Bourgeon Capital Management LLC Portfolio Holdings
Bourgeon Capital Management LLC
- $520 Million
- Q3 2024
Bourgeon Capital Management LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $520 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 $26.9M, Microsoft Corp with a value of $22.7M, Alphabet Inc. with a value of $18.6M, Amgen Inc with a value of $17.4M, and Merck & Co., Inc. with a value of $16.7M.
Examining the 13F form we can see an increase of $12.2M in the current position value, from $508M to 520M.
Below you can find more details about Bourgeon Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$520 Million
Healthcare: $104 Million
Technology: $101 Million
Industrials: $81.5 Million
Financial Services: $63.5 Million
Energy: $45.2 Million
Communication Services: $26.3 Million
ETFs: $21.6 Million
Utilities: $19.7 Million
Other: $57.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|