Bdf-Gestion Top Holdings and 13F Report (2025) About Bdf-GestionInvestment ActivityBdf-Gestion has $845.00 million in total holdings as of September 30, 2025.Bdf-Gestion owns shares of 143 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 5.19% of the portfolio was purchased this quarter.About 19.55% of the portfolio was sold this quarter.This quarter, Bdf-Gestion has purchased 137 new stocks and bought additional shares in 8 stocks.Bdf-Gestion sold shares of 123 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $89,517,352Microsoft $78,542,456Apple $75,498,304Broadcom $37,816,264Meta Platforms $35,908,244 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $5,539,278 Holding127387108 - Cadence Design Systems $4,163,485 Holding00206R102 - AT&T $4,099,742 Holding03073E105 - Cencora $3,909,125 Holding254687106 - Walt Disney $3,580,415 Holding Largest Purchases this Quarter Palo Alto Networks 27,204 shares (about $5.54M)Cadence Design Systems 11,853 shares (about $4.16M)AT&T 145,175 shares (about $4.10M)Cencora 12,508 shares (about $3.91M)Walt Disney 31,270 shares (about $3.58M) Largest Sales this Quarter NVIDIA 119,544 shares (about $22.30M)Microsoft 31,525 shares (about $16.33M)Apple 47,898 shares (about $12.20M)Advanced Micro Devices 39,327 shares (about $6.36M)Alphabet 23,564 shares (about $5.74M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBdf-Gestion Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$89,517,352$22,304,519 ▼-19.9%479,78010.6%Computer and TechnologyMSFTMicrosoft$78,542,456$16,328,374 ▼-17.2%151,6419.3%Computer and TechnologyAAPLApple$75,498,304$12,196,268 ▼-13.9%296,5028.9%Computer and TechnologyAVGOBroadcom$37,816,264$2,092,289 ▼-5.2%114,6264.5%Computer and TechnologyMETAMeta Platforms$35,908,244$1,987,232 ▼-5.2%48,8964.2%Computer and TechnologyGOOGAlphabet$27,604,688$5,739,012 ▼-17.2%113,3433.3%Computer and TechnologyJPMJPMorgan Chase & Co.$20,162,601$4,192,065 ▼-17.2%63,9212.4%FinanceLLYEli Lilly and Company$15,221,087$3,165,687 ▼-17.2%19,9491.8%MedicalVVisa$12,329,621$2,564,105 ▼-17.2%36,1171.5%Business ServicesHDHome Depot$10,212,814$2,123,601 ▼-17.2%25,2051.2%Retail/WholesaleGSThe Goldman Sachs Group$9,954,375$2,070,510 ▼-17.2%12,5001.2%FinanceBACBank of America$9,677,149$2,011,855 ▼-17.2%187,5781.1%FinanceMAMastercard$9,427,457$1,960,688 ▼-17.2%16,5741.1%Business ServicesABTAbbott Laboratories$8,687,482$817,034 ▲10.4%64,8611.0%MedicalCCitigroup$8,500,016$971,254 ▲12.9%83,7441.0%Financial ServicesNFLXNetflix$8,392,4400.0%7,0001.0%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC-A$8,141,222$2,240,847 ▲38.0%44,6291.0%CL AISRGIntuitive Surgical$8,092,180$2,715,581 ▲50.5%18,0941.0%MedicalABBVAbbVie$7,993,224$1,661,994 ▼-17.2%34,5220.9%MedicalORCLOracle$7,348,239$1,527,977 ▼-17.2%26,1280.9%Computer