BDF-GESTION
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC | 0 | 21,857 | +21,857 | 0 | 6,238,206 | +6,238,206 |
| ALPHABET INC-CL C | 0 | 106,262 | +106,262 | 0 | 33,345,016 | +33,345,016 |
| ELI LILLY & CO | 0 | 18,702 | +18,702 | 0 | 20,098,665 | +20,098,665 |
| MONGODB INC | 0 | 9,265 | +9,265 | 0 | 3,888,428 | +3,888,428 |
| PROGRESSIVE CORP | 0 | 15,000 | +15,000 | 0 | 3,415,800 | +3,415,800 |
| KLA CORP | 0 | 2,571 | +2,571 | 0 | 3,123,971 | +3,123,971 |
| MORGAN STANLEY | 0 | 15,938 | +15,938 | 0 | 2,829,473 | +2,829,473 |
| COHERENT CORP | 0 | 15,134 | +15,134 | 0 | 2,793,282 | +2,793,282 |
| FORTINET INC | 0 | 32,100 | +32,100 | 0 | 2,549,061 | +2,549,061 |
| SERVICE CORP INTERNATIONAL | 0 | 30,000 | +30,000 | 0 | 2,339,100 | +2,339,100 |
| APPLE INC | 0 | 286,137 | +286,137 | 0 | 77,789,205 | +77,789,205 |
| ABBVIE INC | 0 | 44,504 | +44,504 | 0 | 10,168,719 | +10,168,719 |
| GUIDEWIRE SOFTWARE INC | 0 | 8,969 | +8,969 | 0 | 1,802,859 | +1,802,859 |
| ATLASSIAN CORP-CL A | 0 | 11,050 | +11,050 | 0 | 1,791,647 | +1,791,647 |
| CF INDUSTRIES HOLDINGS INC | 0 | 23,000 | +23,000 | 0 | 1,778,820 | +1,778,820 |
| INTUITIVE SURGICAL INC | 0 | 16,963 | +16,963 | 0 | 9,607,165 | +9,607,165 |
| SNOWFLAKE INC | 0 | 17,415 | +17,415 | 0 | 3,820,154 | +3,820,154 |
| ADVANCED MICRO DEVICES | 0 | 30,935 | +30,935 | 0 | 6,625,040 | +6,625,040 |
| SEAGATE TECHNOLOGY HOLDINGS | 0 | 4,262 | +4,262 | 0 | 1,173,712 | +1,173,712 |
| WESTERN DIGITAL CORP | 0 | 6,733 | +6,733 | 0 | 1,159,894 | +1,159,894 |
| APPLIED MATERIALS INC | 0 | 27,187 | +27,187 | 0 | 6,986,787 | +6,986,787 |
| MERCK & CO. INC. | 0 | 47,224 | +47,224 | 0 | 4,970,798 | +4,970,798 |
| DELL TECHNOLOGIES -C | 0 | 19,204 | +19,204 | 0 | 2,417,400 | +2,417,400 |
| GENERAL MOTORS CO | 0 | 41,043 | +41,043 | 0 | 3,337,617 | +3,337,617 |
| LAM RESEARCH CORP | 0 | 24,698 | +24,698 | 0 | 4,227,804 | +4,227,804 |
| CITIGROUP INC | 0 | 78,512 | +78,512 | 0 | 9,161,565 | +9,161,565 |
| THERMO FISHER SCIENTIFIC INC | 0 | 9,551 | +9,551 | 0 | 5,534,327 | +5,534,327 |
| ORACLE CORP | 0 | 40,191 | +40,191 | 0 | 7,833,628 | +7,833,628 |
| PALANTIR TECHNOLOGIES INC-A | 0 | 48,378 | +48,378 | 0 | 8,599,190 | +8,599,190 |
| CATERPILLAR INC | 0 | 5,571 | +5,571 | 0 | 3,191,459 | +3,191,459 |
| ROYAL GOLD INC | 0 | 14,842 | +14,842 | 0 | 3,299,228 | +3,299,228 |
| CISCO SYSTEMS INC | 0 | 74,854 | +74,854 | 0 | 5,766,004 | +5,766,004 |
| SALESFORCE INC | 0 | 24,928 | +24,928 | 0 | 6,603,676 | +6,603,676 |
