BD

Bdf-gestion

Diversified strategyHigh-turnover traderQuality / disciplined sizing

Total reported value

$746.8M

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 $746.8M and a quarterly turnover rate of 122.6%.

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Personality snowflake

Concentration
13.75
Portfolio Stability
100
Momentum/Contrarian
34.05
Sector conviction
54.89
Diversification
100
Sizing Uniformity
80.14

Recent moves

  • Trim 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

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1MSMorgan StanleyStock-Financials10.21%+9.86%-10.11%
2AMDAdvanced Micro DevicesStock-Tech9.72%+9.07%+15.65%
3SWKStanley Black & Decker INCStock-Industrials7.48%+7.31%-10.11%
4WMSAdvanced Drainage Systems InStock-Industrials4.08%+3.84%-10.11%
5RRXRegal Rexnord CORPStock-Industrials4.05%+3.80%-10.11%
6CHDChurch & Dwight Co INCStock-Consumer Staples3.61%+3.34%—
7JNJJohnson & JohnsonStock-Healthcare2.36%+1.96%-10.11%
8GLWCorning INCStock-Tech2.30%+2.02%-10.11%
9TRUTransunionStock-Financials1.45%+1.24%-10.11%
10KLACKla CORPStock-Tech1.30%+0.57%+798.76%
11EQIXEquinix INCStock-Real Estate1.06%+0.77%-10.12%
12CATCaterpillar Inc.Stock-Industrials1.04%—-10.11%
13✓ Versigent LTDStock-Other0.97%+0.97%NEW
14AMPAmeriprise Financial INCStock-Financials0.96%+0.71%-10.12%
15STESTERIS plcStock-Healthcare0.93%+0.71%-10.11%
16ABTAbbott LaboratoriesStock-Healthcare0.91%—-10.11%
17HDHome Depot INCStock-Consumer Disc0.87%—-10.11%
18CITHE Cigna GroupStock-Healthcare0.83%+0.62%-10.11%
19TROXTronox Holdings plcStock-Other0.80%+0.73%—
20OTISOtis Worldwide CORPStock-Industrials0.78%+0.59%-10.11%
21MSFTMicrosoft CORPStock-Tech0.77%-6.73%-12.81%
22APHAmphenol Corp-cl AStock-Tech0.77%+0.47%-10.11%
23GMGeneral Motors CoStock-Consumer Disc0.77%—-10.11%
24ADIAnalog Devices INCStock-Tech0.76%—-10.11%
25TMUST-mobile US INCStock-Comm Services0.74%—-10.11%
26PCORProcore Technologies INCStock-Tech0.74%+0.56%-10.11%
27ITWIllinois Tool WorksStock-Industrials0.74%+0.58%-10.11%
28LINLinde plcStock-Materials0.74%—-10.11%
29BKTBlackrock Income TrustStock-Other0.74%+0.73%-10.11%
30✓ Stock-Other0.73%+0.73%NEW
31ALLAllstate CORPStock-Financials0.68%—-10.11%
32✓ Genpact LimitedStock-Other0.65%——
33IBMIntl Business Machines CORPStock-Tech0.65%—-10.11%
34TAt&t INCStock-Comm Services0.64%—-10.11%
35SPGSimon Property Group INCStock-Real Estate0.59%—-10.11%
36CMICummins INCStock-Industrials0.58%—-10.12%
37VVisa Inc-class A SharesStock-Financials0.55%-0.90%-10.11%
38EHCEncompass Health CORPStock-Healthcare0.55%—-10.11%
39SCIService CORP InternationalStock-Consumer Disc0.53%——
40NFLXNetflix INCStock-Comm Services0.53%-0.54%-10.11%
41APDAir Products & Chemicals INCStock-Materials0.53%—-10.12%
42APTVAptiv PLCStock-Consumer Disc0.52%—-10.11%
43✓ Stock-Other0.52%+0.52%NEW
44CLColgate-palmolive CoStock-Consumer Staples0.52%—-10.11%
45SNDKSandisk CORPStock-Tech0.51%—+64.90%
46BRBroadridge Financial SolutioStock-Tech0.50%—-10.11%
47MDLZMondelez International Inc-aStock-Consumer Staples0.49%—-10.11%
48TXNTexas Instruments INCStock-Tech0.49%—-10.11%
49VTRVentas INCStock-Real Estate0.48%—-10.11%
50DISWalt Disney Co/theStock-Comm Services0.48%—-10.11%
1–50 of 143

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: .

