Bdf-Gestion 13F Holdings · Q2 2026
Bdf-Gestion reported 143 securities worth $745.27M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MS (10.23%), AMD (9.74%), SWK (7.49%). Among its top 25 positions this quarter: 1 new, 2 added, 20 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MS | MORGAN STANLEY | $76.2M | 10.23% | 14,327 | Trimmed |
| 2 | AMD | ADVANCED MICRO DEVICES | $72.6M | 9.74% | 27,726 | Added |
| 3 | SWK | STANLEY BLACK & DECKER INC | $55.8M | 7.49% | 16,108 | Trimmed |
| 4 | WMS | ADVANCED DRAINAGE SYSTEMS IN | $30.5M | 4.09% | 11,686 | Trimmed |
| 5 | RRX | REGAL REXNORD CORP | $30.2M | 4.06% | 8,989 | Trimmed |
| 6 | CHD | CHURCH & DWIGHT CO INC | $27.0M | 3.62% | 21,694 | Hold |
| 7 | JNJ | JOHNSON CONTROLS INTERNATION | $17.6M | 2.37% | 20,620 | Trimmed |
| 8 | GLW | CORNING INC | $17.2M | 2.31% | 13,808 | Trimmed |
| 9 | TRU | TRANSUNION | $10.8M | 1.45% | 20,505 | Trimmed |
| 10 | KLAC | KLA CORP | $9.7M | 1.30% | 33,380 | Added |
| 11 | EQIX | EQUINIX INC | $7.9M | 1.07% | 1,953 | Trimmed |
| 12 | CAT | CATERPILLAR INC | $7.8M | 1.04% | 7,255 | Trimmed |
| 13 | AMP | AMERIPRISE FINANCIAL INC | $7.2M | 0.97% | 3,694 | Trimmed |
| 14 | VGNT | VERSIGENT PLC | $7.3M | 0.97% | 8,014 | New |
| 15 | STE | STERIS PLC | $6.9M | 0.93% | 6,703 | Trimmed |
| 16 | ABT | ABBOTT LABORATORIES | $6.8M | 0.92% | 42,516 | Trimmed |
| 17 | HD | HOME DEPOT INC | $6.5M | 0.87% | 21,241 | Trimmed |
| 18 | CI | THE CIGNA GROUP | $6.2M | 0.83% | 5,270 | Trimmed |
| 19 | TROX | TRONOX HOLDINGS PLC | $5.9M | 0.80% | 55,681 | Hold |
| 20 | OTIS | OTIS WORLDWIDE CORP | $5.8M | 0.78% | 16,851 | Trimmed |
| 21 | APH | AMPHENOL CORP-CL A | $5.7M | 0.77% | 15,842 | Trimmed |
| 22 | GM | GENERAL MOTORS CO | $5.7M | 0.77% | 36,895 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $5.7M | 0.77% | 131,497 | Trimmed |
| 24 | ADI | ANALOG DEVICES INC | $5.7M | 0.76% | 15,588 | Trimmed |
| 25 | BKT | BLACKROCK INC | $5.5M | 0.74% | 3,662 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR