BOURGEON CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001088731 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 23, 2014

Total Value ($000): $158,738 (100.0% shares, 0.0% debt)

Holdings (94)

CWST CASELLA WASTE SYS INC CL A 3.9%
Value ($000) $6,252 Shares 1,223,421 Est. Cost $4.30 Unrealized +24.4%
ADSK AUTODESK INC CMN 3.1%
Value ($000) $4,888 Shares 99,400 Est. Cost $38.17 Unrealized +35.7%
JPM JPMORGAN CHASE & CO COM 3.1%
Value ($000) $4,847 Shares 79,832 Est. Cost $37.07 Unrealized +13.5%
GUIDANCE SOFTWARE INC. 3.0%
Value ($000) $4,763 Shares 430,645 Est. Cost $9.06 Unrealized
JOHNSON CTL INC COM 2.9%
Value ($000) $4,563 Shares 96,437 Est. Cost $36.68 Unrealized
SLB SCHLUMBERGER LTD COM COM 2.7%
Value ($000) $4,355 Shares 44,668 Est. Cost $53.07 Unrealized +23.4%
NOVARTIS A G SPON ADR F SPONSO 2.7%
Value ($000) $4,229 Shares 49,745 Est. Cost $70.87 Unrealized
AAPL APPLE INC COM STK 2.6%
Value ($000) $4,065 Shares 7,573 Est. Cost $13.39 Unrealized +23.9%
MOS MOSAIC CO/THE 2.5%
Value ($000) $4,002 Shares 80,035 Est. Cost $41.15 Unrealized -8.8%
JACOBS ENGINEERING GROUP INC. 2.4%
Value ($000) $3,873 Shares 61,000 Est. Cost $58.37 Unrealized
SIGMA-ALDRICH CORP COM 2.2%
Value ($000) $3,557 Shares 38,090 Est. Cost $80.42 Unrealized
ASCENA RETAIL GROUP INC COM 2.2%
Value ($000) $3,460 Shares 200,250 Est. Cost $17.44 Unrealized
BED BATH & BEYOND 2.2%
Value ($000) $3,427 Shares 49,810 Est. Cost $70.77 Unrealized
BLACKROCK INC COM STK 2.1%
Value ($000) $3,297 Shares 10,485 Est. Cost $257.72 Unrealized
NI NISOURCE INC COM 2.1%
Value ($000) $3,260 Shares 91,750 Est. Cost $7.81 Unrealized +19.6%
TEVA TEVA PHARM INDS LTD ADRF SPONS 2.0%
Value ($000) $3,199 Shares 60,550 Est. Cost $52.83 Unrealized
RSG REPUBLIC SVCS INC COM 2.0%
Value ($000) $3,132 Shares 91,680 Est. Cost $26.39 Unrealized +0.4%
WMB WILLIAMS CO INC COM 1.9%
Value ($000) $2,993 Shares 73,750 Est. Cost $20.21 Unrealized +3.5%
BROADCOM CORP CL A 1.9%
Value ($000) $2,991 Shares 95,030 Est. Cost $33.20 Unrealized
FORM FORM FACTOR INC 1.9%
Value ($000) $2,991 Shares 468,100 Est. Cost $5.58 Unrealized +19.2%
WEYERHAEUSER CO 6.375% PREF CO 1.8%
Value ($000) $2,883 Shares 52,800 Est. Cost $53.16 Unrealized
XOM EXXON MOBIL CORP COM 1.8%
Value ($000) $2,869 Shares 29,367 Est. Cost $53.69 Unrealized +8.2%
PG PROCTER & GAMBLE COM NPV 1.7%
Value ($000) $2,774 Shares 34,416 Est. Cost $55.00 Unrealized +2.7%
ETN EATON CORPORATION PLC SHS 1.7%
Value ($000) $2,712 Shares 36,100 Est. Cost $51.99 Unrealized +6.5%
YUM YUM BRANDS INC COM 1.6%
Value ($000) $2,556 Shares 33,900 Est. Cost $38.97 Unrealized +7.9%
LEN LENNAR CORP CL A CL A 1.6%
Value ($000) $2,554 Shares 64,453 Est. Cost $33.78 Unrealized +2.3%
PLUM CREEK TIMBER CO INC COM 1.6%
Value ($000) $2,519 Shares 59,910 Est. Cost $46.67 Unrealized
MRK MERCK & CO INC NEW COM 1.6%
Value ($000) $2,495 Shares 43,950 Est. Cost $30.04 Unrealized +19.0%
CMI CUMMINS INC 1.5%
Value ($000) $2,458 Shares 16,500 Est. Cost $96.89 Unrealized +4.5%
