Bdf Gestion Reduced Holdings in Q4 2025

Bdf Gestion

  • $818 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-9.47K
- 6.25%
$496.82 - $542.07 $4.71M - $5.14M
142K $68.8B
NVDA
Nvidia Corp

Technology
-26.5K
- 5.52%
$179.83 - $207.04 $4.76M - $5.49M
453K $84.5B
META
Meta Platforms, Inc.

Communication Services
-1.79K
- 3.66%
$609.01 - $751.67 $1.09M - $1.34M
47.1K $31.1B
AVGO
Broadcom Inc.

Technology
-16.9K
- 14.78%
$324.63 - $385.98 $5.5M - $6.54M
97.7K $33.8B
GS
Goldman Sachs Group Inc

Financial Services
-5.47K
- 43.75%
$744.6 - $838.97 $4.07M - $4.59M
7.03K $6.18B
MSI
Motorola Solutions, Inc.

Technology
-5.4K
- 38.53%
$379.98 - $462.26 $2.05M - $2.5M
8.62K $3.31B
WDAY
Workday, Inc.

Technology
-9.4K
- 69.67%
$223.49 - $245.67 $2.1M - $2.31M
4.09K $878M
INTC
Intel Corp

Technology
-71.1K
- 45.8%
$34.71 - $41.53 $2.47M - $2.95M
84.1K $3.1B
HD
Home Depot, Inc.

Consumer Cyclical
-1.58K
- 6.25%
$358.03 - $397.02 $564K - $625K
23.6K $8.13B
BAC
Bank Of America Corp

Financial Services
-44.5K
- 23.74%
$48.65 - $54.11 $2.17M - $2.41M
143K $7.87B
ABT
Abbott Laboratories

Healthcare
-4.05K
- 6.25%
$123.62 - $134.59 $501K - $545K
60.8K $7.62B
TMUS
T Mobile Us, Inc.

Communication Services
-1.26K
- 6.25%
$201.01 - $233.26 $254K - $295K
19K $3.85B
ZS
Zscaler, Inc.

Technology
-647
- 6.25%
$292.75 - $336.27 $189K - $218K
9.7K $2.18B
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.34K
- 6.25%
$34.69 - $82.16 $46.5K - $110K
20.1K $808M
JPM
Jpmorgan Chase & CO

Financial Services
-3.99K
- 6.25%
$294.11 - $320.41 $1.17M - $1.28M
59.9K $19.3B
PANW
Palo Alto Networks Inc

Technology
-1.7K
- 6.25%
$204.77 - $221.38 $348K - $376K
25.5K $4.7B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-4.22K
- 6.25%
$55.57 - $63.17 $235K - $267K
63.3K $3.41B
PG
Procter & Gamble CO

Consumer Defensive
-2.55K
- 6.25%
$145.5 - $153.18 $371K - $391K
38.3K $5.49B
AZO
Autozone Inc

Consumer Cyclical
-43
- 6.37%
$3576.14 - $4253.71 $154K - $183K
632 $2.14B
ADP
Automatic Data Processing Inc

Industrials
-865
- 6.25%
$250.9 - $292.94 $217K - $253K
13K $3.34B
T
At&T Inc.

Communication Services
-9.07K
- 6.25%
$24.44 - $27.55 $222K - $250K
136K $3.38B
Blackrock Inc
-272
- 6.26%
N/A
4.07K $4.36B
CDNS
Cadence Design Systems Inc

Technology
-741
- 6.25%
$314.93 - $353.36 $233K - $262K
11.1K $3.47B
Linde PLC
-557
- 6.25%
N/A
8.36K $3.56B
UNH
Unitedhealth Group Inc

Healthcare
-1.07K
- 6.25%
$320.52 - $369.92 $343K - $396K
16.1K $5.3B
URI
United Rentals, Inc.

Industrials
-192
- 6.27%
$806.61 - $1020.0 $155K - $196K
2.87K $2.32B
TXN
Texas Instruments Inc

Technology
-1.73K
- 6.25%
N/A
26K $4.51B
EHC
Encompass Health Corp

Healthcare
-1.27K
- 6.25%
$113.46 - $127.18 $144K - $162K
19.1K $2.03B
ADSK
Autodesk, Inc.

Technology
-858
- 6.25%
N/A
12.9K $3.81B
DDOG
Datadog, Inc.

Technology
-2.08K
- 6.25%
$151.17 - $199.72 $314K - $415K
31.2K $4.24B
RSG
Republic Services, Inc.

Industrials
-919
- 6.25%
$204.12 - $227.29 $188K - $209K
13.8K $2.92B
Labcorp Holdings Inc
-510
- 6.26%
N/A
7.64K $1.92B
HUBS
Hubspot Inc

Technology
-289
- 6.26%
$386.35 - $494.58 $112K - $143K
4.32K $1.74B
RMD
Resmed Inc

Healthcare
-550
- 6.25%
$244.46 - $283.36 $134K - $156K
8.25K $1.99B
ETN
Eaton Corp PLC

Industrials
-330
- 6.25%
$352.39 - $387.75 $116K - $128K
4.95K $1.58B
ALL
Allstate Corp

Financial Services
-1.26K
- 6.25%
$190.0 - $214.3 $238K - $269K
18.8K $3.92B
BR
Broadridge Financial Solutions, Inc.

Technology
-829
- 6.25%
$217.49 - $236.9 $180K - $196K
12.4K $2.77B
MET
Metlife Inc

Financial Services
-2.71K
- 6.25%
$75.97 - $82.89 $206K - $225K
40.7K $3.21B
SNPS
Synopsys Inc

Technology
-421
- 6.26%
$389.83 - $489.36 $164K - $206K
6.31K $2.96B
VZ
Verizon Communications Inc

Communication Services
-3.67K
- 6.25%
$38.4 - $43.83 $141K - $161K
55.1K $2.25B
PAYX
Paychex Inc

Industrials
-974
- 6.25%
$111.08 - $128.59 $108K - $125K
14.6K $1.64B
BSX
Boston Scientific Corp

Healthcare
-2.54K
- 6.25%
$94.95 - $104.98 $241K - $266K
38K $3.63B
SYK
Stryker Corp

Healthcare
-519
- 6.26%
$353.81 - $388.35 $184K - $202K
7.78K $2.73B
Jacobs Solutions Inc
-777
- 6.25%
N/A
11.7K $1.54B
SPG
Simon Property Group Inc

Real Estate
-1.33K
- 6.25%
$173.35 - $185.76 $231K - $248K
20K $3.71B
VRSK
Verisk Analytics, Inc.

Industrials
-448
- 6.25%
$208.0 - $249.55 $93.2K - $112K
6.72K $1.5B
EQR
Equity Residential

Real Estate
-3.15K
- 6.25%
$58.7 - $64.1 $185K - $202K
47.3K $2.98B
HON
Honeywell International Inc

Industrials
-612
- 6.25%
$194.07 - $220.67 $119K - $135K
9.17K $1.79B
DIS
Walt Disney CO

Communication Services
-1.95K
- 6.25%
$105.69 - $116.65 $207K - $228K
29.3K $3.34B
Activity Summary
Buys All Purchases 21 New Holdings 13 Increased Positions 8 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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