Long-term investor
Bourgeon Capital Management LLC @bourgeoncapitalmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001088731).
Record
- Tracked since 2025-06-30 (477 days), 181 trades recorded
- Returns: week n/a · month n/a · 90 days +0.8% · 6 months +27.2% · 1 year +37.7% · all +37.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 5.6% · long · since 2025-09-30
- JPM · 4.3% · long · since 2025-09-30
- LLY · 4.0% · long · since 2025-09-30
- MSFT · 3.9% · long · since 2025-09-30
- MRK · 3.4% · long · since 2025-09-30
- MRVL · 3.3% · long · since 2025-09-30
- ETN · 3.0% · long · since 2025-09-30
- ECL · 2.9% · long · since 2026-06-30
- HUBB · 2.8% · long · since 2025-09-30
- RTX · 2.7% · long · since 2025-09-30
- QCOM · 2.5% · long · since 2025-09-30
- AMZN · 2.5% · long · since 2025-09-30