BDF-Gestion
- SEC CIK
- 0001632812
- Latest filing
- Jul 7, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 11, 2024. Long positions only.
- Positions
- 154
- No filing for Q1 2024
- Portfolio value
- $1.04B
- No filing for Q1 2024
BDF-Gestion did not file a 13F for Q1 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 234,432 | $104.8M | 10.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 754,490 | $93.2M | 9.0% | – | – | History |
| AAPLApple Inc. | Stock | 431,516 | $90.9M | 8.7% | – | – | History |
| GOOGAlphabet Inc. | Stock | 243,215 | $44.6M | 4.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 56,817 | $28.6M | 2.8% | – | – | History |
| LLYEli Lilly & Co | Stock | 30,196 | $27.3M | 2.6% | – | – | History |
| AVGOBroadcom Inc. | Stock | 12,590 | $20.2M | 1.9% | – | – | History |
| VVisa Inc. | Stock | 54,666 | $14.3M | 1.4% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 28,048 | $14.3M | 1.4% | – | – | History |
| BACBank of America Corp | Stock | 359,065 | $14.3M | 1.4% | – | – | History |
| HDHome Depot, Inc. | Stock | 40,974 | $14.1M | 1.4% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 81,716 | $13.3M | 1.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 96,959 | $12.0M | 1.2% | – | – | History |
| MAMastercard Inc | Stock | 25,089 | $11.1M | 1.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 60,857 | $10.4M | 1.0% | – | – | History |
| PGProcter & Gamble Co | Stock | 61,808 | $10.2M | 1.0% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 22,142 | $10.0M | 1.0% | – | – | History |
| CDWCDW Corp | COM | 44,065 | $9.86M | 0.9% | – | – | History |
| AMATApplied Materials Inc | Stock | 41,592 | $9.82M | 0.9% | – | – | History |
| VZVerizon Communications Inc | Stock | 232,513 | $9.59M | 0.9% | – | – | History |
| EAElectronic Arts Inc. | COM | 68,380 | $9.53M | 0.9% | – | – | History |
| TSLATesla, Inc. | Stock | 47,801 | $9.46M | 0.9% | – | – | History |
| MUMicron Technology Inc | Stock | 62,000 | $8.15M | 0.8% | – | – | History |
| KDPKeurig Dr Pepper Inc. | COM | 237,414 | $7.93M | 0.8% | – | – | History |
| ACNAccenture plc | Stock | 25,367 | $7.70M | 0.7% | – | – | History |
| ABTAbbott Laboratories | Stock | 73,627 | $7.65M | 0.7% | – | – | History |
| AMGNAmgen Inc | Stock | 23,874 | $7.46M | 0.7% | – | – | History |
| KOCoca Cola Co | Stock | 116,598 | $7.42M | 0.7% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 19,110 | $7.38M | 0.7% | – | – | History |
| ADBEAdobe Inc. | Stock | 13,234 | $7.35M | 0.7% | – | – | History |
| CRMSalesforce, Inc. | Stock | 28,403 | $7.30M | 0.7% | – | – | History |
| INTUIntuit Inc. | Stock | 10,949 | $7.20M | 0.7% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 1,741 | $6.90M | 0.7% | – | – | History |
| NOWServiceNow, Inc. | Stock | 8,621 | $6.78M | 0.7% | – | – | History |
| TJXTJX Companies Inc | Stock | 61,065 | $6.72M | 0.6% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 102,233 | $6.69M | 0.6% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 11,516 | $6.37M | 0.6% | – | – | History |
| VMRKVivmark Residential | SH BEN INT | 91,000 | $6.31M | 0.6% | – | – | History |
| GEGeneral Electric Co | Stock | 38,067 | $6.05M | 0.6% | – | – | History |
| SPGSimon Property Group Inc. | REIT | 38,538 | $5.85M | 0.6% | – | – | History |
| ELVElevance Health, Inc. | Stock | 10,773 | $5.84M | 0.6% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 120,836 | $5.74M | 0.6% | – | – | History |
| PLDPrologis, Inc. | REIT | 48,167 | $5.41M | 0.5% | – | – | History |
| DHRDanaher Corp | Stock | 21,572 | $5.39M | 0.5% | – | – | History |
| QCOMQualcomm Inc | Stock | 26,605 | $5.30M | 0.5% | – | – | History |
| TXNTexas Instruments Inc | Stock | 27,081 | $5.27M | 0.5% | – | – | History |
| BLKBlackRock, Inc. | COM | 6,581 | $5.18M | 0.5% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 55,736 | $5.15M | 0.5% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 20,962 | $5.00M | 0.5% | – | – | History |
| LINLinde PLC | Stock | 11,000 | $4.83M | 0.5% | – | – | History |
| METMetlife Inc | Stock | 65,665 | $4.61M | 0.4% | – | – | History |
| AXPAmerican Express Co | Stock | 19,515 | $4.52M | 0.4% | – | – | History |
| ADIAnalog Devices Inc | Stock | 19,677 | $4.49M | 0.4% | – | – | History |
| SPGIS&P Global Inc. | Stock | 9,909 | $4.42M | 0.4% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 34,022 | $4.41M | 0.4% | – | – | History |
| CSXCSX Corp | Stock | 129,517 | $4.33M | 0.4% | – | – | History |
| RSGRepublic Services, Inc. | COM | 22,256 | $4.33M | 0.4% | – | – | History |
| SYKStryker Corp | Stock | 12,560 | $4.27M | 0.4% | – | – | History |
| ADSKAutodesk, Inc. | COM | 17,113 | $4.23M | 0.4% | – | – | History |
| OCOwens Corning | Stock | 24,349 | $4.23M | 0.4% | – | – | History |
| HONHoneywell International Inc | COM | 18,815 | $4.02M | 0.4% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 17,105 | $4.00M | 0.4% | – | – | History |
| HIGHartford Insurance Group, Inc. | Stock | 39,596 | $3.98M | 0.4% | – | – | History |
| CLColgate Palmolive Co | Stock | 40,810 | $3.96M | 0.4% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 20,069 | $3.95M | 0.4% | – | – | History |
| SCIService Corp International | COM | 55,500 | $3.95M | 0.4% | – | – | History |
| CCitigroup Inc | Stock | 60,845 | $3.86M | 0.4% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 11,992 | $3.85M | 0.4% | – | – | History |
| FITBFifth Third Bancorp | COM | 105,148 | $3.84M | 0.4% | – | – | History |
| ONOn Semiconductor Corp | Stock | 54,354 | $3.73M | 0.4% | – | – | History |
| VTRVentas, Inc. | REIT | 72,500 | $3.72M | 0.4% | – | – | History |
| BSXBoston Scientific Corp | Stock | 46,358 | $3.57M | 0.3% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 8,024 | $3.57M | 0.3% | – | – | History |
| JLLJones Lang Lasalle Inc | COM | 17,295 | $3.55M | 0.3% | – | – | History |
| SNPSSynopsys Inc | COM | 5,934 | $3.53M | 0.3% | – | – | History |
| MCKMcKesson Corp | Stock | 6,000 | $3.50M | 0.3% | – | – | History |
| PPGPPG Industries Inc | Stock | 27,424 | $3.45M | 0.3% | – | – | History |
| ZUOZuora Inc | COM CL A | 345,000 | $3.43M | 0.3% | – | – | History |
| CTSHCognizant Technology Solutions Corp | CL A | 47,054 | $3.20M | 0.3% | – | – | History |
| KRKroger Co | Stock | 63,021 | $3.15M | 0.3% | – | – | History |
| CICigna Group | Stock | 9,471 | $3.13M | 0.3% | – | – | History |
| ALLAllstate Corp | Stock | 19,110 | $3.05M | 0.3% | – | – | History |
| AZOAutoZone Inc | COM | 1,027 | $3.04M | 0.3% | – | – | History |
| MARMarriott International Inc | Stock | 12,461 | $3.01M | 0.3% | – | – | History |
| Caterpillar Inc149123951 | PUT | 9,000 | $3.00M | 0.3% | – | – | – |
| URIUnited Rentals, Inc. | COM | 4,635 | $3.00M | 0.3% | – | – | History |
| FISVFiserv Inc | Stock | 20,000 | $2.98M | 0.3% | – | – | History |
| ANETArista Networks, Inc. | COM | 8,500 | $2.98M | 0.3% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 10,857 | $2.93M | 0.3% | – | – | History |
| COOCooper Companies, Inc. | COM | 33,436 | $2.92M | 0.3% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 30,268 | $2.91M | 0.3% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 21,254 | $2.91M | 0.3% | – | – | History |
| CVSCVS Health Corp | Stock | 49,059 | $2.90M | 0.3% | – | – | History |
| GMGeneral Motors Co | COM | 62,120 | $2.89M | 0.3% | – | – | History |
| PCARPaccar Inc | COM | 27,804 | $2.86M | 0.3% | – | – | History |
| SBUXStarbucks Corp | Stock | 36,672 | $2.85M | 0.3% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 20,812 | $2.85M | 0.3% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 6,639 | $2.84M | 0.3% | – | – | History |
| PAYXPaychex Inc | Stock | 23,582 | $2.80M | 0.3% | – | – | History |
| TRUTransUnion | COM | 36,828 | $2.73M | 0.3% | – | – | History |