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Livermore
Livermore
ZHEN

BDF-Gestion

SEC CIK
0001632812
Latest filing
Jul 7, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 11, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
137
−6 vs. Q1 2025
Portfolio value
$888.0M
−$23.1M (−2.5%) vs. Q1 2025
Filed
Jul 11, 2025
SEC
Holdings of BDF-Gestion in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ETNEaton Corp plcStock6,382$2.28M0.3%−697−9.8%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock10,820$2.27M0.3%−1,180−9.8%ReducedHistory
STTState Street CorpCOM21,098$2.24M0.3%−2,300−9.8%ReducedHistory
EQIXEquinix IncCOM2,802$2.23M0.3%−307−9.9%ReducedHistory
CDWCDW CorpCOM12,043$2.15M0.2%−26,956−69.1%ReducedHistory
BLBlackline, Inc.COM36,069$2.04M0.2%−3,931−9.8%ReducedHistory
AAgilent Technologies, Inc.COM16,754$1.98M0.2%−1,826−9.8%ReducedHistory
JJacobs Solutions Inc.COM15,023$1.97M0.2%−1,638−9.8%ReducedHistory
Genpact LimitedG3922B907CALL43,534$1.92M0.2%−4,744−9.8%Reduced–
APDAir Products & Chemicals, Inc.Stock6,753$1.90M0.2%−737−9.8%ReducedHistory
PKGPackaging Corp of AmericaStock9,724$1.83M0.2%−1,061−9.8%ReducedHistory
DDDuPont de Nemours, Inc.COM25,896$1.78M0.2%−2,822−9.8%ReducedHistory
HCAHCA Healthcare, Inc.COM4,502$1.72M0.2%−492−9.9%ReducedHistory
TELTE Connectivity plcStock9,790$1.65M0.2%−1,068−9.8%ReducedHistory
CMICummins IncStock5,042$1.65M0.2%−551−9.9%ReducedHistory
DELLDell Technologies Inc.Stock13,198$1.62M0.2%−1,439−9.8%ReducedHistory
REGRegency Centers CorpCOM22,344$1.59M0.2%−2,436−9.8%ReducedHistory
GISGeneral Mills IncStock30,453$1.58M0.2%−3,319−9.8%ReducedHistory
CHDChurch & Dwight Co IncCOM16,357$1.57M0.2%−1,783−9.8%ReducedHistory
PTCPTC Inc.Stock8,778$1.51M0.2%−957−9.8%ReducedHistory
SWKStanley Black & Decker, Inc.COM21,646$1.47M0.2%−2,359−9.8%ReducedHistory
ITWIllinois Tool Works IncStock5,815$1.44M0.2%−634−9.8%ReducedHistory
BAHBooz Allen Hamilton Holding CorpCL A13,692$1.43M0.2%−1,493−9.8%ReducedHistory
MSAMSA Safety IncCOM8,289$1.39M0.2%−904−9.8%ReducedHistory
MSCIMSCI Inc.Stock2,405$1.39M0.2%−263−9.9%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock18,637$1.38M0.2%−2,032−9.8%ReducedHistory
MOHMolina Healthcare, Inc.COM4,269$1.27M0.1%−467−9.9%ReducedHistory
NXPINXP Semiconductors N.V.COM5,465$1.19M0.1%−596−9.8%ReducedHistory
Regeneron Pharmaceuticals75886F907COM2,189$1.15M0.1%−2,264−50.8%Reduced–
ALVAutoliv IncCOM9,947$1.11M0.1%−1,085−9.8%ReducedHistory
RPRXRoyalty Pharma plcSHS CLASS A30,471$1.10M0.1%−3,321−9.8%ReducedHistory
HUMHumana IncStock2,992$731.5K0.1%−8,626−74.2%ReducedHistory
MRNAModerna, Inc.Stock24,897$686.9K0.1%−2,714−9.8%ReducedHistory
APTVAptiv PLCStock8,746$596.7K0.1%−953−9.8%ReducedHistory
TROXTronox Holdings plcSHS67,258$341.0K<0.1%−7,329−9.8%ReducedHistory
AMTMAmentum Holdings, Inc.COM971$22.9K<0.1%+971NewHistory
BKTBlackRock Income Trust, Inc.COM NEW5,251––−573−9.8%ReducedHistory

Sold out since Q1 2025 (11)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of BDF-Gestion sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
TSLATesla, Inc.Stock50,312$13.0M1.4%History
BKNGBooking Holdings Inc.Stock1,540$7.09M0.8%History
GEGeneral Electric CoStock33,691$6.74M0.7%History
SCIService Corp InternationalCOM65,936$5.29M0.6%History
FITBFifth Third BancorpCOM93,062$3.65M0.4%History
MCKMcKesson CorpStock5,309$3.57M0.4%History
PPGPPG Industries IncStock24,271$2.65M0.3%History
BURLBurlington Stores, Inc.COM10,750$2.56M0.3%History
COOCooper Companies, Inc.COM29,592$2.50M0.3%History
KDPKeurig Dr Pepper Inc.COM44,079$1.51M0.2%History
TFXTeleflex IncCOM6,556$906.0K0.1%History