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Portfolio (Quarterly) Guide ↗

BDF-GESTION

· CIK 0001632812
13F Portfolio $818M AUM 147 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 147 New
Page 4 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIS WALT DISNEY CO/THE Communication Services 29,316.0 $3.3M 0.41% NEW $113.77 -10.5%
62 MSI MOTOROLA SOLUTIONS INC Technology 8,623.0 $3.3M 0.40% NEW $383.32 +4.9%
63 RGLD ROYAL GOLD INC Basic Materials 14,842.0 $3.3M 0.40% NEW $222.29 -1.7%
64 MET METLIFE INC Financial Services 40,673.0 $3.2M 0.39% NEW $78.94 +2.5%
65 SPGI S&P GLOBAL INC Financial Services 6,135.0 $3.2M 0.39% NEW $522.59 -22.5%
66 CATERPILLAR INC 5,571.0 $3.2M 0.39% NEW $572.87
67 KLAC KLA CORP Technology 2,571.0 $3.1M 0.38% NEW $1215.08 +47.0%
68 INTC INTEL CORP Technology 84,101.0 $3.1M 0.38% NEW $36.90 +222.0%
69 DHR DANAHER CORP Healthcare 13,360.0 $3.1M 0.37% NEW $228.92 -28.1%
70 EQR EQUITY RESIDENTIAL Real Estate 47,270.0 $3.0M 0.36% NEW $63.04 +4.2%
71 SNPS SYNOPSYS INC Technology 6,306.0 $3.0M 0.36% NEW $469.72 +2.1%
72 EW EDWARDS LIFESCIENCES CORP Healthcare 34,524.0 $2.9M 0.36% NEW $85.25 -4.1%
73 RSG REPUBLIC SERVICES INC Industrials 13,784.0 $2.9M 0.36% NEW $211.93 +0.2%
74 CSX CSX CORP Industrials 80,230.0 $2.9M 0.35% NEW $36.25 +27.7%
75 ADBE ADOBE INC Technology 8,194.0 $2.9M 0.35% NEW $349.99 -29.5%
76 MS MORGAN STANLEY Financial Services 15,938.0 $2.8M 0.35% NEW $177.53 +7.2%
77 QCOM QUALCOMM INC Technology 16,478.0 $2.8M 0.34% NEW $171.05 +14.5%
78 COHR COHERENT CORP Technology 15,134.0 $2.8M 0.34% NEW $184.57 +91.7%
79 BR BROADRIDGE FINANCIAL SOLUTIO Technology 12,428.0 $2.8M 0.34% NEW $223.17 -34.2%
80 NDAQ NASDAQ OMX GROUP/THE Financial Services 28,402.0 $2.8M 0.34% NEW $97.13 -6.7%
Page 4 of 8  ·  147 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 50.5%
Financial Services 12.2%
Healthcare 11.7%
Communication Services 11.3%
Industrials 4.3%
Real Estate 3.0%
Consumer Cyclical 2.9%
Consumer Defensive 2.7%
Basic Materials 1.4%