BD
Bdf-gestion 13F Filing (Q2 2026) — Top Positions & Stock Picks
Bdf-gestionCIK: 0001632812
Diversified strategyHigh-turnover traderQuality / disciplined sizing
Total reported value
$745.3M
Reporting period: 2026-06-30 · Number of holdings: 143
BDF-GESTION disclosed 143 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $745.3M and a quarterly turnover rate of 122.6%.
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Personality snowflake
- Concentration
- 13.75
- Portfolio Stability
- 100
- Momentum
- 34.05
- Sector conviction
- 54.89
- Diversification
- 100
- Sizing Uniformity
- 80.14
Bdf-gestion's disclosed holdings carry a Herfindahl concentration index of 0.034 — mathematically equivalent to about 29 equally-sized positions, well below its 143 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.99), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim NVDA
-21.9% -$74.9M
Add MS
-10.1% $73.6M
Trim AAPL
-10.6% -$70.2M
Add AMD
+15.6% $67.7M
Add SWK
-10.1% $54.6M
Trim MSFT
-12.8% -$50.1M
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MS | Morgan Stanley | Stock-Financials | 10.23% | +9.88% | -10.11% | |
| 2 | AMD | Advanced Micro Devices | Stock-Tech | 9.74% | +9.09% | +15.65% | |
| 3 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 7.49% | +7.32% | -10.11% | |
| 4 | WMS | Advanced Drainage Systems In | Stock-Industrials | 4.09% | +3.85% | -10.11% | |
| 5 | RRX | Regal Rexnord CORP | Stock-Industrials | 4.06% | +3.81% | -10.11% | |
| 6 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 3.62% | +3.35% | — | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.37% | +1.97% | -10.11% | |
| 8 | GLW | Corning Inc | Stock-Tech | 2.31% | +2.03% | -10.11% | |
| 9 | TRU | Transunion | Stock-Financials | 1.45% | +1.24% | -10.11% | |
| 10 | KLAC | Kla CORP | Stock-Tech | 1.30% | +0.57% | +798.76% | |
| 11 | EQIX | Equinix Inc | Stock-Real Estate | 1.07% | +0.78% | -10.12% | |
| 12 | CAT | Caterpillar Inc. | Stock-Industrials | 1.04% | +0.27% | -10.11% | |
| 13 | ✓ | Versigent LTD | Stock-Other | 0.97% | +0.97% | NEW | |
| 14 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.97% | +0.72% | -10.12% | |
| 15 | STE | STERIS plc | Stock-Healthcare | 0.93% | +0.71% | -10.11% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 0.92% | +0.27% | -10.11% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | -0.17% | -10.11% | |
| 18 | CI | THE Cigna Group | Stock-Healthcare | 0.83% | +0.62% | -10.11% | |
| 19 | TROX | Tronox Holdings plc | Stock-Other | 0.80% | +0.73% | — | |
| 20 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.78% | +0.59% | -10.11% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -6.73% | -12.81% | |
| 22 | APH | Amphenol Corp-cl A | Stock-Tech | 0.77% | +0.47% | -10.11% | |
| 23 | GM | General Motors Co | Stock-Consumer Disc | 0.77% | +0.36% | -10.11% | |
| 24 | ADI | Analog Devices Inc | Stock-Tech | 0.76% | +0.02% | -10.11% | |
| 25 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.74% | +0.21% | -10.11% | |
| 26 | PCOR | Procore Technologies Inc | Stock-Tech | 0.74% | +0.56% | -10.11% | |
| 27 | ITW | Illinois Tool Works | Stock-Industrials | 0.74% | +0.58% | -10.11% | |
| 28 | LIN | Linde plc | Stock-Materials | 0.74% | +0.18% | -10.11% | |
| 29 | BKT | Blackrock Income Trust | Stock-Other | 0.74% | +0.73% | -10.11% | |
| 30 | ✓ | Stock-Other | 0.73% | +0.73% | NEW | ||
| 31 | ALL | Allstate CORP | Stock-Financials | 0.68% | +0.16% | -10.11% | |
