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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 5 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WAB WABTEC CORP Industrials 7,547.0 $2.4M 0.32% -849.0 -10.1% $320.94 -8.9%
82 MSA MSA SAFETY INC Industrials 11,354.0 $2.4M 0.32% $212.94 -11.5%
83 AAPL APPLE INC Technology 255,679.0 $2.4M 0.32% -30K -10.6% $9.43 +3201.2%
84 ADSK AUTODESK INC Technology 11,572.0 $2.4M 0.32% -1K -10.1% $205.36 +22.2%
85 USB US BANCORP Financial Services 40,452.0 $2.4M 0.32% -5K -10.1% $58.44 +5.7%
86 DECK DECKERS OUTDOOR CORP Consumer Cyclical 15,534.0 $2.3M 0.31% -2K -10.1% $150.67 -41.0%
87 WELL WELLTOWER INC Real Estate 19,654.0 $2.2M 0.30% +6K +39.6% $113.30 +109.5%
88 DE DEERE & CO Industrials 3,858.0 $2.2M 0.29% -434.0 -10.1% $562.75 +10.3%
89 MRVL MARVELL TECHNOLOGY INC Technology 14,694.0 $2.2M 0.29% NEW $146.62 +71.2%
90 EQR EQUITY RESIDENTIAL Real Estate 42,492.0 $2.1M 0.29% -5K -10.1% $50.24 +26.7%
91 BMY BRISTOL-MYERS SQUIBB CO Healthcare 35,222.0 $2.1M 0.28% -4K -10.1% $60.48 +8.3%
92 JLL JONES LANG LASALLE INC Real Estate 7,380.0 $2.1M 0.28% -830.0 -10.1% $285.27 +34.7%
93 ADP AUTOMATIC DATA PROCESSING Industrials 11,669.0 $2.1M 0.28% -1K -10.1% $179.81 +55.3%
94 INTC INTEL CORP Technology 83,126.0 $2.1M 0.28% NEW $25.14 +266.5%
95 ABBV ABBVIE INC Healthcare 40,006.0 $2.1M 0.28% -4K -10.1% $52.21 +401.5%
96 ANET ARISTA NETWORKS INC Technology 24,264.0 $2.1M 0.28% -3K -10.1% $85.41 +115.1%
97 MU MICRON TECHNOLOGY INC Technology 19,119.0 $2.0M 0.27% +2K +13.0% $106.65 +813.6%
98 LLY ELI LILLY & CO Healthcare 18,034.0 $2.0M 0.27% -668.0 -3.6% $112.90 +1002.2%
99 STT STATE STREET CORP Financial Services 14,719.0 $2.0M 0.27% -2K -10.1% $138.15 +32.5%
100 C CITIGROUP INC Financial Services 45,407.0 $2.0M 0.27% -5K -10.1% $44.65 +190.4%
Page 5 of 8  ·  143 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 26.3%
Industrials 23.8%
Financial Services 18.1%
Healthcare 12.3%
Consumer Defensive 5.7%
Consumer Cyclical 4.1%
Real Estate 4.0%
Communication Services 3.0%
Basic Materials 2.7%