BOURGEON CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001088731 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 25, 2013

Total Value ($000): $148,349 (100.0% shares, 0.0% debt)

Holdings (94)

CWST CASELLA WASTE SYS INC CL A 4.3%
Value ($000) $6,319 Shares 1,099,003 Est. Cost $4.11 Unrealized +22.3%
MOS MOSAIC CO/THE 3.3%
Value ($000) $4,931 Shares 114,625 Est. Cost $41.15 Unrealized -11.7%
JOHNSON CTL INC COM 3.1%
Value ($000) $4,629 Shares 111,537 Est. Cost $36.12 Unrealized
ADSK AUTODESK INC CMN 3.1%
Value ($000) $4,553 Shares 110,600 Est. Cost $37.01 Unrealized -0.2%
NI NISOURCE INC COM 2.6%
Value ($000) $3,918 Shares 126,850 Est. Cost $7.81 Unrealized +3.2%
SLB SCHLUMBERGER LTD COM COM 2.6%
Value ($000) $3,894 Shares 44,068 Est. Cost $52.90 Unrealized +11.5%
NOVARTIS A G SPON ADR F SPONSO 2.6%
Value ($000) $3,806 Shares 49,620 Est. Cost $70.87 Unrealized
JPM JPMORGAN CHASE & CO COM 2.5%
Value ($000) $3,761 Shares 72,757 Est. Cost $36.61 Unrealized +5.2%
ASCENA RETAIL GROUP INC COM 2.5%
Value ($000) $3,751 Shares 188,190 Est. Cost $17.45 Unrealized
BED BATH & BEYOND 2.4%
Value ($000) $3,571 Shares 46,160 Est. Cost $70.94 Unrealized
AAPL APPLE INC COM STK 2.4%
Value ($000) $3,493 Shares 7,327 Est. Cost $13.28 Unrealized +7.5%
MRK MERCK & CO INC NEW COM 2.3%
Value ($000) $3,435 Shares 72,150 Est. Cost $30.02 Unrealized +3.2%
JACOBS ENGINEERING GROUP INC. 2.3%
Value ($000) $3,409 Shares 58,600 Est. Cost $58.17 Unrealized
GUIDANCE SOFTWARE INC. 2.2%
Value ($000) $3,302 Shares 364,105 Est. Cost $8.87 Unrealized
SIGMA-ALDRICH CORP COM 2.2%
Value ($000) $3,251 Shares 38,110 Est. Cost $80.42 Unrealized
YUM YUM BRANDS INC COM 2.1%
Value ($000) $3,102 Shares 43,450 Est. Cost $38.97 Unrealized +5.2%
RSG REPUBLIC SVCS INC COM 1.9%
Value ($000) $2,863 Shares 85,830 Est. Cost $26.37 Unrealized +1.4%
PLUM CREEK TIMBER CO INC COM 1.9%
Value ($000) $2,843 Shares 60,710 Est. Cost $46.67 Unrealized
BLACKROCK INC COM STK 1.9%
Value ($000) $2,790 Shares 10,310 Est. Cost $256.89 Unrealized
PG PROCTER & GAMBLE COM NPV 1.8%
Value ($000) $2,665 Shares 35,256 Est. Cost $55.00 Unrealized +2.2%
TERADATA CORP. 1.8%
Value ($000) $2,650 Shares 47,800 Est. Cost $50.22 Unrealized
WEYERHAEUSER CO 6.375% 7/01/16 1.8%
Value ($000) $2,649 Shares 50,000 Est. Cost $52.98 Unrealized
LEN LENNAR CORP CL A CL A 1.8%
Value ($000) $2,623 Shares 74,103 Est. Cost $33.66 Unrealized -13.1%
XOM EXXON MOBIL CORP COM 1.7%
Value ($000) $2,516 Shares 29,242 Est. Cost $53.69 Unrealized +0.9%
BROADCOM CORP CL A 1.7%
Value ($000) $2,462 Shares 94,605 Est. Cost $33.79 Unrealized
MET METLIFE INC COM 1.6%
Value ($000) $2,437 Shares 51,914 Est. Cost $24.43 Unrealized +17.9%
CHART INDUSTRIES INC. 1.6%
Value ($000) $2,321 Shares 18,865 Est. Cost $94.10 Unrealized
OSIS OSI SYSTEMS INC 1.5%
Value ($000) $2,183 Shares 29,350 Est. Cost $58.30 Unrealized +21.8%
PEOPLES UTD FINL INC COM 1.5%
Value ($000) $2,177 Shares 151,400 Est. Cost $14.90 Unrealized