TGT TARGET CORP COM STK 1.5%
Value ($000) $2,408 Shares 39,800 Est. Cost $47.18 Unrealized -11.7%
ROYAL DUTCH SHELL PLC SPONSORE 1.4%
Value ($000) $2,277 Shares 31,170 Est. Cost $64.10 Unrealized
EBAY EBAY INC. 1.4%
Value ($000) $2,210 Shares 40,000 Est. Cost $20.37 Unrealized +1.5%
PEOPLES UTD FINL INC COM 1.4%
Value ($000) $2,174 Shares 146,200 Est. Cost $14.90 Unrealized
RECKITT BENCKISE GP ORDF 1.3%
Value ($000) $2,096 Shares 25,725 Est. Cost $70.48 Unrealized
PNC PNC FINANCIAL SERVICES GROUP C 1.3%
Value ($000) $2,081 Shares 23,925 Est. Cost $47.34 Unrealized +20.0%
COP CONOCOPHILLIPS COM 1.3%
Value ($000) $2,035 Shares 28,920 Est. Cost $39.96 Unrealized +13.7%
CHART INDUSTRIES INC. 1.2%
Value ($000) $1,963 Shares 24,705 Est. Cost $90.79 Unrealized
FALCONSTOR SOFTWARE INC 1.2%
Value ($000) $1,919 Shares 1,214,444 Est. Cost $1.38 Unrealized
TERADATA CORP. 1.1%
Value ($000) $1,783 Shares 36,250 Est. Cost $50.22 Unrealized
OXY OCCIDENTIAL PETROLEUM 1.0%
Value ($000) $1,639 Shares 17,200 Est. Cost $58.33 Unrealized +7.1%
MLP WILLIAMS PARTNERS L P COM 1.0%
Value ($000) $1,611 Shares 31,625 Est. Cost $51.57 Unrealized
APACHE CORP 0.9%
Value ($000) $1,394 Shares 16,805 Est. Cost $84.16 Unrealized
TOL TOLL BROTHERS INC CMN 0.8%
Value ($000) $1,342 Shares 37,390 Est. Cost $33.61 Unrealized +9.5%
C CITIGROUP INC. 0.8%
Value ($000) $1,309 Shares 27,500 Est. Cost $36.53 Unrealized +1.5%
OCI RESOURCES LP 0.8%
Value ($000) $1,275 Shares 58,771 Est. Cost $19.56 Unrealized
RCMT RCM TECHNOLGIES INC 0.7%
Value ($000) $1,123 Shares 166,622 Est. Cost $6.24 Unrealized +8.6%
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,090 Shares 26,590 Est. Cost $26.70 Unrealized +17.1%
COSTCO WHSL CORP NEW 0.7%
Value ($000) $1,087 Shares 9,730 Est. Cost $111.39 Unrealized
UIL HLDGS CORP COM 0.7%
Value ($000) $1,067 Shares 28,977 Est. Cost $37.81 Unrealized
ANADARKO PETROLEUM CORPCMN 0.7%
Value ($000) $1,055 Shares 12,450 Est. Cost $85.14 Unrealized
AIG AMERICAN INTL GROUP INC COM NE 0.6%
Value ($000) $1,025 Shares 20,500 Est. Cost $35.09 Unrealized +7.9%
KO COCA COLA COMPANY 0.6%
Value ($000) $1,009 Shares 26,096 Est. Cost $27.75 Unrealized -4.3%
KINDER MORGAN MGMT LLC 0.6%
Value ($000) $995 Shares 13,880 Est. Cost $83.05 Unrealized
POTASH CORP OF SASKATCHEWAN 0.6%
Value ($000) $973 Shares 26,850 Est. Cost $34.10 Unrealized
DIGITALGLOBE INC. 0.6%
Value ($000) $914 Shares 31,500 Est. Cost $30.25 Unrealized
QLIK TECHNOLOGIES INC. 0.5%
Value ($000) $864 Shares 32,500 Est. Cost $26.61 Unrealized
AMGN AMGEN INC COM PV $0.0001 0.5%
Value ($000) $795 Shares 6,447 Est. Cost $86.89 Unrealized 0.0%
TURQUOISE HILL RESOURCES LTD. 0.5%
Value ($000) $722 Shares 216,850 Est. Cost $4.60 Unrealized
AGILENT TECHNOLOGIES INC.CMN 0.4%
Value ($000) $699 Shares 12,500 Est. Cost $55.92 Unrealized
NKE NIKE INC CLASS B 0.4%
Value ($000) $685 Shares 9,270 Est. Cost $26.59 Unrealized +22.4%
CTRA CABOT OIL & GAS CL A 0.4%
