BDF-GESTION - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, BDF-GESTION held in its portfolio 147 assets valued at $818,226,892 (i.e. $818.23M).

The most valuable assets in the portfolio included: NVIDIA CORP ($84.54M), APPLE INC ($77.79M), and MICROSOFT CORP ($68.76M).

The chart below shows the top 10 valuable assets, and the table below shows the top 147 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in BDF-GESTION Portfolio
NVIDIA CORP
APPLE INC
MICROSOFT CORP
BROADCOM INC
ALPHABET INC-CL C
META PLATFORMS INC-CLASS A
ELI LILLY & CO
JPMORGAN CHASE & CO
VISA INC-CLASS A SHARES
ABBVIE INC
BDF-GESTION - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
NVIDIA CORP 453284 84537466 COM
APPLE INC 286137 77789205 COM
MICROSOFT CORP 142168 68755288 COM
BROADCOM INC 97683 33808086 COM
ALPHABET INC-CL C 106262 33345016 CAP STK CL C
META PLATFORMS INC-CLASS A 47108 31095520 CL A
ELI LILLY & CO 18702 20098665 COM
JPMORGAN CHASE & CO 59928 19310000 COM
VISA INC-CLASS A SHARES 35735 12532622 COM CL A
ABBVIE INC 44504 10168719 COM
INTUITIVE SURGICAL INC 16963 9607165 COM NEW
CITIGROUP INC 78512 9161565 COM NEW
PALANTIR TECHNOLOGIES INC-A 48378 8599190 CL A
MASTERCARD INC - A 14413 8228093 CL A
HOME DEPOT INC 23630 8131083 COM
BANK OF AMERICA CORP 143046 7867530 COM
ORACLE CORP 40191 7833628 COM
ABBOTT LABORATORIES 60809 7618760 COM
APPLIED MATERIALS INC 27187 6986787 COM
ADVANCED MICRO DEVICES 30935 6625040 COM
SALESFORCE INC 24928 6603676 COM
MICRON TECHNOLOGY INC 21857 6238206 COM
GOLDMAN SACHS GROUP INC 7031 6180249 COM
NETFLIX INC 65627 6153188 COM
CISCO SYSTEMS INC 74854 5766004 COM
THERMO FISHER SCIENTIFIC INC 9551 5534327 COM
PROCTER & GAMBLE CO/THE 38286 5486767 COM
UNITEDHEALTH GROUP INC 16067 5303877 COM
COCA-COLA CO/THE 72228 5049459 COM
MERCK & CO. INC. 47224 4970798 COM
PALO ALTO NETWORKS INC 25504 4697837 COM
ELECTRONIC ARTS INC 22408 4578627 COM
PROLOGIS INC 35784 4568185 COM
SERVICENOW INC 29595 4533658 COM
TEXAS INSTRUMENTS INC 25978 4506923 COM
AMERICAN EXPRESS CO 12086 4471216 COM
BLACKROCK INC 4074 4360565 COM
DATADOG INC - CLASS A 31188 4241256 CL A COM
LAM RESEARCH CORP 24698 4227804 COM NEW
ACCENTURE PLC-CL A 15710 4214993 SHS CLASS A
CENCORA INC 11726 3960457 COM
ALLSTATE CORP 18834 3920297 COM
MONGODB INC 9265 3888428 CL A
T-MOBILE US INC 18953 3848217 COM
SNOWFLAKE INC 17415 3820154 CL A
AUTODESK INC 12874 3810833 COM
SIMON PROPERTY GROUP INC 20021 3706087 COM
ANALOG DEVICES INC 13459 3650081 COM
BOSTON SCIENTIFIC CORP 38046 3627686 COM
JONES LANG LASALLE INC 10710 3603594 COM
LINDE PLC 8359 3564194 SHS
ARISTA NETWORKS INC 26992 3536762 COM
VENTAS INC 44909 3475058 COM
CADENCE DESIGN SYS INC 11112 3473389 COM
PROGRESSIVE CORP 15000 3415800 COM
MONDELEZ INTERNATIONAL INC-A 63329 3409000 CL A
AT&T INC 136106 3380873 COM
HARTFORD INSURANCE GROUP INC 24524 3379407 COM
AUTOMATIC DATA PROCESSING 12982 3339360 COM
GENERAL MOTORS CO 41043 3337617 COM
WALT DISNEY CO/THE 29316 3335281 COM
MOTOROLA SOLUTIONS INC 8623 3305368 COM NEW
ROYAL GOLD INC 14842 3299228 COM
