Bourgeon Capital Management LLC Purchases in Q2 2025

Bourgeon Capital Management LLC

  • $492 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
12K
+ 1311.29%
$713.71 - $898.95 $8.54M - $10.8M
12.9K $10M
VST
Vistra Corp.

Utilities
42.7K
New
$98.07 - $195.04 $4.19M - $8.33M
42.7K $8.28M
CFLT
Confluent, Inc.

Technology
321K
New
$19.44 - $24.93 $6.23M - $7.99M
321K $7.99M
ILMN
Illumina, Inc.

Healthcare
61.5K
+ 76.43%
$70.3 - $95.41 $4.32M - $5.86M
142K $13.5M
C
Citigroup Inc

Financial Services
67.9K
+ 99.96%
$58.13 - $85.12 $3.95M - $5.78M
136K $11.6M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
363K
+ 100.7%
$12.82 - $18.15 $4.66M - $6.59M
724K $12.1M
HUBB
Hubbell Inc

Industrials
10.8K
+ 48.57%
$315.94 - $408.41 $3.4M - $4.4M
33K $13.5M
MSFT
Microsoft Corp

Technology
339
+ 0.78%
$354.56 - $497.45 $120K - $169K
44K $21.9M
TER
Teradyne, Inc

Technology
45.2K
+ 139.92%
$67.96 - $91.05 $3.07M - $4.11M
77.4K $6.96M
MU
Micron Technology Inc

Technology
3.95K
+ 3.8%
$64.72 - $127.91 $256K - $506K
108K $13.3M
PANW
Palo Alto Networks Inc

Technology
18.4K
New
$152.44 - $204.64 $2.81M - $3.77M
18.4K $3.77M
GTLS
Chart Industries Inc

Industrials
22.5K
New
$115.08 - $175.5 $2.59M - $3.96M
22.5K $3.71M
GOOGL
Alphabet Inc.

Communication Services
5.37K
+ 4.41%
$144.7 - $178.6 $777K - $960K
127K $22.4M
PLD
Prologis, Inc.

Real Estate
32.5K
+ 59.92%
$89.76 - $112.34 $2.92M - $3.65M
86.8K $9.12M
ADBE
Adobe Inc.

Technology
7.18K
+ 41.0%
$340.0 - $420.68 $2.44M - $3.02M
24.7K $9.55M
MRVL
Marvell Technology, Inc.

Technology
1.89K
+ 1.14%
$49.38 - $79.97 $93.3K - $151K
168K $13M
FCX
Freeport Mcmoran Inc

Basic Materials
24.8K
+ 8.09%
$29.15 - $44.46 $723K - $1.1M
332K $14.4M
AMZN
Amazon Com Inc

Consumer Cyclical
1.55K
+ 2.28%
$167.32 - $223.3 $259K - $346K
69.6K $15.3M
RTX
Raytheon Technologies Corp

Industrials
195
+ 0.23%
$113.75 - $148.48 $22.2K - $29K
85.9K $12.5M
QCOM
Qualcomm Inc

Technology
2.58K
+ 4.19%
$124.66 - $159.48 $321K - $411K
64.2K $10.2M
CTRA
Coterra Energy Inc.

Energy
61.1K
+ 26.17%
$22.6 - $29.07 $1.38M - $1.78M
295K $7.48M
AVGO
Broadcom Inc.

Technology
2.1K
New
$146.29 - $275.65 $307K - $579K
2.1K $579K
SNPS
Synopsys Inc

Technology
879
New
$380.9 - $517.66 $335K - $455K
879 $450K
BX
Blackstone Inc.

Financial Services
2.83K
New
$120.07 - $151.11 $340K - $427K
2.83K $423K
ABNB
Airbnb, Inc.

Consumer Cyclical
3.17K
New
$105.69 - $140.64 $335K - $446K
3.17K $419K
SHOP
Shopify Inc.

Technology
3.61K
New
$76.89 - $115.35 $277K - $416K
3.61K $416K
MSCI
Msci Inc.

Financial Services
618
New
$506.56 - $576.74 $313K - $356K
618 $356K
TTD
Trade Desk, Inc.

Technology
4.79K
New
$45.27 - $79.4 $217K - $380K
4.79K $344K
SPOT
Spotify Technology S.A.

Communication Services
384
New
$503.3 - $775.9 $193K - $298K
384 $294K
CPRT
Copart Inc

Consumer Cyclical
5.92K
New
$47.72 - $63.84 $282K - $378K
5.92K $290K
SPY
Spdr S&P 500 ETF Trust

ETFs
176
+ 6.69%
$496.48 - $617.85 $87.4K - $109K
2.81K $1.73M
BSX
Boston Scientific Corp

Healthcare
2.25K
New
$89.7 - $107.41 $202K - $242K
2.25K $241K
DLR
Digital Realty Trust, Inc.

Real Estate
1.31K
New
$136.11 - $177.69 $178K - $232K
1.31K $227K
APH
Amphenol Corp

Technology
2.05K
New
$59.09 - $98.75 $121K - $202K
2.05K $202K
EOG
Eog Resources Inc

Energy
1.79K
+ 19.38%
$104.61 - $129.97 $187K - $232K
11K $1.32M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.36K
+ 23.9%
$51.1 - $53.29 $120K - $125K
12.2K $650K
ALLO
Allogene Therapeutics, Inc.

Healthcare
110K
New
$0.95 - $1.7 $105K - $187K
110K $124K
TTE
Total Energies Se

Energy
1.26K
+ 1.64%
N/A
78.1K $5.36M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
801
+ 3.17%
$75.05 - $77.34 $60.1K - $61.9K
26.1K $2.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
787
+ 5.22%
$96.84 - $99.46 $76.2K - $78.3K
15.9K $1.57M
IGRO
Ishares Tr International Divid

ETFs
104
+ 0.87%
$66.32 - $80.17 $6.9K - $8.34K
12K $946K
EMGF
Ishares Msci Emerging Markets

ETFs
225
+ 2.11%
$41.37 - $52.07 $9.31K - $11.7K
10.9K $567K
DVYA
Ishares Asia/Pacific Divid 30

ETFs
580
+ 3.91%
$31.18 - $38.55 $18.1K - $22.4K
15.4K $592K
WMT
Walmart Inc.

Consumer Defensive
321
+ 12.78%
$81.79 - $99.98 $26.3K - $32.1K
2.83K $277K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.07%
$187.5 - $246.51 $188 - $247
1.53K $377K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 3.62%
$908.13 - $1056.85 $15.4K - $18K
487 $482K
GBIL
Goldman Sachs Access Treasury

ETFs
4
+ 0.02%
$99.83 - $100.19 $399 - $401
24.2K $2.42M
MTD
Mettler Toledo International Inc

Healthcare
1
+ 0.22%
$970.15 - $1216.57 $970 - $1.22K
460 $540K
XOM
Exxon Mobil Corp

Energy
771
+ 4.04%
$99.93 - $119.04 $77K - $91.8K
19.8K $2.14M
Activity Summary
Buys All Purchases 56 New Holdings 17 Increased Positions 39 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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