Bdf-Gestion Top Holdings and 13F Report (2025)

About Bdf-Gestion

Investment Activity

Bdf-Gestion has $916.59 million in total holdings as of March 31, 2025.
Bdf-Gestion owns shares of 143 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 3.45% of the portfolio was purchased this quarter.
About 2.38% of the portfolio was sold this quarter.
This quarter, Bdf-Gestion has purchased 136 new stocks and bought additional shares in 5 stocks.
Bdf-Gestion sold shares of 4 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple: $84,836,556
Microsoft: $81,417,962
NVIDIA: $64,954,735
Alphabet: $33,630,382
Meta Platforms: $27,197,852

Largest New Holdings this Quarter

68389X105 - Oracle: $4,893,350 Holding
882508104 - Texas Instruments: $4,009,826 Holding
032654105 - Analog Devices: $3,497,361 Holding
98980G102 - Zscaler: $2,480,250 Holding
833445109 - Snowflake: $2,046,240 Holding

Largest Purchases this Quarter

Oracle: 35,000 shares (about $4.89M)
Texas Instruments: 22,314 shares (about $4.01M)
Analog Devices: 17,342 shares (about $3.50M)
Intuitive Surgical: 5,673 shares (about $2.81M)
Zscaler: 12,500 shares (about $2.48M)

