What Bdf-Gestion reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1632812 · Filed Jul 7, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 27.7K |
| +15.6% |
| $72.6M |
| 9.7% |
SWKStanley Black & Decker, Inc. | 16.1K | −10.1% | $55.8M | 7.5% |
WMSAdvanced Drainage Systems, Inc. | 11.7K | −10.1% | $30.5M | 4.1% |
RRXRegal Rexnord Corp | 9K | −10.1% | $30.2M | 4% |
CHDChurch & Dwight Co Inc | 21.7K | ±0% | $27M | 3.6% |
JNJJohnson & Johnson | 20.6K | −10.1% | $17.6M | 2.4% |
GLWCorning Inc | 13.8K | −10.1% | $17.2M | 2.3% |
TRUTransUnion | 20.5K | −10.1% | $10.8M | 1.4% |
KLACKLA Corp | 33.4K | +798.8% | $9.7M | 1.3% |
EQIXEquinix Inc | 2K | −10.1% | $7.9M | 1.1% |
CATERPILLAR INCCOM | 7.3K | −10.1% | $7.8M | 1% |
VGNTVersigent PLC | 8K | New | $7.3M | 1% |
AMPAmeriprise Financial Inc | 3.7K | −10.1% | $7.2M | 1% |
STESTERIS plc | 6.7K | −10.1% | $6.9M | 0.9% |
ABTAbbott Laboratories | 42.5K | −10.1% | $6.8M | 0.9% |
HDHome Depot, Inc. | 21.2K | −10.1% | $6.5M | 0.9% |
CICigna Group | 5.3K | −10.1% | $6.2M | 0.8% |
TROXTronox Holdings plc | 55.7K | ±0% | $5.9M | 0.8% |
OTISOtis Worldwide Corp | 16.9K | −10.1% | $5.8M | 0.8% |
MSFTMicrosoft Corp | 131.5K | −12.8% | $5.7M | 0.8% |
APHAmphenol Corp | 15.8K | −10.1% | $5.7M | 0.8% |
GMGeneral Motors Co | 36.9K | −10.1% | $5.7M | 0.8% |
ADIAnalog Devices Inc | 15.6K | −10.1% | $5.7M | 0.8% |
TMUST-Mobile US, Inc. | 17K | −10.1% | $5.5M | 0.7% |
PCORProcore Technologies, Inc. | 21.6K | −10.1% | $5.5M | 0.7% |
ITWIllinois Tool Works Inc | 4.1K | −10.1% | $5.5M | 0.7% |
LINLinde PLC | 7.5K | −10.1% | $5.5M | 0.7% |
BKTBlackRock Income Trust, Inc. | 3.7K | −10.1% | $5.5M | 0.7% |
HONAHoneywell Aerospace Inc. | 7.6K | New | $5.5M | 0.7% |
ALLAllstate Corp | 16.9K | −10.1% | $5M | 0.7% |
GENPACT LTDSHS | 53K | ±0% | $4.9M | 0.7% |
IBMInternational Business Machines Corp | 16.4K | −10.1% | $4.9M | 0.7% |
TAT&T Inc. | 122.4K | −10.1% | $4.8M | 0.6% |
SPGSimon Property Group Inc. | 13.5K | −10.1% | $4.4M | 0.6% |
CMICummins Inc | 3.5K | −10.1% | $4.3M | 0.6% |
VVisa Inc. | 32.1K | −10.1% | $4.1M | 0.6% |
EHCEncompass Health Corp | 17.2K | −10.1% | $4.1M | 0.5% |
SCIService Corp International | 30K | ±0% | $4M | 0.5% |
NFLXNetflix Inc | 74.3K | −10.1% | $3.9M | 0.5% |
APDAir Products & Chemicals, Inc. | 4.7K | −10.1% | $3.9M | 0.5% |
APTVAptiv PLC | 24K | −10.1% | $3.9M | 0.5% |
DDDuPont de Nemours, Inc. | 12.3K | New | $3.9M | 0.5% |
CLColgate Palmolive Co | 22.7K | −10.1% | $3.9M | 0.5% |
SNDKSandisk Corp | 2.4K | +64.9% | $3.8M | 0.5% |
BRBroadridge Financial Solutions, Inc. | 11.2K | −10.1% | $3.7M | 0.5% |
MDLZMondelez International, Inc. | 26.4K | −10.1% | $3.7M | 0.5% |
TXNTexas Instruments Inc | 23.4K | −10.1% | $3.7M | 0.5% |
VTRVentas, Inc. | 26K | −10.1% | $3.6M | 0.5% |
DISWalt Disney Co | 26.4K | −10.1% | $3.6M | 0.5% |
REGRegency Centers Corp | 15.6K | −10.1% | $3.6M | 0.5% |
LHLabcorp Holdings Inc. | 6.9K | −10.1% | $3.5M | 0.5% |
FTNTFortinet, Inc. | 28.9K | −10.1% | $3.4M | 0.5% |
CORCencora, Inc. | 10.5K | −10.1% | $3.4M | 0.5% |
ELVElevance Health, Inc. | 4.2K | −10.1% | $3.3M | 0.4% |
SYKStryker Corp | 7K | −10.1% | $3.3M | 0.4% |
MRKMerck & Co., Inc. | 42.5K | −10.1% | $3.3M | 0.4% |
ICEIntercontinental Exchange, Inc. | 11.6K | −10.1% | $3.1M | 0.4% |
PGRProgressive Corp | 13.5K | −10.1% | $3.1M | 0.4% |
MARMarriott International Inc | 6.9K | −10.1% | $3.1M | 0.4% |
METMetLife Inc | 36.6K | −10.1% | $3.1M | 0.4% |
MSCIMSCI Inc. | 1.7K | −10.1% | $3M | 0.4% |
NBIXNeurocrine Biosciences Inc | 11.9K | New | $3M | 0.4% |
AMATApplied Materials Inc | 19.1K | −10.1% | $3M | 0.4% |
GILDGilead Sciences, Inc. | 21.8K | −10.1% | $3M | 0.4% |
VRSKVerisk Analytics, Inc. | 6K | −10.1% | $2.9M | 0.4% |
CSCOCisco Systems, Inc. | 67.3K | −10.1% | $2.8M | 0.4% |
REGENERON PHARMACEUTICALSCOM | 1.5K | −10.1% | $2.8M | 0.4% |
BSXBoston Scientific Corp | 51.3K | −10.1% | $2.8M | 0.4% |
ORCLOracle Corp | 42.2K | −10.1% | $2.8M | 0.4% |
SPGIS&P Global Inc. | 5.5K | −10.1% | $2.6M | 0.4% |
VRTXVertex Pharmaceuticals Inc | 4.4K | −10.1% | $2.6M | 0.4% |
GSGoldman Sachs Group Inc | 6.3K | −10.1% | $2.6M | 0.4% |
MAMastercard Inc | 13K | −10.1% | $2.6M | 0.3% |
STXSeagate Technology Holdings plc | 3.6K | +70.4% | $2.6M | 0.3% |
AXPAmerican Express Co | 10.9K | −10.1% | $2.5M | 0.3% |
CDNSCadence Design Systems Inc | 10K | −10.1% | $2.5M | 0.3% |
LFUSLittelfuse Inc | 6K | ±0% | $2.5M | 0.3% |
PKGPackaging Corp of America | 6.8K | −10.1% | $2.5M | 0.3% |
ACNAccenture plc | 15.7K | ±0% | $2.5M | 0.3% |
WABWestinghouse Air Brake Technologies Corp | 7.5K | −10.1% | $2.4M | 0.3% |
MSAMSA Safety Inc | 11.4K | ±0% | $2.4M | 0.3% |
AAPLApple Inc. | 255.7K | −10.6% | $2.4M | 0.3% |
ADSKAutodesk, Inc. | 11.6K | −10.1% | $2.4M | 0.3% |
USBUS Bancorp de | 40.5K | −10.1% | $2.4M | 0.3% |
DECKDeckers Outdoor Corp | 15.5K | −10.1% | $2.3M | 0.3% |
WELLWelltower Inc. | 19.7K | +39.6% | $2.2M | 0.3% |
DEDeere & Co | 3.9K | −10.1% | $2.2M | 0.3% |
MRVLMarvell Technology, Inc. | 14.7K | New | $2.2M | 0.3% |
EQRVivmark Residential | 42.5K | −10.1% | $2.1M | 0.3% |
BMYBristol Myers Squibb Co | 35.2K | −10.1% | $2.1M | 0.3% |
JLLJones Lang Lasalle Inc | 7.4K | −10.1% | $2.1M | 0.3% |
ADPAutomatic Data Processing Inc | 11.7K | −10.1% | $2.1M | 0.3% |
INTCIntel Corp | 83.1K | New | $2.1M | 0.3% |
ABBVAbbVie Inc. | 40K | −10.1% | $2.1M | 0.3% |
ANETArista Networks, Inc. | 24.3K | −10.1% | $2.1M | 0.3% |
MUMicron Technology Inc | 19.1K | +13.0% | $2M | 0.3% |
LLYELI LILLY & Co | 18K | −3.6% | $2M | 0.3% |
STTState Street Corp | 14.7K | −10.1% | $2M | 0.3% |
CCitigroup Inc | 45.4K | −10.1% | $2M | 0.3% |
NDAQNasdaq, Inc. | 25.5K | −10.1% | $2M | 0.3% |
METAMeta Platforms, Inc. | 42.3K | −10.1% | $2M | 0.3% |
GEGeneral Electric Co | 11K | New | $2M | 0.3% |
RPRXRoyalty Pharma plc | 21.3K | −10.1% | $1.9M | 0.3% |
PGPROCTER & GAMBLE Co | 34.4K | −10.1% | $1.9M | 0.3% |
NOWServiceNow, Inc. | 19.3K | −48.0% | $1.9M | 0.2% |
MRNAModerna, Inc. | 17.4K | −10.1% | $1.9M | 0.2% |
RGLDRoyal Gold Inc | 13.3K | −10.1% | $1.8M | 0.2% |
AZOAutoZone Inc | 568 | −10.1% | $1.8M | 0.2% |
MSIMotorola Solutions, Inc. | 7.8K | −10.1% | $1.7M | 0.2% |
PLDPrologis, Inc. | 26.8K | −10.1% | $1.7M | 0.2% |
TELTE Connectivity plc | 6.8K | −10.1% | $1.7M | 0.2% |
RSGRepublic Services, Inc. | 12.4K | −10.1% | $1.7M | 0.2% |
TMOThermo Fisher Scientific Inc. | 6.5K | −10.1% | $1.7M | 0.2% |
DHRDanaher Corp | 12K | −10.1% | $1.6M | 0.2% |
ETNEaton Corp plc | 8.9K | −10.1% | $1.6M | 0.2% |
PLTRPalantir Technologies Inc. | 39.9K | −10.1% | $1.6M | 0.2% |
JPMJPMorgan Chase & Co | 53.9K | −10.1% | $1.6M | 0.2% |
HCAHCA Healthcare, Inc. | 3.1K | −10.1% | $1.6M | 0.2% |
PANWPalo Alto Networks Inc | 21.8K | −14.5% | $1.6M | 0.2% |
AMTMAmentum Holdings, Inc. | 676 | −10.1% | $1.5M | 0.2% |
THCTenet Healthcare Corp | 8.9K | New | $1.5M | 0.2% |
EBAYeBay Inc | 27K | ±0% | $1.5M | 0.2% |
CFCF Industries Holdings, Inc. | 20.7K | −10.1% | $1.5M | 0.2% |
TJXTJX Companies Inc | 21K | New | $1.4M | 0.2% |
BACBank of America Corp | 101.6K | −10.1% | $1.4M | 0.2% |
PEPPepsiCo Inc | 27.9K | −10.1% | $1.4M | 0.2% |
NVDANVIDIA Corp | 341.4K | −21.9% | $1.3M | 0.2% |
UNHUnitedHealth Group Inc | 14.4K | −10.1% | $1.3M | 0.2% |
OCOwens Corning | 14.5K | −10.1% | $1.3M | 0.2% |
URIUnited Rentals, Inc. | 2.6K | −10.1% | $1.3M | 0.2% |
CRWDCrowdStrike Holdings, Inc. | 8K | −10.1% | $1.3M | 0.2% |
MKCMcCormick & Co Inc | 29.8K | −10.1% | $1.2M | 0.2% |
GOOGAlphabet Inc. | 95.5K | −10.1% | $1.1M | 0.2% |
HONEYWELL INTERNATIONAL INCCOM | 7.6K | −50.0% | $1M | 0.1% |
WDCWestern Digital Corp | 5.7K | +70.4% | $1M | 0.1% |
LRCXLAM Research Corp | 21K | −34.4% | $981.6K | 0.1% |
AVGOBroadcom Inc. | 86.6K | −11.4% | $910.5K | 0.1% |
RMDResmed Inc | 9.7K | −10.1% | $908.5K | 0.1% |
ISRGIntuitive Surgical Inc | 12.1K | −10.1% | $834.8K | 0.1% |
JJacobs Solutions Inc. | 10.5K | −10.1% | $834.5K | 0.1% |
INGRIngredion Inc | 14.2K | ±0% | $544K | 0.1% |
HIGHartford Insurance Group, Inc. | 22K | −10.1% | $19.6K | 0.1% |