FORM FORM FACTOR INC 1.4%
Value ($000) $2,146 Shares 312,900 Est. Cost $5.48 Unrealized +24.2%
COP CONOCOPHILLIPS COM 1.4%
Value ($000) $2,111 Shares 30,370 Est. Cost $39.96 Unrealized +11.3%
TGT TARGET CORP COM STK 1.4%
Value ($000) $2,105 Shares 32,900 Est. Cost $47.95 Unrealized -1.6%
NTAP NETAPP INC COM STK 1.4%
Value ($000) $2,083 Shares 48,864 Est. Cost $26.74 Unrealized +15.2%
ROYAL DUTCH SHELL PLC SPONSORE 1.4%
Value ($000) $2,067 Shares 31,470 Est. Cost $63.92 Unrealized
RECKITT BENCKISE GP ORDF 1.3%
Value ($000) $1,912 Shares 26,125 Est. Cost $70.48 Unrealized
PNC PNC FINANCIAL SERVICES GROUP C 1.2%
Value ($000) $1,770 Shares 24,425 Est. Cost $47.34 Unrealized +8.4%
TOL TOLL BROTHERS INC CMN 1.2%
Value ($000) $1,751 Shares 53,990 Est. Cost $33.61 Unrealized -3.8%
APACHE CORP 1.2%
Value ($000) $1,733 Shares 20,355 Est. Cost $84.16 Unrealized
FALCONSTOR SOFTWARE INC 1.1%
Value ($000) $1,666 Shares 1,261,932 Est. Cost $1.37 Unrealized
MLP WILLIAMS PARTNERS L P COM 1.1%
Value ($000) $1,614 Shares 30,525 Est. Cost $51.60 Unrealized
OXY OCCIDENTIAL PETROLEUM 1.1%
Value ($000) $1,581 Shares 16,900 Est. Cost $58.16 Unrealized +1.8%
QCOM QUALCOMM INC COM 0.9%
Value ($000) $1,405 Shares 20,867 Est. Cost $45.06 Unrealized +3.3%
C CITIGROUP INC. 0.8%
Value ($000) $1,155 Shares 23,800 Est. Cost $35.76 Unrealized +5.2%
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,144 Shares 34,385 Est. Cost $26.70 Unrealized +1.1%
COSTCO WHSL CORP NEW 0.7%
Value ($000) $1,079 Shares 9,370 Est. Cost $111.21 Unrealized
UIL HLDGS CORP COM 0.7%
Value ($000) $1,077 Shares 28,977 Est. Cost $37.81 Unrealized
KINDER MORGAN MGMT LLC 0.7%
Value ($000) $1,012 Shares 13,495 Est. Cost $83.32 Unrealized
KO COCA COLA COMPANY 0.6%
Value ($000) $896 Shares 23,646 Est. Cost $27.84 Unrealized -3.8%
MACY'S INC. 0.6%
Value ($000) $865 Shares 20,000 Est. Cost $43.25 Unrealized
DIGITALGLOBE INC. 0.5%
Value ($000) $790 Shares 25,000 Est. Cost $31.12 Unrealized
SANDISK CORP 0.5%
Value ($000) $750 Shares 12,600 Est. Cost $61.08 Unrealized
ANADARKO PETROLEUM CORPCMN 0.5%
Value ($000) $744 Shares 8,000 Est. Cost $85.88 Unrealized
CNS COHEN & STEERS INC 0.5%
Value ($000) $736 Shares 20,850 Est. Cost $21.07 Unrealized -8.5%
MILLENNIAL MEDIA 0.5%
Value ($000) $728 Shares 103,000 Est. Cost $7.07 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.5%
Value ($000) $677 Shares 11,719 Est. Cost $37.00 Unrealized +3.0%
NKE NIKE INC CLASS B 0.4%
Value ($000) $666 Shares 9,170 Est. Cost $26.53 Unrealized +5.3%
TURQUOISE HILL RESOURCES LTD. 0.4%
Value ($000) $665 Shares 150,520 Est. Cost $5.93 Unrealized
POTASH CORP OF SASKATCHEWAN 0.4%
Value ($000) $663 Shares 21,200 Est. Cost $34.49 Unrealized
WMB WILLIAMS COMPANIES INC. (THE)C 0.4%
Value ($000) $600 Shares 16,500 Est. Cost $18.03 Unrealized -1.7%
AGILENT TECHNOLOGIES INC.CMN 0.4%
Value ($000) $589 Shares 11,500 Est. Cost $42.75 Unrealized
TETRA TECH INC 0.4%
Value ($000) $581 Shares 22,425 Est. Cost $24.19 Unrealized
