Bdf-Gestion Top Holdings and 13F Report (2026) About Bdf-GestionInvestment ActivityBdf-Gestion has $746.77 million in total holdings as of June 30, 2026.Bdf-Gestion owns shares of 143 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 6.83% of the portfolio was purchased this quarter.About 12.32% of the portfolio was sold this quarter.This quarter, Bdf-Gestion has purchased 144 new stocks and bought additional shares in 7 stocks.Bdf-Gestion sold shares of 118 stocks and completely divested from 10 stocks this quarter.Largest Holdings Morgan Stanley $76,245,413Advanced Micro Devices $72,618,709Stanley Black & Decker $55,826,078Advanced Drainage Systems $30,482,317Regal Rexnord $30,233,865 Largest New Holdings this Quarter G9600F104 - VERSIGENT PLC $7,262,012 Holding43849R105 - HONEYWELL AEROSPACE INC $5,468,531 Holding26614N201 - DUPONT DE NEMOURS INC $3,905,042 Holding64125C109 - Neurocrine Biosciences $3,003,862 Holding573874104 - Marvell Technology $2,154,444 Holding Largest Purchases this Quarter Advanced Micro Devices 3,751 shares (about $9.82M)KLA 29,666 shares (about $8.60M)VERSIGENT PLC 8,014 shares (about $7.26M)HONEYWELL AEROSPACE INC 7,587 shares (about $5.47M)DUPONT DE NEMOURS INC 12,314 shares (about $3.91M) Largest Sales this Quarter Morgan Stanley 1,611 shares (about $8.57M)Stanley Black & Decker 1,811 shares (about $6.28M)Advanced Drainage Systems 1,314 shares (about $3.43M)Regal Rexnord 1,011 shares (about $3.40M)Johnson & Johnson 2,319 shares (about $1.98M) 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 PortfolioSectorMSMorgan Stanley$76,245,413$8,573,418 â–¼-10.1%14,32710.2%FinanceAMDAdvanced Micro Devices$72,618,709$9,824,453 â–²15.6%27,7269.7%Computer and TechnologySWKStanley Black & Decker$55,826,078$6,276,448 â–¼-10.1%16,1087.5%IndustrialsWMSAdvanced Drainage Systems$30,482,317$3,427,500 â–¼-10.1%11,6864.1%ConstructionRRXRegal Rexnord$30,233,865$3,400,427 â–¼-10.1%8,9894.0%IndustrialsCHDChurch & Dwight$26,951,9000.0%21,6943.6%Consumer StaplesJNJJohnson & Johnson$17,628,420$1,982,556 â–¼-10.1%20,6202.4%MedicalGLWCorning$17,201,539$1,934,675 â–¼-10.1%13,8082.3%Computer and TechnologyTRUTransUnion$10,800,546$1,214,633 â–¼-10.1%20,5051.4%Business ServicesKLACKLA$9,679,175$8,602,229 â–²798.8%33,3801.3%Computer and TechnologyEQIXEquinix$7,944,586$894,935 â–¼-10.1%1,9531.1%FinanceCATERPILLAR INC$7,771,671$874,112 â–¼-10.1%7,2551.0%COMVERSIGENT PLC$7,262,012$7,262,012 â–²New Holding8,0141.0%ORDINARY SHARESAMPAmeriprise Financial$7,201,600$811,009 â–¼-10.1%3,6941.0%FinanceSTESTERIS$6,911,816$777,489 â–¼-10.1%6,7030.9%MedicalABTAbbott Laboratories$6,829,001$767,773 â–¼-10.1%42,5160.9%MedicalHDHome Depot$6,491,468$730,103 â–¼-10.1%21,2410.9%Retail/WholesaleCICigna Group$6,189,252$696,438 â–¼-10.1%5,2700.8%MedicalTROXTronox$5,948,1560.0%55,6810.8%Basic MaterialsOTISOtis Worldwide$5,807,922$653,137 â–¼-10.1%16,8510.8%IndustrialsMSFTMicrosoft$5,728,566$841,443 â–¼-12.8%131,4970.8%Computer and TechnologyAPHAmphenol$5,717,981$643,192 â–¼-10.1%15,8420.8%Computer and TechnologyGMGeneral Motors$5,714,901$642,510 â–¼-10.1%36,8950.8%Auto/Tires/TrucksADIAnalog Devices$5,680,575$638,828 â–¼-10.1%15,5880.8%Computer and TechnologyTMUST-Mobile US$5,530,030$621,913 â–¼-10.1%17,0370.7%Computer and TechnologyPCORProcore Technologies$5,516,866$620,405 â–¼-10.1%21,6440.7%Computer and TechnologyITWIllinois Tool Works$5,511,058$619,739 â–¼-10.1%4,0550.7%IndustrialsLINDE PLC$5,510,993$619,748 â–¼-10.1%7,5140.7%SHSBKTBlackrock Income Trust$5,492,939$617,993 â–¼-10.1%3,6620.7%FinanceHONEYWELL AEROSPACE INC$5,468,531$5,468,531 â–²New Holding7,5870.7%COMALLAllstate$5,043,369$567,193 â–¼-10.1%16,9300.7%FinanceGENPACT LTD$4,877,2340.0%53,0410.7%SHSIBMInternational Business Machines$4,855,880$546,083 â–¼-10.1%16,4150.7%Computer and TechnologyTAT&T$4,813,990$541,244 â–¼-10.1%122,3500.6%Computer and TechnologySPGSimon Property Group$4,426,284$497,965 â–¼-10.1%13,5020.6%FinanceCMICummins$4,347,570$489,519 â–¼-10.1%3,5170.6%Auto/Tires/TrucksVVisa$4,144,058$465,969 â–¼-10.1%32,1230.6%Business ServicesEHCEncompass Health$4,088,801$459,895 â–¼-10.1%17,1680.5%MedicalSCIService Corporation International$3,980,6990.0%30,0000.5%Consumer StaplesNFLXNetflix$3,945,713$443,624 â–¼-10.1%74,2760.5%Consumer DiscretionaryAPDAir Products and Chemicals$3,936,849$443,094 â–¼-10.1%4,7090.5%Basic MaterialsAPTIV PLC$3,918,007$440,658 â–¼-10.1%24,0420.5%COM SHSDUPONT DE NEMOURS INC$3,905,042$3,905,042 â–²New Holding12,3140.5%COMMON STOCKCLColgate-Palmolive$3,885,705$436,913 â–¼-10.1%22,7230.5%Consumer StaplesSANDISK CORP$3,777,141$1,486,508 â–²64.9%2,3580.5%COMBRBroadridge Financial Solutions$3,742,123$421,077 â–¼-10.1%11,1710.5%Computer and TechnologyMDLZMondelez International$3,683,606$414,273 â–¼-10.1%26,3640.5%Consumer StaplesTXNTexas Instruments$3,655,773$411,102 â–¼-10.1%23,3520.5%Computer and TechnologyVTRVentas$3,581,080$402,660 â–¼-10.1%25,9870.5%FinanceDISWalt Disney$3,580,796$402,607 â–¼-10.1%26,3530.5%Consumer DiscretionaryREGRegency Centers$3,559,532$400,299 â–¼-10.1%15,5880.5%FinanceLABCORP HOLDINGS INC$3,455,519$388,865 â–¼-10.1%6,8690.5%COM SHSFTNTFortinet$3,429,779$385,709 â–¼-10.1%28,8550.5%Computer and TechnologyCORCencora$3,380,141$380,346 â–¼-10.1%10,5400.5%MedicalELVElevance Health$3,316,381$373,599 â–¼-10.1%4,1810.4%MedicalSYKStryker$3,314,078$373,077 â–¼-10.1%6,9910.4%MedicalMRKMerck & Co., Inc.