The Analysis of BDF-GESTION's Holdings


Currently, BDF-GESTION holds 143 types of securities in its portfolio with a total value $845.0M. In the most recent quarter, they have increased their positions in PANW (+27.2K shares, valued at $5.5M), CDNS (+11.9K shares, valued at $4.2M), T (+145.2K shares, valued at $4.1M); decreased their positions in NVDA (-119.5K shares, valued at $22.3M), MSFT (-31.5K shares, valued at $16.3M), AAPL (-47.9K shares, valued at $12.2M); initiated new positions in PANW (+27.2K shares, valued at $5.5M), CDNS (+11.9K shares, valued at $4.2M), T (+145.2K shares, valued at $4.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORP479.8K shares-19.95%2025-09-302025-10-09history
MSFT MICROSOFT CORP151.6K shares-17.21%2025-09-302025-10-09history
AAPL APPLE INC296.5K shares-13.91%2025-09-302025-10-09history
AVGO BROADCOM INC114.6K shares-5.24%2025-09-302025-10-09history
META META PLATFORMS INC-CLASS A48.9K shares-5.24%2025-09-302025-10-09history
GOOG ALPHABET INC-CL C113.3K shares-17.21%2025-09-302025-10-09history
JPM JPMORGAN CHASE & CO63.9K shares-17.21%2025-09-302025-10-09history
LLY ELI LILLY & CO19.9K shares-17.22%2025-09-302025-10-09history
Sponsored
V VISA INC-CLASS A SHARES36.1K shares-17.22%2025-09-302025-10-09history
HD HOME DEPOT INC25.2K shares-17.21%2025-09-302025-10-09history
GS GOLDMAN SACHS GROUP INC12.5K shares-17.22%2025-09-302025-10-09history
BAC BANK OF AMERICA CORP187.6K shares-17.21%2025-09-302025-10-09history
MA MASTERCARD INC - A16.6K shares-17.22%2025-09-302025-10-09history
ABT ABBOTT LABORATORIES64.9K shares10.38%2025-09-302025-10-09history
C CITIGROUP INC83.7K shares12.90%2025-09-302025-10-09history
NFLX NETFLIX INC7.0K shares0.00%2025-09-302025-10-09history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC-A44.6K shares37.98%2025-09-302025-10-09history
ISRG INTUITIVE SURGICAL INC18.1K shares50.51%2025-09-302025-10-09history
ABBV ABBVIE INC34.5K shares-17.21%2025-09-302025-10-09history
ORCL ORACLE CORP26.1K shares-17.21%2025-09-302025-10-09history
MSI MOTOROLA SOLUTIONS INC14.0K shares-17.22%2025-09-302025-10-09history
CRM SALESFORCE INC26.6K shares-17.22%2025-09-302025-10-09history
PG PROCTER & GAMBLE CO/THE40.8K shares-17.21%2025-09-302025-10-09history
TJX TJX COMPANIES INC43.3K shares-17.21%2025-09-302025-10-09history
Sponsored
AMAT APPLIED MATERIALS INC29.0K shares49.77%2025-09-302025-10-09history
UNH UNITEDHEALTH GROUP INC17.1K shares-17.22%2025-09-302025-10-09history
NOW SERVICENOW INC6.3K shares-17.24%2025-09-302025-10-09history
PANW PALO ALTO NETWORKS INC27.2K sharesnew addition2025-09-302025-10-09history
CSCO CISCO SYSTEMS INC79.8K shares-17.21%2025-09-302025-10-09history
AMD ADVANCED MICRO DEVICES33.0K shares-54.38%2025-09-302025-10-09history
INTC INTEL CORP155.2K shares-17.21%2025-09-302025-10-09history
KO COCA-COLA CO/THE77.0K shares-17.21%2025-09-302025-10-09history
Sponsored
TXN TEXAS INSTRUMENTS INC27.7K shares-17.21%2025-09-302025-10-09history
BKT BLACKROCK INC4.3K shares-17.23%2025-09-302025-10-09history
TMO THERMO FISHER SCIENTIFIC INC10.2K shares-17.22%2025-09-302025-10-09history
TMUS T-MOBILE US INC20.2K shares-17.22%2025-09-302025-10-09history
EA ELECTRONIC ARTS INC23.9K shares-17.22%2025-09-302025-10-09history
DDOG DATADOG INC - CLASS A33.3K shares-17.21%2025-09-302025-10-09history
PLD PROLOGIS INC38.2K shares-17.21%2025-09-302025-10-09history
ADSK AUTODESK INC13.7K shares-17.22%2025-09-302025-10-09history
Sponsored
ALL ALLSTATE CORP20.1K shares-17.22%2025-09-302025-10-09history
AXP AMERICAN EXPRESS CO12.9K shares-17.22%2025-09-302025-10-09history
