Bourgeon Capital Management Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationdarien, CT
- CIK0001088731
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
109 | $553.98 M | GOOGL, JPM, MSFT, LLY | 13F-HR | Oct 21, 2025 | 000101905625000222 | ||
107 | $506.68 M | JPM, GOOGL, MSFT, EATON CORP PLC | 13F-HR | Jul 18, 2025 | 000101905625000188 | ||
105 | $464.55 M | JPM, GOOGL, MSFT, MRK | 13F-HR | Apr 9, 2025 | 000101905625000163 | ||
118 | $535.55 M | JPM, MSFT, GOOGL, HON | 13F-HR | Jan 17, 2025 | 000101905625000017 | ||
105 | $519.85 M | JPM, MSFT, GOOGL, AMGN | 13F-HR | Oct 16, 2024 | 000101905624000299 | ||
109 | $510.28 M | JPM, MSFT, GOOGL, MRK | 13F-HR | Jul 11, 2024 | 000101905624000209 | ||
112 | $511.12 M | JPM, MSFT, MRK, GOOGL | 13F-HR | Apr 19, 2024 | 000101905624000145 | ||
401 | $452.57 M | JPM, MSFT, HON, GOOGL | 13F-HR | Jan 30, 2024 | 000101905624000043 | ||
399 | $426.03 M | JPM, MSFT, GOOGL, MRK | 13F-HR | Nov 1, 2023 | 000101905623000383 | ||
337 | $428.74 M | JPM, MSFT, MRK, HON | 13F-HR | Jul 20, 2023 | 000101905623000315 | ||
321 | $420.00 M | JPM, MSFT, MRK, HON | 13F-HR | Apr 17, 2023 | 000101905623000207 | ||
374 | $407.57 M | JPM, HON, MRK, J | 13F-HR | Jan 20, 2023 | 000101905623000044 | ||
450 | $363.50 M | MRK, JPM, HON, DHR | 13F-HR | Oct 27, 2022 | 000101905622000632 | ||
311 | $378.09 M | MRK, JPM, 9990213D, HON | 13F-HR | Jul 27, 2022 | 000101905622000520 | ||
301 | $441.98 M | JPM, 9990213D, MDT, HON | 13F-HR | May 3, 2022 | 000101905622000366 | ||
283 | $485.19 M | IAU, MOS, JPM, MAR | 13F-HR | Jan 31, 2022 | 000101905622000102 | ||
287 | $467.74 M | IAU, JPM, MOS, MAR | 13F-HR | Nov 9, 2021 | 000101905621000574 | ||
287 | $464.76 M | IAU, JPM, SPLK, MOS | 13F-HR | Jul 19, 2021 | 000101905621000426 | ||
283 | $450.83 M | IGT, JPM, CVS, 9990213D | 13F-HR | May 13, 2021 | 000101905621000294 | ||
272 | $405.11 M | IGT, JPM, QCOM, CVS | 13F-HR | Jan 29, 2021 | 000101905621000058 | ||
306 | $330.09 M | IGT, SHV, DHR, JPM | 13F-HR | Oct 28, 2020 | 000101905620000542 | ||
259 | $281.22 M | IGT, SHV, MSFT, JPM | 13F-HR | Jul 27, 2020 | 000101905620000427 | ||
263 | $193.06 M | IGT, CVS, JPM, DHR | 13F-HR | May 7, 2020 | 000101905620000307 | ||
236 | $211.72 M | MSFT, JPM, FTSV, DHR | 13F-HR | Feb 4, 2020 | 000101905620000052 | ||
238 | $184.50 M | MRK, MSFT, DHR, MPC | 13F-HR | Nov 4, 2019 | 000101905619000596 | ||
74 | $172.33 M | DHR, MSFT, MRK, JPM | 13F-HR | Jul 18, 2019 | 000101905619000410 | ||
72 | $170.53 M | MRK, DHR, MSFT, JPM | 13F-HR | Apr 29, 2019 | 000101905619000262 | ||
67 | $152.88 M | MRK, FTSV, DHR, JPM | 13F-HR | Jan 17, 2019 | 000101905619000015 | ||
75 | $193.89 M | GOOGL, JPM, MRK, MSFT | 13F-HR | Oct 25, 2018 | 000101905618001035 | ||
73 | $185.93 M | JPM, GOOGL, MRK, SLB | 13F-HR | Jul 19, 2018 | 000101905618000908 | ||
74 | $182.94 M | JPM, GOOGL, MRK, SLB | 13F-HR | Apr 27, 2018 | 000101905618000565 | ||
87 | $182.99 M | JPM, MRK, SLB, GOOGL | 13F-HR | Feb 5, 2018 | 000101905618000277 | ||
89 | $169.77 M | JPM, GOOGL, PYPL, HON | 13F-HR | Oct 27, 2017 | 000101905617000728 | ||
82 | $159.71 M | JPM, GOOGL, WCN, BDX | 13F-HR | Aug 2, 2017 | 000101905617000641 | ||
88 | $160.17 M | JPM, AAPL, MRK, WCN | 13F-HR | Apr 27, 2017 | 000101905617000392 | ||
92 | $159.24 M | JPM, GOOGL, WCN, MRK | 13F-HR | Jan 27, 2017 | 000101905617000061 | ||
92 | $156.07 M | JPM, CSCO, GOOGL, WY | 13F-HR | Oct 26, 2016 | 000101905616001583 | ||
90 | $154.05 M | JPM, WY, CSCO, MRK | 13F-HR | Aug 2, 2016 | 000101905616001417 | ||
90 | $149.74 M | JPM, WY, CSCO, GOOGL | 13F-HR | May 11, 2016 | 000101905616001307 | ||
89 | $155.83 M | JPM, GOOGL, PCL, 9999900D | 13F-HR | Feb 3, 2016 | 000101905616001028 | ||
94 | $143.23 M | JPM, SLB, PCL, MRK | 13F-HR | Nov 2, 2015 | 000101905615000856 | ||
104 | $165.10 M | JPM, SLB, PCL, 1436513D | 13F-HR | Aug 11, 2015 | 000101905615000672 | ||
106 | $163.41 M | JPM, WMB, PCL, 1436513D | 13F-HR | May 1, 2015 | 000101905615000437 | ||
97 | $163.96 M | JPM, WMB, GUID, SLB | 13F-HR | Feb 11, 2015 | 000101905615000152 | ||
102 | $171.51 M | ADSK, JPM, NVSN, SLB | 13F-HR | Nov 4, 2014 | 000101905614001355 | ||
115 | $183.52 M | SLB, ADSK, CWST, JPM | 13F-HR | Aug 1, 2014 | 000101905614000994 | ||
94 | $158.74 M | CWST, ADSK, JPM, GUID | 13F-HR | Apr 23, 2014 | 000101905614000565 | ||
93 | $155.54 M | CWST, 1436513D, ADSK, GUID | 13F-HR | Jan 24, 2014 | 000101905614000083 |