Bourgeon Capital Management LLC Incresed Positions in Q3 2025

Bourgeon Capital Management LLC

  • $538 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
10.7K
+ 82.95%
$625.65 - $812.69 $6.68M - $8.68M
23.5K $18M
PANW
Palo Alto Networks Inc

Technology
22.1K
+ 119.89%
$167.06 - $208.19 $3.69M - $4.59M
40.5K $8.24M
MRVL
Marvell Technology, Inc.

Technology
13.6K
+ 8.09%
$62.31 - $84.07 $847K - $1.14M
182K $15.3M
CSX
Csx Corp

Industrials
13.7K
+ 4.36%
$32.05 - $36.52 $440K - $501K
328K $11.7M
MRK
Merck & Co., Inc.

Healthcare
6.32K
+ 3.93%
$77.6 - $87.37 $491K - $552K
167K $14M
NVDA
Nvidia Corp

Technology
950
+ 3.4%
$153.3 - $186.58 $146K - $177K
28.9K $5.4M
EOG
Eog Resources Inc

Energy
8.8K
+ 79.92%
$112.12 - $126.1 $987K - $1.11M
19.8K $2.22M
ADBE
Adobe Inc.

Technology
4.46K
+ 18.06%
$333.65 - $392.1 $1.49M - $1.75M
29.1K $10.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
165
+ 5.88%
$617.65 - $666.84 $102K - $110K
2.97K $1.98M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.14K
+ 8.18%
$76.16 - $78.59 $163K - $168K
28.2K $2.2M
SNPS
Synopsys Inc

Technology
343
+ 39.02%
$387.78 - $645.35 $133K - $221K
1.22K $602K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
915
+ 5.77%
$97.75 - $100.75 $89.4K - $92.2K
16.8K $1.68M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
674
+ 2.82%
$30.13 - $33.37 $20.3K - $22.5K
24.6K $819K
EMGF
Ishares Msci Emerging Markets

ETFs
808
+ 7.41%
$51.93 - $56.75 $42K - $45.9K
11.7K $662K
DVYA
Ishares Asia/Pacific Divid 30

ETFs
811
+ 5.26%
$38.81 - $43.36 $31.5K - $35.2K
16.2K $682K
BSX
Boston Scientific Corp

Healthcare
974
+ 43.25%
$97.03 - $108.14 $94.5K - $105K
3.23K $314K
APH
Amphenol Corp

Technology
1
+ 0.05%
$97.39 - $125.4 $97.4 - $125
2.05K $253K
IGRO
Ishares Tr International Divid

ETFs
370
+ 3.08%
$75.97 - $80.24 $28.1K - $29.7K
12.4K $985K
ISRG
Intuitive Surgical Inc

Healthcare
117
+ 15.81%
$433.66 - $544.47 $50.7K - $63.7K
857 $383K
FCX
Freeport Mcmoran Inc

Basic Materials
14.1K
+ 4.24%
$35.34 - $47.21 $497K - $664K
346K $13.6M
Activity Summary
Buys All Purchases 31 New Holdings 10 Increased Positions 21 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 2
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