CIK 1632812
BDF-GESTION
Institutional 13F holdings & portfolio
Holdings
147
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–147 of 147
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CL | COLGATE-PALMOLIVE CO | 25K | $1M+ | SH |
| CMI | CUMMINS INC | 4K | $1M+ | SH |
| RMD | RESMED INC | 8K | $1M+ | SH |
| TRU | TRANSUNION | 23K | $1M+ | SH |
| LH | LABCORP HOLDINGS INC | 8K | $1M+ | SH |
| STE | STERIS PLC | 7K | $1M+ | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 9K | $1M+ | SH |
| OC | OWENS CORNING | 16K | $1M+ | SH |
| WAB | WABTEC CORP | 8K | $1M+ | SH |
| TEAM | ATLASSIAN CORP-CL A | 11K | $1M+ | SH |
| DECK | DECKERS OUTDOOR CORP | 17K | $1M+ | SH |
| HON | HONEYWELL INTERNATIONAL INC | 9K | $1M+ | SH |
| CF | CF INDUSTRIES HOLDINGS INC | 23K | $1M+ | SH |
| A | AGILENT TECHNOLOGIES INC | 13K | $1M+ | SH |
| HUBS | HUBSPOT INC | 4K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC | 8K | $1M+ | SH |
| — | GENPACT LTD | 36K | $1M+ | SH |
| EQIX | EQUINIX INC | 2K | $1M+ | SH |
| PAYX | PAYCHEX INC | 15K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 19K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 3K | $1M+ | SH |
| CI | THE CIGNA GROUP | 6K | $1M+ | SH |
| ETN | EATON CORP PLC | 5K | $1M+ | SH |
| INGR | INGREDION INC | 14K | $1M+ | SH |
| PKG | PACKAGING CORP OF AMERICA | 8K | $1M+ | SH |
| J | JACOBS SOLUTIONS INC | 12K | $1M+ | SH |
| VRSK | VERISK ANALYTICS INC | 7K | $1M+ | SH |
| SWK | STANLEY BLACK & DECKER INC | 18K | $1M+ | SH |
| — | REGENERON PHARMACEUTICALS | 2K | $1M+ | SH |
| APD | AIR PRODUCTS & CHEMICALS INC | 5K | $1M+ | SH |
| MSA | MSA SAFETY INC | 8K | $1M+ | SH |
| REG | REGENCY CENTERS CORP | 17K | $1M+ | SH |
| ALV | AUTOLIV INC | 10K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HOLDINGS | 4K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP | 7K | $1M+ | SH |
| ITW | ILLINOIS TOOL WORKS | 5K | $1M+ | SH |
| GIS | GENERAL MILLS INC | 24K | $1M+ | SH |
| MSCI | MSCI INC | 2K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 13K | $1M+ | SH |
| NXPI | NXP SEMICONDUCTORS NV | 4K | $500K+ | SH |
| RPRX | ROYALTY PHARMA PLC- CL A | 24K | $500K+ | SH |
| WDAY | WORKDAY INC-CLASS A | 4K | $500K+ | SH |
| DD | DUPONT DE NEMOURS INC | 20K | $500K+ | SH |
| HUM | HUMANA INC | 2K | $500K+ | SH |
| MRNA | MODERNA INC | 19K | $500K+ | SH |
| TROX | TRONOX HOLDINGS PLC | 56K | $100K–$500K | SH |
| AMTM | AMENTUM HOLDINGS INC | 752 | $15K–$50K | SH |