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Portfolio (Quarterly) Guide ↗

BDF-GESTION

· CIK 0001632812
13F Portfolio $747M AUM 143 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 7 Added 118 Reduced 10 Exited
Page 3 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 REGCO REGENCY CENTERS CORP 15,588.0 $3.6M 0.48% -2K -10.1% $228.35
42 LH LABCORP HOLDINGS INC Healthcare 6,869.0 $3.5M 0.46% -773.0 -10.1% $503.06 -33.1%
43 FORTINET INC 28,855.0 $3.4M 0.46% -3K -10.1% $118.86
44 CENCORA INC 10,540.0 $3.4M 0.45% -1K -10.1% $320.70
45 ELV ELEVANCE HEALTH INC Healthcare 4,181.0 $3.3M 0.44% -471.0 -10.1% $793.20 -49.5%
46 SYK STRYKER CORP Healthcare 6,991.0 $3.3M 0.44% -787.0 -10.1% $474.05 -30.5%
47 MRK MERCK & CO. INC. Healthcare 42,451.0 $3.3M 0.44% -5K -10.1% $77.58 +96.6%
48 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 11,587.0 $3.1M 0.42% -1K -10.1% $268.85 -40.0%
49 PGR PROGRESSIVE CORP Financial Services 13,484.0 $3.1M 0.41% -2K -10.1% $228.99 -4.2%
50 MAR MARRIOTT INTERNATIONAL -CL A Consumer Cyclical 6,935.0 $3.1M 0.41% -780.0 -10.1% $444.42 -19.8%
51 MET METLIFE INC Financial Services 36,562.0 $3.1M 0.41% -4K -10.1% $83.63 +12.8%
52 MSCI MSCI INC Financial Services 1,676.0 $3.0M 0.40% -189.0 -10.1% $1801.30 -68.7%
53 AMAT APPLIED MATERIALS INC Technology 19,099.0 $3.0M 0.40% -2K -10.1% $156.36 +214.9%
54 GILD GILEAD SCIENCES INC Healthcare 21,801.0 $3.0M 0.40% -2K -10.1% $136.40 +7.1%
55 VRSK VERISK ANALYTICS INC Industrials 6,042.0 $2.9M 0.39% -680.0 -10.1% $476.07 -60.6%
56 CSCO CISCO SYSTEMS INC Technology 67,289.0 $2.8M 0.38% -8K -10.1% $41.99 +164.4%
57 REGENERON PHARMACEUTICALS 1,524.0 $2.8M 0.38% -172.0 -10.1% $1838.50
58 BSX BOSTON SCIENTIFIC CORP Healthcare 51,301.0 $2.8M 0.37% -6K -10.1% $54.50 -7.6%
59 ORCL ORACLE CORP Technology 42,235.0 $2.8M 0.37% -5K -10.1% $65.90 +122.3%
60 SPGI S&P GLOBAL INC Financial Services 5,514.0 $2.6M 0.35% -621.0 -10.1% $478.36 -9.8%
Page 3 of 6  ·  118 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.5%
Industrials 24.0%
Financial Services 18.3%
Healthcare 12.4%
Consumer Defensive 5.7%
Consumer Cyclical 4.2%
Real Estate 3.5%
Communication Services 2.9%
Basic Materials 2.7%