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 |
|---|---|---|---|---|---|---|---|
| AAgilent Technologies, Inc. | COM | 20,994 | $2.72M | 0.3% | – | – | History |
| EQIXEquinix Inc | COM | 3,515 | $2.66M | 0.3% | – | – | History |
| EHCEncompass Health Corp | COM | 30,837 | $2.65M | 0.3% | – | – | History |
| STESTERIS plc | SHS USD | 12,045 | $2.64M | 0.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 16,022 | $2.64M | 0.3% | – | – | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 17,159 | $2.64M | 0.3% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 32,449 | $2.61M | 0.3% | – | – | History |
| DEDeere & Co | Stock | 6,934 | $2.59M | 0.2% | – | – | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 21,885 | $2.56M | 0.2% | – | – | History |
| RMDResmed Inc | COM | 13,323 | $2.55M | 0.2% | – | – | History |
| LHLabcorp Holdings Inc. | Stock | 12,343 | $2.51M | 0.2% | – | – | History |
| ETNEaton Corp plc | Stock | 8,000 | $2.51M | 0.2% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 97,500 | $2.47M | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 37,035 | $2.46M | 0.2% | – | – | History |
| GISGeneral Mills Inc | Stock | 38,159 | $2.41M | 0.2% | – | – | History |
| DELLDell Technologies Inc. | Stock | 16,539 | $2.28M | 0.2% | – | – | History |
| PKGPackaging Corp of America | Stock | 12,187 | $2.22M | 0.2% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 27,124 | $2.17M | 0.2% | – | – | History |
| WDAYWorkday, Inc. | CL A | 9,398 | $2.10M | 0.2% | – | – | History |
| CHDChurch & Dwight Co Inc | COM | 19,732 | $2.05M | 0.2% | – | – | History |
| PTCPTC Inc. | Stock | 11,000 | $2.00M | 0.2% | – | – | History |
| STTState Street Corp | COM | 26,438 | $1.96M | 0.2% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 11,000 | $1.94M | 0.2% | – | – | History |
| MDTMedtronic plc | Stock | 24,320 | $1.91M | 0.2% | – | – | History |
| MSAMSA Safety Inc | COM | 10,000 | $1.88M | 0.2% | – | – | History |
| HOLXHologic Inc | COM | 25,211 | $1.87M | 0.2% | – | – | History |
| TGTTarget Corp | Stock | 12,576 | $1.86M | 0.2% | – | – | History |
| LECOLincoln Electric Holdings Inc | COM | 9,850 | $1.86M | 0.2% | – | – | History |
| TELTE Connectivity plc | REG SHS | 12,269 | $1.85M | 0.2% | – | – | History |
| RGLDRoyal Gold Inc | Stock | 14,629 | $1.83M | 0.2% | – | – | History |
| GPKGraphic Packaging Holding Co | COM | 69,538 | $1.82M | 0.2% | – | – | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 23,354 | $1.82M | 0.2% | – | – | History |
| Genpact LimitedG3922B907 | CALL | 54,549 | $1.76M | 0.2% | – | – | – |
| CMICummins Inc | Stock | 6,320 | $1.75M | 0.2% | – | – | History |
| REGRegency Centers Corp | COM | 28,000 | $1.74M | 0.2% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 7,288 | $1.73M | 0.2% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 6,176 | $1.70M | 0.2% | – | – | History |
| JJacobs Solutions Inc. | COM | 12,124 | $1.69M | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 40,742 | $1.69M | 0.2% | – | – | History |
| MOHMolina Healthcare, Inc. | COM | 5,352 | $1.59M | 0.2% | – | – | History |
| ENSGEnsign Group, Inc | COM | 12,747 | $1.58M | 0.2% | – | – | History |
| TFXTeleflex Inc | COM | 7,410 | $1.56M | 0.1% | – | – | History |
| QRVOQorvo, Inc. | Stock | 13,405 | $1.56M | 0.1% | – | – | History |
| MSCIMSCI Inc. | Stock | 3,017 | $1.45M | 0.1% | – | – | History |
| ALVAutoliv Inc | COM | 12,000 | $1.28M | 0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 4,964 | $1.28M | 0.1% | – | – | History |
| TROXTronox Holdings plc | SHS | 81,129 | $1.27M | 0.1% | – | – | History |
| RPRXRoyalty Pharma plc | SHS CLASS A | 38,181 | $1.01M | 0.1% | – | – | History |
| HUBSHubSpot Inc | COM | 1,536 | $905.9K | 0.1% | – | – | History |
| DOXAmdocs Ltd | SHS | 10,551 | $832.7K | 0.1% | – | – | History |
| NDAQNasdaq, Inc. | COM | 13,750 | $828.6K | 0.1% | – | – | History |
| VLTOVeralto Corp | Stock | 8,190 | $781.9K | 0.1% | – | – | History |
| APTVAptiv PLC | SHS | 10,551 | $743.0K | 0.1% | – | – | History |
| IVZInvesco Ltd. | Stock | 30,215 | $452.0K | <0.1% | – | – | History |