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 ($68.76M).
The chart below shows the top 10 valuable assets, and the table below shows the top 147 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BDF-GESTION - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |