BG
| |
BDF-GESTION13F | |
| BDF-GESTION | |
| Last update 2025-07-11 | 137 Stocks (5 new) |
| Value $894.00 Mil | Turnover 4 % |
BDF-GESTION Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 599,324 | 94,687.2 | 0% | 10.600 | 0% | 0.000 | +77.64% | +28.21% | 4,198,074.1 | Semiconductors | |
MSFT | Microsoft Corp | 183,166 | 91,108.6 | -15.55% | 10.200 | -1.38% | 0.000 | +42.44% | +21.60% | 3,794,982.6 | Software | |
AAPL | Apple Inc | 344,400 | 70,660.6 | -9.82% | 7.910 | -0.91% | 0.000 | +10.69% | -14.53% | 3,189,246.9 | Hardware | |
META | Meta Platforms Inc | 51,602 | 38,086.9 | +9.35% | 4.260 | +0.36% | 0.000 | +47.24% | +21.99% | 1,792,844.6 | Interactive Media | |
AVGO | Broadcom Inc | 120,968 | 33,344.8 | -1.31% | 3.730 | -0.03% | 0.000 | +74.39% | +25.40% | 1,360,126.2 | Semiconductors | |
GOOG | Alphabet Inc | 136,907 | 24,285.9 | -36.40% | 2.720 | -1.34% | 0.000 | +27.01% | +0.06% | 2,300,931.1 | Interactive Media | |
JPM | JPMorgan Chase & Co | 77,211 | 22,384.2 | +6.92% | 2.510 | +0.16% | 0.000 | +28.78% | +24.42% | 806,974.4 | Banks | |
LLY | Eli Lilly and Co | 24,098 | 18,785.1 | -9.83% | 2.100 | -0.24% | 0.000 | -6.44% | -0.69% | 685,672.5 | Drug Manufacturers | |
V | Visa Inc | 43,628 | 15,490.1 | -9.83% | 1.730 | -0.18% | 0.000 | +10.40% | +12.01% | 689,234.0 | Credit Services | |
MA | Mastercard Inc | 20,021 | 11,250.6 | -9.83% | 1.260 | -0.13% | 0.000 | +9.33% | +6.07% | 504,975.4 | Credit Services |
BDF-GESTION's Historical Top Holdings Breakdowns
BDF-GESTION's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | 2025-06-30 | Sold Out Sold Out | -1.42% | 221.86 ($300.61) 362.89 | $329.08 | 9.47% | Sold Out | 0 | -50,312 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -1.38% | 354.56 ($433.34) 497.45 | $510.59 | 17.83% | Reduce -15.55% | 183,166 | -33,723 | |
GOOG | Alphabet Inc | 2025-06-30 | Reduce Reduce | -1.34% | 146.58 ($165.11) 180.01 | $190.04 | 15.10% | Reduce -36.4% | 136,907 | -78,355 | |
NFLX | Netflix Inc | 2025-06-30 | New Buy New Buy | +1.05% | 855.86 ($1127.52) 1339.13 | $1,225.39 | 8.68% | New holding | 7,000 | 7,000 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.91% | 172.42 ($202.27) 223.89 | $213.30 | 5.45% | Reduce -9.82% | 344,400 | -37,523 | |
BKNG | Booking Holdings Inc | 2025-06-30 | Sold Out Sold Out | -0.77% | 4164.15 ($5111.32) 5789.24 | $5,713.43 | 11.78% | Sold Out | 0 | -1,540 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Reduce Reduce | -0.76% | 274.35 ($384.44) 599.47 | $283.64 | -26.22% | Reduce -39.06% | 20,703 | -13,267 | |
GE | GE Aerospace | 2025-06-30 | Sold Out Sold Out | -0.74% | 166.81 ($219.12) 257.39 | $264.76 | 20.83% | Sold Out | 0 | -33,691 | |
SCI | Service Corp International | 2025-06-30 | Sold Out Sold Out | -0.58% | 73.58 ($78.1) 81.65 | $78.32 | 0.28% | Sold Out | 0 | -65,936 | |
PLTR | Palantir Technologies Inc | 2025-06-30 | New Buy New Buy | +0.49% | 74.01 ($116.76) 144.25 | $153.25 | 31.25% | New holding | 32,345 | 32,345 |
BDF-GESTION Total Holding History ($B)
BDF-GESTION's Asset Allocation
BDF-GESTION Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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BDF-GESTION's Hypothetical Growth since 2025-06-30
BDF-GESTION's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BDF-GESTION's Holdings Heat Map
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BDF-GESTION's Holdings Bubble Chart
BDF-GESTION News
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