We are live on ! Find out more
BG

BDF Gestion Portfolio holdings

AUM $747M
1-Year Est. Return 47.35%
This Fund
S&P 500
This Quarter Est. Return
+9.4%
1 Year Est. Return
+47.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$845M
AUM Growth
-$48.5M
Cap. Flow
-$115M
Cap. Flow %
-13.66%
Top 10 Hldgs %
47.67%
Holding
147
New
10
Increased
8
Reduced
123
Closed
4

Top Buys

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$5.21M
2
T icon
AT&T
T
+$4.12M
3
CDNS icon
Cadence Design Systems
CDNS
+$4.08M
4
DIS icon
Walt Disney
DIS
+$3.68M
5
COR icon
Cencora
COR
+$3.68M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$20.8M
2
MSFT icon
Microsoft
MSFT
+$16.1M
3
AAPL icon
Apple
AAPL
+$10.8M
4
AMD icon
Advanced Micro Devices
AMD
+$6.35M
5
VZ icon
Verizon
VZ
+$5.49M

Sector Composition

Rank Sector Weight
1 Technology 49.92%
2 Financials 12.39%
3 Healthcare 11.18%
4 Communication Services 11.13%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
26
UnitedHealth
UNH
$356B
$5.92M 0.7%
17,138
-3,565
-17% -$1.08M
NOW icon
27
ServiceNow
NOW
$146B
$5.81M 0.69%
31,570
-6,575
-17% -$1.23M
PANW icon
28
Palo Alto Networks
PANW
$272B
$5.54M 0.66%
+27,204
New +$5.21M
CSCO icon
29
Cisco
CSCO
$431B
$5.46M 0.65%
79,842
-16,599
-17% -$1.13M
AMD icon
30
Advanced Micro Devices
AMD
$780B
$5.34M 0.63%
32,997
-39,327
-54% -$6.35M
INTC icon
31
Intel
INTC
$506B
$5.21M 0.62%
155,165
-32,258
-17% -$782K
KO icon
32
Coca-Cola
KO
$379B
$5.11M 0.6%
77,041
-16,016
-17% -$1.1M
TXN icon
33
Texas Instruments
TXN
$236B
$5.09M 0.6%
27,709
-5,762
-17% -$1.13M
BKT icon
34
BlackRock Income Trust
BKT
$331M
$5.07M 0.6%
4,346
-905
-17% -$10.5K
TMO icon
35
Thermo Fisher Scientific
TMO
$227B
$4.94M 0.58%
10,188
-2,120
-17% -$987K
TMUS icon
36
T-Mobile US
TMUS
$195B
$4.84M 0.57%
20,216
-4,204
-17% -$1.02M
EA
37
DELISTED
Electronic Arts
EA
$4.82M 0.57%
23,902
-4,971
-17% -$823K
DDOG icon
38
Datadog
DDOG
$76.5B
$4.74M 0.56%
33,267
-6,917
-17% -$952K
PLD icon
39
Prologis
PLD
$131B
$4.37M 0.52%
38,169
-7,937
-17% -$873K
ADSK icon
40
Autodesk
ADSK
$45.5B
$4.36M 0.52%
13,732
-2,856
-17% -$870K
ALL icon
41
Allstate
ALL
$65.6B
$4.31M 0.51%
20,089
-4,178
-17% -$843K
AXP icon
42
American Express
AXP
$220B
$4.28M 0.51%
12,892
-2,682
-17% -$853K
LIN icon
43
Linde
LIN
$220B
$4.24M 0.5%
8,916
-1,856
-17% -$879K
MDLZ icon
44
Mondelez International
MDLZ
$78.2B
$4.22M 0.5%
67,549
-14,043
-17% -$906K
CDNS icon
45
Cadence Design Systems
CDNS
$80.6B
$4.16M 0.49%
+11,853
New +$4.08M
ACN icon
46
Accenture
ACN
$114B
$4.13M 0.49%
16,757
-3,486
-17% -$909K
T icon
47
AT&T
T
$176B
$4.1M 0.49%
+145,175
New +$4.12M
ADP icon
48
Automatic Data Processing
ADP
$110B
$4.06M 0.48%
13,847
-2,881
-17% -$867K
SPG icon
49
Simon Property Group
SPG
$67.8B
$4.01M 0.47%
21,355
-4,441
-17% -$767K
MRK icon
50
Merck
MRK
$371B
$3.96M 0.47%
47,224
-9,818
-17% -$809K
1
2
3 4 5

Similar funds

PCM
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return
DCM
Defilade Capital Management Emeryville, California $747M AUM
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $745M AUM 27.52% 1-Year Est. Return
JA
JLB & Associates Plymouth, Michigan $748M AUM 27.21% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
CCME
CIBC Capital Markets (Europe) Luxembourg $745M AUM

BDF Gestion's Q3 2025 Portfolio in Review

As of Q3 2025, BDF Gestion held 147 positions worth $845M, down 5.4% from $894M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

BDF Gestion withdrew a net $115M in Q3 2025, closing 4 positions and reducing 123 holdings. Its most notable exit was DexCom, an estimated $4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 50% of assets, up from 49% a quarter earlier, followed by Financials and Healthcare.

Against the trend, BDF Gestion opened a new position in Palo Alto Networks worth $5.54M.

  • BDF Gestion's largest Q3 2025 buy was Palo Alto Networks: 27,204 shares worth $5.54M.
  • BDF Gestion added most to Intuitive Surgical in Q3 2025, an estimated $2.91M increase.
  • BDF Gestion's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $20.8M.
  • BDF Gestion fully exited DexCom in Q3 2025, selling an estimated $4M.
  • BDF Gestion's ten largest holdings make up 48% of its $845M portfolio in Q3 2025.
  • BDF Gestion opened 10 new positions and closed 4 in Q3 2025.
  • BDF Gestion's portfolio value fell 5.4% quarter-over-quarter to $845M.

Based on BDF Gestion's 13F filing for Q3 2025, filed 9 Oct 2025.