Bdf-Gestion

Bdf-Gestion reported 143 holdings worth US$747M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 7, 2026

Bdf-Gestion reported 143 holdings worth US$747M as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Advanced Drainage Systems, Inc. and Regal Rexnord Corporation. Filed Jul 7, 2026 (Form 13F).

Holdings
143
Value as reported
US$747M

The filing in full

CompanySharesValue as reported% of portfolio
Advanced Micro Devices Inc27,726US$72.6M9.7%
Advanced Drainage Systems, Inc.11,686US$30.5M4.1%
Regal Rexnord Corporation8,989US$30.2M4.0%
Church & Dwight Company, Inc.21,694US$27M3.6%
Johnson & Johnson20,620US$17.6M2.4%
Corning Incorporated13,808US$17.2M2.3%
Transunion20,505US$10.8M1.4%
Kla Corporation33,380US$9.68M1.3%
Equinix, Inc.1,953US$7.94M1.1%
Ameriprise Financial, Inc.3,694US$7.2M0.96%
Abbott Laboratories42,516US$6.83M0.91%
Home Depot, Inc. (the)21,241US$6.49M0.87%
The Cigna Group5,270US$6.19M0.83%
Otis Worldwide Corporation16,851US$5.81M0.78%
Microsoft Corp.131KUS$5.73M0.77%
Amphenol Corporation15,842US$5.72M0.77%
General Motors Company36,895US$5.71M0.77%
Analog Devices, Inc.15,588US$5.68M0.76%
T-mobile Us, Inc.17,037US$5.53M0.74%
Procore Technologies, Inc.21,644US$5.52M0.74%
Illinois Tool Works Inc.4,055US$5.51M0.74%
Allstate Corporation (the)16,930US$5.04M0.68%
International Business Machines Corporation16,415US$4.86M0.65%
At&t Inc.122KUS$4.81M0.64%
Simon Property Group, Inc.13,502US$4.43M0.59%
Cummins Inc.3,517US$4.35M0.58%
Visa Inc.32,123US$4.14M0.55%
Encompass Health Corporation17,168US$4.09M0.55%
Service Corporation International30,000US$3.98M0.53%
Netflix, Inc.74,276US$3.95M0.53%
Air Products And Chemicals, Inc.4,709US$3.94M0.53%
Colgate-palmolive Company22,723US$3.89M0.52%
Sandisk Corporation2,358US$3.78M0.51%
Broadridge Financial Solutions, Inc.11,171US$3.74M0.50%
Mondelez International, Inc.26,364US$3.68M0.49%
Texas Instruments Incorporated23,352US$3.66M0.49%
Ventas, Inc.25,987US$3.58M0.48%
Walt Disney Company (the)26,353US$3.58M0.48%
Regency Centers Corporation15,588US$3.56M0.48%
Labcorp Holdings Inc.6,869US$3.46M0.46%
Fortinet, Inc.28,855US$3.43M0.46%
Cencora, Inc.10,540US$3.38M0.45%
Elevance Health, Inc.4,181US$3.32M0.44%
Stryker Corporation6,991US$3.31M0.44%
Merck & Company, Inc.42,451US$3.29M0.44%
Intercontinental Exchange Inc.11,587US$3.12M0.42%
Progressive Corporation (the)13,484US$3.09M0.41%
Marriott International6,935US$3.08M0.41%
Metlife, Inc.36,562US$3.06M0.41%
Msci Inc.1,676US$3.02M0.40%
Neurocrine Biosciences, Inc.11,858US$3M0.40%
Applied Materials, Inc.19,099US$2.99M0.40%
Gilead Sciences, Inc.21,801US$2.97M0.40%
Verisk Analytics, Inc.6,042US$2.88M0.39%
Cisco Systems, Inc.67,289US$2.83M0.38%
Boston Scientific Corporation51,301US$2.8M0.37%
Oracle Corporation42,235US$2.78M0.37%
S&p Global Inc.5,514US$2.64M0.35%
Vertex Pharmaceuticals Incorporated4,370US$2.62M0.35%
Goldman Sachs Group, Inc. (the)6,320US$2.62M0.35%
Mastercard Incorporated12,956US$2.61M0.35%
American Express Company10,864US$2.53M0.34%
Cadence Design Systems, Inc.9,988US$2.52M0.34%
Littelfuse, Inc.6,000US$2.5M0.33%
Packaging Corporation Of America6,783US$2.48M0.33%
Westinghouse Air Brake Technologies Corporation7,547US$2.42M0.32%
Msa Safety Incorporated11,354US$2.42M0.32%
Autodesk, Inc.11,572US$2.38M0.32%
U.s. Bancorp40,452US$2.36M0.32%
Deckers Outdoor Corporation15,534US$2.34M0.31%
Welltower Inc.19,654US$2.23M0.30%
Deere & Company3,858US$2.17M0.29%
Marvell Technology, Inc.14,694US$2.15M0.29%
Equity Residential42,492US$2.13M0.29%
Bristol-myers Squibb Company35,222US$2.13M0.29%
Jones Lang Lasalle Incorporated7,380US$2.11M0.28%
Automatic Data Processing, Inc.11,669US$2.1M0.28%
Intel Corporation83,126US$2.09M0.28%
Abbvie Inc.40,006US$2.09M0.28%
Arista Networks, Inc.24,264US$2.07M0.28%
Micron Technology, Inc.19,119US$2.04M0.27%
Eli Lilly And Company18,034US$2.04M0.27%
State Street Corporation14,719US$2.03M0.27%
Citigroup, Inc.45,407US$2.03M0.27%
Nasdaq, Inc.25,531US$2.02M0.27%
Meta Platforms, Inc.42,347US$2.02M0.27%
Ge Aerospace11,000US$1.98M0.26%
Procter & Gamble Company (the)34,416US$1.87M0.25%
Servicenow, Inc.19,342US$1.86M0.25%
Moderna, Inc.17,370US$1.86M0.25%
Royal Gold, Inc.13,342US$1.85M0.25%
Autozone, Inc.568US$1.83M0.24%
Motorola Solutions, Inc.7,751US$1.74M0.23%
Prologis, Inc.26,773US$1.73M0.23%
Republic Services, Inc.12,390US$1.67M0.22%
Thermo Fisher Scientific Inc6,548US$1.65M0.22%
Danaher Corporation12,009US$1.65M0.22%
Palantir Technologies Inc.39,892US$1.6M0.21%
Jp Morgan Chase & Co.53,871US$1.59M0.21%
Hca Healthcare, Inc.3,139US$1.58M0.21%

Every holding of Bdf-Gestion

Source

View original at SEC

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