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 Market Cap. of $10 Billions to $200 Billions
