BG

BDF-GESTION

13F
BDF-GESTION
Last update 2025-07-11 137 Stocks (5 new)
Value $894.00 Mil Turnover 4 %
Countries:
BDF-GESTION Top Holdings of 2025-06-30 View Full List
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
+69.89%
+28.41%
4,204,658.7
Semiconductors
MSFT
Microsoft Corp
183,166
91,108.6
-15.55%
10.200
-1.38%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AAPL
Apple Inc
344,400
70,660.6
-9.82%
7.910
-0.91%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
META
Meta Platforms Inc
51,602
38,086.9
+9.35%
4.260
+0.36%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
AVGO
Broadcom Inc
120,968
33,344.8
-1.31%
3.730
-0.03%
0.000
+66.10%
+22.87%
1,332,681.5
Semiconductors
GOOG
Alphabet Inc
136,907
24,285.9
-36.40%
2.720
-1.34%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
JPM
JPMorgan Chase & Co
77,211
22,384.2
+6.92%
2.510
+0.16%
0.000
+26.17%
+23.48%
800,897.6
Banks
LLY
Eli Lilly and Co
24,098
18,785.1
-9.83%
2.100
-0.24%
0.000
-7.94%
+0.34%
692,791.6
Drug Manufacturers
V
Visa Inc
43,628
15,490.1
-9.83%
1.730
-0.18%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
MA
Mastercard Inc
20,021
11,250.6
-9.83%
1.260
-0.13%
0.000
+6.97%
+5.42%
501,860.7
Credit Services

BDF-GESTION's Historical Top Holdings Breakdowns

BDF-GESTION's Top Stock Picks View Full List
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
$329.65
9.66%
Sold Out
0
-50,312
MSFT
Microsoft Corp
2025-06-30
Reduce
Reduce
-1.38%
354.56 ($433.34) 497.45
$510.05
17.70%
Reduce -15.55%
183,166
-33,723
GOOG
Alphabet Inc
2025-06-30
Reduce
Reduce
-1.34%
146.58 ($165.11) 180.01
$185.94
12.62%
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
$1,209.24
7.25%
New holding
7,000
7,000
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.91%
172.42 ($202.27) 223.89
$211.18
4.41%
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
$5,702.90
11.57%
Sold Out
0
-1,540
UNH
UnitedHealth Group Inc
2025-06-30
Reduce
Reduce
-0.76%
274.35 ($384.44) 599.47
$282.65
-26.48%
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
$263.27
20.15%
Sold Out
0
-33,691
SCI
Service Corp International
2025-06-30
Sold Out
Sold Out
-0.58%
73.58 ($78.1) 81.65
$79.83
2.22%
Sold Out
0
-65,936
PLTR
Palantir Technologies Inc
2025-06-30
New Buy
New Buy
+0.49%
74.01 ($116.76) 144.25
$153.52
31.48%
New holding
32,345
32,345

BDF-GESTION Total Holding History ($B)

To

BDF-GESTION's Asset Allocation

To

BDF-GESTION Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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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