Bdf-Gestion Top Holdings and 13F Report (2025) About Bdf-GestionInvestment ActivityBdf-Gestion has $974.79 million in total holdings as of December 31, 2024.Bdf-Gestion owns shares of 136 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 4.86% of the portfolio was purchased this quarter.About 31.42% of the portfolio was sold this quarter.This quarter, Bdf-Gestion has purchased 150 new stocks and bought additional shares in 6 stocks.Bdf-Gestion sold shares of 122 stocks and completely divested from 22 stocks this quarter.Largest Holdings Apple $95,641,158Microsoft $91,418,714NVIDIA $89,676,042Alphabet $40,994,495Broadcom $28,417,092 Largest New Holdings this Quarter JPMorgan Chase & Co. $17,309,699 HoldingBlackRock Income Trust $5,970,241 HoldingDexCom $3,787,632 HoldingARISTA NETWORKS INC $3,325,185 HoldingBurlington Stores $3,064,395 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 72,211 shares (about $17.31M)BlackRock Income Trust 5,824 shares (about $5.97M)DexCom 48,703 shares (about $3.79M)ARISTA NETWORKS INC 30,084 shares (about $3.33M)Burlington Stores 10,750 shares (about $3.06M) Largest Sales this Quarter Apple 49,593 shares (about $12.42M)NVIDIA 86,711 shares (about $11.64M)Microsoft 15,293 shares (about $6.45M)Alphabet 27,953 shares (about $5.32M)Autodesk 15,830 shares (about $4.68M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBdf-Gestion Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$95,641,158$12,419,079 ▼-11.5%381,9239.8%Computer and TechnologyMSFTMicrosoft$91,418,714$6,446,000 ▼-6.6%216,8899.4%Computer and TechnologyNVDANVIDIA$89,676,042$11,644,420 ▼-11.5%667,7799.2%Computer and TechnologyGOOGAlphabet$40,994,495$5,323,369 ▼-11.5%215,2624.2%Computer and TechnologyAVGOBroadcom$28,417,092$3,690,429 ▼-11.5%122,5722.9%Computer and TechnologyMETAMeta Platforms$27,629,631$3,588,005 ▼-11.5%47,1892.8%Computer and TechnologyTSLATesla$21,731,438$2,822,438 ▼-11.5%53,8122.2%Auto/Tires/TrucksLLYEli Lilly and Company$20,630,928$2,680,384 ▼-11.5%26,7242.1%MedicalJPMJPMorgan Chase & Co.$17,309,699$17,309,699 ▲New Holding72,2111.8%FinanceVVisa$15,290,647$1,985,995 ▼-11.5%48,3821.6%Business ServicesUNHUnitedHealth Group$15,201,093$1,012,732 ▲7.1%30,0501.6%MedicalBACBank of America$13,967,222$1,813,685 ▼-11.5%317,7981.4%FinanceHDHome Depot$13,133,858$2,804,618 ▼-17.6%33,7641.3%Retail/WholesaleGSThe Goldman Sachs Group$12,446,468$232,484 ▼-1.8%21,7361.3%FinanceMAMastercard$11,691,960$1,519,154 ▼-11.5%22,2041.2%Business ServicesMRKMerck & Co., Inc.