Bourgeon Capital Management LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $538 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $30.8M, Jpmorgan Chase & CO with a value of $28.1M, Microsoft Corp with a value of $22.1M, Eli Lilly & CO with a value of $18M, and Eaton Corp PLC with a value of $16.7M.
Examining the 13F form we can see an increase of $46.4M in the current position value, from $492M to 538M.
Below you can find more details about Bourgeon Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$538 Million
Technology: $144 Million
Financial Services: $82 Million
Industrials: $79.6 Million
Healthcare: $75.9 Million
Communication Services: $34.5 Million
Energy: $33.5 Million
ETFs: $30.1 Million
Consumer Cyclical: $16.3 Million
Other: $42.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