ETN EATON CORPORATION PLC SHS 0.4%
Value ($000) $578 Shares 8,400 Est. Cost $46.59 Unrealized +7.2%
SOUTHWESTERN ENERGY CO 0.4%
Value ($000) $573 Shares 15,750 Est. Cost $36.54 Unrealized
SEACHANGE INTERNATIONAL INC 0.4%
Value ($000) $573 Shares 50,000 Est. Cost $11.71 Unrealized
MU MICRON TECHNOLOGY CORP 0.4%
Value ($000) $568 Shares 32,500 Est. Cost $11.07 Unrealized +27.8%
NOBLE CORPORATION BAAR NAMEN A 0.4%
Value ($000) $567 Shares 15,000 Est. Cost $37.60 Unrealized
KINDER MORGAN INC. 0.4%
Value ($000) $562 Shares 15,800 Est. Cost $35.57 Unrealized
AIG AMERICAN INTL GROUP INC COM NE 0.3%
Value ($000) $515 Shares 10,600 Est. Cost $32.51 Unrealized +10.8%
OCI RESOURCES LP 0.3%
Value ($000) $498 Shares 27,145 Est. Cost $18.35 Unrealized
EPD MLP ENTERPRISE PRODS PARTNERS 0.3%
Value ($000) $488 Shares 8,000 Est. Cost $62.06 Unrealized
RCMT RCM TECHNOLGIES INC 0.3%
Value ($000) $480 Shares 79,565 Est. Cost $5.66 Unrealized -0.1%
NTRS NORTHERN TR CORP COM 0.3%
Value ($000) $461 Shares 8,475 Est. Cost $40.35 Unrealized +3.3%
PANW PALO ALTO NETWORKS, INC. 0.3%
Value ($000) $458 Shares 10,000 Est. Cost $7.89 Unrealized 0.0%
FORTINET INC 0.3%
Value ($000) $456 Shares 22,500 Est. Cost $20.27 Unrealized
MENS WEARHOUSE INC (THE) CMN 0.3%
Value ($000) $446 Shares 13,094 Est. Cost $34.06 Unrealized
GOLDCORP INC 0.3%
Value ($000) $381 Shares 14,650 Est. Cost $26.01 Unrealized
OKE ONEOK INC 0.3%
Value ($000) $379 Shares 7,100 Est. Cost $19.77 Unrealized +6.1%
CALLIDUS SOFTWARE 0.2%
Value ($000) $367 Shares 40,000 Est. Cost $6.59 Unrealized
ANF ABERCROMBIE & FITCH CO. CLASS 0.2%
Value ($000) $354 Shares 10,000 Est. Cost $33.96 Unrealized 0.0%
MONSTER WORLDWIDE INC 0.2%
Value ($000) $354 Shares 80,000 Est. Cost $4.42 Unrealized
INTRALINKS HOLDINGS INC 0.2%
Value ($000) $326 Shares 37,000 Est. Cost $8.81 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $320 Shares 3,000 Est. Cost $70.09 Unrealized 0.0%
WY WEYERHAEUSER CO CMN 0.2%
Value ($000) $309 Shares 10,800 Est. Cost $18.73 Unrealized -5.8%
E. I. DU PONT DE NEMOURS AND C 0.2%
Value ($000) $308 Shares 5,261 Est. Cost $52.43 Unrealized
SEADRILL LTD F 0.2%
Value ($000) $307 Shares 6,800 Est. Cost $40.74 Unrealized
TIFFANY & CO NEW 0.2%
Value ($000) $295 Shares 3,855 Est. Cost $72.89 Unrealized
KINDER MORGAN ENERGY LP UNIT L 0.2%
Value ($000) $295 Shares 3,700 Est. Cost $85.41 Unrealized
UNITEDHEALTH GROUP INC 0.2%
Value ($000) $251 Shares 3,500 Est. Cost $71.71 Unrealized
RESPONSYS INC 0.2%
Value ($000) $248 Shares 15,000 Est. Cost $16.53 Unrealized
SONY SONY CORP ADR NEW 0.2%
Value ($000) $237 Shares 11,000 Est. Cost $21.55 Unrealized
HERCULES OFFSHORE INC. 0.2%
Value ($000) $236 Shares 32,000 Est. Cost $7.05 Unrealized
BLACKTHORN RESOURCES LTD 0.2%
Value ($000) $233 Shares 877,500 Est. Cost $0.53 Unrealized
LIMELIGHT NETWORKS INC 0.1%
Value ($000) $147 Shares 76,064 Est. Cost $1.93 Unrealized
EDGEN GROUP INC 0.1%
Value ($000) $114 Shares 15,000 Est. Cost $7.60 Unrealized