BOURGEON CAPITAL MANAGEMENT LLC
•CIK: 1088731•Filing: Q4 2025
**BOURGEON CAPITAL MANAGEMENT LLC** manages $614M across a diversified portfolio of 122 positions. The firm maintains significant exposure to technology and healthcare leaders, highlighted by a $35.3M holding in GOOGL and a $21.9M position in MSFT. Key allocations also include substantial stakes in JPM ($28.3M), LLY ($25.3M), and TEVA ($19.1M). This concentration suggests a focus on established mega-cap growth names alongside defensive sector leaders.
Total AUM
$610.4M
+ $3.9M in options
QoQ Performance
+11.4%
Positions
106
+ 2 options
Top 10 Concentration
35.3%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
GOOGL5.7%
JPM4.6%
LLY4.1%
MSFT3.6%
TEVA3.1%
ILMN3.0%
FCX2.8%
HUBB2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.1%
Technology15.5%
Healthcare9.9%
Financial8.5%
Industrial3.6%
Energy3.4%
Materials2.8%
Consumer2.8%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW22 new positions
↑45 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023