| REGENERON PHARMACEUTICALS | 0 | 1,696 | +1,696 | 0 | 1,309,092 | +1,309,092 |
| ARISTA NETWORKS INC | 0 | 26,992 | +26,992 | 0 | 3,536,762 | +3,536,762 |
| MARRIOTT INTERNATIONAL -CL A | 0 | 7,715 | +7,715 | 0 | 2,393,502 | +2,393,502 |
| CUMMINS INC | 0 | 3,913 | +3,913 | 0 | 1,997,391 | +1,997,391 |
| DANAHER CORP | 0 | 13,360 | +13,360 | 0 | 3,058,371 | +3,058,371 |
| VISA INC-CLASS A SHARES | 0 | 35,735 | +35,735 | 0 | 12,532,622 | +12,532,622 |
| PROLOGIS INC | 0 | 35,784 | +35,784 | 0 | 4,568,185 | +4,568,185 |
| JONES LANG LASALLE INC | 0 | 10,710 | +10,710 | 0 | 3,603,594 | +3,603,594 |
| AMERICAN EXPRESS CO | 0 | 12,086 | +12,086 | 0 | 4,471,216 | +4,471,216 |
| GENPACT LTD | 0 | 36,041 | +36,041 | 0 | 1,685,998 | +1,685,998 |
| ANALOG DEVICES INC | 0 | 13,459 | +13,459 | 0 | 3,650,081 | +3,650,081 |
| VENTAS INC | 0 | 44,909 | +44,909 | 0 | 3,475,058 | +3,475,058 |
| STATE STREET CORP | 0 | 16,374 | +16,374 | 0 | 2,112,410 | +2,112,410 |
| ACCENTURE PLC-CL A | 0 | 15,710 | +15,710 | 0 | 4,214,993 | +4,214,993 |
| EDWARDS LIFESCIENCES CORP | 0 | 34,524 | +34,524 | 0 | 2,943,171 | +2,943,171 |
| NASDAQ OMX GROUP/THE | 0 | 28,402 | +28,402 | 0 | 2,758,686 | +2,758,686 |
| JOHNSON CONTROLS INTERNATION | 0 | 22,939 | +22,939 | 0 | 2,746,945 | +2,746,945 |
| CENCORA INC | 0 | 11,726 | +11,726 | 0 | 3,960,457 | +3,960,457 |
| HCA HEALTHCARE INC | 0 | 3,493 | +3,493 | 0 | 1,630,742 | +1,630,742 |
| MCCORMICK & CO-NON VTG SHRS | 0 | 33,165 | +33,165 | 0 | 2,258,868 | +2,258,868 |
| MODERNA INC | 0 | 19,323 | +19,323 | 0 | 569,835 | +569,835 |
| ROYALTY PHARMA PLC- CL A | 0 | 23,649 | +23,649 | 0 | 913,797 | +913,797 |
| S&P GLOBAL INC | 0 | 6,135 | +6,135 | 0 | 3,206,090 | +3,206,090 |
| TRONOX HOLDINGS PLC | 0 | 55,681 | +55,681 | 0 | 232,190 | +232,190 |
| AMENTUM HOLDINGS INC | 0 | 752 | +752 | 0 | 21,808 | +21,808 |
| STANLEY BLACK & DECKER INC | 0 | 17,919 | +17,919 | 0 | 1,331,023 | +1,331,023 |
| WABTEC CORP | 0 | 8,396 | +8,396 | 0 | 1,792,126 | +1,792,126 |
| AGILENT TECHNOLOGIES INC | 0 | 13,001 | +13,001 | 0 | 1,769,046 | +1,769,046 |
| OMNICOM GROUP | 0 | 27,000 | +27,000 | 0 | 2,180,250 | +2,180,250 |
| AUTOLIV INC | 0 | 9,947 | +9,947 | 0 | 1,180,709 | +1,180,709 |
| HUMANA INC | 0 | 2,321 | +2,321 | 0 | 594,478 | +594,478 |
| TE CONNECTIVITY PLC | 0 | 7,596 | +7,596 | 0 | 1,728,166 | +1,728,166 |
| MSCI INC | 0 | 1,865 | +1,865 | 0 | 1,070,006 | +1,070,006 |
