BOURGEON CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001088731 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 4, 2014

Total Value ($000): $171,507 (100.0% shares, 0.0% debt)

Holdings (102)

ADSK AUTODESK INC CMN 3.3%
Value ($000) $5,697 Shares 103,400 Est. Cost $38.95 Unrealized +40.7%
JPM JPMORGAN CHASE & CO COM 3.2%
Value ($000) $5,550 Shares 92,135 Est. Cost $37.58 Unrealized +14.8%
NOVARTIS A G SPON ADR F SPONSO 3.1%
Value ($000) $5,286 Shares 56,160 Est. Cost $73.10 Unrealized
SLB SCHLUMBERGER LTD COM COM 3.0%
Value ($000) $5,164 Shares 50,783 Est. Cost $56.02 Unrealized +41.9%
OXY OCCIDENTIAL PETROLEUM 2.7%
Value ($000) $4,634 Shares 48,200 Est. Cost $64.49 Unrealized +5.5%
JOHNSON CTL INC COM 2.6%
Value ($000) $4,540 Shares 103,187 Est. Cost $37.46 Unrealized
FORTINET INC 2.6%
Value ($000) $4,525 Shares 179,100 Est. Cost $24.56 Unrealized
CWST CASELLA WASTE SYS INC CL A 2.6%
Value ($000) $4,492 Shares 1,166,871 Est. Cost $4.31 Unrealized +7.7%
GUIDANCE SOFTWARE INC. 2.6%
Value ($000) $4,392 Shares 652,610 Est. Cost $8.35 Unrealized
EBAY EBAY INC. 2.5%
Value ($000) $4,327 Shares 76,400 Est. Cost $19.79 Unrealized +0.0%
CMI CUMMINS INC 2.4%
Value ($000) $4,144 Shares 31,400 Est. Cost $101.70 Unrealized +4.3%
WMB WILLIAMS CO INC COM 2.4%
Value ($000) $4,113 Shares 74,300 Est. Cost $20.35 Unrealized +48.5%
RSG REPUBLIC SVCS INC COM 2.1%
Value ($000) $3,636 Shares 93,180 Est. Cost $26.44 Unrealized +17.9%
NI NISOURCE INC COM 2.1%
Value ($000) $3,573 Shares 87,200 Est. Cost $7.93 Unrealized +34.9%
TEVA TEVA PHARM INDS LTD ADRF SPONS 2.0%
Value ($000) $3,510 Shares 65,300 Est. Cost $52.80 Unrealized
ETN EATON CORPORATION PLC SHS 2.0%
Value ($000) $3,473 Shares 54,800 Est. Cost $52.90 Unrealized +2.3%
MOS MOSAIC CO/THE 2.0%
Value ($000) $3,421 Shares 77,035 Est. Cost $41.15 Unrealized -9.1%
BLACKROCK INC COM STK 2.0%
Value ($000) $3,415 Shares 10,400 Est. Cost $257.72 Unrealized
AAPL APPLE INC COM STK 2.0%
Value ($000) $3,394 Shares 33,685 Est. Cost $17.55 Unrealized +23.3%
AIG AMERICAN INTL GROUP INC COM NE 2.0%
Value ($000) $3,360 Shares 62,200 Est. Cost $38.84 Unrealized +7.6%
FORM FORM FACTOR INC 1.9%
Value ($000) $3,334 Shares 464,997 Est. Cost $6.06 Unrealized +22.4%
JACOBS ENGINEERING GROUP INC. 1.8%
Value ($000) $3,129 Shares 64,100 Est. Cost $58.10 Unrealized
MRK MERCK & CO INC NEW COM 1.8%
Value ($000) $3,003 Shares 50,650 Est. Cost $31.09 Unrealized +26.6%
XOM EXXON MOBIL CORP COM 1.7%
Value ($000) $2,998 Shares 31,877 Est. Cost $54.38 Unrealized +13.1%
BED BATH & BEYOND 1.7%
Value ($000) $2,993 Shares 45,460 Est. Cost $70.10 Unrealized
WEYERHAEUSER CO 6.375% PREF CO 1.7%
Value ($000) $2,869 Shares 53,100 Est. Cost $53.16 Unrealized
ASCENA RETAIL GROUP INC COM 1.7%
Value ($000) $2,855 Shares 214,650 Est. Cost $17.41 Unrealized
CHART INDUSTRIES INC. 1.6%
Value ($000) $2,825 Shares 46,205 Est. Cost $84.72 Unrealized
PLUM CREEK TIMBER CO INC COM 1.6%
Value ($000) $2,694 Shares 69,065 Est. Cost $46.10 Unrealized
TGT TARGET CORP COM STK 1.5%
Value ($000) $2,557 Shares 40,800 Est. Cost $47.10 Unrealized -8.2%
SIGMA-ALDRICH CORP COM 1.4%
Value ($000) $2,447 Shares 17,995 Est. Cost $80.90 Unrealized
ROYAL DUTCH SHELL PLC SPONSORE 1.4%