| 32 | ✓ | Genpact Limited | Stock-Other | 0.65% | +0.38% | — | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | +0.06% | -10.11% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.65% | +0.12% | -10.11% | |
| 35 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.59% | +0.21% | -10.11% | |
| 36 | CMI | Cummins Inc | Stock-Industrials | 0.58% | +0.30% | -10.12% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | -0.89% | -10.11% | |
| 38 | EHC | Encompass Health CORP | Stock-Healthcare | 0.55% | +0.30% | -10.11% | |
| 39 | SCI | Service CORP International | Stock-Consumer Disc | 0.53% | +0.20% | — | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.54% | -10.11% | |
| 41 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.53% | +0.33% | -10.12% | |
| 42 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.53% | +0.28% | -10.11% | |
| 43 | ✓ | Stock-Other | 0.52% | +0.52% | NEW | ||
| 44 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.52% | +0.23% | -10.11% | |
| 45 | SNDK | Sandisk CORP | Stock-Tech | 0.51% | +0.39% | +64.90% | |
| 46 | BR | Broadridge Financial Solutio | Stock-Tech | 0.50% | +0.23% | -10.11% | |
| 47 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.49% | +0.26% | -10.11% | |
| 48 | TXN | Texas Instruments Inc | Stock-Tech | 0.49% | -0.19% | -10.11% | |
| 49 | VTR | Ventas Inc | Stock-Real Estate | 0.48% | +0.16% | -10.11% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.48% | +0.10% | -10.11% |
1–50 of 143
Portfolio Performance
Performance for Q3 2026
+4.1%
Performance Last 4 Quarters
+22.8%
- Stdev
- +14.3%
- Beta
- +1.1
- Alpha
- -1.6%
- Max Drawdown
- -8.8%
- Annualized Perf
- +17.9%
- Batting Avg vs S&P
- +45.8%
- Sortino
- +2.68
- Stutzer
- +0.37
- Treynor
- +0.16
- Sterling
- +0.96
- Calmar
- +2.04
- Information Ratio
- +0.03
- Tracking Error
- +3.8%
- Stdev Down
- +6.6%
- Winning Months %
- +54.2%
- Losing Months %
- +45.8%
- Best 12 Months
- +30.6%
- Worst 12 Months
- +13.2%
- Efficiency Ratio
- +0.49
- Sharpe
- +1.23
- Stdev Sectors
- +8.9%
- Skewness
- +0.36
- Kurtosis
- +0.05
- Upside Potential
- +4.34
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Bdf-gestion's most significant position changes for 2026-06-30: New buy: Versigent LTD; Sold out: Salesforce Inc (CRM); Sold out: Coca-cola Co/the (KO); New buy: ; New buy: .
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MS | Morgan Stanley | +9.9% | -10.11% | Trim |
| 2 | AMD | Advanced Micro Devices | +9.1% | +15.65% | Add |
| 3 | SWK | Stanley Black & Decker Inc | +7.3% | -10.11% | Trim |
| 4 | WMS | Advanced Drainage Systems In | +3.9% | -10.11% | Trim |
| 5 | RRX | Regal Rexnord CORP | +3.8% | -10.11% | Trim |
| 6 | CHD | Church & Dwight Co Inc | +3.4% | — | Unchanged |
| 7 | GLW | Corning Inc | +2% | -10.11% | Trim |
| 8 | JNJ | Johnson & Johnson | +2% | -10.11% | Trim |
| 9 | TRU | Transunion | +1.2% | -10.11% | Trim |
| 10 | ✓ | Versigent LTD | +1% | NEW | New buy |
| 11 | EQIX | Equinix Inc | +0.8% | -10.12% | Trim |
| 12 | ✓ | +0.7% | NEW | New buy | |
| 13 | BKT | Blackrock Income Trust | +0.7% | -10.11% | Trim |
| 14 | TROX | Tronox Holdings plc | +0.7% | — | Unchanged |
| 15 | AMP | Ameriprise Financial Inc | +0.7% | -10.12% | Trim |
| 16 | STE | STERIS plc | +0.7% | -10.11% | Trim |
| 17 | CI | THE Cigna Group | +0.6% | -10.11% | Trim |
| 18 | OTIS | Otis Worldwide CORP | +0.6% | -10.11% | Trim |
| 19 | ITW | Illinois Tool Works | +0.6% | -10.11% | Trim |
| 20 | KLAC | Kla CORP | +0.6% | +798.76% | Add |
| 21 | PCOR | Procore Technologies Inc | +0.6% | -10.11% | Trim |
| 22 | ✓ | +0.5% | NEW | New buy | |
| 23 | APH | Amphenol Corp-cl A | +0.5% | -10.11% | Trim |
