Bdf-Gestion

13F filer · CIK 0001632812

Reported Jul 7, 2026

Net seller this quarter

13F portfolio value$747MU.S. long equity reported on 13F

Positions1407 new · 9 closed

Net flow last quarter-$80.4MBuys minus sells

Top 10 positions weight46.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 7, 2026140 positions
MSMorgan Stanley	$76.2M	10.21%	0.00%	-10.1%	Q4 2025
AMDAdvanced Micro Devices Inc	$72.6M	9.72%	0.00%	+15.7%	Q2 2024
SWKStanley Black & Decker, Inc.	$55.8M	7.48%	0.01%	-10.1%	Q2 2024
WMSAdvanced Drainage Systems, Inc.	$30.5M	4.08%	0.02%	-10.1%	Q1 2026
RRXRegal Rexnord Corp	$30.2M	4.05%	0.01%	-10.1%	Q1 2026
CHDChurch & Dwight Co Inc	$27M	3.61%	0.01%	Not reported	Q2 2024
JNJJohnson & Johnson	$17.6M	2.36%	0.00%	-10.1%	Q2 2024
GLWCorning Inc	$17.2M	2.30%	0.00%	-10.1%	Q1 2026
TRUTransUnion	$10.8M	1.45%	0.01%	-10.1%	Q2 2024
KLACKla Corp	$9.68M	1.30%	0.00%	-10.1%	Q4 2025
EQIXEquinix Inc	$7.94M	1.06%	0.00%	-10.1%	Q2 2024
VGNTVersigent PLC	$7.26M	0.97%	0.01%	New	Q2 2026
AMPAmeriprise Financial Inc	$7.2M	0.96%	0.00%	-10.1%	Q2 2024
STESTERIS plc	$6.91M	0.93%	0.01%	-10.1%	Q2 2024
ABTAbbott Laboratories	$6.83M	0.91%	0.00%	-10.1%	Q2 2024
HDHome Depot, Inc.	$6.49M	0.87%	0.00%	-10.1%	Q2 2024
CICigna Group	$6.19M	0.83%	0.00%	-10.1%	Q2 2024
TROXTronox Holdings plc	$5.95M	0.80%	0.03%	Not reported	Q2 2024
OTISOtis Worldwide Corp	$5.81M	0.78%	0.00%	-10.1%	Q2 2024
MSFTMicrosoft Corp	$5.73M	0.77%	0.00%	-12.8%	Q2 2024
APHAmphenol Corp	$5.72M	0.77%	0.00%	-10.1%	Q1 2026
GMGeneral Motors Co	$5.71M	0.77%	0.00%	-10.1%	Q2 2024
ADIAnalog Devices Inc	$5.68M	0.76%	0.00%	-10.1%	Q2 2024
