BOURGEON CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001088731 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 1, 2014

Total Value ($000): $183,523 (100.0% shares, 0.0% debt)

Holdings (115)

SLB SCHLUMBERGER LTD COM COM 3.3%
Value ($000) $6,094 Shares 51,668 Est. Cost $56.02 Unrealized +33.6%
ADSK AUTODESK INC CMN 3.3%
Value ($000) $5,976 Shares 106,000 Est. Cost $38.95 Unrealized +30.2%
CWST CASELLA WASTE SYS INC CL A 3.0%
Value ($000) $5,541 Shares 1,106,013 Est. Cost $4.30 Unrealized +22.1%
JPM JPMORGAN CHASE & CO COM 2.9%
Value ($000) $5,258 Shares 91,250 Est. Cost $37.58 Unrealized +9.6%
JOHNSON CTL INC COM 2.8%
Value ($000) $5,117 Shares 102,487 Est. Cost $37.46 Unrealized
NOVARTIS A G SPON ADR F SPONSO 2.8%
Value ($000) $5,079 Shares 56,105 Est. Cost $73.10 Unrealized
EBAY EBAY INC. 2.6%
Value ($000) $4,836 Shares 96,600 Est. Cost $19.79 Unrealized -2.0%
FORTINET INC 2.6%
Value ($000) $4,742 Shares 188,700 Est. Cost $24.56 Unrealized
WMB WILLIAMS CO INC COM 2.3%
Value ($000) $4,264 Shares 73,250 Est. Cost $20.21 Unrealized +19.6%
GUIDANCE SOFTWARE INC. 2.2%
Value ($000) $4,117 Shares 451,395 Est. Cost $9.07 Unrealized
SIGMA-ALDRICH CORP COM 2.2%
Value ($000) $3,957 Shares 38,990 Est. Cost $80.90 Unrealized
MOS MOSAIC CO/THE 2.1%
Value ($000) $3,893 Shares 78,735 Est. Cost $41.15 Unrealized -5.2%
ASCENA RETAIL GROUP INC COM 2.0%
Value ($000) $3,725 Shares 217,850 Est. Cost $17.41 Unrealized
RSG REPUBLIC SVCS INC COM 1.9%
Value ($000) $3,500 Shares 92,180 Est. Cost $26.39 Unrealized +8.2%
JACOBS ENGINEERING GROUP INC. 1.9%
Value ($000) $3,437 Shares 64,500 Est. Cost $58.10 Unrealized
TEVA TEVA PHARM INDS LTD ADRF SPONS 1.9%
Value ($000) $3,420 Shares 65,250 Est. Cost $52.80 Unrealized
CHART INDUSTRIES INC. 1.9%
Value ($000) $3,411 Shares 41,235 Est. Cost $87.56 Unrealized
NSRGY NESTLE SA REG B ADR 1.9%
Value ($000) $3,402 Shares 43,800 Est. Cost $77.67 Unrealized
BLACKROCK INC COM STK 1.8%
Value ($000) $3,367 Shares 10,535 Est. Cost $257.72 Unrealized
AAPL APPLE INC COM STK 1.8%
Value ($000) $3,342 Shares 35,962 Est. Cost $17.55 Unrealized +6.3%
NI NISOURCE INC COM 1.8%
Value ($000) $3,283 Shares 83,450 Est. Cost $7.81 Unrealized +28.8%
XOM EXXON MOBIL CORP COM 1.8%
Value ($000) $3,231 Shares 32,087 Est. Cost $54.38 Unrealized +13.8%
ETN EATON CORPORATION PLC SHS 1.7%
Value ($000) $3,149 Shares 40,800 Est. Cost $52.48 Unrealized +7.2%
CMI CUMMINS INC 1.6%
Value ($000) $3,024 Shares 19,600 Est. Cost $99.07 Unrealized +11.8%
BED BATH & BEYOND 1.6%
Value ($000) $3,007 Shares 52,410 Est. Cost $70.10 Unrealized
WEYERHAEUSER CO 6.375% PREF CO 1.6%
Value ($000) $2,996 Shares 52,800 Est. Cost $53.16 Unrealized
AIG AMERICAN INTL GROUP INC COM NE 1.6%
