Bdf-Gestion Top Holdings and 13F Report (2025) About Bdf-GestionInvestment ActivityBdf-Gestion has $893.53 million in total holdings as of June 30, 2025.Bdf-Gestion owns shares of 137 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 4.17% of the portfolio was purchased this quarter.About 17.79% of the portfolio was sold this quarter.This quarter, Bdf-Gestion has purchased 143 new stocks and bought additional shares in 8 stocks.Bdf-Gestion sold shares of 119 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $94,687,199Microsoft $91,108,600Apple $70,660,548Meta Platforms $38,086,920Broadcom $33,344,829 Largest New Holdings this Quarter 64110L106 - Netflix $9,373,910 Holding69608A108 - PALANTIR TECHNOLOGIES INC-A $4,409,270 Holding949746101 - Wells Fargo & Company $4,006,000 Holding512807306 - LAM RESEARCH CORP $2,935,190 Holding023939101 - AMENTUM HOLDINGS INC $22,925 Holding Largest Purchases this Quarter Netflix 7,000 shares (about $9.37M)PALANTIR TECHNOLOGIES INC-A 32,345 shares (about $4.41M)Wells Fargo & Company 50,000 shares (about $4.01M)Intel 149,192 shares (about $3.34M)Meta Platforms 4,413 shares (about $3.26M) Largest Sales this Quarter Microsoft 33,723 shares (about $16.77M)Alphabet 78,355 shares (about $13.90M)Apple 37,523 shares (about $7.70M)CDW 26,956 shares (about $4.81M)The Goldman Sachs Group 6,636 shares (about $4.70M) 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$94,687,1990.0%599,32410.6%Computer and TechnologyMSFTMicrosoft$91,108,600$16,774,157 ▼-15.5%183,16610.2%Computer and TechnologyAAPLApple$70,660,548$7,698,594 ▼-9.8%344,4007.9%Computer and TechnologyMETAMeta Platforms$38,086,920$3,257,191 ▲9.4%51,6024.3%Computer and TechnologyAVGOBroadcom$33,344,829$442,143 ▼-1.3%120,9683.7%Computer and TechnologyGOOGAlphabet$24,285,933$13,899,394 ▼-36.4%136,9072.7%Computer and TechnologyJPMJPMorgan Chase & Co.$22,384,241$1,449,550 ▲6.9%77,2112.5%FinanceLLYEli Lilly and Company$18,785,114$2,047,046 ▼-9.8%24,0982.1%MedicalVVisa$15,490,121$1,687,908 ▼-9.8%43,6281.7%Business ServicesMAMastercard$11,250,601$1,226,715 ▼-9.8%20,0211.3%Business ServicesHDHome Depot$11,162,721$1,216,511 ▼-9.8%30,4461.2%Retail/WholesaleBACBank of America$10,721,529$4,316,672 ▼-28.7%226,5751.2%FinanceGSThe Goldman Sachs Group$10,687,025$4,696,629 ▼-30.5%15,1001.2%FinanceAMDAdvanced Micro Devices$10,262,7760.0%72,3241.1%Computer and TechnologyNFLXNetflix$9,373,910$9,373,910 ▲New Holding7,0001.0%Consumer DiscretionaryCRMSalesforce$8,758,803$1,904,194 ▲27.8%32,1201.0%Computer and TechnologyVZVerizon Communications$8,029,700$874,833 ▼-9.8%185,5720.9%Computer and TechnologyABTAbbott Laboratories$7,992,084$870,872 ▼-9.8%58,7610.9%MedicalPGProcter & Gamble$7,858,937$856,345 ▼-9.8%49,3280.9%Consumer StaplesNOWServiceNow$7,843,2220.0%7,6290.9%Computer and TechnologyABBVAbbVie$7,740,354$2,257,325 ▼-22.6%41,7000.9%MedicalMSIMotorola Solutions$7,124,274$776,590 ▼-9.8%16,9440.8%Computer and TechnologyTXNTexas Instruments$6,949,249$2,316,416 ▲50.0%33,4710.8%Computer and TechnologyORCLOracle$6,900,181$751,869 ▼-9.8%31,5610.8%Computer and TechnologyCSCOCisco Systems$6,691,077$728,976 ▼-9.8%96,4410.7%Computer and TechnologyKOCocaCola$6,583,783$717,334 ▼-9.8%93,0570.7%Consumer StaplesISRGIntuitive Surgical$6,532,875$408,644 ▼-5.9%12,0220.7%MedicalTJXTJX Companies$6,463,714$777,493 ▲13.7%52,3420.7%Retail/WholesaleUNHUnitedHealth Group$6,458,715$4,138,906 ▼-39.1%20,7030.7%MedicalCCitigroup$6,313,776$1,820,632 ▼-22.4%74,1750.7%Financial ServicesACNAccenture$6,050,430$659,351 ▼-9.8%20,2430.7%Computer and TechnologyTMUST-Mobile US$5,818,309$1,731,674 ▲42.4%24,4200.7%Computer and TechnologyBKTBlackrock Income Trust$5,509,612$601,220 ▼-9.8%5,2510.6%FinanceMDLZMondelez International$5,502,564$599,542 ▼-9.8%81,5920.6%Consumer StaplesDDOGDatadog$5,397,917$588,097 ▼-9.8%40,1840.6%Computer and TechnologyADPAutomatic Data Processing$5,158,915$562,522 ▼-9.8%16,7280.6%Computer and TechnologyADSKAutodesk$5,135,147$559,703 ▼-9.8%16,5880.6%Computer and TechnologyLINDE PLC$5,054,007$551,287 ▼-9.8%10,7720.6%SHSTMOThermo Fisher Scientific$4,990,402$544,127 ▼-9.8%12,3080.6%MedicalAXPAmerican Express$4,967,795$541,309 ▼-9.8%15,5740.6%FinanceALLAllstate$4,885,190$532,465 ▼-9.8%24,2670.5%FinancePLDPrologis$4,846,663$528,123 ▼-9.8%46,1060.5%FinanceEAElectronic Arts$4,611,018$502,576 ▼-9.8%28,8730.5%Consumer DiscretionaryMRKMerck & Co., Inc.$4,515,445$3,596,714 ▼-44.3%57,0420.5%MedicalPALANTIR TECHNOLOGIES INC-A$4,409,270$4,409,270 ▲New Holding32,3450.5%CL ARSGRepublic Services$4,380,040$477,437 ▼-9.8%17,7610.5%Business ServicesMETMetLife$4,214,491$459,279 ▼-9.8%52,4060.5%FinanceINTCIntel$4,198,275$3,341,901 ▲390.2%187,4230.5%Computer and TechnologySPGIS&P Global$4,169,282$454,524 ▼-9.8%7,9070.5%FinanceSPGSimon Property Group$4,146,965$452,057 ▼-9.8%25,7960.5%FinanceADIAnalog Devices$4,127,7430.0%17,3420.5%Computer and TechnologyEQREquity Residential$4,110,411$447,864 ▼-9.8%60,9040.5%FinanceADBEAdobe$4,085,453$445,686 ▼-9.8%10,5600.5%Computer and TechnologyHIGThe Hartford Insurance Group$4,008,965$436,940 ▼-9.8%31,5990.4%FinanceWFCWells Fargo & Company$4,006,000$4,006,000 ▲New Holding50,0000.4%FinanceDXCMDexCom$4,001,024$250,260 ▼-5.9%45,8360.4%MedicalBSXBoston Scientific$3,973,848$433,077 ▼-9.8%36,9970.4%MedicalSYKStryker$3,965,399$432,424 ▼-9.8%10,0230.4%MedicalZSZscaler$3,924,2500.0%12,5000.4%Computer and TechnologyWDAYWorkday$3,909,840$426,240 ▼-9.8%16,2910.4%Computer and TechnologyBRBroadridge Financial Solutions$3,892,125$424,330 ▼-9.8%16,0150.4%Computer and TechnologyVTRVentas$3,653,985$398,161 ▼-9.8%57,8620.4%FinanceAMATApplied Materials$3,544,784$386,278 ▼-9.8%19,3630.4%Computer and TechnologyJLLJones Lang LaSalle$3,530,020$384,949 ▼-9.8%13,8010.4%FinanceEWEdwards Lifesciences$3,479,015$379,084 ▼-9.8%44,4830.4%MedicalDHRDanaher$3,400,651$370,585 ▼-9.8%17,2150.4%MedicalQCOMQUALCOMM$3,381,408$368,528 ▼-9.8%21,2320.4%Computer and TechnologyCSXCSX$3,372,898$367,512 ▼-9.8%103,3680.4%TransportationELVElevance Health$3,343,500$364,844 ▼-9.8%8,5960.4%MedicalINTUIntuit$3,329,312$363,885 ▼-9.9%4,2270.4%Computer and TechnologyHOLXHologic$3,191,211$347,759 ▼-9.8%48,9750.4%MedicalRGLDRoyal Gold$3,188,671$347,677 ▼-9.8%17,9300.4%Basic MaterialsJNJJohnson & Johnson$3,121,705$340,202 ▼-9.8%29,5560.3%MedicalICEIntercontinental Exchange$3,047,253$332,081 ▼-9.8%16,6090.3%FinanceAZOAutoZone$3,032,892$334,101 ▼-9.9%8170.3%Retail/WholesaleEHCEncompass Health$3,017,924$328,894 ▼-9.8%24,6100.3%MedicalCLColgate-Palmolive$2,960,613$322,604 ▼-9.8%32,5700.3%Consumer StaplesLAM RESEARCH CORP$2,935,190$2,935,190 ▲New Holding30,1540.3%COM NEWCTSHCognizant Technology Solutions$2,930,339$319,299 ▼-9.8%37,5540.3%Computer and TechnologyNDAQNasdaq$2,858,936$1,770,784 ▲162.7%31,9720.3%FinanceFIFiserv$2,858,558$311,545 ▼-9.8%16,5800.3%Business ServicesAMPAmeriprise Financial$2,827,168$308,496 ▼-9.8%5,2970.3%FinanceSNOWSnowflake$2,824,872$307,907 ▼-9.8%12,6240.3%Computer and TechnologyDEDeere & Company$2,812,967$307,128 ▼-9.8%5,5320.3%IndustrialsCATERPILLAR INC$2,787,348$304,357 ▼-9.8%7,1800.3%COMURIUnited Rentals$2,786,073$304,374 ▼-9.8%3,6980.3%ConstructionARISTA NETWORKS INC$2,775,363$302,531 ▼-9.8%27,1270.3%COMHONHoneywell International$2,753,107$300,182 ▼-9.8%11,8220.3%Multi-Sector ConglomeratesRMDResMed$2,743,056$299,022 ▼-9.8%10,6320.3%MedicalPAYXPaychex$2,737,412$298,338 ▼-9.8%18,8190.3%Computer and TechnologyMARMarriott International$2,716,527$296,160 ▼-9.8%9,9430.3%Consumer DiscretionaryVRSKVerisk Analytics$2,698,213$294,368 ▼-9.8%8,6620.3%Business ServicesOCOwens Corning$2,672,151$291,267 ▼-9.8%19,4310.3%ConstructionTRUTransUnion$2,586,408$281,864 ▼-9.8%29,3910.3%Business ServicesLABCORP HOLDINGS INC$2,585,461$281,936 ▼-9.8%9,8490.3%COM SHSCICigna Group$2,498,193$272,398 ▼-9.8%7,5570.3%MedicalGMGeneral Motors$2,439,684$265,882 ▼-9.8%49,5770.3%Auto/Tires/TrucksSNPSSynopsys$2,426,514$265,056 ▼-9.8%4,7330.3%Computer and TechnologyOTISOtis Worldwide$2,391,828$260,720 ▼-9.8%24,1550.3%IndustrialsSTESTERIS$2,308,514$251,991 ▼-9.8%9,6100.3%MedicalShowing largest 100 holdings. 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