TMUST-Mobile US, Inc.	$5.53M	0.74%	0.00%	-10.1%	Q2 2024
PCORProcore Technologies, Inc.	$5.52M	0.74%	0.01%	-10.1%	Q1 2026
ITWIllinois Tool Works Inc	$5.51M	0.74%	0.00%	-10.1%	Q2 2024
LINLinde PLC	$5.51M	0.74%	0.00%	-10.1%	Q2 2024
BKTBlackRock Income Trust, Inc.	$5.49M	0.74%	Not reported	-10.1%	Q4 2024
HONAHoneywell Aerospace Inc.	$5.47M	0.73%	Not reported	New	Q2 2026
ALLAllstate Corp	$5.04M	0.68%	0.01%	-10.1%	Q2 2024
IBMInternational Business Machines Corp	$4.86M	0.65%	0.00%	-10.1%	Q1 2026
TAt&T Inc.	$4.81M	0.64%	0.00%	-10.1%	Q3 2025
SPGSimon Property Group Inc.	$4.43M	0.59%	168.78%	-10.1%	Q2 2024
CMICummins Inc	$4.35M	0.58%	0.00%	-10.1%	Q2 2024
VVisa Inc.	$4.14M	0.55%	0.00%	-10.1%	Q2 2024
EHCEncompass Health Corp	$4.09M	0.55%	0.02%	-10.1%	Q2 2024
SCIService Corp International	$3.98M	0.53%	0.02%	Not reported	Q2 2024
NFLXNetflix Inc	$3.95M	0.53%	0.00%	-10.1%	Q2 2025
APDAir Products & Chemicals, Inc.	$3.94M	0.53%	0.00%	-10.1%	Q2 2024
APTVAptiv PLC	$3.92M	0.52%	0.01%	-10.1%	Q2 2024
DDDuPont de Nemours, Inc.	$3.91M	0.52%	0.01%	-10.1%	Q2 2024
CLColgate Palmolive Co	$3.89M	0.52%	0.00%	-10.1%	Q2 2024
SNDKSandisk Corp	$3.78M	0.51%	0.00%	+64.9%	Q1 2026
BRBroadridge Financial Solutions, Inc.	$3.74M	0.50%	0.01%	-10.1%	Q2 2024
MDLZMondelez International, Inc.	$3.68M	0.49%	0.00%	-10.1%	Q2 2024
TXNTexas Instruments Inc	$3.66M	0.49%	0.00%	-10.1%	Q2 2024
VTRVentas, Inc.	$3.58M	0.48%	0.01%	-10.1%	Q2 2024
DISWalt Disney Co	$3.58M	0.48%	0.00%	-10.1%	Q3 2025
REGRegency Centers Corp	$3.56M	0.48%	0.01%	-10.1%	Q2 2024
LHLabcorp Holdings Inc.	$3.46M	0.46%	0.01%	-10.1%	Q2 2024

