Bourgeon Capital Management LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $450 Million distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $23.2M, Alphabet Inc. with a value of $18.8M, Microsoft Corp with a value of $16.4M, Merck & Co., Inc. with a value of $13.5M, and Amazon Com Inc with a value of $12.9M.
Examining the 13F form we can see an decrease of $71M in the current position value, from $521M to 450M.
Below you can find more details about Bourgeon Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$450 Million
Technology: $97.1 Million
Healthcare: $75.8 Million
Industrials: $60 Million
Financial Services: $56.4 Million
Energy: $52.7 Million
ETFs: $23.5 Million
Communication Services: $21.6 Million
Basic Materials: $17.8 Million
Other: $45.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