LIN LINDE PLC8.9K shares-17.23%2025-09-302025-10-09history
MDLZ MONDELEZ INTERNATIONAL INC-A67.5K shares-17.21%2025-09-302025-10-09history
CDNS CADENCE DESIGN SYS INC11.9K sharesnew addition2025-09-302025-10-09history
ACN ACCENTURE PLC-CL A16.8K shares-17.22%2025-09-302025-10-09history
T AT&T INC145.2K sharesnew addition2025-09-302025-10-09history
ADP AUTOMATIC DATA PROCESSING13.8K shares-17.22%2025-09-302025-10-09history
Sponsored
SPG SIMON PROPERTY GROUP INC21.4K shares-17.22%2025-09-302025-10-09history
MRK MERCK & CO. INC.47.2K shares-17.21%2025-09-302025-10-09history
BSX BOSTON SCIENTIFIC CORP40.6K shares9.69%2025-09-302025-10-09history
COR CENCORA INC12.5K sharesnew addition2025-09-302025-10-09history
DIS WALT DISNEY CO/THE31.3K sharesnew addition2025-09-302025-10-09history
MET METLIFE INC43.4K shares-17.22%2025-09-302025-10-09history
LRCX LAM RESEARCH CORP26.3K shares-12.64%2025-09-302025-10-09history
ADI ANALOG DEVICES INC14.4K shares-17.22%2025-09-302025-10-09history
Sponsored
HIG HARTFORD INSURANCE GROUP INC26.2K shares-17.22%2025-09-302025-10-09history
WFC WELLS FARGO & CO41.4K shares-17.21%2025-09-302025-10-09history
JLL JONES LANG LASALLE INC11.4K shares-17.22%2025-09-302025-10-09history
RSG REPUBLIC SERVICES INC14.7K shares-17.22%2025-09-302025-10-09history
VTR VENTAS INC47.9K shares-17.21%2025-09-302025-10-09history
SNPS SYNOPSYS INC6.7K shares42.13%2025-09-302025-10-09history
ANET ARISTA NETWORKS INC22.5K shares-17.22%2025-09-302025-10-09history
EQR EQUITY RESIDENTIAL50.4K shares-17.21%2025-09-302025-10-09history
Sponsored
WDAY WORKDAY INC-CLASS A13.5K shares-17.22%2025-09-302025-10-09history
SPGI S&P GLOBAL INC6.5K shares-17.24%2025-09-302025-10-09history
BR BROADRIDGE FINANCIAL SOLUTIO13.3K shares-17.22%2025-09-302025-10-09history
ZS ZSCALER INC10.3K shares-17.22%2025-09-302025-10-09history
ADBE ADOBE INC8.7K shares-17.23%2025-09-302025-10-09history
SYK STRYKER CORP8.3K shares-17.22%2025-09-302025-10-09history
CSX CSX CORP85.6K shares-17.21%2025-09-302025-10-09history
RGLD ROYAL GOLD INC14.8K shares-17.22%2025-09-302025-10-09history
Sponsored
QCOM QUALCOMM INC17.6K shares-17.22%2025-09-302025-10-09history
URI UNITED RENTALS INC3.1K shares-17.25%2025-09-302025-10-09history
AZO AUTOZONE INC675 shares-17.38%2025-09-302025-10-09history
EW EDWARDS LIFESCIENCES CORP36.8K shares-17.22%2025-09-302025-10-09history
CATERPILLAR INC CATERPILLAR INC5.9K shares-17.23%2025-09-302025-10-09history
DHR DANAHER CORP14.3K shares-17.22%2025-09-302025-10-09history
HOLX HOLOGIC INC40.5K shares-17.21%2025-09-302025-10-09history
JNJ JOHNSON CONTROLS INTERNATION24.5K shares-17.21%2025-09-302025-10-09history
Sponsored
NDAQ NASDAQ OMX GROUP/THE30.3K shares-5.25%2025-09-302025-10-09history
WELL WELLTOWER INC15.0K sharesnew addition2025-09-302025-10-09history
EHC ENCOMPASS HEALTH CORP20.4K shares-17.22%2025-09-302025-10-09history
VZ VERIZON COMMUNICATIONS INC58.8K shares-68.32%2025-09-302025-10-09history
GM GENERAL MOTORS CO41.0K shares-17.21%2025-09-302025-10-09history
RMD RESMED INC8.8K shares-17.22%2025-09-302025-10-09history
INTU INTUIT INC3.5K shares-17.25%2025-09-302025-10-09history
SNOW SNOWFLAKE INC10.4K shares-17.23%2025-09-302025-10-09history
Sponsored
LH LABCORP HOLDINGS INC8.2K shares-17.23%2025-09-302025-10-09history
ICE INTERCONTINENTAL EXCHANGE IN13.7K shares-17.22%2025-09-302025-10-09history
APTV APTIV PLC26.7K shares205.81%2025-09-302025-10-09history
OC OWENS CORNING16.1K shares-17.21%2025-09-302025-10-09history
MKC MCCORMICK & CO-NON VTG SHRS33.2K sharesnew addition2025-09-302025-10-09history