Q1 2026Reported Apr 10, 2026141 positions
NVDANvidia Corp	$76.2M	10.19%	0.00%	-3.6%	Q2 2024
AAPLApple Inc.	$72.6M	9.70%	0.00%	Not reported	Q2 2024
MSFTMicrosoft Corp	$55.8M	7.46%	0.00%	+6.1%	Q2 2024
GOOGAlphabet Inc.	$30.5M	4.07%	Not reported	Not reported	Q2 2024
AVGOBroadcom Inc.	$30.2M	4.04%	0.00%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$27M	3.60%	Not reported	Not reported	Q2 2024
JPMJPMorgan Chase & Co	$17.6M	2.35%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$17.2M	2.30%	0.00%	Not reported	Q2 2024
VVisa Inc.	$10.8M	1.44%	0.00%	Not reported	Q2 2024
ABBVAbbVie Inc.	$9.68M	1.29%	0.00%	Not reported	Q2 2024
NFLXNetflix Inc	$7.94M	1.06%	0.00%	+25.9%	Q2 2025
HDHome Depot, Inc.	$7.77M	1.04%	0.00%	Not reported	Q2 2024
AMATApplied Materials Inc	$7.26M	0.97%	0.00%	-21.9%	Q2 2024
MAMastercard Inc	$7.2M	0.96%	0.00%	Not reported	Q2 2024
ORCLOracle Corp	$6.91M	0.92%	0.00%	+16.9%	Q1 2025
LRCXLam Research Corp	$6.83M	0.91%	0.00%	+29.4%	Q2 2025
PLTRPalantir Technologies Inc.	$6.49M	0.87%	0.00%	-8.3%	Q2 2024
ISRGIntuitive Surgical Inc	$6.19M	0.83%	0.00%	-20.9%	Q2 2024
GSGoldman Sachs Group Inc	$5.95M	0.79%	0.00%	Not reported	Q2 2024
CSCOCisco Systems, Inc.	$5.81M	0.78%	0.00%	Not reported	Q2 2024
CCitigroup Inc	$5.73M	0.77%	0.00%	-35.7%	Q2 2024
MUMicron Technology Inc	$5.71M	0.76%	0.00%	-22.6%	Q2 2024
MRKMerck & Co., Inc.	$5.68M	0.76%	0.00%	Not reported	Q2 2024
PGPROCTER & GAMBLE Co	$5.53M	0.74%	0.00%	Not reported	Q2 2024
ADIAnalog Devices Inc	$5.52M	0.74%	0.00%	+28.8%	Q2 2024
CRMSalesforce, Inc.	$5.51M	0.74%	0.00%	+18.4%	Q2 2024
BACBank of America Corp	$5.51M	0.74%	0.00%	-21.0%	Q2 2024
KOCoca Cola Co	$5.49M	0.73%	0.00%	Not reported	Q2 2024
KLACKla Corp	$5.47M	0.73%	0.00%	+44.5%	Q4 2025
TXNTexas Instruments Inc	$5.04M	0.67%	0.00%	Not reported	Q2 2024
AMDAdvanced Micro Devices Inc	$4.88M	0.65%	0.00%	-22.5%	Q2 2024
ABTAbbott Laboratories	$4.86M	0.65%	0.00%	-22.2%	Q2 2024
PEPPepsico Inc	$4.81M	0.64%	0.00%	Not reported	Q2 2024
IBMInternational Business Machines Corp	$4.43M	0.59%	0.00%	New	Q1 2026
UNHUnitedhealth Group Inc	$4.35M	0.58%	0.00%	Not reported	Q2 2024
LINLinde PLC	$4.14M	0.55%	0.00%	Not reported	Q2 2024
PANWPalo Alto Networks Inc	$4.09M	0.55%	0.00%	Not reported	Q3 2025
TMUST-Mobile US, Inc.	$3.98M	0.53%	0.00%	Not reported	Q2 2024
TAt&T Inc.	$3.95M	0.53%	0.00%	Not reported	Q3 2025
PLDPrologis, Inc.	$3.94M	0.53%	0.00%	-16.8%	Q2 2024
BKTBlackRock Income Trust, Inc.	$3.92M	0.52%	Not reported	Not reported	Q4 2024
ALLAllstate Corp	$3.91M	0.52%	0.01%	Not reported	Q2 2024
NOWServiceNow, Inc.	$3.89M	0.52%	0.00%	+25.6%	Q2 2024
RGLDRoyal Gold Inc	$3.78M	0.50%	0.02%	Not reported	Q2 2024
MSIMotorola Solutions, Inc.	$3.74M	0.50%	0.01%	Not reported	Q2 2024
CORCencora, Inc.	$3.68M	0.49%	0.01%	Not reported	Q3 2025
AXPAmerican Express Co	$3.66M	0.49%	0.00%	Not reported	Q2 2024
BSXBoston Scientific Corp	$3.58M	0.48%	0.00%	+50.0%	Q2 2024
TMOThermo Fisher Scientific Inc.	$3.58M	0.48%	0.00%	-23.7%	Q2 2024
ETNEaton Corp plc	$3.56M	0.48%	0.00%	+101.0%	Q2 2024