Value ($000) $2,936 Shares 53,800 Est. Cost $38.38 Unrealized +5.3%
PLUM CREEK TIMBER CO INC COM 1.6%
Value ($000) $2,932 Shares 65,010 Est. Cost $46.55 Unrealized
MRK MERCK & CO INC NEW COM 1.6%
Value ($000) $2,930 Shares 50,650 Est. Cost $31.09 Unrealized +22.1%
FORM FORM FACTOR INC 1.6%
Value ($000) $2,855 Shares 343,114 Est. Cost $5.58 Unrealized +19.0%
YUM YUM BRANDS INC COM 1.5%
Value ($000) $2,749 Shares 33,850 Est. Cost $38.97 Unrealized +14.6%
ROYAL DUTCH SHELL PLC SPONSORE 1.4%
Value ($000) $2,535 Shares 30,770 Est. Cost $64.10 Unrealized
TGT TARGET CORP COM STK 1.3%
Value ($000) $2,318 Shares 40,000 Est. Cost $47.18 Unrealized -11.7%
COP CONOCOPHILLIPS COM 1.2%
Value ($000) $2,278 Shares 26,570 Est. Cost $39.96 Unrealized +33.5%
LEN LENNAR CORP CL A CL A 1.2%
Value ($000) $2,250 Shares 53,603 Est. Cost $33.78 Unrealized +1.5%
PEOPLES UTD FINL INC COM 1.1%
Value ($000) $2,095 Shares 138,100 Est. Cost $14.90 Unrealized
FALCONSTOR SOFTWARE INC 1.1%
Value ($000) $2,074 Shares 1,220,085 Est. Cost $1.38 Unrealized
PNC PNC FINANCIAL SERVICES GROUP C 1.1%
Value ($000) $2,041 Shares 22,925 Est. Cost $47.34 Unrealized +26.3%
OXY OCCIDENTIAL PETROLEUM 1.1%
Value ($000) $1,981 Shares 19,300 Est. Cost $59.18 Unrealized +11.8%
PG PROCTER & GAMBLE COM NPV 1.0%
Value ($000) $1,761 Shares 22,407 Est. Cost $55.00 Unrealized +6.0%
MLP WILLIAMS PARTNERS L P COM 0.9%
Value ($000) $1,717 Shares 31,625 Est. Cost $51.57 Unrealized
APACHE CORP 0.9%
Value ($000) $1,699 Shares 16,890 Est. Cost $84.16 Unrealized
TOL TOLL BROTHERS INC CMN 0.9%
Value ($000) $1,653 Shares 44,790 Est. Cost $33.92 Unrealized +4.6%
RCMT RCM TECHNOLGIES INC 0.9%
Value ($000) $1,588 Shares 249,651 Est. Cost $6.32 Unrealized +2.7%
COSTCO WHSL CORP NEW 0.8%
Value ($000) $1,501 Shares 13,030 Est. Cost $112.35 Unrealized
OCI RESOURCES LP 0.8%
Value ($000) $1,498 Shares 58,771 Est. Cost $19.56 Unrealized
TERADATA CORP. 0.7%
Value ($000) $1,373 Shares 34,150 Est. Cost $50.22 Unrealized
C CITIGROUP INC. 0.7%
Value ($000) $1,295 Shares 27,500 Est. Cost $36.53 Unrealized -3.1%
QLIK TECHNOLOGIES INC. 0.6%
Value ($000) $1,122 Shares 49,600 Est. Cost $25.24 Unrealized
KO COCA COLA COMPANY 0.6%
Value ($000) $1,114 Shares 26,296 Est. Cost $27.75 Unrealized +1.3%
KINDER MORGAN MGMT LLC 0.6%
Value ($000) $1,113 Shares 14,099 Est. Cost $82.98 Unrealized
DIGITALGLOBE INC. 0.6%
Value ($000) $1,111 Shares 39,950 Est. Cost $29.74 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,105 Shares 26,495 Est. Cost $26.70 Unrealized +27.2%
UIL HLDGS CORP COM 0.6%
Value ($000) $1,087 Shares 28,077 Est. Cost $37.81 Unrealized
POTASH CORP OF SASKATCHEWAN 0.5%
Value ($000) $905 Shares 23,850 Est. Cost $34.10 Unrealized
AMGN AMGEN INC COM PV $0.0001 0.5%
Value ($000) $905 Shares 7,647 Est. Cost $86.34 Unrealized -3.4%
CLOVIS ONCOLOGY INC. 0.5%
Value ($000) $832 Shares 20,100 Est. Cost $41.39 Unrealized
NKE NIKE INC CLASS B 0.4%
Value ($000) $727 Shares 9,370 Est. Cost $26.65 Unrealized +20.6%
SOURCE MARKETS 500 UCITS ETF 0.4%
Value ($000) $699 Shares 2,150 Est. Cost $325.12 Unrealized
TURQUOISE HILL RESOURCES LTD. 0.4%
Value ($000) $697 Shares 208,650 Est. Cost $4.60 Unrealized
EPD MLP ENTERPRISE PRODS PARTNERS 0.4%
Value ($000) $665 Shares 8,500 Est. Cost $62.36 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.3%
Value ($000) $631 Shares 7,945 Est. Cost $37.00 Unrealized +32.5%
HEI HEICO CORP 0.3%
Value ($000) $626 Shares 12,049 Est. Cost $28.09 Unrealized 0.0%
GENERAL ELECTRIC COMPANY 0.3%
Value ($000) $620 Shares 23,590 Est. Cost $26.28 Unrealized
TETRA TECH INC 0.3%
Value ($000) $617 Shares 22,425 Est. Cost $24.19 Unrealized
E. I. DU PONT DE NEMOURS AND C 0.3%
Value ($000) $606 Shares 9,261 Est. Cost $58.05 Unrealized
CTRA CABOT OIL & GAS CL A 0.3%
Value ($000) $589 Shares 17,250 Est. Cost $26.72 Unrealized -2.9%
IRONWOOD PHARMACEUTICALS INC 0.3%
Value ($000) $584 Shares 38,100 Est. Cost $11.98 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $576 Shares 5,505 Est. Cost $73.15 Unrealized 0.0%
AGILENT TECHNOLOGIES INC.CMN 0.3%
Value ($000) $574 Shares 10,000 Est. Cost $55.92 Unrealized
ISTAR FINANCIAL INC 0.3%
Value ($000) $570 Shares 38,084 Est. Cost $14.80 Unrealized
SOUTHWESTERN ENERGY CO 0.3%
Value ($000) $569 Shares 12,500 Est. Cost $45.52 Unrealized
STEMCELLS INC 0.3%
Value ($000) $552 Shares 272,102 Est. Cost $1.41 Unrealized
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $525 Shares 34,150 Est. Cost $11.85 Unrealized +3.4%
FLAMEL TECHNOLOGIES SPON ADR S 0.3%
Value ($000) $523 Shares 34,849 Est. Cost $8.99 Unrealized
MET METLIFE INC COM 0.3%
Value ($000) $494 Shares 8,900 Est. Cost $31.84 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.3%
Value ($000) $489 Shares 13,000 Est. Cost $28.30 Unrealized 0.0%
POWERSHARES GLOBAL EQQQ NASDAQ 0.3%
Value ($000) $473 Shares 5,000 Est. Cost $94.60 Unrealized
KINDER MORGAN INC. 0.3%
Value ($000) $464 Shares 12,800 Est. Cost $36.25 Unrealized
EMC CORPORATION MASS CMN 0.2%
Value ($000) $434 Shares 16,486 Est. Cost $26.33 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $404 Shares 7,685 Est. Cost $36.31 Unrealized 0.0%
BHP BHP BILLITON LTD ADR F SPONSOR 0.2%
Value ($000) $397 Shares 5,795 Est. Cost $68.51 Unrealized
INTEROIL CORP 0.2%
Value ($000) $384 Shares 6,000 Est. Cost $64.80 Unrealized
CALLIDUS SOFTWARE 0.2%
Value ($000) $383 Shares 32,100 Est. Cost $9.97 Unrealized
MONSANTO CO 0.2%
Value ($000) $374 Shares 3,000 Est. Cost $124.67 Unrealized
MCD MC DONALDS CORP 0.2%
Value ($000) $367 Shares 3,647 Est. Cost $74.80 Unrealized 0.0%
NATIONAL OILWELL VARCO 0.2%
Value ($000) $366 Shares 4,450 Est. Cost $82.25 Unrealized
VISA INC. CL A 0.2%
Value ($000) $358 Shares 1,700 Est. Cost $210.59 Unrealized
INTRALINKS HOLDINGS INC 0.2%
Value ($000) $347 Shares 39,000 Est. Cost $9.13 Unrealized
CREE INC 0.2%
Value ($000) $347 Shares 6,950 Est. Cost $60.41 Unrealized
OSIS OSI SYSTEMS INC 0.2%
Value ($000) $334 Shares 5,000 Est. Cost $59.67 Unrealized 0.0%
TIFFANY & CO NEW 0.2%
Value ($000) $329 Shares 3,286 Est. Cost $72.89 Unrealized
NIMBLE STORAGE INC 0.2%
Value ($000) $325 Shares 10,571 Est. Cost $30.74 Unrealized
ANF ABERCROMBIE & FITCH CO. CLASS 0.2%
Value ($000) $324 Shares 7,500 Est. Cost $28.81 Unrealized +4.7%
HD HOME DEPOT, INC., THE 0.2%
Value ($000) $316 Shares 3,900 Est. Cost $60.11 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC. 0.2%
Value ($000) $304 Shares 7,500 Est. Cost $45.61 Unrealized 0.0%
KINDER MORGAN ENERGY LP UNIT L 0.2%
Value ($000) $304 Shares 3,700 Est. Cost $85.41 Unrealized
SEADRILL LTD F 0.2%
Value ($000) $302 Shares 7,550 Est. Cost $40.57 Unrealized
ROSETTA RESOURCES INC 0.2%
Value ($000) $299 Shares 5,450 Est. Cost $48.04 Unrealized
UNITED TECHS CORP COM 0.2%
Value ($000) $289 Shares 2,500 Est. Cost $115.60 Unrealized
ATRO ASTRONICS CORP COM 0.2%
Value ($000) $282 Shares 5,000 Est. Cost $30.27 Unrealized 0.0%
DIREXION DLY SMALL CAP 0.2%
Value ($000) $279 Shares 20,000 Est. Cost $13.95 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $272 Shares 2,300 Est. Cost $94.73 Unrealized 0.0%
OMER OMEROS CORP 0.1%
Value ($000) $261 Shares 15,000 Est. Cost $12.61 Unrealized 0.0%
RHHVF ROCHE HOLDING AG-GENUSSCHEIN 0.1%
Value ($000) $238 Shares 800 Est. Cost $294.28 Unrealized 0.0%
A T & T INC NEW 0.1%
Value ($000) $220 Shares 6,230 Est. Cost $35.31 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $207 Shares 2,500 Est. Cost $54.08 Unrealized 0.0%
ZULILY INC 0.1%
Value ($000) $205 Shares 5,000 Est. Cost $41.00 Unrealized
HP HELMERICH & PAYNE INC. 0.1%
Value ($000) $203 Shares 1,750 Est. Cost $109.54 Unrealized 0.0%
RENTECH NITROGEN PARTNERS LP 0.1%
Value ($000) $185 Shares 10,900 Est. Cost $16.97 Unrealized
MILLENNIAL MEDIA 0.1%
Value ($000) $157 Shares 31,500 Est. Cost $7.02 Unrealized
SEACHANGE INTERNATIONAL INC 0.1%
Value ($000) $120 Shares 15,000 Est. Cost $11.49 Unrealized
FATE THERAPEUTICS INC COM 0.1%
Value ($000) $97 Shares 15,384 Est. Cost $6.31 Unrealized
SENOMYX INC 0.0%
Value ($000) $86 Shares 10,000 Est. Cost $8.60 Unrealized
BLACKTHORN RESOURCES LTD 0.0%
Value ($000) $33 Shares 232,500 Est. Cost $0.53 Unrealized