$3,293,442$370,300 â–¼-10.1%42,4510.4%MedicalICEIntercontinental Exchange$3,115,136$350,308 â–¼-10.1%11,5870.4%FinancePGRProgressive$3,087,691$347,148 â–¼-10.1%13,4840.4%FinanceMARMarriott International$3,082,036$346,646 â–¼-10.1%6,9350.4%Consumer DiscretionaryMETMetLife$3,057,704$343,806 â–¼-10.1%36,5620.4%FinanceMSCIMSCI$3,018,972$340,445 â–¼-10.1%1,6760.4%FinanceNBIXNeurocrine Biosciences$3,003,862$3,003,862 â–²New Holding11,8580.4%MedicalAMATApplied Materials$2,986,320$335,861 â–¼-10.1%19,0990.4%Computer and TechnologyGILDGilead Sciences$2,973,600$334,446 â–¼-10.1%21,8010.4%MedicalVRSKVerisk Analytics$2,876,395$323,725 â–¼-10.1%6,0420.4%Business ServicesCSCOCisco Systems$2,825,476$317,656 â–¼-10.1%67,2890.4%Computer and TechnologyREGENERON PHARMACEUTICALS$2,801,867$316,221 â–¼-10.1%1,5240.4%COMBSXBoston Scientific$2,796,021$314,369 â–¼-10.1%51,3010.4%MedicalORCLOracle$2,783,164$312,945 â–¼-10.1%42,2350.4%Computer and TechnologySPGIS&P Global$2,637,683$297,062 â–¼-10.1%5,5140.4%FinanceVRTXVertex Pharmaceuticals$2,623,212$295,336 â–¼-10.1%4,3700.4%MedicalGSThe Goldman Sachs Group$2,622,917$295,078 â–¼-10.1%6,3200.4%FinanceMAMastercard$2,609,461$293,454 â–¼-10.1%12,9560.3%Business ServicesSTXSeagate Technology$2,555,773$1,055,814 â–²70.4%3,6310.3%Computer and TechnologyAXPAmerican Express$2,533,056$284,922 â–¼-10.1%10,8640.3%FinanceCDNSCadence Design Systems$2,523,345$283,965 â–¼-10.1%9,9880.3%Computer and TechnologyLFUSLittelfuse$2,498,4670.0%6,0000.3%Computer and TechnologyPKGPackaging Corporation of America$2,475,300$278,439 â–¼-10.1%6,7830.3%IndustrialsACNAccenture$2,457,5400.0%15,7100.3%Computer and TechnologyWABWabtec$2,422,139$272,479 â–¼-10.1%7,5470.3%TransportationMSAMSA Safety Incorporporated$2,417,6840.0%11,3540.3%IndustrialsAAPLApple$2,411,046$287,218 â–¼-10.6%255,6790.3%Computer and TechnologyADSKAutodesk$2,376,388$267,374 â–¼-10.1%11,5720.3%Computer and TechnologyUSBU.S. Bancorp$2,364,178$265,803 â–¼-10.1%40,4520.3%FinanceDECKDeckers Outdoor$2,340,450$263,214 â–¼-10.1%15,5340.3%Retail/WholesaleWELLWelltower$2,226,792$631,872 â–²39.6%19,6540.3%FinanceDEDeere & Company$2,171,077$244,232 â–¼-10.1%3,8580.3%IndustrialsMRVLMarvell Technology$2,154,444$2,154,444 â–²New Holding14,6940.3%Computer and TechnologyEQREquity Residential$2,134,757$240,042 â–¼-10.1%42,4920.3%FinanceBMYBristol Myers Squibb$2,130,062$239,482 â–¼-10.1%35,2220.3%MedicalJLLJones Lang LaSalle$2,105,272$236,772 â–¼-10.1%7,3800.3%FinanceADPAutomatic Data Processing$2,098,244$236,095 â–¼-10.1%11,6690.3%Computer and TechnologyINTCIntel$2,089,510$2,089,510 â–²New Holding83,1260.3%Computer and TechnologyABBVAbbVie$2,088,635$234,832 â–¼-10.1%40,0060.3%MedicalARISTA NETWORKS INC$2,072,293$232,988 â–¼-10.1%24,2640.3%COMMUMicron Technology$2,038,962$234,941 â–²13.0%19,1190.3%Computer and TechnologyLLYEli Lilly and Company$2,036,100$75,419 â–¼-3.6%18,0340.3%MedicalSTTState Street$2,033,370$228,632 â–¼-10.1%14,7190.3%FinanceCCitigroup$2,027,339$227,929 â–¼-10.1%45,4070.3%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