| 24 | NBIX | Neurocrine Biosciences Inc | +0.4% | NEW | New buy |
| 25 | SNDK | Sandisk CORP | +0.4% | +64.90% | Add |
| 26 | ✓ | Genpact Limited | +0.4% | — | Unchanged |
| 27 | GM | General Motors Co | +0.4% | -10.11% | Trim |
| 28 | APD | Air Products & Chemicals Inc | +0.3% | -10.12% | Trim |
| 29 | REG | Regency Centers CORP | +0.3% | -10.11% | Trim |
| 30 | CMI | Cummins Inc | +0.3% | -10.12% | Trim |
| 31 | EHC | Encompass Health CORP | +0.3% | -10.11% | Trim |
| 32 | MRVL | Marvell Technology Inc | +0.3% | NEW | New buy |
| 33 | INTC | Intel CORP | +0.3% | NEW | New buy |
| 34 | APTV | Aptiv PLC | +0.3% | -10.11% | Trim |
| 35 | CAT | Caterpillar Inc. | +0.3% | -10.11% | Trim |
| 36 | MSCI | Msci Inc | +0.3% | -10.13% | Trim |
| 37 | GE | General Electric | +0.3% | NEW | New buy |
| 38 | ABT | Abbott Laboratories | +0.3% | -10.11% | Trim |
| 39 | MDLZ | Mondelez International Inc-a | +0.3% | -10.11% | Trim |
| 40 | ELV | Elevance Health Inc | +0.3% | -10.12% | Trim |
| 41 | CL | Colgate-palmolive Co | +0.2% | -10.11% | Trim |
| 42 | BR | Broadridge Financial Solutio | +0.2% | -10.11% | Trim |
| 43 | STX | Seagate Technology Holdings plc | +0.2% | +70.39% | Add |
| 44 | VRSK | Verisk Analytics Inc | +0.2% | -10.12% | Trim |
| 45 | SPG | Simon Property Group Inc | +0.2% | -10.11% | Trim |
| 46 | TMUS | T-mobile US Inc | +0.2% | -10.11% | Trim |
| 47 | SCI | Service CORP International | +0.2% | — | Unchanged |
| 48 | REGN | Regeneron Pharmaceuticals, Inc. | +0.2% | -10.14% | Trim |
| 49 | THC | Tenet Healthcare CORP | +0.2% | NEW | New buy |
| 50 | TJX | Tjx Companies Inc | +0.2% | NEW | New buy |
1–50 of 153
Filing History
FAQ
What is Bdf-gestion and what type of investor is it?
Bdf-gestion is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $745.3M, spread across 143 disclosed positions.
What are Bdf-gestion's largest equity positions?
Based on the latest 13F filing, Bdf-gestion's top holdings by market value are:
1. Morgan Stanley (MS) — $76.2M (10.2%)
2. Advanced Micro Devices (AMD) — $72.6M (9.7%)
3. Stanley Black & Decker Inc (SWK) — $55.8M (7.5%)
4. Advanced Drainage Systems In (WMS) — $30.5M (4.1%)
5. Regal Rexnord CORP (RRX) — $30.2M (4.1%)
What changes did Bdf-gestion make in its most recent portfolio filing?
In the latest reported quarter, Bdf-gestion made 144 notable position adjustments: 9 new positions were initiated, 7 existing holdings were added to, 118 positions were partially reduced, and 10 were completely exited. The largest of these moves: New buy: Versigent LTD; Sold out: Salesforce Inc (CRM); Sold out: Coca-cola Co/the (KO); New buy: ; New buy:
What sectors does Bdf-gestion focus on?
Bdf-gestion is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 26.5%
• Industrials: 22.6%
• Financials: 19.3%
• Health Care: 12.9%
• Consumer Staples: 5.5%
• Consumer Discretionary: 4.6%
Investment Profile
Bdf-gestion returned an annualized 17.9% over the trailing 24 months — underperforming the S&P 500 by 1.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.10 (roughly in line with the market) and a 46% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading.
Its turnover score has risen from 0 to 100 over the past 4 quarters — a shift toward more active trading.
It has added to its CHD position over the past two quarters (+$25.9M, now $27.0M), while trimming NVDA over the same stretch (-$83.2M, still holding $1.3M).
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Developer Access
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