StockDriftsStockDriftsTop 50 Bdf-Gestion Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | 10.21% | 14.3K | $76.2M | -10.11%(-1.61K) | $168.25(+28.21%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES | 9.72% | 27.7K | $72.6M | +15.65%(+3.75K) | $200.72(+132.18%) | 2026-06-30 | |
| SWK | STANLEY BLACK & DECKER INC | 7.48% | 16.1K | $55.8M | -10.11%(-1.81K) | $88.91(+16.92%) | 2026-06-30 | |
| WMS | ADVANCED DRAINAGE SYSTEMS IN | 4.08% | 11.7K | $30.5M | -10.11%(-1.31K) | $140.98(+1.64%) | 2026-06-30 | |
| RRX | REGAL REXNORD CORP | 4.05% | 9.0K | $30.2M | -10.11%(-1.01K) | $163.79(+7.85%) | 2026-06-30 | |
| CHD | CHURCH & DWIGHT CO INC | 3.61% | 21.7K | $27.0M | +0.00%(+0) | $97.60(+5.47%) | 2026-06-30 | |
| JNJ | JOHNSON CONTROLS INTERNATION | 2.36% | 20.6K | $17.6M | -10.11%(-2.32K) | $152.18(+72.60%) | 2026-06-30 | |
| GLW | CORNING INC | 2.3% | 13.8K | $17.2M | -10.11%(-1.55K) | $111.76(+42.61%) | 2026-06-30 | |
| TRU | TRANSUNION | 1.45% | 20.5K | $10.8M | -10.11%(-2.31K) | $76.98(+2.45%) | 2026-06-30 | |
| KLAC | KLA CORP | 1.3% | 33.4K | $9.7M | -10.12%(-3.76K) | $120.74(+68.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.60% |
Bdf-Gestion reports $746.77M in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are MS (10.2%), AMD (9.7%) and SWK (7.5%). The top 20 holdings account for 55.24% of reported assets. Its disclosed equity book has returned +16.71% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bdf-Gestion’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1632812). View Bdf-Gestion’s 13F filings on SEC