account_balance
Investment manager · 13F filer · SEC CIK 1632812
Bdf-gestion
Reported value$747Mas of Jun 30, 2026
Positions143 9 new, 10 sold out
Top 10 weight46.6%MS alone is 10%
FiledJul 77 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MSMorgan Stanley
10.2%Trimmed −10%
AMDAdvanced Micro Devices
9.7%Added +16%
SWKStanley Black & Decker Inc
7.5%Trimmed −10%
WMSAdvanced Drainage Systems In
4.1%Trimmed −10%
RRXRegal Rexnord Corp
4.0%Trimmed −10%
CHDChurch & Dwight Co Inc
3.6%
JNJJohnson Controls Internation
2.4%Trimmed −10%
GLWCorning Inc
2.3%Trimmed −10%
TRUTransunion
1.4%Trimmed −10%
KLAC1.3%EQIX1.1%Caterpillar Inc1.0%
MSMorgan Stanley
10.2%Trimmed −10%
AMDAdvanced Micro Devices
9.7%Added +16%
SWKStanley Black & Decker Inc
7.5%Trimmed −10%
WMSAdvanced Drainage Systems In
4.1%Trimmed −10%
RRX4.0%CHD3.6%JNJ2.4%GLW2.3%TRU1.4%KLACEQIXCaterpillar Inc
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MS Morgan Stanley 10.2% Trimmed −10%AMD Advanced Micro Devices 9.7% Added +16%SWK Stanley Black & Decker Inc 7.5% Trimmed −10%WMS Advanced Drainage Systems In 4.1% Trimmed −10%RRX Regal Rexnord Corp 4.0% Trimmed −10%CHD Church & Dwight Co Inc 3.6% HeldJNJ Johnson Controls Internation 2.4% Trimmed −10%GLW Corning Inc 2.3% Trimmed −10%TRU Transunion 1.4% Trimmed −10%KLAC Kla Corp 1.3% Added +799%EQIX Equinix Inc 1.1% Trimmed −10%
Caterpillar Inc 1.0% Trimmed −10%
What changed