Largest Sales this Quarter

NVIDIA: 68,455 shares (about $7.42M)
Electronic Arts: 28,500 shares (about $4.12M)
Intuit: 5,000 shares (about $3.07M)
Tesla: 3,500 shares (about $907.06K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$84,836,556		0.0%	381,923	9.3%	Computer and Technology
MSFT Microsoft	$81,417,962		0.0%	216,889	8.9%	Computer and Technology
NVDA NVIDIA	$64,954,735	$7,419,153 ▼	-10.3%	599,324	7.1%	Computer and Technology
GOOG Alphabet	$33,630,382		0.0%	215,262	3.7%	Computer and Technology
META Meta Platforms	$27,197,852		0.0%	47,189	3.0%	Computer and Technology
LLY Eli Lilly and Company	$22,071,619		0.0%	26,724	2.4%	Medical
AVGO Broadcom	$20,522,230		0.0%	122,572	2.2%	Computer and Technology
UNH UnitedHealth Group	$17,791,788	$2,053,100 ▲	13.0%	33,970	1.9%	Medical
JPM JPMorgan Chase & Co.	$17,713,358		0.0%	72,211	1.9%	Finance
V Visa	$16,955,956		0.0%	48,382	1.8%	Business Services
BAC Bank of America	$13,261,711		0.0%	317,798	1.4%	Finance
TSLA Tesla	$13,038,858	$907,060 ▼	-6.5%	50,312	1.4%	Auto/Tires/Trucks
HD Home Depot	$12,374,168		0.0%	33,764	1.4%	Retail/Wholesale
MA Mastercard	$12,170,456		0.0%	22,204	1.3%	Business Services
GS The Goldman Sachs Group	$11,874,159		0.0%	21,736	1.3%	Finance
ABBV AbbVie	$11,284,957		0.0%	53,861	1.2%	Medical
VZ Verizon Communications	$9,334,634		0.0%	205,790	1.0%	Computer and Technology
PG Procter & Gamble	$9,322,485		0.0%	54,703	1.0%	Consumer Staples
MRK Merck & Co., Inc.	$9,198,425		0.0%	102,478	1.0%	Medical
ABT Abbott Laboratories	$8,644,005		0.0%	65,164	0.9%	Medical
MSI Motorola Solutions	$8,226,888	$822,645 ▲	11.1%	18,791	0.9%	Computer and Technology
AMD Advanced Micro Devices	$7,430,568		0.0%	72,324	0.8%	Computer and Technology
KO Coca-Cola	$7,390,898		0.0%	103,196	0.8%	Consumer Staples
BKNG Booking	$7,094,641		0.0%	1,540	0.8%	Retail/Wholesale
ACN Accenture	$7,004,986		0.0%	22,449	0.8%	Computer and Technology
TMO Thermo Fisher Scientific	$6,792,240		0.0%	13,650	0.7%	Medical
C Citigroup	$6,784,088		0.0%	95,564	0.7%	Finance
CRM Salesforce	$6,745,765		0.0%	25,137	0.7%	Computer and Technology
GE General Electric	$6,743,254		0.0%	33,691	0.7%	Transportation
CSCO Cisco Systems	$6,599,761		0.0%	106,948	0.7%	Computer and Technology
ISRG Intuitive Surgical	$6,326,579	$2,809,667 ▲	79.9%	12,774	0.7%	Medical
CDW CDW	$6,249,980		0.0%	38,999	0.7%	Computer and Technology
MDLZ Mondelez International	$6,139,204		0.0%	90,482	0.7%	Consumer Staples
NOW ServiceNow	$6,073,752		0.0%	7,629	0.7%	Computer and Technology
PLD Prologis	$5,715,823		0.0%	51,130	0.6%	Finance
ADP Automatic Data Processing	$5,668,193		0.0%	18,552	0.6%	Business Services
TJX TJX Companies	$5,608,403		0.0%	46,046	0.6%	Retail/Wholesale
ALL Allstate	$5,572,668		0.0%	26,912	0.6%	Finance
LINDE PLC	$5,563,001		0.0%	11,947	0.6%	SHS
BKT BlackRock Income Trust	$5,512,300		0.0%	5,824	0.6%	Finance
SCI Service Co. International	$5,288,067		0.0%	65,936	0.6%	Consumer Staples
ORCL Oracle	$4,893,350	$4,893,350 ▲	New Holding	35,000	0.5%	Computer and Technology
EQR Equity Residential	$4,834,513		0.0%	67,540	0.5%	Finance
ADSK Autodesk	$4,816,073		0.0%	18,396	0.5%	Computer and Technology
RSG Republic Services	$4,769,826		0.0%	19,697	0.5%	Business Services
SPG Simon Property Group	$4,751,217		0.0%	28,608	0.5%	Finance
MET MetLife	$4,666,214		0.0%	58,117	0.5%	Finance
AXP American Express	$4,646,763		0.0%	17,271	0.5%	Finance
EA Electronic Arts	$4,627,530	$4,118,820 ▼	-47.1%	32,020	0.5%	Consumer Discretionary
TMUS T-Mobile US	$4,574,610		0.0%	17,152	0.5%	Computer and Technology
ADBE Adobe	$4,491,903		0.0%	11,712	0.5%	Computer and Technology
SPGI S&P Global	$4,455,529		0.0%	8,769	0.5%	Business Services
DDOG Datadog	$4,420,996		0.0%	44,562	0.5%	Computer and Technology
VTR Ventas	$4,412,123		0.0%	64,167	0.5%	Finance
HIG The Hartford Financial Services Group	$4,335,870		0.0%	35,043	0.5%	Finance
BR Broadridge Financial Solutions	$4,306,332		0.0%	17,761	0.5%	Business Services
WDAY Workday	$4,219,187	$2,276,918 ▲	117.2%	18,067	0.5%	Computer and Technology
ELV Elevance Health	$4,146,909		0.0%	9,534	0.5%	Medical
BSX Boston Scientific	$4,139,006		0.0%	41,029	0.5%	Medical
SYK Stryker	$4,137,931		0.0%	11,116	0.5%	Medical
FI Fiserv	$4,060,401		0.0%	18,387	0.4%	Business Services
TXN Texas Instruments	$4,009,826	$4,009,826 ▲	New Holding	22,314	0.4%	Computer and Technology
DHR Danaher	$3,913,655		0.0%	19,091	0.4%	Medical
JLL Jones Lang LaSalle	$3,794,510		0.0%	15,306	0.4%	Finance
FITB Fifth Third Bancorp	$3,648,030		0.0%	93,062	0.4%	Finance
QCOM QUALCOMM	$3,616,901		0.0%	23,546	0.4%	Computer and Technology
EW Edwards Lifesciences	$3,575,438		0.0%	49,330	0.4%	Medical
MCK McKesson	$3,572,904		0.0%	5,309	0.4%	Medical
ADI Analog Devices	$3,497,361	$3,497,361 ▲	New Holding	17,342	0.4%	Computer and Technology
AZO AutoZone	$3,458,191		0.0%	907	0.4%	Retail/Wholesale
CL Colgate-Palmolive	$3,384,350		0.0%	36,119	0.4%	Consumer Staples
CSX CSX	$3,373,590		0.0%	114,631	0.4%	Transportation
HOLX Hologic	$3,354,852	$1,976,640 ▲	143.4%	54,312	0.4%	Medical
DXCM DexCom	$3,325,928		0.0%	48,703	0.4%	Medical
RGLD Royal Gold	$3,251,396		0.0%	19,885	0.4%	Basic Materials
PAYX Paychex	$3,219,824		0.0%	20,870	0.4%	Business Services
CTSH Cognizant Technology Solutions	$3,185,919		0.0%	41,646	0.3%	Computer and Technology
ICE Intercontinental Exchange	$3,177,278		0.0%	18,419	0.3%	Finance
AMAT Applied Materials	$3,116,162		0.0%	21,473	0.3%	Computer and Technology
OC Owens Corning	$3,077,628		0.0%	21,549	0.3%	Construction
HUM Humana	$3,074,123		0.0%	11,618	0.3%	Medical
DE Deere & Company	$2,879,932		0.0%	6,136	0.3%	Industrials
INTU Intuit	$2,878,999	$3,069,950 ▼	-51.6%	4,689	0.3%	Computer and Technology
VRSK Verisk Analytics	$2,859,235		0.0%	9,607	0.3%	Business Services
AMP Ameriprise Financial	$2,844,146		0.0%	5,875	0.3%	Finance
REGENERON PHARMACEUTICALS	$2,824,226		0.0%	4,453	0.3%	COM
HON Honeywell International	$2,776,254		0.0%	13,111	0.3%	Multi-Sector Conglomerates
OTIS Otis Worldwide	$2,764,522		0.0%	26,788	0.3%	Construction
EHC Encompass Health	$2,764,134		0.0%	27,292	0.3%	Medical
DECK Deckers Outdoor	$2,760,924		0.0%	24,693	0.3%	Retail/Wholesale
CI The Cigna Group	$2,757,349		0.0%	8,381	0.3%	Medical
TRU TransUnion	$2,704,976		0.0%	32,594	0.3%	Business Services
PPG PPG Industries	$2,654,034		0.0%	24,271	0.3%	Basic Materials
RMD ResMed	$2,639,415		0.0%	11,791	0.3%	Medical
MAR Marriott International	$2,626,631		0.0%	11,027	0.3%	Consumer Discretionary
CATERPILLAR INC	$2,626,527		0.0%	7,964	0.3%	COM
JNJ Johnson & Johnson	$2,625,765		0.0%	32,777	0.3%	Medical
GM General Motors	$2,585,709		0.0%	54,980	0.3%	Auto/Tires/Trucks
URI United Rentals	$2,570,723		0.0%	4,102	0.3%	Construction
BURL Burlington Stores	$2,562,048		0.0%	10,750	0.3%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Bdf-Gestion Top Holdings and 13F Report (2025)

About Bdf-Gestion

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Bdf-Gestion Top Holdings and 13F Report (2025)

About Bdf-Gestion

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBdf-Gestion

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools