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Portfolio (Quarterly) Guide ↗

BDF-GESTION

· CIK 0001632812
13F Portfolio $749M AUM 144 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 18 Added 18 Reduced 19 Exited
Page 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GM GENERAL MOTORS CO Consumer Cyclical 41,043.0 $3.1M 0.41% $74.50 -1.9%
62 RSG REPUBLIC SERVICES INC Industrials 13,784.0 $3.0M 0.40% $219.02 -2.1%
63 JNJ JOHNSON CONTROLS INTERNATION Healthcare 22,939.0 $3.0M 0.40% $130.95 +74.8%
64 CF CF INDUSTRIES HOLDINGS INC Basic Materials 23,000.0 $3.0M 0.40% $129.84 -1.5%
65 PGR PROGRESSIVE CORP Financial Services 15,000.0 $3.0M 0.40% $198.24 +2.9%
66 MET METLIFE INC Financial Services 40,673.0 $2.9M 0.38% $70.72 +15.1%
67 DIS WALT DISNEY CO/THE Communication Services 29,316.0 $2.8M 0.38% $96.38 +7.9%
68 SPG SIMON PROPERTY GROUP INC Real Estate 15,021.0 $2.8M 0.37% -5K -25.0% $186.53 +7.4%
69 EQR EQUITY RESIDENTIAL Real Estate 47,270.0 $2.8M 0.37% $59.15 +10.6%
70 WELL WELLTOWER INC Real Estate 14,077.0 $2.8M 0.37% $197.71 +7.5%
71 ADP AUTOMATIC DATA PROCESSING Industrials 12,982.0 $2.6M 0.35% $203.18 +8.5%
72 FORTINET INC 32,100.0 $2.6M 0.35% $81.72
73 MS MORGAN STANLEY Financial Services 15,938.0 $2.6M 0.35% $164.57 +17.1%
74 SPGI S&P GLOBAL INC Financial Services 6,135.0 $2.6M 0.35% $425.34 -1.9%
75 SYK STRYKER CORP Healthcare 7,778.0 $2.6M 0.34% $328.59 -4.7%
76 DHR DANAHER CORP Healthcare 13,360.0 $2.5M 0.34% $189.60 -13.6%
77 MAR MARRIOTT INTERNATIONAL -CL A Consumer Cyclical 7,715.0 $2.5M 0.34% $327.07 +9.8%
78 JLL JONES LANG LASALLE INC Real Estate 8,210.0 $2.5M 0.33% -2K -23.3% $304.32 -5.1%
79 SCI SERVICE CORP INTERNATIONAL Consumer Cyclical 30,000.0 $2.5M 0.33% $82.51 -4.5%
80 EBAY EBAY INC Consumer Cyclical 27,000.0 $2.5M 0.33% NEW $91.02 +25.7%
Page 4 of 8  ·  144 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 48.1%
Healthcare 12.0%
Financial Services 11.9%
Communication Services 10.8%
Industrials 5.5%
Consumer Cyclical 3.4%
Consumer Defensive 3.4%
Real Estate 2.8%
Basic Materials 2.0%