Bdf-Gestion Top Holdings and 13F Report (2024) About Bdf-GestionInvestment ActivityBdf-Gestion has $1.04 billion in total holdings as of June 30, 2024.Bdf-Gestion owns shares of 154 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Largest Holdings Microsoft $104,779,382NVIDIA $93,209,695Apple $90,885,900Alphabet $44,610,495Meta Platforms $28,648,268 Sector AllocationMap of 500 Largest Holdings ofBdf-Gestion Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorMSFTMicrosoft$104,779,382234,43210.1%Computer and TechnologyNVDANVIDIA$93,209,695754,4909.0%Computer and TechnologyAAPLApple$90,885,900431,5168.7%Computer and TechnologyGOOGAlphabet$44,610,495243,2154.3%Computer and TechnologyMETAMeta Platforms$28,648,26856,8172.8%Computer and TechnologyLLYEli Lilly and Company$27,338,85430,1962.6%MedicalAVGOBroadcom$20,213,62312,5901.9%Computer and TechnologyVVisa$14,348,18554,6661.4%Business ServicesUNHUnitedHealth Group$14,283,72428,0481.4%MedicalBACBank of America$14,280,015359,0651.4%FinanceHDHome Depot$14,104,89040,9741.4%Retail/WholesaleAMDAdvanced Micro Devices$13,255,15281,7161.3%Computer and TechnologyMRKMerck & Co., Inc.$12,003,52496,9591.2%MedicalMAMastercard$11,068,26325,0891.1%Business ServicesABBVAbbVie$10,438,19360,8571.0%MedicalPGProcter & Gamble$10,193,37561,8081.0%Consumer StaplesGSThe Goldman Sachs Group$10,015,26922,1421.0%FinanceCDWCDW$9,863,51044,0650.9%Computer and TechnologyAMATApplied Materials$9,815,29641,5920.9%Computer and TechnologyVZVerizon Communications$9,588,836232,5130.9%Computer and TechnologyEAElectronic Arts$9,527,38568,3800.9%Consumer DiscretionaryTSLATesla$9,458,86247,8010.9%Auto/Tires/TrucksMUMicron Technology$8,154,86062,0000.8%Computer and TechnologyKDPKeurig Dr Pepper$7,929,628237,4140.8%Consumer StaplesACNAccenture$7,696,60125,3670.7%Computer and TechnologyABTAbbott Laboratories$7,650,58273,6270.7%MedicalAMGNAmgen$7,459,43123,8740.7%MedicalKOCoca-Cola$7,421,463116,5980.7%Consumer StaplesMSIMotorola Solutions$7,377,41619,1100.7%Computer and TechnologyADBEAdobe$7,352,01613,2340.7%Computer and TechnologyCRMSalesforce$7,302,41128,4030.7%Computer and TechnologyINTUIntuit$7,195,79210,9490.7%Computer and TechnologyBKNGBooking$6,896,9721,7410.7%Retail/WholesaleNOWServiceNow$6,781,8828,6210.7%Computer and TechnologyTJXTJX Companies$6,723,25761,0650.6%Retail/WholesaleMDLZMondelez International$6,690,128102,2330.6%Consumer StaplesTMOThermo Fisher Scientific$6,368,34811,5160.6%MedicalEQREquity Residential$6,309,94091,0000.6%FinanceGEGeneral Electric$6,051,51138,0670.6%TransportationSPGSimon Property Group$5,850,06838,5380.6%FinanceELVElevance Health$5,837,45810,7730.6%MedicalCSCOCisco Systems$5,740,918120,8360.6%Computer and TechnologyPLDPrologis$5,409,63648,1670.5%FinanceDHRDanaher$5,389,76421,5720.5%Multi-Sector ConglomeratesQCOMQUALCOMM$5,299,18426,6050.5%Computer and TechnologyTXNTexas