Bourgeon Capital Management LLC Portfolio Holdings
Bourgeon Capital Management LLC
- $521 Million
- Q4 2024
Bourgeon Capital Management LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $521 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $30.1M, Microsoft Corp with a value of $23.1M, Alphabet Inc. with a value of $21.3M, Honeywell International Inc with a value of $17.4M, and Amazon Com Inc with a value of $15.1M.
Examining the 13F form we can see an increase of $1.38M in the current position value, from $520M to 521M.
Below you can find more details about Bourgeon Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$521 Million
Technology: $113 Million
Healthcare: $91.5 Million
Industrials: $83.9 Million
Financial Services: $66.4 Million
Energy: $54.6 Million
Communication Services: $24.8 Million
ETFs: $21.7 Million
Consumer Cyclical: $18.5 Million
Other: $47.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|