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 |
|---|---|---|---|---|---|---|---|
| IVZInvesco Ltd. | Stock | 30,215 | $452.0K | <0.1% | – | – | History |
| APTVAptiv PLC | SHS | 10,551 | $743.0K | 0.1% | – | – | History |
| VLTOVeralto Corp | Stock | 8,190 | $781.9K | 0.1% | – | – | History |
| NDAQNasdaq, Inc. | COM | 13,750 | $828.6K | 0.1% | – | – | History |
| DOXAmdocs Ltd | SHS | 10,551 | $832.7K | 0.1% | – | – | History |
| HUBSHubSpot Inc | COM | 1,536 | $905.9K | 0.1% | – | – | History |
| RPRXRoyalty Pharma plc | SHS CLASS A | 38,181 | $1.01M | 0.1% | – | – | History |
| TROXTronox Holdings plc | SHS | 81,129 | $1.27M | 0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 4,964 | $1.28M | 0.1% | – | – | History |
| ALVAutoliv Inc | COM | 12,000 | $1.28M | 0.1% | – | – | History |
| MSCIMSCI Inc. | Stock | 3,017 | $1.45M | 0.1% | – | – | History |
| QRVOQorvo, Inc. | Stock | 13,405 | $1.56M | 0.1% | – | – | History |
| TFXTeleflex Inc | COM | 7,410 | $1.56M | 0.1% | – | – | History |
| ENSGEnsign Group, Inc | COM | 12,747 | $1.58M | 0.2% | – | – | History |
| MOHMolina Healthcare, Inc. | COM | 5,352 | $1.59M | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 40,742 | $1.69M | 0.2% | – | – | History |
| JJacobs Solutions Inc. | COM | 12,124 | $1.69M | 0.2% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 6,176 | $1.70M | 0.2% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 7,288 | $1.73M | 0.2% | – | – | History |
| REGRegency Centers Corp | COM | 28,000 | $1.74M | 0.2% | – | – | History |
| CMICummins Inc | Stock | 6,320 | $1.75M | 0.2% | – | – | History |
| Genpact LimitedG3922B907 | CALL | 54,549 | $1.76M | 0.2% | – | – | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 23,354 | $1.82M | 0.2% | – | – | History |
| GPKGraphic Packaging Holding Co | COM | 69,538 | $1.82M | 0.2% | – | – | History |
| RGLDRoyal Gold Inc | Stock | 14,629 | $1.83M | 0.2% | – | – | History |
| TELTE Connectivity plc | REG SHS | 12,269 | $1.85M | 0.2% | – | – | History |
| LECOLincoln Electric Holdings Inc | COM | 9,850 | $1.86M | 0.2% | – | – | History |
| TGTTarget Corp | Stock | 12,576 | $1.86M | 0.2% | – | – | History |
| HOLXHologic Inc | COM | 25,211 | $1.87M | 0.2% | – | – | History |
| MSAMSA Safety Inc | COM | 10,000 | $1.88M | 0.2% | – | – | History |
| MDTMedtronic plc | Stock | 24,320 | $1.91M | 0.2% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 11,000 | $1.94M | 0.2% | – | – | History |
| STTState Street Corp | COM | 26,438 | $1.96M | 0.2% | – | – | History |
| PTCPTC Inc. | Stock | 11,000 | $2.00M | 0.2% | – | – | History |
| CHDChurch & Dwight Co Inc | COM | 19,732 | $2.05M | 0.2% | – | – | History |
| WDAYWorkday, Inc. | CL A | 9,398 | $2.10M | 0.2% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 27,124 | $2.17M | 0.2% | – | – | History |
| PKGPackaging Corp of America | Stock | 12,187 | $2.22M | 0.2% | – | – | History |
| DELLDell Technologies Inc. | Stock | 16,539 | $2.28M | 0.2% | – | – | History |
| GISGeneral Mills Inc | Stock | 38,159 | $2.41M | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 37,035 | $2.46M | 0.2% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 97,500 | $2.47M | 0.2% | – | – | History |
| ETNEaton Corp plc | Stock | 8,000 | $2.51M | 0.2% | – | – | History |
| LHLabcorp Holdings Inc. | Stock | 12,343 | $2.51M | 0.2% | – | – | History |
| RMDResmed Inc | COM | 13,323 | $2.55M | 0.2% | – | – | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 21,885 | $2.56M | 0.2% | – | – | History |
| DEDeere & Co | Stock | 6,934 | $2.59M | 0.2% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 32,449 | $2.61M | 0.3% | – | – | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 17,159 | $2.64M | 0.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 16,022 | $2.64M | 0.3% | – | – | History |
| STESTERIS plc | SHS USD | 12,045 | $2.64M | 0.3% | – | – | History |
| EHCEncompass Health Corp | COM | 30,837 | $2.65M | 0.3% | – | – | History |
| EQIXEquinix Inc | COM | 3,515 | $2.66M | 0.3% | – | – | History |
| AAgilent Technologies, Inc. | COM | 20,994 | $2.72M | 0.3% | – | – | History |
| TRUTransUnion | COM | 36,828 | $2.73M | 0.3% | – | – | History |
| PAYXPaychex Inc | Stock | 23,582 | $2.80M | 0.3% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 6,639 | $2.84M | 0.3% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 20,812 | $2.85M | 0.3% | – | – | History |
| SBUXStarbucks Corp | Stock | 36,672 | $2.85M | 0.3% | – | – | History |
| PCARPaccar Inc | COM | 27,804 | $2.86M | 0.3% | – | – | History |
| GMGeneral Motors Co | COM | 62,120 | $2.89M | 0.3% | – | – | History |
| CVSCVS Health Corp | Stock | 49,059 | $2.90M | 0.3% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 21,254 | $2.91M | 0.3% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 30,268 | $2.91M | 0.3% | – | – | History |
| COOCooper Companies, Inc. | COM | 33,436 | $2.92M | 0.3% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 10,857 | $2.93M | 0.3% | – | – | History |
| ANETArista Networks, Inc. | COM | 8,500 | $2.98M | 0.3% | – | – | History |
| FISVFiserv Inc | Stock | 20,000 | $2.98M | 0.3% | – | – | History |
| URIUnited Rentals, Inc. | COM | 4,635 | $3.00M | 0.3% | – | – | History |
| Caterpillar Inc149123951 | PUT | 9,000 | $3.00M | 0.3% | – | – | – |
| MARMarriott International Inc | Stock | 12,461 | $3.01M | 0.3% | – | – | History |
| AZOAutoZone Inc | COM | 1,027 | $3.04M | 0.3% | – | – | History |
| ALLAllstate Corp | Stock | 19,110 | $3.05M | 0.3% | – | – | History |
| CICigna Group | Stock | 9,471 | $3.13M | 0.3% | – | – | History |
| KRKroger Co | Stock | 63,021 | $3.15M | 0.3% | – | – | History |
| CTSHCognizant Technology Solutions Corp | CL A | 47,054 | $3.20M | 0.3% | – | – | History |
| ZUOZuora Inc | COM CL A | 345,000 | $3.43M | 0.3% | – | – | History |
| PPGPPG Industries Inc | Stock | 27,424 | $3.45M | 0.3% | – | – | History |
| MCKMcKesson Corp | Stock | 6,000 | $3.50M | 0.3% | – | – | History |
| SNPSSynopsys Inc | COM | 5,934 | $3.53M | 0.3% | – | – | History |
| JLLJones Lang Lasalle Inc | COM | 17,295 | $3.55M | 0.3% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 8,024 | $3.57M | 0.3% | – | – | History |
| BSXBoston Scientific Corp | Stock | 46,358 | $3.57M | 0.3% | – | – | History |
| VTRVentas, Inc. | REIT | 72,500 | $3.72M | 0.4% | – | – | History |
| ONOn Semiconductor Corp | Stock | 54,354 | $3.73M | 0.4% | – | – | History |
| FITBFifth Third Bancorp | COM | 105,148 | $3.84M | 0.4% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 11,992 | $3.85M | 0.4% | – | – | History |
| CCitigroup Inc | Stock | 60,845 | $3.86M | 0.4% | – | – | History |
| SCIService Corp International | COM | 55,500 | $3.95M | 0.4% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 20,069 | $3.95M | 0.4% | – | – | History |
| CLColgate Palmolive Co | Stock | 40,810 | $3.96M | 0.4% | – | – | History |
| HIGHartford Insurance Group, Inc. | Stock | 39,596 | $3.98M | 0.4% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 17,105 | $4.00M | 0.4% | – | – | History |
| HONHoneywell International Inc | COM | 18,815 | $4.02M | 0.4% | – | – | History |
| OCOwens Corning | Stock | 24,349 | $4.23M | 0.4% | – | – | History |
| ADSKAutodesk, Inc. | COM | 17,113 | $4.23M | 0.4% | – | – | History |
| SYKStryker Corp | Stock | 12,560 | $4.27M | 0.4% | – | – | History |
| RSGRepublic Services, Inc. | COM | 22,256 | $4.33M | 0.4% | – | – | History |
| CSXCSX Corp | Stock | 129,517 | $4.33M | 0.4% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 34,022 | $4.41M | 0.4% | – | – | History |