Universe · entity
BDF-GESTION
Institutional manager (13F) · CIK 1632812
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $554M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORP | $76M | 437,187 |
| 2 | APPLE INC | $73M | 286,137 |
| 3 | MICROSOFT CORP | $56M | 150,812 |
| 4 | ALPHABET INC-CL C | $30M | 106,262 |
| 5 | BROADCOM INC | $30M | 97,683 |
| 6 | META PLATFORMS INC-CLASS A | $27M | 47,108 |
| 7 | JPMORGAN CHASE & CO | $18M | 59,928 |
| 8 | ELI LILLY & CO | $17M | 18,702 |
| 9 | VISA INC-CLASS A SHARES | $11M | 35,735 |
| 10 | ABBVIE INC | $10M | 44,504 |
| 11 | NETFLIX INC | $8M | 82,627 |
| 12 | HOME DEPOT INC | $8M | 23,630 |
| 13 | APPLIED MATERIALS INC | $7M | 21,247 |
| 14 | MASTERCARD INC - A | $7M | 14,413 |
| 15 | ORACLE CORP | $7M | 46,984 |
| 16 | LAM RESEARCH CORP | $7M | 31,962 |
| 17 | PALANTIR TECHNOLOGIES INC-A | $6M | 44,377 |
| 18 | INTUITIVE SURGICAL INC | $6M | 13,426 |
| 19 | GOLDMAN SACHS GROUP INC | $6M | 7,031 |
| 20 | CISCO SYSTEMS INC | $6M | 74,854 |
| 21 | CITIGROUP INC | $6M | 50,512 |
| 22 | CATERPILLAR INC | $6M | 8,071 |
| 23 | MICRON TECHNOLOGY INC | $6M | 16,916 |
| 24 | MERCK & CO. INC. | $6M | 47,224 |
| 25 | PROCTER & GAMBLE CO/THE | $6M | 38,286 |
| 26 | ANALOG DEVICES INC | $6M | 17,341 |
| 27 | SALESFORCE INC | $6M | 29,523 |
| 28 | BANK OF AMERICA CORP | $6M | 113,046 |
| 29 | COCA-COLA CO/THE | $5M | 72,228 |
| 30 | KLA CORP | $5M | 3,714 |
| 31 | TEXAS INSTRUMENTS INC | $5M | 25,978 |
| 32 | ADVANCED MICRO DEVICES | $5M | 23,975 |
| 33 | ABBOTT LABORATORIES | $5M | 47,296 |
| 34 | PEPSICO INC | $5M | 31,000 |
| 35 | INTL BUSINESS MACHINES CORP | $4M | 18,261 |
| 36 | UNITEDHEALTH GROUP INC | $4M | 16,067 |
| 37 | LINDE PLC | $4M | 8,359 |
| 38 | PALO ALTO NETWORKS INC | $4M | 25,504 |
| 39 | T-MOBILE US INC | $4M | 18,953 |
| 40 | AT&T INC | $4M | 136,106 |
| 41 | PROLOGIS INC | $4M | 29,784 |
| 42 | BLACKROCK INC | $4M | 4,074 |
| 43 | ALLSTATE CORP | $4M | 18,834 |
| 44 | SERVICENOW INC | $4M | 37,166 |
| 45 | ROYAL GOLD INC | $4M | 14,842 |
| 46 | MOTOROLA SOLUTIONS INC | $4M | 8,623 |
| 47 | CENCORA INC | $4M | 11,726 |
| 48 | AMERICAN EXPRESS CO | $4M | 12,086 |
| 49 | BOSTON SCIENTIFIC CORP | $4M | 57,069 |
| 50 | THERMO FISHER SCIENTIFIC INC | $4M | 7,285 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.