Bdf-Gestion Top Holdings and 13F Report (2026)

About Bdf-Gestion

Investment Activity

Bdf-Gestion has $748.56 million in total holdings as of March 31, 2026.
Bdf-Gestion owns shares of 144 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 8.18% of the portfolio was purchased this quarter.
About 9.68% of the portfolio was sold this quarter.
This quarter, Bdf-Gestion has purchased 147 new stocks and bought additional shares in 18 stocks.
Bdf-Gestion sold shares of 18 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

NVIDIA: $76,245,413
Apple: $72,618,709
Microsoft: $55,826,078
Alphabet: $30,482,317
Broadcom: $30,233,865

Largest New Holdings this Quarter

713448108 - PepsiCo: $4,813,990 Holding
459200101 - International Business Machines: $4,426,284 Holding
22788C105 - CrowdStrike: $3,455,519 Holding
375558103 - Gilead Sciences: $3,380,141 Holding
278642103 - eBay: $2,457,540 Holding

Largest Purchases this Quarter

PepsiCo: 31,000 shares (about $4.81M)
International Business Machines: 18,261 shares (about $4.43M)
CrowdStrike: 8,851 shares (about $3.46M)
Gilead Sciences: 24,253 shares (about $3.38M)
Microsoft: 8,644 shares (about $3.20M)

