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BDF-GESTION

Holdings as of 2026-06-30, filed 2026-07-07

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 7 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
143
Value reported by manager
$746.8M
Sum of our stored positions
$746.8M
should match the line above
Disclosure lag
7 d
quarter end to filing
Top 5 concentration
35.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

143 largest shown
IssuerClassValueSharesTypeCUSIP
MORGAN STANLEYCOM NEW$76.2M14,327—617446448
ADVANCED MICRO DEVICESCOM$72.6M27,726—007903107
STANLEY BLACK & DECKER INCCOM$55.8M16,108—854502101
ADVANCED DRAINAGE SYSTEMS INCOM$30.5M11,686—00790R104
REGAL REXNORD CORPCOM$30.2M8,989—758750103
CHURCH & DWIGHT CO INCCOM$27M21,694—171340102
JOHNSON CONTROLS INTERNATIONCOM$17.6M20,620—478160104
CORNING INCCOM$17.2M13,808—219350105
TRANSUNIONCOM$10.8M20,505—89400J107
KLA CORPCOM NEW$9.7M33,380—482480100
EQUINIX INCCOM$7.9M1,953—29444U700
CATERPILLAR INCCOM$7.8M7,255—149123951
VERSIGENT PLCORDINARY SHARES$7.3M8,014—G9600F104
AMERIPRISE FINANCIAL INCCOM$7.2M3,694—03076C106
STERIS PLCSHS USD$6.9M6,703—G8473T100
ABBOTT LABORATORIESCOM$6.8M42,516—002824100
HOME DEPOT INCCOM$6.5M21,241—437076102
THE CIGNA GROUPCOM$6.2M5,270—125523100
TRONOX HOLDINGS PLCSHS$5.9M55,681—G9087Q102
OTIS WORLDWIDE CORPCOM$5.8M16,851—68902V107
MICROSOFT CORPCOM$5.7M131,497—594918104
AMPHENOL CORP-CL ACL A$5.7M15,842—032095101
GENERAL MOTORS COCOM$5.7M36,895—37045V100
ANALOG DEVICES INCCOM$5.7M15,588—032654105
T-MOBILE US INCCOM$5.5M17,037—872590104
PROCORE TECHNOLOGIES INCCOM$5.5M21,644—74275K108
ILLINOIS TOOL WORKSCOM$5.5M4,055—452308109
LINDE PLCSHS$5.5M7,514—G54950103
BLACKROCK INCCOM$5.5M3,662—09247F209
HONEYWELL AEROSPACE INCCOM$5.5M7,587—43849R105
ALLSTATE CORPCOM$5M16,930—020002101
GENPACT LTDSHS$4.9M53,041—G3922B907
INTL BUSINESS MACHINES CORPCOM$4.9M16,415—459200101
AT&T INCCOM$4.8M122,350—00206R102
SIMON PROPERTY GROUP INCCOM$4.4M13,502—828806109
CUMMINS INCCOM$4.3M3,517—231021106
VISA INC-CLASS A SHARESCOM CL A$4.1M32,123—92826C839
ENCOMPASS HEALTH CORPCOM$4.1M17,168—29261A100
SERVICE CORP INTERNATIONALCOM$4M30,000—817565104
NETFLIX INCCOM$3.9M74,276—64110L106
AIR PRODUCTS & CHEMICALS INCCOM$3.9M4,709—009158106
APTIV PLCCOM SHS$3.9M24,042—G3265R107
DUPONT DE NEMOURS INCCOMMON STOCK$3.9M12,314—26614N201
COLGATE-PALMOLIVE COCOM$3.9M22,723—194162103
SANDISK CORPCOM$3.8M2,358—80004C200
BROADRIDGE FINANCIAL SOLUTIOCOM$3.7M11,171—11133T103
MONDELEZ INTERNATIONAL INC-ACL A$3.7M26,364—609207105
TEXAS INSTRUMENTS INCCOM$3.7M23,352—882508104
VENTAS INCCOM$3.6M25,987—92276F100
WALT DISNEY CO/THECOM$3.6M26,353—254687106
REGENCY CENTERS CORPCOM$3.6M15,588—758849103
LABCORP HOLDINGS INCCOM SHS$3.5M6,869—504922105
FORTINET INCCOM$3.4M28,855—34959E109
CENCORA INCCOM$3.4M10,540—03073E105
ELEVANCE HEALTH INCCOM$3.3M4,181—036752103
STRYKER CORPCOM$3.3M6,991—863667101
MERCK & CO. INC.COM$3.3M42,451—58933Y105
INTERCONTINENTAL EXCHANGE INCOM$3.1M11,587—45866F104
PROGRESSIVE CORPCOM$3.1M13,484—743315103
MARRIOTT INTERNATIONAL -CL ACL A$3.1M6,935—571903202
METLIFE INCCOM$3.1M36,562—59156R108
MSCI INCCOM$3M1,676—55354G100
NEUROCRINE BIOSCIENCES INCCOM$3M11,858—64125C109
APPLIED MATERIALS INCCOM$3M19,099—038222105
GILEAD SCIENCES INCCOM$3M21,801—375558103
VERISK ANALYTICS INCCOM$2.9M6,042—92345Y106
CISCO SYSTEMS INCCOM$2.8M67,289—17275R102
REGENERON PHARMACEUTICALSCOM$2.8M1,524—75886F907
BOSTON SCIENTIFIC CORPCOM$2.8M51,301—101137107
ORACLE CORPCOM$2.8M42,235—68389X105
S&P GLOBAL INCCOM$2.6M5,514—78409V104
VERTEX PHARMACEUTICALS INCCOM$2.6M4,370—92532F100
GOLDMAN SACHS GROUP INCCOM$2.6M6,320—38141G104
MASTERCARD INC - ACL A$2.6M12,956—57636Q104
SEAGATE TECHNOLOGY HOLDINGSORD SHS$2.6M3,631—G7997R103
AMERICAN EXPRESS COCOM$2.5M10,864—025816109
CADENCE DESIGN SYS INCCOM$2.5M9,988—127387108
LITTELFUSE INCCOM$2.5M6,000—537008104
PACKAGING CORP OF AMERICACOM$2.5M6,783—695156109
ACCENTURE PLC-CL ASHS CLASS A$2.5M15,710—G1151C101
WABTEC CORPCOM$2.4M7,547—929740108
MSA SAFETY INCCOM$2.4M11,354—553498106
APPLE INCCOM$2.4M255,679—037833100
AUTODESK INCCOM$2.4M11,572—052769106
US BANCORPCOM NEW$2.4M40,452—902973304
DECKERS OUTDOOR CORPCOM$2.3M15,534—243537107
WELLTOWER INCCOM$2.2M19,654—95040Q104
DEERE & COCOM$2.2M3,858—244199105
MARVELL TECHNOLOGY INCCOM$2.2M14,694—573874104
EQUITY RESIDENTIALSH BEN INT$2.1M42,492—29476L107
BRISTOL-MYERS SQUIBB COCOM$2.1M35,222—110122108
JONES LANG LASALLE INCCOM$2.1M7,380—48020Q107
AUTOMATIC DATA PROCESSINGCOM$2.1M11,669—053015103
INTEL CORPCOM$2.1M83,126—458140100
ABBVIE INCCOM$2.1M40,006—00287Y109
ARISTA NETWORKS INCCOM$2.1M24,264—040413205
MICRON TECHNOLOGY INCCOM$2M19,119—595112103
ELI LILLY & COCOM$2M18,034—532457108
STATE STREET CORPCOM$2M14,719—857477103
CITIGROUP INCCOM NEW$2M45,407—172967424
NASDAQ OMX GROUP/THECOM$2M25,531—631103108
META PLATFORMS INC-CLASS ACL A$2M42,347—30303M102
GENERAL ELECTRICCOM NEW$2M11,000—369604301
ROYALTY PHARMA PLC- CL ASHS CLASS A$1.9M21,258—G7709Q104
PROCTER & GAMBLE CO/THECOM$1.9M34,416—742718109
SERVICENOW INCCOM$1.9M19,342—81762P102
MODERNA INCCOM$1.9M17,370—60770K107
ROYAL GOLD INCCOM$1.8M13,342—780287108
AUTOZONE INCCOM$1.8M568—053332102
MOTOROLA SOLUTIONS INCCOM NEW$1.7M7,751—620076307
PROLOGIS INCCOM$1.7M26,773—74340W103
TE CONNECTIVITY PLCORD SHS$1.7M6,828—G87052109
REPUBLIC SERVICES INCCOM$1.7M12,390—760759100
THERMO FISHER SCIENTIFIC INCCOM$1.7M6,548—883556102
DANAHER CORPCOM$1.6M12,009—235851102
EATON CORP PLCSHS$1.6M8,946—G29183103
PALANTIR TECHNOLOGIES INC-ACL A$1.6M39,892—69608A108
JPMORGAN CHASE & COCOM$1.6M53,871—46625H100
HCA HEALTHCARE INCCOM$1.6M3,139—40412C101
PALO ALTO NETWORKS INCCOM$1.6M21,807—697435105
AMENTUM HOLDINGS INCCOM$1.5M676—023939101
TENET HEALTHCARE CORPCOM NEW$1.5M8,942—88033G407
EBAY INCCOM$1.5M27,000—278642103
CF INDUSTRIES HOLDINGS INCCOM$1.5M20,675—125269100
TJX COMPANIES INCCOM$1.4M21,000—872540109
BANK OF AMERICA CORPCOM$1.4M101,621—060505104
PEPSICO INCCOM$1.4M27,867—713448108
NVIDIA CORPCOM$1.3M341,359—67066G104
UNITEDHEALTH GROUP INCCOM$1.3M14,443—91324P102
OWENS CORNINGCOM$1.3M14,460—690742101
UNITED RENTALS INCCOM$1.3M2,578—911363109
CROWDSTRIKE HOLDINGS INC - ACL A$1.3M7,956—22788C105
MCCORMICK & CO-NON VTG SHRSCOM NON VTG$1.2M29,813—579780206
ALPHABET INC-CL CCAP STK CL C$1.1M95,522—02079K107
HONEYWELL INTERNATIONAL INCCOM$1M7,587—438516106
WESTERN DIGITAL CORPCOM$1M5,735—958102105
LAM RESEARCH CORPCOM NEW$981.6K20,954—512807306
BROADCOM INCCOM$910.5K86,562—11135F101
RESMED INCCOM$908.5K9,699—761152107
INTUITIVE SURGICAL INCCOM NEW$834.8K12,069—46120E602
JACOBS SOLUTIONS INCCOM$834.5K10,480—46982L108
INGREDION INCCOM$544K14,213—457187102
HARTFORD INSURANCE GROUP INCCOM$19.6K22,045—416515104
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-07

BDF-GESTION — 143 positions reported for 2026Q2 — Tapewire