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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 8 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 J JACOBS SOLUTIONS INC Industrials 10,480.0 $834K 0.11% -1K -10.1% $79.63 +85.8%
142 INGR INGREDION INC Consumer Defensive 14,213.0 $544K 0.07% $38.27 +179.6%
143 HIG HARTFORD INSURANCE GROUP INC Financial Services 22,045.0 $20K 0.00% -2K -10.1% $0.89 +15313.1%
Page 8 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%