Instruments$5,268,06727,0810.5%Computer and TechnologyBLKBlackRock$5,181,3536,5810.5%FinanceEWEdwards Lifesciences$5,148,33455,7360.5%MedicalADPAutomatic Data Processing$5,003,42020,9620.5%Business ServicesLINDE PLC$4,826,91011,0000.5%SHSMETMetLife$4,609,02665,6650.4%FinanceAXPAmerican Express$4,518,69819,5150.4%FinanceADIAnalog Devices$4,491,47219,6770.4%Computer and TechnologySPGIS&P Global$4,419,4149,9090.4%Business ServicesDDOGDatadog$4,412,31334,0220.4%Computer and TechnologyCSXCSX$4,332,344129,5170.4%TransportationRSGRepublic Services$4,325,23122,2560.4%Business ServicesSYKStryker$4,273,54012,5600.4%MedicalADSKAutodesk$4,234,61217,1130.4%Computer and TechnologyOCOwens Corning$4,229,90824,3490.4%ConstructionHONHoneywell International$4,017,75518,8150.4%Multi-Sector ConglomeratesBDXBecton, Dickinson and Company$3,997,61017,1050.4%MedicalHIGThe Hartford Financial Services Group$3,980,98239,5960.4%FinanceCLColgate-Palmolive$3,960,20240,8100.4%Consumer StaplesBRBroadridge Financial Solutions$3,953,59320,0690.4%Business ServicesSCIService Co. International$3,947,71555,5000.4%Consumer StaplesCCitigroup$3,861,22460,8450.4%FinanceHCAHCA Healthcare$3,852,79011,9920.4%MedicalFITBFifth Third Bancorp$3,836,851105,1480.4%FinanceONOnsemi$3,725,96754,3540.4%Computer and TechnologyVTRVentas$3,716,35072,5000.4%FinanceBSXBoston Scientific$3,570,03046,3580.3%MedicalISRGIntuitive Surgical$3,569,4768,0240.3%MedicalJLLJones Lang LaSalle$3,550,31817,2950.3%FinanceSNPSSynopsys$3,531,0865,9340.3%Computer and TechnologyMCKMcKesson$3,504,2406,0000.3%MedicalPPGPPG Industries$3,452,40727,4240.3%Basic MaterialsZUOZuora$3,425,850345,0000.3%Computer and TechnologyCTSHCognizant Technology Solutions$3,199,67247,0540.3%Computer and TechnologyKRKroger$3,146,63963,0210.3%Retail/WholesaleCIThe Cigna Group$3,130,8289,4710.3%MedicalALLAllstate$3,051,10319,1100.3%FinanceAZOAutoZone$3,044,1311,0270.3%Retail/WholesaleMARMarriott International$3,012,69612,4610.3%Consumer DiscretionaryCATERPILLAR INC$2,997,9009,0000.3%COMURIUnited Rentals$2,997,5944,6350.3%ConstructionFIFiserv$2,980,80020,0000.3%Business ServicesANETArista Networks$2,979,0808,5000.3%Computer and TechnologyVRSKVerisk Analytics$2,926,50410,8570.3%Business ServicesCOOPER COS INC/THE$2,918,96333,4360.3%COMOTISOtis Worldwide$2,913,59830,2680.3%ConstructionUPSUnited Parcel Service$2,908,61021,2540.3%TransportationCVSCVS Health$2,897,42549,0590.3%Retail/WholesaleGMGeneral Motors$2,886,09562,1200.3%Auto/Tires/TrucksPCARPACCAR$2,862,14427,8040.3%Auto/Tires/TrucksSBUXStarbucks$2,854,91536,6720.3%Retail/WholesaleICEIntercontinental Exchange$2,848,95520,8120.3%FinanceAMPAmeriprise Financial$2,836,1146,6390.3%FinancePAYXPaychex$2,795,88223,5820.3%Business ServicesTRUTransUnion$2,731,16436,8280.3%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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