELV) | 0.2 | $1.4M | NEW | 4.7k | 292.75 |
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| Regency Centers Corporation (REG) | 0.2 | $1.3M | 17k | 75.66 |
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| Regeneron Pharmaceut Cmn Stk cmn | 0.2 | $1.3M | 1.7k | 772.64 |
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| Atlassian Corp-cl A Cl A (TEAM) | 0.2 | $1.3M | +73% | 19k | 68.25 |
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| Verisk Analytics (VRSK) | 0.2 | $1.3M | 6.7k | 189.75 |
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| Stanley Black & Decker (SWK) | 0.2 | $1.3M | 18k | 71.06 |
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| Illinois Tool Works (ITW) | 0.2 | $1.2M | 4.5k | 260.29 |
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| Royalty Pharma Plc- Cl A Shs Class A (RPRX) | 0.2 | $1.1M | 24k | 47.97 |
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| Autoliv (ALV) | 0.1 | $1.0M | 9.9k | 105.16 |
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| Msci (MSCI) | 0.1 | $1.0M | 1.9k | 539.01 |
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| Moderna (MRNA) | 0.1 | $982k | 19k | 50.80 |
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| Western Digital (WDC) | 0.1 | $911k | -50% | 3.4k | 270.49 |
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| Sandisk Corp (SNDK) | 0.1 | $909k | NEW | 1.4k | 635.34 |
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| Seagate Technology Holdings Ord Shs (STX) | 0.1 | $835k | -50% | 2.1k | 391.76 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $835k | 4.2k | 196.86 |
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| Tronox Holdings SHS (TROX) | 0.1 | $544k | 56k | 9.77 |
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| Amentum Holdings (AMTM) | 0.0 | $20k | 752.00 | 26.08 |
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Past Filings by Bdf-gestion
SEC 13F filings are viewable for Bdf-gestion going back to 2024
- Bdf-gestion 2026 Q1 filed April 10, 2026
- 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