Q4 2025Reported Jan 9, 2026144 positions
NVDANvidia Corp	$84.5M	10.33%	0.00%	-5.5%	Q2 2024
AAPLApple Inc.	$77.8M	9.51%	0.00%	-3.5%	Q2 2024
MSFTMicrosoft Corp	$68.8M	8.40%	0.00%	-6.3%	Q2 2024
AVGOBroadcom Inc.	$33.8M	4.13%	0.00%	-14.8%	Q2 2024
GOOGAlphabet Inc.	$33.3M	4.08%	Not reported	-6.3%	Q2 2024
METAMeta Platforms, Inc.	$31.1M	3.80%	Not reported	-3.7%	Q2 2024
LLYELI LILLY & Co	$20.1M	2.46%	0.00%	-6.3%	Q2 2024
JPMJPMorgan Chase & Co	$19.3M	2.36%	0.00%	-6.3%	Q4 2024
VVisa Inc.	$12.5M	1.53%	0.00%	-1.1%	Q2 2024
ABBVAbbVie Inc.	$10.2M	1.24%	0.00%	+28.9%	Q2 2024
ISRGIntuitive Surgical Inc	$9.61M	1.17%	0.00%	-6.3%	Q2 2024
CCitigroup Inc	$9.16M	1.12%	0.00%	-6.3%	Q2 2024
PLTRPalantir Technologies Inc.	$8.6M	1.05%	0.00%	+8.4%	Q2 2024
MAMastercard Inc	$8.23M	1.01%	0.00%	-13.0%	Q2 2024
HDHome Depot, Inc.	$8.13M	0.99%	0.00%	-6.3%	Q2 2024
BACBank of America Corp	$7.87M	0.96%	0.00%	-23.7%	Q2 2024
ORCLOracle Corp	$7.83M	0.96%	0.00%	+53.8%	Q1 2025
ABTAbbott Laboratories	$7.62M	0.93%	0.00%	-6.3%	Q2 2024
AMATApplied Materials Inc	$6.99M	0.85%	0.00%	-6.3%	Q2 2024
AMDAdvanced Micro Devices Inc	$6.63M	0.81%	0.00%	-6.3%	Q2 2024
CRMSalesforce, Inc.	$6.6M	0.81%	0.00%	-6.3%	Q2 2024
MUMicron Technology Inc	$6.24M	0.76%	0.00%	Not reported	Q2 2024
GSGoldman Sachs Group Inc	$6.18M	0.76%	0.00%	-43.8%	Q2 2024
NFLXNetflix Inc	$6.15M	0.75%	0.00%	-6.3%	Q2 2025
CSCOCisco Systems, Inc.	$5.77M	0.70%	0.00%	-6.3%	Q2 2024
TMOThermo Fisher Scientific Inc.	$5.53M	0.68%	0.00%	-6.3%	Q2 2024
PGPROCTER & GAMBLE Co	$5.49M	0.67%	0.00%	-6.3%	Q2 2024
UNHUnitedhealth Group Inc	$5.3M	0.65%	0.00%	-6.3%	Q2 2024
KOCoca Cola Co	$5.05M	0.62%	0.00%	-6.3%	Q2 2024
MRKMerck & Co., Inc.	$4.97M	0.61%	0.00%	Not reported	Q2 2024
PANWPalo Alto Networks Inc	$4.7M	0.57%	0.00%	-6.3%	Q3 2025
EAElectronic Arts Inc.	$4.58M	0.56%	Not reported	-6.3%	Q2 2024
PLDPrologis, Inc.	$4.57M	0.56%	0.00%	-6.3%	Q2 2024
NOWServiceNow, Inc.	$4.53M	0.55%	0.00%	-6.3%	Q2 2024
TXNTexas Instruments Inc	$4.51M	0.55%	0.00%	-6.3%	Q2 2024
AXPAmerican Express Co	$4.47M	0.55%	0.00%	-6.3%	Q2 2024
BKTBlackRock Income Trust, Inc.	$4.36M	0.53%	Not reported	-6.3%	Q4 2024
DDOGDatadog, Inc.	$4.24M	0.52%	0.04%	-6.3%	Q2 2024
LRCXLam Research Corp	$4.23M	0.52%	0.00%	-6.3%	Q2 2025
ACNAccenture plc	$4.21M	0.52%	0.00%	-6.3%	Q2 2024
CORCencora, Inc.	$3.96M	0.48%	0.01%	-6.3%	Q3 2025
ALLAllstate Corp	$3.92M	0.48%	0.01%	-6.3%	Q2 2024
MDBMongoDB, Inc.	$3.89M	0.48%	0.01%	New	Q4 2025
TMUST-Mobile US, Inc.	$3.85M	0.47%	0.00%	-6.3%	Q2 2024
SNOWSnowflake Inc.	$3.82M	0.47%	0.01%	+66.7%	Q1 2025
ADSKAutodesk, Inc.	$3.81M	0.47%	0.01%	-6.3%	Q2 2024
SPGSimon Property Group Inc.	$3.71M	0.45%	250.26%	-6.3%	Q2 2024
ADIAnalog Devices Inc	$3.65M	0.45%	0.00%	-6.3%	Q2 2024
BSXBoston Scientific Corp	$3.63M	0.44%	0.00%	-6.3%	Q2 2024
JLLJones Lang Lasalle Inc	$3.6M	0.44%	0.02%	-6.3%	Q2 2024