| COCA-COLA CO/THE | 0 | 72,228 | +72,228 | 0 | 5,049,459 | +5,049,459 |
| WELLTOWER INC | 0 | 14,077 | +14,077 | 0 | 2,612,832 | +2,612,832 |
| DECKERS OUTDOOR CORP | 0 | 17,281 | +17,281 | 0 | 1,791,521 | +1,791,521 |
| STERIS PLC | 0 | 7,457 | +7,457 | 0 | 1,890,499 | +1,890,499 |
| TRANSUNION | 0 | 22,811 | +22,811 | 0 | 1,956,043 | +1,956,043 |
| MSA SAFETY INC | 0 | 7,854 | +7,854 | 0 | 1,257,740 | +1,257,740 |
| DEERE & CO | 0 | 4,292 | +4,292 | 0 | 1,998,226 | +1,998,226 |
| QUALCOMM INC | 0 | 16,478 | +16,478 | 0 | 2,818,562 | +2,818,562 |
| NXP SEMICONDUCTORS NV | 0 | 4,239 | +4,239 | 0 | 920,117 | +920,117 |
| HARTFORD INSURANCE GROUP INC | 0 | 24,524 | +24,524 | 0 | 3,379,407 | +3,379,407 |
| CHURCH & DWIGHT CO INC | 0 | 12,694 | +12,694 | 0 | 1,064,392 | +1,064,392 |
| CSX CORP | 0 | 80,230 | +80,230 | 0 | 2,908,338 | +2,908,338 |
| AMERIPRISE FINANCIAL INC | 0 | 4,110 | +4,110 | 0 | 2,015,297 | +2,015,297 |
| ILLINOIS TOOL WORKS | 0 | 4,511 | +4,511 | 0 | 1,111,059 | +1,111,059 |
| EQUINIX INC | 0 | 2,173 | +2,173 | 0 | 1,664,866 | +1,664,866 |
| REGENCY CENTERS CORP | 0 | 17,341 | +17,341 | 0 | 1,197,049 | +1,197,049 |
| COLGATE-PALMOLIVE CO | 0 | 25,278 | +25,278 | 0 | 1,997,468 | +1,997,468 |
| INGREDION INC | 0 | 14,213 | +14,213 | 0 | 1,567,125 | +1,567,125 |
| GENERAL MILLS INC | 0 | 23,635 | +23,635 | 0 | 1,099,028 | +1,099,028 |
| THE CIGNA GROUP | 0 | 5,863 | +5,863 | 0 | 1,613,673 | +1,613,673 |
| OTIS WORLDWIDE CORP | 0 | 18,746 | +18,746 | 0 | 1,637,463 | +1,637,463 |
| PACKAGING CORP OF AMERICA | 0 | 7,546 | +7,546 | 0 | 1,556,212 | +1,556,212 |
| ADOBE INC | 0 | 8,194 | +8,194 | 0 | 2,867,818 | +2,867,818 |
| INTUIT INC | 0 | 3,279 | +3,279 | 0 | 2,172,075 | +2,172,075 |
| INTERCONTINENTAL EXCHANGE IN | 0 | 12,890 | +12,890 | 0 | 2,087,664 | +2,087,664 |
| AIR PRODUCTS & CHEMICALS INC | 0 | 5,239 | +5,239 | 0 | 1,294,138 | +1,294,138 |
| ELECTRONIC ARTS INC | 0 | 22,408 | +22,408 | 0 | 4,578,627 | +4,578,627 |
| WALT DISNEY CO/THE | 0 | 29,316 | +29,316 | 0 | 3,335,281 | +3,335,281 |
| HONEYWELL INTERNATIONAL INC | 0 | 9,174 | +9,174 | 0 | 1,789,756 | +1,789,756 |
| APTIV PLC | 0 | 26,746 | +26,746 | 0 | 2,035,103 | +2,035,103 |
| EQUITY RESIDENTIAL | 0 | 47,270 | +47,270 | 0 | 2,979,901 | +2,979,901 |
| VERISK ANALYTICS INC | 0 | 6,722 | +6,722 | 0 | 1,503,644 | +1,503,644 |
| SIMON PROPERTY GROUP INC | 0 | 20,021 | +20,021 | 0 | 3,706,087 | +3,706,087 |
| JACOBS SOLUTIONS INC | 0 | 11,659 | +11,659 | 0 | 1,544,351 | +1,544,351 |