Bdf-Gestion

Bdf-Gestion reported 145 holdings worth US$738M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 19, 2026

Bdf-Gestion reported 145 holdings worth US$738M as of Sep 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Oct 19, 2026 (Form 13F).

Holdings
145
Value as reported
US$738M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation326KUS$74.4M10.1%
Apple Inc208KUS$69.4M9.4%
Microsoft Corp.116KUS$59.4M8.0%
Alphabet Inc (google) Class C79,695US$27.2M3.7%
Broadcom Inc.76,820US$27M3.7%
Meta Platforms, Inc.32,778US$23.8M3.2%
Eli Lilly And Company16,004US$18.5M2.5%
Micron Technology, Inc.16,967US$18.1M2.4%
Advanced Micro Devices Inc27,307US$16.7M2.3%
Jp Morgan Chase & Co.47,808US$15.8M2.1%
Visa Inc.28,507US$10.2M1.4%
Palantir Technologies Inc.51,741US$9.68M1.3%
Abbvie Inc.35,503US$9.29M1.3%
Intel Corporation73,771US$8.87M1.2%
Applied Materials, Inc.16,949US$8.67M1.2%
Lam Research Corporation23,601US$7.75M1.1%
Palo Alto Networks, Inc.19,352US$7.69M1.0%
Crowdstrike Holdings, Inc.28,242US$7.48M1.0%
Cisco Systems, Inc.59,716US$6.43M0.87%
Mastercard Incorporated11,497US$6.34M0.86%
Unitedhealth Group Incorporated17,089US$6.27M0.85%
Texas Instruments Incorporated20,724US$5.8M0.79%
Kla Corporation29,623US$5.77M0.78%
Arista Networks, Inc.27,797US$5.66M0.77%
Thermo Fisher Scientific Inc8,243US$5.56M0.75%
Analog Devices, Inc.13,833US$5.49M0.74%
Merck & Company, Inc.37,673US$5.47M0.74%
Home Depot, Inc. (the)18,850US$5.36M0.73%
Citigroup, Inc.40,296US$5.22M0.71%
Oracle Corporation37,481US$5.15M0.70%
Netflix, Inc.65,917US$4.59M0.62%
Procter & Gamble Company (the)30,542US$4.44M0.60%
Abbott Laboratories43,219US$4.27M0.58%
Amphenol Corporation50,086US$4.22M0.57%
Lumentum Holdings Inc.4,322US$4.2M0.57%
Welltower Inc.17,442US$4.02M0.54%
Goldman Sachs Group, Inc. (the)4,308US$3.88M0.53%
Bank Of America Corporation70,184US$3.82M0.52%
Sandisk Corporation2,092US$3.64M0.49%
Marvell Technology, Inc.13,040US$3.45M0.47%
Blackrock Income Trust Inc3,249US$3.44M0.47%
Allstate Corporation (the)15,024US$3.33M0.45%
Pepsico, Inc.24,730US$3.13M0.42%
Prologis, Inc.23,760US$3.08M0.42%
Cloudflare, Inc.8,863US$3.08M0.42%
Motorola Solutions, Inc.6,878US$3.07M0.42%
Ge Aerospace9,762US$3.05M0.41%
American Express Company9,641US$2.93M0.40%
Cadence Design Systems, Inc.8,863US$2.93M0.40%
Equinix, Inc.2,886US$2.92M0.40%
Gilead Sciences, Inc.19,347US$2.88M0.39%
Cencora, Inc.9,353US$2.81M0.38%
Salesforce, Inc.12,221US$2.81M0.38%
Royal Gold, Inc.11,840US$2.79M0.38%
Johnson & Johnson18,299US$2.72M0.37%
Automatic Data Processing, Inc.10,355US$2.67M0.36%
At&t Inc.109KUS$2.65M0.36%
Ebay Inc.23,961US$2.54M0.34%
Progressive Corporation (the)11,966US$2.48M0.34%
Dell Technologies Inc.4,601US$2.48M0.34%
Tjx Companies, Inc. (the)18,636US$2.47M0.33%
Walt Disney Company (the)23,387US$2.45M0.33%
Simon Property Group, Inc.11,982US$2.41M0.33%
The Hartford Insurance Group, Inc.19,564US$2.39M0.32%
Morgan Stanley12,714US$2.39M0.32%
Western Digital Corporation5,089US$2.31M0.31%
Republic Services, Inc.10,995US$2.31M0.31%
Metlife, Inc.24,460US$2.3M0.31%
Servicenow, Inc.17,165US$2.3M0.31%
Deere & Company3,423US$2.3M0.31%
United Rentals, Inc.2,287US$2.29M0.31%
State Street Corporation13,062US$2.28M0.31%
Littelfuse, Inc.5,324US$2.26M0.31%
Marriott International6,154US$2.19M0.30%
Intuitive Surgical, Inc.5,354US$2.18M0.29%
Waters Corporation4,917US$2.16M0.29%
Autodesk, Inc.10,269US$2.15M0.29%
Cf Industries Holdings, Inc.18,348US$2.11M0.29%
Nasdaq, Inc.22,657US$2.08M0.28%
U.s. Bancorp35,899US$2.07M0.28%
Tenet Healthcare Corporation7,935US$2.03M0.27%
Vertex Pharmaceuticals Incorporated3,878US$2.03M0.27%
Service Corporation International26,623US$2.03M0.27%
Jones Lang Lasalle Incorporated6,549US$2M0.27%
Boston Scientific Corporation45,527US$1.99M0.27%
Ventas, Inc.23,062US$1.96M0.27%
Bristol-myers Squibb Company31,258US$1.95M0.26%
S&p Global Inc.4,893US$1.93M0.26%
Westinghouse Air Brake Technologies Corporation6,697US$1.92M0.26%
Corning Incorporated12,254US$1.88M0.26%
Labcorp Holdings Inc.6,095US$1.88M0.25%
Encompass Health Corporation15,235US$1.85M0.25%
Church & Dwight Company, Inc.19,252US$1.81M0.25%
Msa Safety Incorporated10,076US$1.79M0.24%
Snowflake Inc.5,173US$1.76M0.24%
Colgate-palmolive Company20,165US$1.72M0.23%
Stryker Corporation6,204US$1.71M0.23%
General Motors Company21,742US$1.67M0.23%
Idexx Laboratories, Inc.3,198US$1.67M0.23%
Fortinet, Inc.9,145US$1.63M0.22%

Every holding of Bdf-Gestion

Source

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