Bourgeon Capital Management LLC Portfolio Holdings
Bourgeon Capital Management LLC
- $566 Million
- Q4 2025
Bourgeon Capital Management LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $566 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $31.1M, Jpmorgan Chase & CO with a value of $26.4M, Eli Lilly & CO with a value of $24M, Microsoft Corp with a value of $23M, and Illumina, Inc. with a value of $17.1M.
Examining the 13F form we can see an increase of $27.9M in the current position value, from $538M to 566M.
Below you can find more details about Bourgeon Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$566 Million
Technology: $140 Million
Healthcare: $93.6 Million
Industrials: $89.1 Million
Financial Services: $75.1 Million
Communication Services: $35.3 Million
ETFs: $32.4 Million
Energy: $31.6 Million
Consumer Cyclical: $16.8 Million
Other: $52.4 Million