Bdfgestion

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TRU",
  "HUM",
  "SNOW",
  "ACN",
  "ZS",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "JLL",
  "ALL",
  "AXP",
  "AVGO",
  "BSX",
  "CMI",
  "EHC",
  "BKT",
  "FITB",
  "GIS",
  "HON",
  "HD",
  null,
  "INTU",
  "QCOM",
  "ISRG",
  "ITW",
  "AMAT",
  "BKNG",
  "ICE",
  "META",
  null,
  "SWK",
  "LIN",
  "MA",
  "MSFT",
  "MDLZ",
  "TMUS",
  "NDAQ",
  "EQIX",
  "GE",
  "HIG",
  "HOLX",
  null,
  "AMP",
  "ANET",
  "ORCL",
  "PAYX",
  "REG",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PG",
  "MRK",
  "VZ",
  "PKG",
  "PPG",
  "SPGI",
  "NOW",
  "SPG",
  "RSG",
  "SYK",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "MET",
  "MRNA",
  "TROX",
  "RMD",
  "VTR",
  "DD",
  "EA",
  "EW",
  "VRSK",
  "RGLD",
  "MSA",
  "ADSK",
  "GM",
  "APTV",
  "AMD",
  "FI",
  "WAB",
  "DECK",
  "EQR",
  "MSI",
  "HCA",
  "V",
  "WDAY",
  "OC",
  "PTC",
  "MSCI",
  "NXPI",
  "LH",
  "MOH",
  "KDP",
  "OTIS",
  "CRM",
  "RPRX",
  "SCI",
  "TFX",
  "MCK",
  "STE",
  "ALV",
  "ADP",
  "AZO",
  "BAC",
  "BL",
  "BAH",
  "BR",
  "BURL",
  "CDW",
  "CHD",
  "CSCO",
  "C",
  "KO",
  "CTSH",
  "CL",
  "COO",
  "CSX",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "DXCM",
  "J",
  "ADI",
  "MAR",
  "STT",
  "ELV",
  "ETN",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 143
Total Value: 916594870
Accession Number: 0001632812-25-000005
Form Type: 13F-HR
CIK: bdfgestion
Manager Name: Bdfgestion

Data Enrichment

98% identified

140 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

143 positions • $916.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 6 of 8

Sort by:

LABCORP HOLDINGS INC.

LH|504922105

Shares:10.9K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$916.6M)

EQUINIX INC

EQIX|29444U700

Shares:3.1K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$916.6M)

COOPER COMPANIES, INC.

COO|216648501

Shares:29.6K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$916.6M)

Zscaler, Inc.

ZS|98980G102

Shares:12.5K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$916.6M)

G3922B907

Shares:48.3K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$916.6M)

STERIS plc

STE|G8473T100

Shares:10.7K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$916.6M)

Arista Networks, Inc.

ANET|040413205

Shares:30.1K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$916.6M)

SYNOPSYS INC

SNPS|871607107

Shares:5.3K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$916.6M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:7.5K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$916.6M)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:12.0K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$916.6M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:18.6K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$916.6M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:28.7K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$916.6M)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:10.8K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$916.6M)

STATE STREET CORP

STT|857477103

Shares:23.4K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$916.6M)

Snowflake Inc.

SNOW|833445109

Shares:14.0K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$916.6M)

GENERAL MILLS INC

GIS|370334104

Shares:33.8K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$916.6M)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:16.7K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$916.6M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:18.1K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$916.6M)

BLACKLINE, INC.

BL|09239B109

Shares:40.0K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$916.6M)

Eaton Corp plc

ETN|G29183103

Shares:7.1K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$916.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LABCORP HOLDINGS INC.(LHcusip504922105)	10.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.5M	0.3% ($2.5M/$916.6M)	QoQ +1.49% (+$37.4K) YoY-
EQUINIX INC(EQIXcusip29444U700)	3.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.5M	0.3% ($2.5M/$916.6M)	QoQ -13.52% (-$396.5K) YoY-
COOPER COMPANIES, INC.(COOcusip216648501)	29.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.5M	0.3% ($2.5M/$916.6M)	QoQ -8.24% (-$224.3K) YoY-
Zscaler, Inc.(ZScusip98980G102)	12.5K	QoQ NEW(+12.5K) YoY-	All Managers (Combined)	$2.5M	0.3% ($2.5M/$916.6M)	QoQ NEW(+$2.5M) YoY-
(cusipG3922B907)✕	48.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.4M	0.3% ($2.4M/$916.6M)	QoQ +17.29% (+$358.7K) YoY-
STERIS plc(STEcusipG8473T100)	10.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.4M	0.3% ($2.4M/$916.6M)	QoQ +10.25% (+$224.8K) YoY-
Arista Networks, Inc.(ANETcusip040413205)	30.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.3M	0.3% ($2.3M/$916.6M)	QoQ -29.90% (-$994.3K) YoY-
SYNOPSYS INC(SNPScusip871607107)	5.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.3M	0.2% ($2.3M/$916.6M)	QoQ -11.64% (-$296.7K) YoY-
Air Products & Chemicals, Inc.(APDcusip009158106)	7.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.2M	0.2% ($2.2M/$916.6M)	QoQ +1.68% (+$36.6K) YoY-
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	12.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.2M	0.2% ($2.2M/$916.6M)	QoQ -4.34% (-$98.9K) YoY-
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	18.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.2M	0.2% ($2.2M/$916.6M)	QoQ -12.92% (-$322.5K) YoY-
DuPont de Nemours, Inc.(DDcusip26614N102)	28.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.1M	0.2% ($2.1M/$916.6M)	QoQ -2.05% (-$45.1K) YoY-
PACKAGING CORP OF AMERICA(PKGcusip695156109)	10.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.1M	0.2% ($2.1M/$916.6M)	QoQ -12.04% (-$292.4K) YoY-
STATE STREET CORP(STTcusip857477103)	23.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.1M	0.2% ($2.1M/$916.6M)	QoQ -8.78% (-$201.7K) YoY-
Snowflake Inc.(SNOWcusip833445109)	14.0K	QoQ NEW(+14.0K) YoY-	All Managers (Combined)	$2.0M	0.2% ($2.0M/$916.6M)	QoQ NEW(+$2.0M) YoY-
GENERAL MILLS INC(GIScusip370334104)	33.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.0M	0.2% ($2.0M/$916.6M)	QoQ -6.24% (-$134.4K) YoY-
JACOBS SOLUTIONS INC.(Jcusip46982L108)	16.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.0M	0.2% ($2.0M/$916.6M)	QoQ -9.52% (-$212.1K) YoY-
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	18.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.0M	0.2% ($2.0M/$916.6M)	QoQ +5.13% (+$97.6K) YoY-
BLACKLINE, INC.(BLcusip09239B109)	40.0K	QoQ NEW(+40.0K) YoY-	All Managers (Combined)	$1.9M	0.2% ($1.9M/$916.6M)	QoQ NEW(+$1.9M) YoY-
Eaton Corp plc(ETNcusipG29183103)	7.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.9M	0.2% ($1.9M/$916.6M)	QoQ -18.09% (-$425.0K) YoY-