Q3 2025Reported Oct 9, 2025140 positions
NVDANvidia Corp	$89.5M	10.59%	0.00%	-20.0%	Q2 2024
MSFTMicrosoft Corp	$78.5M	9.29%	0.00%	-17.2%	Q2 2024
AAPLApple Inc.	$75.5M	8.93%	0.00%	-13.9%	Q2 2024
AVGOBroadcom Inc.	$37.8M	4.48%	0.00%	-5.2%	Q2 2024
METAMeta Platforms, Inc.	$35.9M	4.25%	Not reported	-5.2%	Q2 2024
GOOGAlphabet Inc.	$27.6M	3.27%	Not reported	-17.2%	Q2 2024
JPMJPMorgan Chase & Co	$20.2M	2.39%	0.00%	-17.2%	Q4 2024
LLYELI LILLY & Co	$15.2M	1.80%	0.00%	-17.2%	Q2 2024
VVisa Inc.	$12.3M	1.46%	0.00%	-17.2%	Q2 2024
HDHome Depot, Inc.	$10.2M	1.21%	0.00%	-17.2%	Q2 2024
GSGoldman Sachs Group Inc	$9.95M	1.18%	0.00%	-17.2%	Q2 2024
BACBank of America Corp	$9.68M	1.15%	0.00%	-17.2%	Q2 2024
MAMastercard Inc	$9.43M	1.12%	0.00%	-17.2%	Q2 2024
ABTAbbott Laboratories	$8.69M	1.03%	0.00%	+10.4%	Q2 2024
CCitigroup Inc	$8.5M	1.01%	0.00%	+12.9%	Q2 2024
NFLXNetflix Inc	$8.39M	0.99%	0.00%	Not reported	Q2 2025
PLTRPalantir Technologies Inc.	$8.14M	0.96%	0.00%	+38.0%	Q2 2024
ISRGIntuitive Surgical Inc	$8.09M	0.96%	0.01%	+50.5%	Q2 2024
ABBVAbbVie Inc.	$7.99M	0.95%	0.00%	-17.2%	Q2 2024
ORCLOracle Corp	$7.35M	0.87%	0.00%	-17.2%	Q1 2025
MSIMotorola Solutions, Inc.	$6.41M	0.76%	0.01%	-17.2%	Q2 2024
CRMSalesforce, Inc.	$6.3M	0.75%	0.00%	-17.2%	Q2 2024
PGPROCTER & GAMBLE Co	$6.27M	0.74%	0.00%	-17.2%	Q2 2024
TJXTJX Companies Inc	$6.26M	0.74%	0.00%	-17.2%	Q2 2024
AMATApplied Materials Inc	$5.94M	0.70%	0.00%	+49.8%	Q2 2024
UNHUnitedhealth Group Inc	$5.92M	0.70%	0.00%	-17.2%	Q2 2024
NOWServiceNow, Inc.	$5.81M	0.69%	0.00%	-17.2%	Q2 2024
PANWPalo Alto Networks Inc	$5.54M	0.66%	0.00%	New	Q3 2025
CSCOCisco Systems, Inc.	$5.46M	0.65%	0.00%	-17.2%	Q2 2024
AMDAdvanced Micro Devices Inc	$5.34M	0.63%	0.00%	-54.4%	Q2 2024
INTCIntel Corp	$5.21M	0.62%	0.00%	-17.2%	Q1 2025
KOCoca Cola Co	$5.11M	0.60%	0.00%	-17.2%	Q2 2024
TXNTexas Instruments Inc	$5.09M	0.60%	0.00%	-17.2%	Q2 2024
BKTBlackRock Income Trust, Inc.	$5.07M	0.60%	Not reported	-17.9%	Q4 2024
TMOThermo Fisher Scientific Inc.	$4.94M	0.58%	0.00%	-17.2%	Q2 2024
TMUST-Mobile US, Inc.	$4.84M	0.57%	0.00%	-17.2%	Q2 2024
EAElectronic Arts Inc.	$4.82M	0.57%	Not reported	-17.2%	Q2 2024
DDOGDatadog, Inc.	$4.74M	0.56%	0.04%	-17.2%	Q2 2024
PLDPrologis, Inc.	$4.37M	0.52%	0.00%	-17.2%	Q2 2024
ADSKAutodesk, Inc.	$4.36M	0.52%	0.01%	-17.2%	Q2 2024
ALLAllstate Corp	$4.31M	0.51%	0.01%	-17.2%	Q2 2024
AXPAmerican Express Co	$4.28M	0.51%	0.00%	-17.2%	Q2 2024
LINLinde PLC	$4.24M	0.50%	0.00%	-17.2%	Q2 2024
MDLZMondelez International, Inc.	$4.22M	0.50%	0.01%	-17.2%	Q2 2024
CDNSCadence Design Systems Inc	$4.16M	0.49%	0.00%	New	Q3 2025
ACNAccenture plc	$4.13M	0.49%	0.00%	-17.2%	Q2 2024
TAt&T Inc.	$4.1M	0.49%	0.00%	New	Q3 2025
ADPAutomatic Data Processing Inc	$4.06M	0.48%	0.00%	-17.2%	Q2 2024
SPGSimon Property Group Inc.	$4.01M	0.47%	266.94%	-17.2%	Q2 2024
MRKMerck & Co., Inc.	$3.96M	0.47%	0.00%	-17.2%	Q2 2024

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