Bourgeon Capital Management LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $492 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $26.7M, Alphabet Inc. with a value of $22.4M, Microsoft Corp with a value of $21.9M, Eaton Corp PLC with a value of $15.9M, and Amazon Com Inc with a value of $15.3M.

Examining the 13F form we can see an increase of $41.6M in the current position value, from $450M to 492M.

Below you can find more details about Bourgeon Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $492 Million
Technology: $131 Million
Industrials: $77.5 Million
Healthcare: $69.3 Million
Financial Services: $68.8 Million
Energy: $33.1 Million
Communication Services: $25.6 Million
ETFs: $25 Million
Consumer Cyclical: $16.7 Million
Other: $44.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $492 Million
  • Prior Value $450 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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