OMC OMNICOM GROUP27.0K sharesnew addition2025-09-302025-10-09history
HUBS HUBSPOT INC4.6K sharesnew addition2025-09-302025-10-09history
CL COLGATE-PALMOLIVE CO27.0K shares-17.22%2025-09-302025-10-09history
Sponsored
AMP AMERIPRISE FINANCIAL INC4.4K shares-17.24%2025-09-302025-10-09history
MAR MARRIOTT INTERNATIONAL -CL A8.2K shares-17.23%2025-09-302025-10-09history
DE DEERE & CO4.6K shares-17.25%2025-09-302025-10-09history
CTSH COGNIZANT TECH SOLUTIONS-A31.1K shares-17.22%2025-09-302025-10-09history
HON HONEYWELL INTERNATIONAL INC9.8K shares-17.22%2025-09-302025-10-09history
TRU TRANSUNION24.3K shares-17.22%2025-09-302025-10-09history
STT STATE STREET CORP17.5K shares-17.22%2025-09-302025-10-09history
ETN EATON CORP PLC5.3K shares-17.24%2025-09-302025-10-09history
Sponsored
PAYX PAYCHEX INC15.6K shares-17.22%2025-09-302025-10-09history
STE STERIS PLC8.0K shares-17.23%2025-09-302025-10-09history
DECK DECKERS OUTDOOR CORP18.4K shares-17.21%2025-09-302025-10-09history
J JACOBS SOLUTIONS INC12.4K shares-17.22%2025-09-302025-10-09history
OTIS OTIS WORLDWIDE CORP20.0K shares-17.22%2025-09-302025-10-09history
EQIX EQUINIX INC2.3K shares-17.27%2025-09-302025-10-09history
VRSK VERISK ANALYTICS INC7.2K shares-17.22%2025-09-302025-10-09history
CI THE CIGNA GROUP6.3K shares-17.24%2025-09-302025-10-09history
Sponsored
WAB WABTEC CORP9.0K shares-17.23%2025-09-302025-10-09history
A AGILENT TECHNOLOGIES INC13.9K shares-17.23%2025-09-302025-10-09history
TEL TE CONNECTIVITY PLC8.1K shares-17.23%2025-09-302025-10-09history
FI FISERV INC13.7K shares-17.23%2025-09-302025-10-09history
CMI CUMMINS INC4.2K shares-17.22%2025-09-302025-10-09history
PKG PACKAGING CORP OF AMERICA8.0K shares-17.23%2025-09-302025-10-09history
INGR INGREDION INC14.2K sharesnew addition2025-09-302025-10-09history
DD DUPONT DE NEMOURS INC21.4K shares-17.22%2025-09-302025-10-09history
Sponsored
HCA HCA HEALTHCARE INC3.7K shares-17.24%2025-09-302025-10-09history
CDW CDW CORP/DE10.0K shares-17.22%2025-09-302025-10-09history
BL BLACKLINE INC29.9K shares-17.21%2025-09-302025-10-09history
DELL DELL TECHNOLOGIES -C10.9K shares-17.22%2025-09-302025-10-09history
APD AIR PRODUCTS & CHEMICALS INC5.6K shares-17.24%2025-09-302025-10-09history
GENPACT LTD GENPACT LTD36.0K shares-17.21%2025-09-302025-10-09history
PTC PTC INC7.3K shares-17.22%2025-09-302025-10-09history
MSA MSA SAFETY INC7.9K shares-5.25%2025-09-302025-10-09history
Sponsored
REG REGENCY CENTERS CORP18.5K shares-17.22%2025-09-302025-10-09history
SWK STANLEY BLACK & DECKER INC17.9K shares-17.22%2025-09-302025-10-09history
GIS GENERAL MILLS INC25.2K shares-17.22%2025-09-302025-10-09history
ITW ILLINOIS TOOL WORKS4.8K shares-17.25%2025-09-302025-10-09history
ALV AUTOLIV INC9.9K shares0.00%2025-09-302025-10-09history
CHD CHURCH & DWIGHT CO INC13.5K shares-17.22%2025-09-302025-10-09history
BAH BOOZ ALLEN HAMILTON HOLDINGS11.3K shares-17.22%2025-09-302025-10-09history
MSCI MSCI INC2.0K shares-17.26%2025-09-302025-10-09history
Sponsored
NXPI NXP SEMICONDUCTORS NV4.5K shares-17.26%2025-09-302025-10-09history
REGENERON PHARMACEUTICALS REGENERON PHARMACEUTICALS1.8K shares-17.31%2025-09-302025-10-09history
RPRX ROYALTY PHARMA PLC- CL A25.2K shares-17.22%2025-09-302025-10-09history
HUM HUMANA INC2.5K shares-17.25%2025-09-302025-10-09history
MRNA MODERNA INC20.6K shares-17.21%2025-09-302025-10-09history
TROX TRONOX HOLDINGS PLC55.7K shares-17.21%2025-09-302025-10-09history
AMTM AMENTUM HOLDINGS INC803 shares-17.30%2025-09-302025-10-09history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available