BOURGEON CAPITAL MANAGEMENT LLC Q1 2025 Filing

Filed April 9, 2025

Portfolio Value

$464.5M

Holdings

105

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (105 positions)

StockValue
JPMJPMORGAN CHASE & CO.
$23.2M
GOOGLALPHABET INC
$18.8M
MSFTMICROSOFT CORP
$16.4M
MRKMERCK & CO INC
$13.5M
AMZNAMAZON COM INC
$12.9M
AMGNAMGEN INC
$12.4M
AAPLAPPLE INC
$12.0M
DHRDANAHER CORPORATION
$12.0M
BACBANK AMERICA CORP
$12.0M
ETNEATON CORP PLC
$11.9M
FCXFREEPORT-MCMORAN INC
$11.6M
UNHUNITEDHEALTH GROUP INC
$11.6M
MDLZMONDELEZ INTL INC
$11.5M
PNCPNC FINL SVCS GROUP INC
$11.5M
RTXRTX CORPORATION
$11.3M
EQTEQT CORP
$11.0M
PFEPFIZER INC
$10.5M
MRVLMARVELL TECHNOLOGY INC
$10.2M
CSXCSX CORP
$9.8M
PWRQUANTA SVCS INC
$9.6M
QCOMQUALCOMM INC
$9.5M
COPCONOCOPHILLIPS
$9.3M
MUMICRON TECHNOLOGY INC
$9.0M
BA 6 10/15/27BOEING CO
$9.0M
SLBSCHLUMBERGER LTD
$7.7M
CWCURTISS WRIGHT CORP
$7.7M
HUBBHUBBELL INC
$7.3M
ACNACCENTURE PLC IRELAND
$7.1M
MDBMONGODB INC
$7.0M
CTRACOTERRA ENERGY INC
$6.8M
ADBEADOBE INC
$6.7M
EPDENTERPRISE PRODS PARTNERS L
$6.6M
ILMNILLUMINA INC
$6.4M
XARSPDR SER TR
$6.1M
PLDPROLOGIS INC.
$6.1M
AAALCOA CORP
$5.7M
TEVATEVA PHARMACEUTICAL INDS LTD
$5.5M
SNOWSNOWFLAKE INC
$5.5M
BLKBLACKROCK INC
$5.3M
CEGCONSTELLATION ENERGY CORP
$5.3M
TTENTOTALENERGIES SE
$5.0M
TRVCCITIGROUP INC
$4.8M
AREALEXANDRIA REAL ESTATE EQ IN
$4.2M
NEENEXTERA ENERGY INC
$3.4M
NVDANVIDIA CORPORATION
$3.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.9M
ASMLASML HOLDING N V
$2.8M
TERTERADYNE INC
$2.7M
GBILGOLDMAN SACHS ETF TR
$2.4M
ADIANALOG DEVICES INC
$2.4M
XOMEXXON MOBIL CORP
$2.3M
CVXCHEVRON CORP NEW
$2.1M
BIVVANGUARD BD INDEX FDS
$1.9M
GOOGALPHABET INC
$1.9M
AGGISHARES TR
$1.5M
SPYSPDR S&P 500 ETF TR
$1.5M
VOOVANGUARD INDEX FDS
$1.4M
VVISA INC
$1.2M
EOGEOG RES INC
$1.2M
NFLXNETFLIX INC
$912K
JNJJOHNSON & JOHNSON
$869K
VTIVANGUARD INDEX FDS
$866K
IGROISHARES TR
$861K
LMBLIMBACH HLDGS INC
$820K
INTUINTUIT
$778K
LLYELI LILLY & CO
$752K
SONYSONY GROUP CORP
$674K
IWDISHARES TR
$663K
VRTXVERTEX PHARMACEUTICALS INC
$662K
SCHESCHWAB STRATEGIC TR
$659K
ISRGINTUITIVE SURGICAL INC
$649K
SPGIS&P GLOBAL INC
$609K
IESCIES HLDGS INC
$589K
IBBISHARES TR
$565K
MTDMETTLER TOLEDO INTERNATIONAL
$542K
DVYAISHARES INC
$530K
OIHVANECK ETF TRUST
$530K
RIGTRANSOCEAN LTD
$529K
IGIBISHARES TR
$517K
EMGFISHARES INC
$499K
IWFISHARES TR
$487K
SBUXSTARBUCKS CORP
$485K
CCCHEMOURS CO
$460K
COSTCOSTCO WHSL CORP NEW
$444K
MCHPMICROCHIP TECHNOLOGY INC.
$421K
AQLTISHARES TR
$397K
GRIDFIRST TR EXCHANGE TRADED FD
$396K
IAU*ISHARES GOLD TR
$374K
T7DTRANSDIGM GROUP INC
$373K
IWPISHARES TR
$370K
NOWSERVICENOW INC
$365K
USMVISHARES TR
$365K
AWCAMERICAN WTR WKS CO INC NEW
$327K
IWYISHARES TR
$322K
ZTSZOETIS INC
$310K
NXPINXP SEMICONDUCTORS N V
$288K
HDHOME DEPOT INC
$280K
ASLEAERSALE CORPORATION
$277K
GEGE AEROSPACE
$260K
XBISPDR SER TR
$228K
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