§ 13F · FUND PROFILE
BDF-GESTION.
AUM · $747M (13F)Positions · 143Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MS | MORGAN STANLEY | 14K | $76M | 10.2% | −10% |
| 2 | AMD | ADVANCED MICRO DEVICES | 28K | $73M | 9.7% | +16% |
| 3 | SWK | STANLEY BLACK & DECKER INC | 16K | $56M | 7.5% | −10% |
| 4 | WMS | ADVANCED DRAINAGE SYSTEMS IN | 12K | $30M | 4.1% | −10% |
| 5 | RRX | REGAL REXNORD CORP | 9K | $30M | 4.0% | −10% |
| 6 | CHD | CHURCH & DWIGHT CO INC | 22K | $27M | 3.6% | ±0% |
| 7 | JNJ | JOHNSON CONTROLS INTERNATION | 21K | $18M | 2.4% | −10% |
| 8 | GLW | CORNING INC | 14K | $17M | 2.3% | −10% |
| 9 | TRU | TRANSUNION | 21K | $11M | 1.4% | −10% |
| 10 | KLAC | KLA CORP | 33K | $10M | 1.3% | +799% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BDF-GESTION SIGNAL
AC read
BDF-GESTION is a Other fund managing $747 million in assets. The fund runs a portfolio of 143 positions.
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