Bourgeon Capital Management LLC Portfolio Holdings
Bourgeon Capital Management LLC
- $492 Million
- Q2 2025
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.