Largest Sales this Quarter

Citigroup: 28,000 shares (about $3.18M)
NVIDIA: 16,097 shares (about $2.81M)
Applied Materials: 5,940 shares (about $2.03M)
Mondelez International: 34,000 shares (about $1.96M)
Micron Technology: 4,941 shares (about $1.67M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$76,245,413	$2,807,317 ▼	-3.6%	437,187	10.2%	Computer and Technology
AAPL Apple	$72,618,709		0.0%	286,137	9.7%	Computer and Technology
MSFT Microsoft	$55,826,078	$3,199,749 ▲	6.1%	150,812	7.5%	Computer and Technology
GOOG Alphabet	$30,482,317		0.0%	106,262	4.1%	Computer and Technology
AVGO Broadcom	$30,233,865		0.0%	97,683	4.0%	Computer and Technology
META Meta Platforms	$26,951,900		0.0%	47,108	3.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$17,628,420		0.0%	59,928	2.4%	Finance
LLY Eli Lilly and Company	$17,201,539		0.0%	18,702	2.3%	Medical
V Visa	$10,800,546		0.0%	35,735	1.4%	Business Services
ABBV AbbVie	$9,679,175		0.0%	44,504	1.3%	Medical
NFLX Netflix	$7,944,586	$1,634,550 ▲	25.9%	82,627	1.1%	Consumer Discretionary
HD Home Depot	$7,771,671		0.0%	23,630	1.0%	Retail/Wholesale
AMAT Applied Materials	$7,262,012	$2,030,233 ▼	-21.8%	21,247	1.0%	Computer and Technology
MA Mastercard	$7,201,600		0.0%	14,413	1.0%	Business Services
ORCL Oracle	$6,911,816	$999,318 ▲	16.9%	46,984	0.9%	Computer and Technology
LAM RESEARCH CORP	$6,829,001	$1,552,026 ▲	29.4%	31,962	0.9%	COM NEW
PALANTIR TECHNOLOGIES INC-A	$6,491,468	$585,266 ▼	-8.3%	44,377	0.9%	CL A
ISRG Intuitive Surgical	$6,189,252	$1,630,522 ▼	-20.9%	13,426	0.8%	Medical
GS The Goldman Sachs Group	$5,948,156		0.0%	7,031	0.8%	Finance
CSCO Cisco Systems	$5,807,922		0.0%	74,854	0.8%	Computer and Technology
C Citigroup	$5,728,566	$3,175,480 ▼	-35.7%	50,512	0.8%	Financial Services
CATERPILLAR INC	$5,717,981	$1,771,150 ▲	44.9%	8,071	0.8%	COM
MU Micron Technology	$5,714,901	$1,669,267 ▼	-22.6%	16,916	0.8%	Computer and Technology
MRK Merck & Co., Inc.	$5,680,575		0.0%	47,224	0.8%	Medical
PG Procter & Gamble	$5,530,030		0.0%	38,286	0.7%	Consumer Staples
ADI Analog Devices	$5,516,866	$1,235,020 ▲	28.8%	17,341	0.7%	Computer and Technology
CRM Salesforce	$5,511,058	$857,749 ▲	18.4%	29,523	0.7%	Computer and Technology
BAC Bank of America	$5,510,993	$1,462,500 ▼	-21.0%	113,046	0.7%	Finance
KO CocaCola	$5,492,939		0.0%	72,228	0.7%	Consumer Staples
KLAC KLA	$5,468,531	$1,682,965 ▲	44.5%	3,714	0.7%	Computer and Technology
TXN Texas Instruments	$5,043,369		0.0%	25,978	0.7%	Computer and Technology
AMD Advanced Micro Devices	$4,877,234	$1,415,873 ▼	-22.5%	23,975	0.7%	Computer and Technology
ABT Abbott Laboratories	$4,855,880	$1,387,380 ▼	-22.2%	47,296	0.6%	Medical
PEP PepsiCo	$4,813,990	$4,813,990 ▲	New Holding	31,000	0.6%	Consumer Staples
IBM International Business Machines	$4,426,284	$4,426,284 ▲	New Holding	18,261	0.6%	Computer and Technology
UNH UnitedHealth Group	$4,347,570		0.0%	16,067	0.6%	Medical
LINDE PLC	$4,144,058		0.0%	8,359	0.6%	SHS
PANW Palo Alto Networks	$4,088,801		0.0%	25,504	0.5%	Computer and Technology
TMUS T-Mobile US	$3,980,699		0.0%	18,953	0.5%	Computer and Technology
T AT&T	$3,945,713		0.0%	136,106	0.5%	Computer and Technology
PLD Prologis	$3,936,849	$793,080 ▼	-16.8%	29,784	0.5%	Finance
BKT Blackrock Income Trust	$3,918,007		0.0%	4,074	0.5%	Finance
ALL Allstate	$3,905,042		0.0%	18,834	0.5%	Finance
NOW ServiceNow	$3,885,705	$791,548 ▲	25.6%	37,166	0.5%	Computer and Technology
RGLD Royal Gold	$3,777,141		0.0%	14,842	0.5%	Basic Materials
MSI Motorola Solutions	$3,742,123		0.0%	8,623	0.5%	Computer and Technology
COR Cencora	$3,683,606		0.0%	11,726	0.5%	Medical
AXP American Express	$3,655,773		0.0%	12,086	0.5%	Finance
BSX Boston Scientific	$3,581,080	$1,193,693 ▲	50.0%	57,069	0.5%	Medical
