Bdf-Gestion Top Holdings and 13F Report (2026) About Bdf-GestionInvestment ActivityBdf-Gestion has $738.38 million in total holdings as of September 30, 2026.Bdf-Gestion owns shares of 145 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 5.49% of the portfolio was purchased this quarter.About 19.07% of the portfolio was sold this quarter.This quarter, Bdf-Gestion has purchased 143 new stocks and bought additional shares in 12 stocks.Bdf-Gestion sold shares of 122 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $74,418,993Apple $69,351,748Microsoft $59,409,720Alphabet $27,155,274Broadcom $26,978,416 Largest New Holdings this Quarter 55024U109 - Lumentum $4,197,786 Holding18915M107 - Cloudflare $3,077,943 Holding79466L302 - Salesforce $2,805,575 Holding24703L202 - Dell Technologies $2,475,108 Holding941848103 - Waters $2,160,481 Holding Largest Purchases this Quarter CrowdStrike 20,286 shares (about $5.37M)Lumentum 4,322 shares (about $4.20M)Cloudflare 8,863 shares (about $3.08M)Amphenol 34,244 shares (about $2.89M)Salesforce 12,221 shares (about $2.81M) Largest Sales this Quarter Apple 47,428 shares (about $15.79M)Microsoft 15,666 shares (about $8.04M)Meta Platforms 9,569 shares (about $6.94M)Alphabet 15,827 shares (about $5.39M)NVIDIA 15,503 shares (about $3.54M) 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$74,418,993$3,540,575 ▼-4.5%325,85610.1%TechnologyAAPLApple$69,351,748$15,794,473 ▼-18.5%208,2519.4%TechnologyMSFTMicrosoft$59,409,720$8,035,091 ▼-11.9%115,8318.0%TechnologyGOOGAlphabet$27,155,274$5,392,892 ▼-16.6%79,6953.7%Communication ServicesAVGOBroadcom$26,978,416$3,421,293 ▼-11.3%76,8203.7%TechnologyMETAMeta Platforms$23,769,950$6,939,247 ▼-22.6%32,7783.2%Communication ServicesLLYEli Lilly and Company$18,517,908$2,348,872 ▼-11.3%16,0042.5%HealthcareMUMicron Technology$18,071,721$2,292,117 ▼-11.3%16,9672.4%TechnologyAMDAdvanced Micro Devices$16,705,330$256,327 ▼-1.5%27,3072.3%TechnologyJPMJPMorgan Chase & Co.$15,816,321$2,005,822 ▼-11.3%47,8082.1%FinanceVVisa$10,243,420$1,299,337 ▼-11.3%28,5071.4%FinancePALANTIR TECHNOLOGIES INC-A$9,678,154$2,216,355 ▲29.7%51,7411.3%CL AABBVAbbVie$9,287,230$1,177,940 ▼-11.3%35,5031.3%HealthcareINTCIntel$8,869,487$1,124,752 ▼-11.3%73,7711.2%TechnologyAMATApplied Materials$8,667,380$1,099,467 ▼-11.3%16,9491.2%TechnologyLAM RESEARCH CORP$7,753,165$869,566 ▲12.6%23,6011.1%COM NEWPANWPalo Alto Networks$7,688,743$975,396 ▼-11.3%19,3521.0%TechnologyCRWDCrowdStrike$7,477,070$5,370,719 ▲255.0%28,2421.0%TechnologyCSCOCisco Systems$6,427,233$815,082 ▼-11.3%59,7160.9%TechnologyMAMastercard$6,340,251$804,595 ▼-11.3%11,4970.9%FinanceUNHUnitedHealth Group$6,273,030$971,294 ▲18.3%17,0890.8%HealthcareTXNTexas Instruments$5,804,585$736,076 ▼-11.3%20,7240.8%TechnologyKLACKLA$5,774,411$732,352 ▼-11.3%29,6230.8%TechnologyARISTA NETWORKS INC$5,659,191$719,283 ▲14.6%27,7970.8%COMTMOThermo Fisher Scientific$5,564,437$1,144,210 ▲25.9%8,2430.8%HealthcareADIAnalog Devices$5,487,689$696,226 ▼-11.3%13,8330.7%TechnologyMRKMerck & Co., Inc.$5,474,264$694,291 ▼-11.3%37,6730.7%HealthcareHDHome Depot$5,362,637$680,216 ▼-11.3%18,8500.7%Consumer DiscretionaryCATERPILLAR INC$5,219,866$662,415 ▼-11.3%6,4380.7%COMCCitigroup$5,217,526$661,772 ▼-11.3%40,2960.7%FinanceORCLOracle$5,146,141$652,724 ▼-11.3%37,4810.7%TechnologyNFLXNetflix$4,586,505$581,619 ▼-11.3%65,9170.6%Communication ServicesPGProcter & Gamble$4,437,142$562,815 ▼-11.3%30,5420.6%Consumer StaplesABTAbbott Laboratories$4,271,334$69,477 ▲1.7%43,2190.6%HealthcareAPHAmphenol$4,222,250$2,886,769 ▲216.2%50,0860.6%TechnologyLITELumentum$4,197,786$4,197,786 ▲New Holding4,3220.6%TechnologyWELLWelltower$4,015,846$509,291 ▼-11.3%17,4420.5%Real EstateGSThe Goldman Sachs Group$3,878,751$1,811,524 ▼-31.8%4,3080.5%FinanceBACBank of America$3,820,115$1,711,116 ▼-30.9%70,1840.5%FinanceSANDISK CORP$3,639,850$462,811 ▼-11.3%2,0920.5%COMMRVLMarvell Technology$3,445,298$437,003 ▼-11.3%13,0400.5%TechnologyBKTBlackrock Income Trust$3,438,384$437,074 ▼-11.3%3,2490.5%FinanceETNEaton$3,411,468$432,718 ▼-11.3%7,9390.5%IndustrialsALLAllstate$3,333,225$422,865 ▼-11.3%15,0240.5%FinanceLINDE PLC$3,164,966$401,554 ▼-11.3%6,6680.4%SHSPEPPepsiCo$3,133,786$397,521 ▼-11.3%24,7300.4%Consumer StaplesPLDPrologis$3,084,998$391,208 ▼-11.3%23,7600.4%Real EstateNETCloudflare$3,077,943$3,077,943 ▲New Holding8,8630.4%TechnologyMSIMotorola Solutions$3,067,382$389,332 ▼-11.3%6,8780.4%TechnologyGEGE Aerospace$3,048,575$386,615 ▼-11.3%9,7620.4%IndustrialsSTXSeagate Technology$2,971,779$377,237 ▼-11.3%3,2220.4%TechnologyAXPAmerican Express$2,931,828$371,914 ▼-11.3%9,6410.4%FinanceCDNSCadence Design Systems$2,926,430$371,458 ▼-11.3%8,8630.4%TechnologyEQIXEquinix$2,919,420$943,804 ▲47.8%2,8860.4%Real EstateGILDGilead Sciences$2,883,670$365,769 ▼-11.3%19,3470.4%HealthcareCORCencora$2,808,238$356,397 ▼-11.3%9,3530.4%HealthcareCRMSalesforce$2,805,575$2,805,575 ▲New Holding12,2210.4%TechnologyRGLDRoyal Gold$2,794,240$354,472 ▼-11.3%11,8400.4%MaterialsJNJJohnson & Johnson$2,720,146$345,017 ▼-11.3%18,2990.4%HealthcareADPAutomatic Data Processing$2,672,211$339,091 ▼-11.3%10,3550.4%IndustrialsTAT&T$2,649,352$335,988 ▼-11.3%108,5800.4%Communication ServicesACNAccenture$2,556,545$324,198 ▼-11.3%13,9420.3%TechnologyEBAYeBay$2,541,064$322,286 ▼-11.3%23,9610.3%Consumer DiscretionaryREGENERON PHARMACEUTICALS$2,528,830$1,373,227 ▲118.8%3,3350.3%COMPGRProgressive$2,480,671$314,697 ▼-11.3%11,9660.3%FinanceDELLDell Technologies$2,475,108$2,475,108 ▲New Holding4,6010.3%TechnologyTJXTJX Companies$2,465,729$312,781 ▼-11.3%18,6360.3%Consumer DiscretionaryDISWalt Disney$2,453,296$311,133 ▼-11.3%23,3870.3%Communication ServicesSPGSimon Property Group$2,405,506$305,155 ▼-11.3%11,9820.3%Real EstateHIGThe Hartford Insurance Group$2,393,851$303,575 ▼-11.3%19,5640.3%FinanceMSMorgan Stanley$2,391,249$303,373 ▼-11.3%12,7140.3%FinanceWDCWestern Digital$2,312,747$293,581 ▼-11.3%5,0890.3%TechnologyRSGRepublic Services$2,307,521$292,769 ▼-11.3%10,9950.3%IndustrialsMETMetLife$2,303,154$1,139,525 ▼-33.1%24,4600.3%FinanceNOWServiceNow$2,300,282$291,740 ▼-11.3%17,1650.3%TechnologyDEDeere & Company$2,298,716$292,124 ▼-11.3%3,4230.3%IndustrialsURIUnited Rentals$2,288,784$291,227 ▼-11.3%2,2870.3%IndustrialsSTTState Street$2,280,495$289,296 ▼-11.3%13,0620.3%FinanceLFUSLittelfuse$2,255,992$286,448 ▼-11.3%5,3240.3%TechnologyMARMarriott International$2,188,793$277,778 ▼-11.3%6,1540.3%Consumer DiscretionaryISRGIntuitive Surgical$2,177,097$2,730,520 ▼-55.6%5,3540.3%HealthcareWATWaters$2,160,481$2,160,481 ▲New Holding4,9170.3%HealthcareADSKAutodesk$2,146,221$272,327 ▼-11.3%10,2690.3%TechnologyCFCF Industries$2,113,690$268,070 ▼-11.3%18,3480.3%MaterialsNDAQNasdaq$2,084,671$264,437 ▼-11.3%22,6570.3%FinanceUSBU.S. Bancorp$2,073,526$262,981 ▼-11.3%35,8990.3%FinanceTHCTenet Healthcare$2,027,869$257,349 ▼-11.3%7,9350.3%HealthcareVRTXVertex Pharmaceuticals$2,027,457$257,222 ▼-11.3%3,8780.3%HealthcareSCIService Corporation International$2,027,341$257,158 ▼-11.3%26,6230.3%Consumer DiscretionaryJLLJones Lang LaSalle$2,000,850$253,887 ▼-11.3%6,5490.3%Real EstateBSXBoston Scientific$1,987,254$252,035 ▼-11.3%45,5270.3%HealthcareVTRVentas$1,960,731$248,683 ▼-11.3%23,0620.3%Real EstateBMYBristol Myers Squibb$1,950,499$247,354 ▼-11.3%31,2580.3%HealthcareSPGIS&P Global$1,930,142$244,966 ▼-11.3%4,8930.3%FinanceWABWabtec$1,923,244$244,103 ▼-11.3%6,6970.3%IndustrialsGLWCorning$1,884,175$238,943 ▼-11.3%12,2540.3%TechnologyLABCORP HOLDINGS INC$1,877,930$238,477 ▼-11.3%6,0950.3%COM SHSEHCEncompass Health$1,850,900$234,840 ▼-11.3%15,2350.3%HealthcareCHDChurch & Dwight$1,813,923$230,085 ▼-11.3%19,2520.2%Consumer StaplesMSAMSA Safety Incorporporated$1,792,319$227,331 ▼-11.3%10,0760.2%IndustrialsShowing largest 100 holdings. 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