Position changes disclosed by Bdf-gestion for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1MSMorgan Stanley+9.9%-10.11%Trim
2AMDAdvanced Micro Devices+9.1%+15.65%Add
3SWKStanley Black & Decker INC+7.3%-10.11%Trim
4WMSAdvanced Drainage Systems In+3.8%-10.11%Trim
5RRXRegal Rexnord CORP+3.8%-10.11%Trim
6CHDChurch & Dwight Co INC+3.3%—Unchanged
7GLWCorning INC+2%-10.11%Trim
8JNJJohnson & Johnson+2%-10.11%Trim
9TRUTransunion+1.2%-10.11%Trim
10✓ Versigent LTD+1%NEWNew buy
11EQIXEquinix INC+0.8%-10.12%Trim
12✓ +0.7%NEWNew buy
13BKTBlackrock Income Trust+0.7%-10.11%Trim
14TROXTronox Holdings plc+0.7%—Unchanged
15AMPAmeriprise Financial INC+0.7%-10.12%Trim
16STESTERIS plc+0.7%-10.11%Trim
17CITHE Cigna Group+0.6%-10.11%Trim
18OTISOtis Worldwide CORP+0.6%-10.11%Trim
19ITWIllinois Tool Works+0.6%-10.11%Trim
20KLACKla CORP+0.6%+798.76%Add
21PCORProcore Technologies INC+0.6%-10.11%Trim
22✓ +0.5%NEWNew buy
23APHAmphenol Corp-cl A+0.5%-10.11%Trim
24CSXCsx CORP-0.4%EXITSold out
25GSGoldman Sachs Group INC-0.5%-10.11%Trim
26HIGHartford Insurance Group INC-0.5%-10.11%Trim
27PEPPepsico INC-0.5%-10.11%Trim
28PGProcter & Gamble Co/the-0.5%-10.11%Trim
29CCitigroup INC-0.5%-10.11%Trim
30MUMicron Technology INC-0.5%+13.02%Add
31NFLXNetflix INC-0.5%-10.11%Trim
32BACBank Of America CORP-0.6%-10.11%Trim
33ORCLOracle CORP-0.6%-10.11%Trim
34AMATApplied Materials INC-0.6%-10.11%Trim
35MAMastercard INC - A-0.6%-10.11%Trim
36PLTRPalantir Technologies Inc-a-0.7%-10.11%Trim
37ISRGIntuitive Surgical INC-0.7%-10.11%Trim
38CRMSalesforce INC-0.7%EXITSold out
39KOCoca-cola Co/the-0.7%EXITSold out
40LRCXLam Research CORP-0.8%-34.44%Trim
41VVisa Inc-class A Shares-0.9%-10.11%Trim
42ABBVAbbvie INC-1%-10.11%Trim
43LLYEli Lilly & Co-2%-3.57%Trim
44JPMJpmorgan Chase & Co-2.2%-10.11%Trim
45METAMeta Platforms Inc-class A-3.4%-10.11%Trim
46GOOGAlphabet Inc-cl C-3.9%-10.11%Trim
47AVGOBroadcom INC-3.9%-11.38%Trim
48MSFTMicrosoft CORP-6.7%-12.81%Trim
49AAPLApple INC-9.4%-10.64%Trim
50NVDANvidia CORP-10.1%-21.92%Trim

FAQ

What is Bdf-gestion and what type of investor is it?
Bdf-gestion is a 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 $746.8M, 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 (4.0%)
What changes did Bdf-gestion make in its most recent portfolio filing?
In the latest reported quarter, Bdf-gestion made 48 notable position adjustments: 3 new positions were initiated, 3 existing holdings were added to, 39 positions were partially reduced, and 3 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%

Peer Institutions

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Portfolio Stability79.7
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BE

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PC

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Portfolio Stability1.1
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MU

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PA

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CR

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1 of the top 5 holdings overlap, including Regal Rexnord CORP

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