METLIFE INC 40673 3210727 COM
S&P GLOBAL INC 6135 3206090 COM
CATERPILLAR INC 5571 3191459 COM
KLA CORP 2571 3123971 COM NEW
INTEL CORP 84101 3103327 COM
DANAHER CORP 13360 3058371 COM
EQUITY RESIDENTIAL 47270 2979901 SH BEN INT
SYNOPSYS INC 6306 2962054 COM
EDWARDS LIFESCIENCES CORP 34524 2943171 COM
REPUBLIC SERVICES INC 13784 2921243 COM
CSX CORP 80230 2908338 COM
ADOBE INC 8194 2867818 COM
MORGAN STANLEY 15938 2829473 COM NEW
QUALCOMM INC 16478 2818562 COM
COHERENT CORP 15134 2793282 COM
BROADRIDGE FINANCIAL SOLUTIO 12428 2773557 COM
NASDAQ OMX GROUP/THE 28402 2758686 COM
JOHNSON CONTROLS INTERNATION 22939 2746945 COM
STRYKER CORP 7778 2733734 COM
WELLTOWER INC 14077 2612832 COM
FORTINET INC 32100 2549061 COM
DELL TECHNOLOGIES -C 19204 2417400 CL C
MARRIOTT INTERNATIONAL -CL A 7715 2393502 CL A
SERVICE CORP INTERNATIONAL 30000 2339100 COM
UNITED RENTALS INC 2868 2321130 COM
MCCORMICK & CO-NON VTG SHRS 33165 2258868 COM NON VTG
VERIZON COMMUNICATIONS INC 55123 2245160 COM
ZSCALER INC 9700 2181724 COM
OMNICOM GROUP 27000 2180250 COM
INTUIT INC 3279 2172075 COM
AUTOZONE INC 632 2143428 COM
STATE STREET CORP 16374 2112410 COM
INTERCONTINENTAL EXCHANGE IN 12890 2087664 COM
APTIV PLC 26746 2035103 COM SHS
ENCOMPASS HEALTH CORP 19099 2027168 COM
AMERIPRISE FINANCIAL INC 4110 2015297 COM
DEERE & CO 4292 1998226 COM
COLGATE-PALMOLIVE CO 25278 1997468 COM
CUMMINS INC 3913 1997391 COM
RESMED INC 8251 1987418 COM
TRANSUNION 22811 1956043 COM
LABCORP HOLDINGS INC 7642 1917225 COM SHS
STERIS PLC 7457 1890499 SHS USD
GUIDEWIRE SOFTWARE INC 8969 1802859 COM
OWENS CORNING 16086 1800184 COM
WABTEC CORP 8396 1792126 COM
ATLASSIAN CORP-CL A 11050 1791647 CL A
DECKERS OUTDOOR CORP 17281 1791521 COM
HONEYWELL INTERNATIONAL INC 9174 1789756 COM
CF INDUSTRIES HOLDINGS INC 23000 1778820 COM
AGILENT TECHNOLOGIES INC 13001 1769046 COM
HUBSPOT INC 4324 1735221 COM
TE CONNECTIVITY PLC 7596 1728166 ORD SHS
GENPACT LTD 36041 1685998 SHS
EQUINIX INC 2173 1664866 COM
PAYCHEX INC 14605 1638389 COM
OTIS WORLDWIDE CORP 18746 1637463 COM
HCA HEALTHCARE INC 3493 1630742 COM
THE CIGNA GROUP 5863 1613673 COM
EATON CORP PLC 4952 1577262 SHS
INGREDION INC 14213 1567125 COM
PACKAGING CORP OF AMERICA 7546 1556212 COM
JACOBS SOLUTIONS INC 11659 1544351 COM
VERISK ANALYTICS INC 6722 1503644 COM
STANLEY BLACK & DECKER INC 17919 1331023 COM
REGENERON PHARMACEUTICALS 1696 1309092 COM
AIR PRODUCTS & CHEMICALS INC 5239 1294138 COM
MSA SAFETY INC 7854 1257740 COM
REGENCY CENTERS CORP 17341 1197049 COM
AUTOLIV INC 9947 1180709 COM
SEAGATE TECHNOLOGY HOLDINGS 4262 1173712 ORD SHS
WESTERN DIGITAL CORP 6733 1159894 COM
ILLINOIS TOOL WORKS 4511 1111059 COM
GENERAL MILLS INC 23635 1099028 COM
MSCI INC 1865 1070006 COM
CHURCH & DWIGHT CO INC 12694 1064392 COM
NXP SEMICONDUCTORS NV 4239 920117 COM
ROYALTY PHARMA PLC- CL A 23649 913797 SHS CLASS A
WORKDAY INC-CLASS A 4090 878450 CL A
DUPONT DE NEMOURS INC 20098 807940 COM
HUMANA INC 2321 594478 COM
MODERNA INC 19323 569835 COM
TRONOX HOLDINGS PLC 55681 232190 SHS
AMENTUM HOLDINGS INC 752 21808 COM