TMO Thermo Fisher Scientific	$3,580,796	$1,113,807 ▼	-23.7%	7,285	0.5%	Medical
ETN Eaton	$3,559,532	$1,788,350 ▲	101.0%	9,952	0.5%	Industrials
CRWD CrowdStrike	$3,455,519	$3,455,519 ▲	New Holding	8,851	0.5%	Computer and Technology
HON Honeywell International	$3,429,779	$1,356,180 ▲	65.4%	15,174	0.5%	Multi-Sector Conglomerates
GILD Gilead Sciences	$3,380,141	$3,380,141 ▲	New Holding	24,253	0.5%	Medical
HIG The Hartford Insurance Group	$3,316,381		0.0%	24,524	0.4%	Finance
ARISTA NETWORKS INC	$3,314,078		0.0%	26,992	0.4%	COM
CSX CSX	$3,293,442		0.0%	80,230	0.4%	Transportation
ACN Accenture	$3,115,136		0.0%	15,710	0.4%	Computer and Technology
CDNS Cadence Design Systems	$3,087,691		0.0%	11,112	0.4%	Computer and Technology
ADSK Autodesk	$3,082,036		0.0%	12,874	0.4%	Computer and Technology
GM General Motors	$3,057,704		0.0%	41,043	0.4%	Auto/Tires/Trucks
RSG Republic Services	$3,018,972		0.0%	13,784	0.4%	Business Services
JNJ Johnson & Johnson	$3,003,862		0.0%	22,939	0.4%	Medical
CF CF Industries	$2,986,320		0.0%	23,000	0.4%	Basic Materials
PGR Progressive	$2,973,600		0.0%	15,000	0.4%	Finance
MET MetLife	$2,876,395		0.0%	40,673	0.4%	Finance
DIS Walt Disney	$2,825,476		0.0%	29,316	0.4%	Consumer Discretionary
SPG Simon Property Group	$2,801,867	$932,650 ▼	-25.0%	15,021	0.4%	Finance
EQR Equity Residential	$2,796,021		0.0%	47,270	0.4%	Finance
WELL Welltower	$2,783,164		0.0%	14,077	0.4%	Finance
ADP Automatic Data Processing	$2,637,683		0.0%	12,982	0.4%	Computer and Technology
FTNT Fortinet	$2,623,212		0.0%	32,100	0.4%	Computer and Technology
MS Morgan Stanley	$2,622,917		0.0%	15,938	0.4%	Finance
SPGI S&P Global	$2,609,461		0.0%	6,135	0.3%	Finance
SYK Stryker	$2,555,773		0.0%	7,778	0.3%	Medical
DHR Danaher	$2,533,056		0.0%	13,360	0.3%	Medical
MAR Marriott International	$2,523,345		0.0%	7,715	0.3%	Consumer Discretionary
JLL Jones Lang LaSalle	$2,498,467	$760,800 ▼	-23.3%	8,210	0.3%	Finance
SCI Service Corporation International	$2,475,300		0.0%	30,000	0.3%	Consumer Staples
EBAY eBay	$2,457,540	$2,457,540 ▲	New Holding	27,000	0.3%	Retail/Wholesale
RMD ResMed	$2,422,139	$569,955 ▲	30.8%	10,790	0.3%	Medical
DE Deere & Company	$2,417,684		0.0%	4,292	0.3%	Industrials
NDAQ Nasdaq	$2,411,046		0.0%	28,402	0.3%	Finance
BMY Bristol Myers Squibb	$2,376,388	$2,376,388 ▲	New Holding	39,182	0.3%	Medical
VTR Ventas	$2,364,178	$1,308,480 ▼	-35.6%	28,909	0.3%	Finance
USB U.S. Bancorp	$2,340,450	$2,340,450 ▲	New Holding	45,000	0.3%	Finance
APH Amphenol	$2,226,792	$2,226,792 ▲	New Holding	17,624	0.3%	Computer and Technology
VRTX Vertex Pharmaceuticals	$2,171,077	$2,171,077 ▲	New Holding	4,862	0.3%	Medical
CL Colgate-Palmolive	$2,154,444		0.0%	25,278	0.3%	Consumer Staples
AZO AutoZone	$2,134,757		0.0%	632	0.3%	Retail/Wholesale
EQIX Equinix	$2,130,062		0.0%	2,173	0.3%	Finance
CMI Cummins	$2,105,272		0.0%	3,913	0.3%	Auto/Tires/Trucks
WAB Wabtec	$2,098,244		0.0%	8,396	0.3%	Transportation
URI United Rentals	$2,089,510		0.0%	2,868	0.3%	Construction
GLW Corning	$2,088,635	$2,088,635 ▲	New Holding	15,361	0.3%	Computer and Technology
STT State Street	$2,072,293		0.0%	16,374	0.3%	Finance
LABCORP HOLDINGS INC	$2,038,962		0.0%	7,642	0.3%	COM SHS
LFUS Littelfuse	$2,036,100	$2,036,100 ▲	New Holding	6,000	0.3%	Computer and Technology
OMC Omnicom Group	$2,033,370		0.0%	27,000	0.3%	Business Services
ICE Intercontinental Exchange	$2,027,339		0.0%	12,890	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Bdf-Gestion Top Holdings and 13F Report (2026)

About Bdf-Gestion

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Bdf-Gestion Top Holdings and 13F Report (2026)

About Bdf-Gestion

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBdf-Gestion

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools