Investor
BDF-GESTION
CIK 0001632812 · filed 2026-01-09 · SEC filing
13F book
$818.2M
Positions
147
Largest name
10.3%
Nvidia Corp · NVDA
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 453.3K | $84.5M | 10.3% | — | Held |
| Apple Inc. | AAPL | 286.1K | $77.8M | 9.5% | — | Held |
| Microsoft Corp | MSFT | 142.2K | $68.8M | 8.4% | — | Held |
| Broadcom Inc. | AVGO | 97.7K | $33.8M | 4.1% | — | Held |
| Alphabet Inc | — | 106.3K | $33.3M | 4.1% | — | Held |
| Meta Platforms, Inc. | META | 47.1K | $31.1M | 3.8% | — | Held |
| Eli Lilly & Co | LLY | 18.7K | $20.1M | 2.5% | — | Held |
| Jpmorgan Chase & Co. | — | 59.9K | $19.3M | 2.4% | — | Held |
| Visa Inc. | V | 35.7K | $12.5M | 1.5% | — | Held |
| AbbVie Inc. | ABBV | 44.5K | $10.2M | 1.2% | — | Held |
| Intuitive Surgical Inc | ISRG | 17K | $9.61M | 1.2% | — | Held |
| Citigroup Inc | — | 78.5K | $9.16M | 1.1% | — | Held |
| Palantir Technologies Inc. | PLTR | 48.4K | $8.6M | 1.1% | — | Held |
| Mastercard Inc | MA | 14.4K | $8.23M | 1.0% | — | Held |
| Home Depot, Inc. | HD | 23.6K | $8.13M | 1.0% | — | Held |
| Bank America Corp | — | 143K | $7.87M | 1.0% | — | Held |
| Oracle Corp | — | 40.2K | $7.83M | 1.0% | — | Held |
| Abbott Labs | ABT | 60.8K | $7.62M | 0.9% | — | Held |
| Applied Matls Inc | — | 27.2K | $6.99M | 0.9% | — | Held |
| Advanced Micro Devices Inc | AMD | 30.9K | $6.63M | 0.8% | — | Held |
| Salesforce, Inc. | CRM | 24.9K | $6.6M | 0.8% | — | Held |
| Micron Technology Inc | MU | 21.9K | $6.24M | 0.8% | — | Held |
| Goldman Sachs Group Inc | — | 7.03K | $6.18M | 0.8% | — | Held |
| Netflix Inc | NFLX | 65.6K | $6.15M | 0.8% | — | Held |
| Cisco Sys Inc | — | 74.9K | $5.77M | 0.7% | — | Held |
| Thermo Fisher Scientific Inc. | TMO | 9.55K | $5.53M | 0.7% | — | Held |
| Procter And Gamble Co | PG | 38.3K | $5.49M | 0.7% | — | Held |
| Unitedhealth Group Inc | UNH | 16.1K | $5.3M | 0.6% | — | Held |
| Coca Cola Co | KO | 72.2K | $5.05M | 0.6% | — | Held |
| Merck & Co., Inc. | MRK | 47.2K | $4.97M | 0.6% | — | Held |
| Palo Alto Networks Inc | PANW | 25.5K | $4.7M | 0.6% | — | Held |
| Electronic Arts Inc. | EA | 22.4K | $4.58M | 0.6% | — | Held |
| Prologis Inc. | — | 35.8K | $4.57M | 0.6% | — | Held |
| ServiceNow, Inc. | NOW | 29.6K | $4.53M | 0.6% | — | Held |
| Texas Instrs Inc | — | 26K | $4.51M | 0.6% | — | Held |
| American Express Co | AXP | 12.1K | $4.47M | 0.5% | — | Held |
| Blackrock Income Tr Inc | — | 4.07K | $4.36M | 0.5% | — | Held |
| Datadog, Inc. | DDOG | 31.2K | $4.24M | 0.5% | — | Held |
| Lam Research Corp | LRCX | 24.7K | $4.23M | 0.5% | — | Held |
| Accenture Plc Ireland | — | 15.7K | $4.21M | 0.5% | — | Held |
| Cencora, Inc. | COR | 11.7K | $3.96M | 0.5% | — | Held |
| Allstate Corp | — | 18.8K | $3.92M | 0.5% | — | Held |
| MongoDB, Inc. | MDB | 9.27K | $3.89M | 0.5% | — | Held |
| T-Mobile Us Inc | — | 19K | $3.85M | 0.5% | — | Held |
| Snowflake Inc. | SNOW | 17.4K | $3.82M | 0.5% | — | Held |
| Autodesk, Inc. | ADSK | 12.9K | $3.81M | 0.5% | — | Held |
| Simon Ppty Group Inc New | — | 20K | $3.71M | 0.5% | — | Held |
| Analog Devices Inc | ADI | 13.5K | $3.65M | 0.4% | — | Held |
| Boston Scientific Corp | BSX | 38K | $3.63M | 0.4% | — | Held |
| Jones Lang Lasalle Inc | JLL | 10.7K | $3.6M | 0.4% | — | Held |
| Linde Plc | LIN | 8.36K | $3.56M | 0.4% | — | Held |
| Arista Networks, Inc. | ANET | 27K | $3.54M | 0.4% | — | Held |
| Ventas, Inc. | VTR | 44.9K | $3.48M | 0.4% | — | Held |
| Cadence Design System Inc | — | 11.1K | $3.47M | 0.4% | — | Held |
| Progressive Corp | — | 15K | $3.42M | 0.4% | — | Held |
| Mondelez Intl Inc | — | 63.3K | $3.41M | 0.4% | — | Held |
| At&T Inc | — | 136.1K | $3.38M | 0.4% | — | Held |
| Hartford Insurance Group Inc | — | 24.5K | $3.38M | 0.4% | — | Held |
| Automatic Data Processing In | — | 13K | $3.34M | 0.4% | — | Held |
| General Mtrs Co | — | 41K | $3.34M | 0.4% | — | Held |
| Disney Walt Co | — | 29.3K | $3.34M | 0.4% | — | Held |
| Motorola Solutions, Inc. | MSI | 8.62K | $3.31M | 0.4% | — | Held |
| Royal Gold Inc | RGLD | 14.8K | $3.3M | 0.4% | — | Held |
| Metlife Inc | — | 40.7K | $3.21M | 0.4% | — | Held |
| S&P Global Inc. | SPGI | 6.13K | $3.21M | 0.4% | — | Held |
| Caterpillar Inc | CAT | 5.57K | $3.19M | 0.4% | — | Held |
| Kla Corp | KLAC | 2.57K | $3.12M | 0.4% | — | Held |
| Intel Corp | INTC | 84.1K | $3.1M | 0.4% | — | Held |
| Danaher Corporation | — | 13.4K | $3.06M | 0.4% | — | Held |
| Equity Residential | EQR | 47.3K | $2.98M | 0.4% | — | Held |
| Synopsys Inc | SNPS | 6.31K | $2.96M | 0.4% | — | Held |
| Edwards Lifesciences Corp | EW | 34.5K | $2.94M | 0.4% | — | Held |
| Republic Svcs Inc | — | 13.8K | $2.92M | 0.4% | — | Held |
| Csx Corp | CSX | 80.2K | $2.91M | 0.4% | — | Held |
| Adobe Inc. | ADBE | 8.19K | $2.87M | 0.4% | — | Held |
| Morgan Stanley | — | 15.9K | $2.83M | 0.3% | — | Held |
| Qualcomm Inc | — | 16.5K | $2.82M | 0.3% | — | Held |
| Coherent Corp. | COHR | 15.1K | $2.79M | 0.3% | — | Held |
| Broadridge Finl Solutions In | — | 12.4K | $2.77M | 0.3% | — | Held |
| Nasdaq, Inc. | NDAQ | 28.4K | $2.76M | 0.3% | — | Held |
| Johnson & Johnson | JNJ | 22.9K | $2.75M | 0.3% | — | Held |
| Stryker Corp | SYK | 7.78K | $2.73M | 0.3% | — | Held |
| Welltower Inc. | WELL | 14.1K | $2.61M | 0.3% | — | Held |
| Fortinet, Inc. | FTNT | 32.1K | $2.55M | 0.3% | — | Held |
| Dell Technologies Inc. | DELL | 19.2K | $2.42M | 0.3% | — | Held |
| Marriott Intl Inc New | — | 7.71K | $2.39M | 0.3% | — | Held |
| Service Corp Intl | — | 30K | $2.34M | 0.3% | — | Held |
| United Rentals, Inc. | URI | 2.87K | $2.32M | 0.3% | — | Held |
| Mccormick & Co Inc | — | 33.2K | $2.26M | 0.3% | — | Held |
| Verizon Communications Inc | VZ | 55.1K | $2.25M | 0.3% | — | Held |
| Zscaler, Inc. | ZS | 9.7K | $2.18M | 0.3% | — | Held |
| Omnicom Group Inc. | OMC | 27K | $2.18M | 0.3% | — | Held |
| Intuit Inc. | INTU | 3.28K | $2.17M | 0.3% | — | Held |
| Autozone Inc | AZO | 632 | $2.14M | 0.3% | — | Held |
| State Str Corp | — | 16.4K | $2.11M | 0.3% | — | Held |
| Intercontinental Exchange In | — | 12.9K | $2.09M | 0.3% | — | Held |
| Aptiv Plc | APTV | 26.7K | $2.04M | 0.2% | — | Held |
| Encompass Health Corp | EHC | 19.1K | $2.03M | 0.2% | — | Held |
| Ameriprise Finl Inc | — | 4.11K | $2.02M | 0.2% | — | Held |
| Deere & Co | DE | 4.29K | $2M | 0.2% | — | Held |
| Colgate Palmolive Co | CL | 25.3K | $2M | 0.2% | — | Held |
| Cummins Inc | CMI | 3.91K | $2M | 0.2% | — | Held |
| Resmed Inc | — | 8.25K | $1.99M | 0.2% | — | Held |
| Transunion | TRU | 22.8K | $1.96M | 0.2% | — | Held |
| Labcorp Holdings Inc. | LH | 7.64K | $1.92M | 0.2% | — | Held |
| STERIS plc | STE | 7.46K | $1.89M | 0.2% | — | Held |
| Guidewire Software, Inc. | GWRE | 8.97K | $1.8M | 0.2% | — | Held |
| Owens Corning New | — | 16.1K | $1.8M | 0.2% | — | Held |
| Wabtec | — | 8.4K | $1.79M | 0.2% | — | Held |
| Atlassian Corp | TEAM | 11.1K | $1.79M | 0.2% | — | Held |
| Deckers Outdoor Corp | DECK | 17.3K | $1.79M | 0.2% | — | Held |
| Honeywell Intl Inc | — | 9.17K | $1.79M | 0.2% | — | Held |
| Cf Inds Hldgs Inc | — | 23K | $1.78M | 0.2% | — | Held |
| Agilent Technologies, Inc. | A | 13K | $1.77M | 0.2% | — | Held |
| Hubspot Inc | HUBS | 4.32K | $1.74M | 0.2% | — | Held |
| Te Connectivity Plc | TEL | 7.6K | $1.73M | 0.2% | — | Held |
| Genpact Limited | — | 36K | $1.69M | 0.2% | — | Held |
| Equinix Inc | EQIX | 2.17K | $1.66M | 0.2% | — | Held |
| Paychex Inc | PAYX | 14.6K | $1.64M | 0.2% | — | Held |
| Otis Worldwide Corp | OTIS | 18.7K | $1.64M | 0.2% | — | Held |
| HCA Healthcare, Inc. | HCA | 3.49K | $1.63M | 0.2% | — | Held |
| Cigna Group | CI | 5.86K | $1.61M | 0.2% | — | Held |
| Eaton Corp Plc | ETN | 4.95K | $1.58M | 0.2% | — | Held |
| Ingredion Inc | INGR | 14.2K | $1.57M | 0.2% | — | Held |
| Packaging Corp Amer | — | 7.55K | $1.56M | 0.2% | — | Held |
| Jacobs Solutions Inc. | J | 11.7K | $1.54M | 0.2% | — | Held |
| Verisk Analytics, Inc. | VRSK | 6.72K | $1.5M | 0.2% | — | Held |
| Stanley Black & Decker, Inc. | SWK | 17.9K | $1.33M | 0.2% | — | Held |
| Regeneron Pharmaceuticals, Inc. | REGN | 1.7K | $1.31M | 0.2% | — | Held |
| Air Prods & Chems Inc | — | 5.24K | $1.29M | 0.2% | — | Held |
| Msa Safety Inc | — | 7.85K | $1.26M | 0.2% | — | Held |
| Regency Ctrs Corp | — | 17.3K | $1.2M | 0.1% | — | Held |
| Autoliv Inc | ALV | 9.95K | $1.18M | 0.1% | — | Held |
| Seagate Technology Hldngs Pl | — | 4.26K | $1.17M | 0.1% | — | Held |
| Western Digital Corp | WDC | 6.73K | $1.16M | 0.1% | — | Held |
| Illinois Tool Wks Inc | — | 4.51K | $1.11M | 0.1% | — | Held |
| General Mls Inc | GIS | 23.6K | $1.1M | 0.1% | — | Held |
| MSCI Inc. | MSCI | 1.86K | $1.07M | 0.1% | — | Held |
| Church & Dwight Co Inc | — | 12.7K | $1.06M | 0.1% | — | Held |
| NXP Semiconductors N.V. | NXPI | 4.24K | $920.1K | 0.1% | — | Held |
| Royalty Pharma PLC | RPRX | 23.6K | $913.8K | 0.1% | — | Held |
| Workday, Inc. | WDAY | 4.09K | $878.5K | 0.1% | — | Held |
| DuPont de Nemours, Inc. | DD | 20.1K | $807.9K | 0.1% | — | Held |
| Humana Inc | HUM | 2.32K | $594.5K | 0.1% | — | Held |
| Moderna, Inc. | MRNA | 19.3K | $569.8K | 0.1% | — | Held |
| Tronox Holdings Plc | TROX | 55.7K | $232.2K | 0.0% | — | Held |
| Amentum Holdings, Inc. | AMTM | 752 | $21.8K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.