Value ($000) $669 Shares 19,750 Est. Cost $26.72 Unrealized 0.0%
MILLENNIAL MEDIA 0.4%
Value ($000) $668 Shares 96,500 Est. Cost $7.02 Unrealized
TETRA TECH INC 0.4%
Value ($000) $664 Shares 22,425 Est. Cost $24.19 Unrealized
ANF ABERCROMBIE & FITCH CO. CLASS 0.4%
Value ($000) $631 Shares 16,400 Est. Cost $28.81 Unrealized -1.4%
EPD MLP ENTERPRISE PRODS PARTNERS 0.4%
Value ($000) $590 Shares 8,500 Est. Cost $62.36 Unrealized
ROSETTA RESOURCES INC 0.4%
Value ($000) $568 Shares 12,200 Est. Cost $48.04 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.4%
Value ($000) $565 Shares 8,445 Est. Cost $37.00 Unrealized +12.7%
YAHOO! INC CMN 0.3%
Value ($000) $538 Shares 15,000 Est. Cost $35.87 Unrealized
IRONWOOD PHARMACEUTICALS INC 0.3%
Value ($000) $517 Shares 42,000 Est. Cost $11.98 Unrealized
INTEROIL CORP 0.3%
Value ($000) $486 Shares 7,500 Est. Cost $64.80 Unrealized
WY WEYERHAEUSER CO CMN 0.3%
Value ($000) $464 Shares 15,800 Est. Cost $19.03 Unrealized 0.0%
ISTAR FINANCIAL INC 0.3%
Value ($000) $444 Shares 30,084 Est. Cost $14.76 Unrealized
FORTINET INC 0.3%
Value ($000) $441 Shares 20,000 Est. Cost $19.72 Unrealized
CALLIDUS SOFTWARE 0.3%
Value ($000) $438 Shares 35,000 Est. Cost $9.97 Unrealized
THC TENET HEALTHCARE CORP 0.3%
Value ($000) $428 Shares 10,000 Est. Cost $44.12 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $415 Shares 24,150 Est. Cost $11.68 Unrealized +13.5%
FLAMEL TECHNOLOGIES SPON ADR S 0.3%
Value ($000) $403 Shares 30,100 Est. Cost $8.05 Unrealized
SEACHANGE INTERNATIONAL INC 0.3%
Value ($000) $402 Shares 38,530 Est. Cost $11.49 Unrealized
GOLDCORP INC 0.2%
Value ($000) $389 Shares 15,900 Est. Cost $24.47 Unrealized
E. I. DU PONT DE NEMOURS AND C 0.2%
Value ($000) $353 Shares 5,261 Est. Cost $52.43 Unrealized
CREE INC 0.2%
Value ($000) $328 Shares 5,800 Est. Cost $62.49 Unrealized
STEMCELLS INC 0.2%
Value ($000) $303 Shares 226,083 Est. Cost $1.29 Unrealized
INTRALINKS HOLDINGS INC 0.2%
Value ($000) $297 Shares 29,000 Est. Cost $9.21 Unrealized
TIFFANY & CO NEW 0.2%
Value ($000) $293 Shares 3,396 Est. Cost $72.89 Unrealized
BP BP PLC ADR F SPONSORED ADR 1 A 0.2%
Value ($000) $289 Shares 6,000 Est. Cost $48.17 Unrealized
KINDER MORGAN ENERGY LP UNIT L 0.2%
Value ($000) $274 Shares 3,700 Est. Cost $85.41 Unrealized
SEADRILL LTD F 0.2%
Value ($000) $265 Shares 7,550 Est. Cost $40.57 Unrealized
REPROS THERAPEUTICS INC. 0.1%
Value ($000) $231 Shares 13,000 Est. Cost $17.77 Unrealized
FMC FMC CORP 0.1%
Value ($000) $230 Shares 3,000 Est. Cost $50.53 Unrealized 0.0%
ALCOA INC 0.1%
Value ($000) $193 Shares 15,000 Est. Cost $12.87 Unrealized
JIVE SOFTWARE INC 0.1%
Value ($000) $160 Shares 20,000 Est. Cost $8.00 Unrealized
ACHILLION PHARMACEUTICALS INC 0.1%
Value ($000) $99 Shares 30,000 Est. Cost $3.30 Unrealized
SERVICESOURCE INTERNATIONAL 0.1%
Value ($000) $84 Shares 10,000 Est. Cost $8.40 Unrealized
BLACKTHORN RESOURCES LTD 0.0%
Value ($000) $36 Shares 232,500 Est. Cost $0.53 Unrealized