$10,194,511$1,323,880 ▼-11.5%102,4781.0%MedicalABBVAbbVie$9,571,100$1,243,189 ▼-11.5%53,8611.0%MedicalPGProcter & Gamble$9,170,958$1,191,153 ▼-11.5%54,7030.9%Consumer StaplesEAElectronic Arts$8,854,076$1,149,918 ▼-11.5%60,5200.9%Consumer DiscretionaryAMDAdvanced Micro Devices$8,736,016$1,134,460 ▼-11.5%72,3240.9%Computer and TechnologyCRMSalesforce$8,404,053$1,091,922 ▼-11.5%25,1370.9%Computer and TechnologyVZVerizon Communications$8,229,542$1,068,653 ▼-11.5%205,7900.8%Computer and TechnologyNOWServiceNow$8,087,655$1,051,639 ▼-11.5%7,6290.8%Computer and TechnologyACNAccenture$7,897,334$1,026,523 ▼-11.5%22,4490.8%Computer and TechnologyMSIMotorola Solutions$7,817,234$1,015,982 ▼-11.5%16,9120.8%Computer and TechnologyBKNGBooking$7,651,367$998,652 ▼-11.5%1,5400.8%Retail/WholesaleABTAbbott Laboratories$7,370,700$957,250 ▼-11.5%65,1640.8%MedicalTMOThermo Fisher Scientific$7,101,140$922,368 ▼-11.5%13,6500.7%MedicalCDWCDW$6,787,386$881,687 ▼-11.5%38,9990.7%Computer and TechnologyCCitigroup$6,726,750$2,443,870 ▲57.1%95,5640.7%FinanceKOCoca-Cola$6,424,983$834,409 ▼-11.5%103,1960.7%Consumer StaplesDDOGDatadog$6,367,464$1,506,061 ▲31.0%44,5620.7%Computer and TechnologyCSCOCisco Systems$6,331,322$822,170 ▼-11.5%106,9480.6%Computer and TechnologyINTUIntuit$6,089,537$791,910 ▼-11.5%9,6890.6%Computer and TechnologyBKTBlackRock Income Trust$5,970,241$5,970,241 ▲New Holding5,8240.6%FinanceGEGeneral Electric$5,619,322$729,873 ▼-11.5%33,6910.6%TransportationTJXTJX Companies$5,562,817$1,814,445 ▼-24.6%46,0460.6%Retail/WholesaleADSKAutodesk$5,437,306$4,678,873 ▼-46.3%18,3960.6%Computer and TechnologyADPAutomatic Data Processing$5,430,727$705,479 ▼-11.5%18,5520.6%Business ServicesMDLZMondelez International$5,404,490$701,887 ▼-11.5%90,4820.6%Consumer StaplesPLDPrologis$5,404,441$313,189 ▲6.2%51,1300.6%FinanceSCIService Co. International$5,263,012$683,579 ▼-11.5%65,9360.5%Consumer StaplesADBEAdobe$5,208,092$676,803 ▼-11.5%11,7120.5%Computer and TechnologyALLAllstate$5,188,364$1,504,147 ▲40.8%26,9120.5%FinanceAXPAmerican Express$5,125,860$665,997 ▼-11.5%17,2710.5%FinanceDECKDeckers Outdoor$5,014,901$651,310 ▼-11.5%24,6930.5%Retail/WholesaleLINDE PLC$5,001,850$650,194 ▼-11.5%11,9470.5%SHSSPGSimon Property Group$4,926,584$1,710,045 ▼-25.8%28,6080.5%FinanceEQREquity Residential$4,846,670$1,683,489 ▼-25.8%67,5400.5%FinanceMETMetLife$4,758,620$618,030 ▼-11.5%58,1170.5%FinanceMUMicron Technology$4,618,196$599,724 ▼-11.5%54,8740.5%Computer and TechnologyDHRDanaher$4,382,339$569,514 ▼-11.5%19,0910.4%MedicalSPGIS&P Global$4,367,225$567,754 ▼-11.5%8,7690.4%Business ServicesBRBroadridge Financial Solutions$4,015,584$521,816 ▼-11.5%17,7610.4%Business ServicesSYKStryker$4,002,316$519,912 ▼-11.5%11,1160.4%MedicalRSGRepublic Services$3,962,642$514,820 ▼-11.5%19,6970.4%Business ServicesFITBFifth Third Bancorp$3,934,661$510,996 ▼-11.5%93,0620.4%FinanceJLLJones Lang LaSalle$3,874,561$503,495 ▼-11.5%15,3060.4%FinanceHIGThe Hartford Financial Services Group$3,833,704$498,098 ▼-11.5%35,0430.4%FinanceDXCMDexCom$3,787,632$3,787,632 ▲New Holding48,7030.4%MedicalTMUST-Mobile US$3,785,961$1,357,931 ▲55.9%17,1520.4%Computer and TechnologyVTRVentas$3,778,795$490,730 ▼-11.5%64,1670.4%FinanceFIFiserv$3,777,058$331,343 ▼-8.1%18,3870.4%Business ServicesISRGIntuitive Surgical$3,706,438$481,769 ▼-11.5%7,1010.4%MedicalCSXCSX$3,699,142$480,371 ▼-11.5%114,6310.4%TransportationOCOwens Corning$3,670,226$476,896 ▼-11.5%21,5490.4%ConstructionBSXBoston Scientific$3,664,710$475,986 ▼-11.5%41,0290.4%MedicalEWEdwards Lifesciences$3,651,900$474,236 ▼-11.5%49,3300.4%MedicalQCOMQUALCOMM$3,617,137$469,924 ▼-11.5%23,5460.4%Computer and TechnologyELVElevance Health$3,517,093$457,067 ▼-11.5%9,5340.4%MedicalAMATApplied Materials$3,492,154$3,271,953 ▼-48.4%21,4730.4%Computer and TechnologyARISTA NETWORKS INC$3,325,185$3,325,185 ▲New Holding30,0840.3%COM SHSCLColgate-Palmolive$3,283,578$426,459 ▼-11.5%36,1190.3%Consumer StaplesCTSHCognizant Technology Solutions$3,202,577$415,875 ▼-11.5%41,6460.3%Computer and TechnologyREGENERON PHARMACEUTICALS$3,172,005$413,151 ▼-11.5%4,4530.3%COMAMPAmeriprise Financial$3,128,026$406,776 ▼-11.5%5,8750.3%FinanceMARMarriott International$3,075,871$400,000 ▼-11.5%11,0270.3%Consumer DiscretionaryBURLBurlington Stores$3,064,395$3,064,395 ▲New Holding10,7500.3%Retail/WholesaleMCKMcKesson$3,025,652$393,808 ▼-11.5%5,3090.3%MedicalTRUTransUnion$3,021,790$392,534 ▼-11.5%32,5940.3%Business ServicesHONHoneywell International$2,961,644$384,917 ▼-11.5%13,1110.3%Multi-Sector ConglomeratesHUMHumana$2,947,603$2,947,603 ▲New Holding11,6180.3%MedicalEQIXEquinix$2,931,445$382,813 ▼-11.6%3,1090.3%FinanceGMGeneral Motors$2,928,785$380,348 ▼-11.5%54,9800.3%Auto/Tires/TrucksPAYXPaychex$2,926,391$380,277 ▼-11.5%20,8700.3%Business ServicesAZOAutoZone$2,904,214$384,240 ▼-11.7%9070.3%Retail/WholesalePPGPPG Industries$2,899,171$376,626 ▼-11.5%24,2710.3%Basic MaterialsURIUnited Rentals$2,889,613$375,467 ▼-11.5%4,1020.3%ConstructionCATERPILLAR INC$2,889,021$375,819 ▼-11.5%7,9640.3%COMICEIntercontinental Exchange$2,744,615$356,581 ▼-11.5%18,4190.3%FinanceCOOPER COS INC/THE$2,720,393$353,379 ▼-11.5%29,5920.3%COMRMDResMed$2,696,484$350,353 ▼-11.5%11,7910.3%MedicalVRSKVerisk Analytics$2,646,056$344,287 ▼-11.5%9,6070.3%Business ServicesRGLDRoyal Gold$2,621,837$229,946 ▼-8.1%19,8850.3%Basic MaterialsDEDeere & Company$2,599,823$338,113 ▼-11.5%6,1360.3%IndustrialsJNJJohnson & Johnson$2,587,089$336,084 ▼-11.5%32,7770.3%MedicalSNPSSynopsys$2,548,140$331,986 ▼-11.5%5,2500.3%Computer and TechnologyEHCEncompass Health$2,520,416$327,381 ▼-11.5%27,2920.3%MedicalLABCORP HOLDINGS INC$2,504,862$325,634 ▼-11.5%10,9230.3%COM SHSAAgilent Technologies$2,496,037$324,297 ▼-11.5%18,5800.3%MedicalShowing largest 100 holdings. 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