and TechnologyMSIMotorola Solutions$6,414,407$1,333,915 ▼-17.2%14,0270.8%Computer and TechnologyCRMSalesforce$6,301,830$1,310,610 ▼-17.2%26,5900.7%Computer and TechnologyPGProcter & Gamble$6,274,605$1,304,642 ▼-17.2%40,8370.7%Consumer StaplesTJXTJX Companies$6,263,207$1,302,305 ▼-17.2%43,3320.7%Retail/WholesaleAMATApplied Materials$5,937,255$1,972,875 ▲49.8%28,9990.7%Computer and TechnologyUNHUnitedHealth Group$5,917,751$1,230,994 ▼-17.2%17,1380.7%MedicalNOWServiceNow$5,810,648$1,210,168 ▼-17.2%6,3140.7%Computer and TechnologyPANWPalo Alto Networks$5,539,278$5,539,278 ▲New Holding27,2040.7%Computer and TechnologyCSCOCisco Systems$5,462,790$1,135,704 ▼-17.2%79,8420.6%Computer and TechnologyAMDAdvanced Micro Devices$5,338,585$6,362,716 ▼-54.4%32,9970.6%Computer and TechnologyINTCIntel$5,205,786$1,082,256 ▼-17.2%155,1650.6%Computer and TechnologyKOCocaCola$5,109,359$1,062,181 ▼-17.2%77,0410.6%Consumer StaplesTXNTexas Instruments$5,090,975$1,058,652 ▼-17.2%27,7090.6%Computer and TechnologyBKTBlackrock Income Trust$5,066,871$1,055,112 ▼-17.2%4,3460.6%FinanceTMOThermo Fisher Scientific$4,941,384$1,028,242 ▼-17.2%10,1880.6%MedicalTMUST-Mobile US$4,839,306$1,006,354 ▼-17.2%20,2160.6%Computer and TechnologyEAElectronic Arts$4,821,033$1,002,651 ▼-17.2%23,9020.6%Consumer DiscretionaryDDOGDatadog$4,737,221$984,981 ▼-17.2%33,2670.6%Computer and TechnologyPLDPrologis$4,371,114$908,945 ▼-17.2%38,1690.5%FinanceADSKAutodesk$4,362,244$907,265 ▼-17.2%13,7320.5%Computer and TechnologyALLAllstate$4,312,104$896,808 ▼-17.2%20,0890.5%FinanceAXPAmerican Express$4,282,207$890,853 ▼-17.2%12,8920.5%FinanceLINDE PLC$4,235,100$881,600 ▼-17.2%8,9160.5%SHSMDLZMondelez International$4,219,786$877,266 ▼-17.2%67,5490.5%Consumer StaplesCDNSCadence Design Systems$4,163,485$4,163,485 ▲New Holding11,8530.5%Computer and TechnologyACNAccenture$4,132,276$859,648 ▼-17.2%16,7570.5%Computer and TechnologyTAT&T$4,099,742$4,099,742 ▲New Holding145,1750.5%Computer and TechnologyADPAutomatic Data Processing$4,064,095$845,574 ▼-17.2%13,8470.5%Computer and TechnologySPGSimon Property Group$4,007,693$833,443 ▼-17.2%21,3550.5%FinanceMRKMerck & Co., Inc.$3,963,510$824,025 ▼-17.2%47,2240.5%MedicalBSXBoston Scientific$3,962,021$350,004 ▲9.7%40,5820.5%MedicalCORCencora$3,909,125$3,909,125 ▲New Holding12,5080.5%MedicalDISWalt Disney$3,580,415$3,580,415 ▲New Holding31,2700.4%Consumer DiscretionaryMETMetLife$3,573,540$743,142 ▼-17.2%43,3840.4%FinanceLAM RESEARCH CORP$3,527,462$510,159 ▼-12.6%26,3440.4%COM NEWADIAnalog Devices$3,527,269$733,660 ▼-17.2%14,3560.4%Computer and TechnologyHIGThe Hartford Insurance Group$3,489,349$725,642 ▼-17.2%26,1590.4%FinanceWFCWells Fargo & Company$3,469,645$721,355 ▼-17.2%41,3940.4%FinanceJLLJones Lang LaSalle$3,407,551$709,012 ▼-17.2%11,4240.4%FinanceRSGRepublic Services$3,374,044$701,750 ▼-17.2%14,7030.4%Business ServicesVTRVentas$3,352,661$697,100 ▼-17.2%47,9020.4%FinanceSNPSSynopsys$3,319,035$983,820 ▲42.1%6,7270.4%Computer and TechnologyARISTA NETWORKS INC$3,272,209$680,466 ▼-17.2%22,4570.4%COMEQREquity Residential$3,263,687$678,629 ▼-17.2%50,4200.4%FinanceWDAYWorkday$3,246,244$675,488 ▼-17.2%13,4850.4%Computer and TechnologySPGIS&P Global$3,185,030$663,386 ▼-17.2%6,5440.4%FinanceBRBroadridge Financial Solutions$3,157,420$656,873 ▼-17.2%13,2570.4%Computer and TechnologyZSZscaler$3,100,582$645,168 ▼-17.2%10,3470.4%Computer and TechnologyADBEAdobe$3,083,388$641,652 ▼-17.2%8,7410.4%Computer and TechnologySYKStryker$3,067,152$638,050 ▼-17.2%8,2970.4%MedicalCSXCSX$3,038,804$631,794 ▼-17.2%85,5760.4%TransportationRGLDRoyal Gold$2,977,008$619,391 ▼-17.2%14,8420.4%Basic MaterialsQCOMQUALCOMM$2,923,943$608,212 ▼-17.2%17,5760.3%Computer and TechnologyURIUnited Rentals$2,921,260$609,073 ▼-17.3%3,0600.3%ConstructionAZOAutoZone$2,895,912$609,214 ▼-17.4%6750.3%Retail/WholesaleEWEdwards Lifesciences$2,863,880$595,563 ▼-17.2%36,8250.3%MedicalCATERPILLAR INC$2,835,702$590,234 ▼-17.2%5,9430.3%COMDHRDanaher$2,825,403$587,643 ▼-17.2%14,2510.3%MedicalHOLXHologic$2,736,382$568,941 ▼-17.2%40,5450.3%MedicalJNJJohnson & Johnson$2,690,257$559,426 ▼-17.2%24,4680.3%MedicalNDAQNasdaq$2,679,593$148,331 ▼-5.2%30,2950.3%FinanceWELLWelltower$2,674,772$2,674,772 ▲New Holding15,0150.3%FinanceEHCEncompass Health$2,587,651$538,311 ▼-17.2%20,3720.3%MedicalVZVerizon Communications$2,584,084$5,571,805 ▼-68.3%58,7960.3%Computer and TechnologyGMGeneral Motors$2,502,392$520,318 ▼-17.2%41,0430.3%Auto/Tires/TrucksRMDResMed$2,409,098$501,200 ▼-17.2%8,8010.3%MedicalINTUIntuit$2,388,819$497,841 ▼-17.2%3,4980.3%Computer and TechnologySNOWSnowflake$2,356,772$490,571 ▼-17.2%10,4490.3%Computer and TechnologyLABCORP HOLDINGS INC$2,340,113$487,141 ▼-17.2%8,1520.3%COM SHSICEIntercontinental Exchange$2,316,432$481,853 ▼-17.2%13,7490.3%FinanceAPTIV PLC$2,306,040$1,551,960 ▲205.8%26,7460.3%COM SHSOCOwens Corning$2,275,526$473,184 ▼-17.2%16,0860.3%ConstructionMKCMcCormick & Company, Incorporated$2,219,070$2,219,070 ▲New Holding33,1650.3%Consumer StaplesOMCOmnicom Group$2,201,310$2,201,310 ▲New Holding27,0000.3%Business ServicesHUBSHubSpot$2,157,961$2,157,961 ▲New Holding4,6130.3%Computer and TechnologyCLColgate-Palmolive$2,155,422$448,224 ▼-17.2%26,9630.3%Consumer StaplesAMPAmeriprise Financial$2,153,640$448,511 ▼-17.2%4,3840.3%FinanceMARMarriott International$2,143,421$446,134 ▼-17.2%8,2300.3%Consumer DiscretionaryDEDeere & Company$2,093,336$436,226 ▼-17.2%4,5780.2%IndustrialsCTSHCognizant Technology Solutions$2,085,139$433,608 ▼-17.2%31,0890.2%Computer and TechnologyShowing largest 100 holdings. 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