Value ($000) $2,365 Shares 31,070 Est. Cost $64.10 Unrealized
LEN LENNAR CORP CL A CL A 1.3%
Value ($000) $2,307 Shares 59,403 Est. Cost $33.76 Unrealized -0.4%
YUM YUM BRANDS INC COM 1.3%
Value ($000) $2,291 Shares 31,825 Est. Cost $38.97 Unrealized +10.1%
RCMT RCM TECHNOLGIES INC 1.2%
Value ($000) $2,037 Shares 269,112 Est. Cost $6.38 Unrealized +11.4%
PNC PNC FINANCIAL SERVICES GROUP C 1.2%
Value ($000) $2,005 Shares 23,425 Est. Cost $47.61 Unrealized +25.7%
PG PROCTER & GAMBLE COM NPV 1.1%
Value ($000) $1,858 Shares 22,187 Est. Cost $55.00 Unrealized +8.6%
TOL TOLL BROTHERS INC CMN 1.0%
Value ($000) $1,701 Shares 54,590 Est. Cost $33.98 Unrealized +0.8%
MLP WILLIAMS PARTNERS L P COM 1.0%
Value ($000) $1,691 Shares 31,875 Est. Cost $51.57 Unrealized
COSTCO WHSL CORP NEW 1.0%
Value ($000) $1,664 Shares 13,280 Est. Cost $112.60 Unrealized
FALCONSTOR SOFTWARE INC 1.0%
Value ($000) $1,661 Shares 1,444,684 Est. Cost $1.34 Unrealized
APACHE CORP 0.9%
Value ($000) $1,577 Shares 16,805 Est. Cost $84.16 Unrealized
CLOVIS ONCOLOGY INC. 0.8%
Value ($000) $1,431 Shares 31,550 Est. Cost $42.83 Unrealized
OCI RESOURCES LP 0.8%
Value ($000) $1,334 Shares 58,471 Est. Cost $19.56 Unrealized
KINDER MORGAN MGMT LLC 0.8%
Value ($000) $1,303 Shares 13,837 Est. Cost $82.98 Unrealized
C CITIGROUP INC. 0.7%
Value ($000) $1,166 Shares 22,500 Est. Cost $36.53 Unrealized +2.4%
DIGITALGLOBE INC. 0.7%
Value ($000) $1,153 Shares 40,450 Est. Cost $29.72 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,135 Shares 24,485 Est. Cost $26.70 Unrealized +41.0%
QLIK TECHNOLOGIES INC. 0.6%
Value ($000) $1,102 Shares 40,750 Est. Cost $25.24 Unrealized
ZULILY INC 0.6%
Value ($000) $1,095 Shares 28,900 Est. Cost $38.43 Unrealized
KO COCA COLA COMPANY 0.6%
Value ($000) $1,088 Shares 25,496 Est. Cost $27.75 Unrealized +4.0%
CTRA CABOT OIL & GAS CL A 0.6%
Value ($000) $1,074 Shares 32,850 Est. Cost $25.53 Unrealized -5.1%
AMGN AMGEN INC COM PV $0.0001 0.6%
Value ($000) $1,074 Shares 7,647 Est. Cost $86.34 Unrealized +9.5%
UIL HLDGS CORP COM 0.6%
Value ($000) $1,012 Shares 28,577 Est. Cost $37.77 Unrealized
POTASH CORP OF SASKATCHEWAN 0.6%
Value ($000) $983 Shares 28,450 Est. Cost $34.17 Unrealized
NKE NIKE INC CLASS B 0.5%
Value ($000) $822 Shares 9,220 Est. Cost $26.65 Unrealized +29.0%
TURQUOISE HILL RESOURCES LTD. 0.5%
Value ($000) $807 Shares 215,810 Est. Cost $4.57 Unrealized
EPD MLP ENTERPRISE PRODS PARTNERS 0.4%
Value ($000) $709 Shares 17,600 Est. Cost $50.94 Unrealized
YAHOO! INC CMN 0.4%
Value ($000) $611 Shares 15,000 Est. Cost $40.73 Unrealized
GENERAL ELECTRIC COMPANY 0.4%
Value ($000) $605 Shares 23,609 Est. Cost $26.28 Unrealized
ALCOA 5.375% 10/01/17 PFD 0.3%
Value ($000) $598 Shares 12,000 Est. Cost $49.83 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $587 Shares 5,505 Est. Cost $73.15 Unrealized +3.3%
ANF ABERCROMBIE & FITCH CO. CLASS 0.3%
Value ($000) $563 Shares 15,500 Est. Cost $30.44 Unrealized +5.0%
TETRA TECH INC 0.3%
Value ($000) $560 Shares 22,425 Est. Cost $24.19 Unrealized
IRONWOOD PHARMACEUTICALS INC 0.3%
Value ($000) $554 Shares 42,800 Est. Cost $12.09 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.3%
Value ($000) $539 Shares 7,900 Est. Cost $37.00 Unrealized +35.9%
NIMBLE STORAGE INC 0.3%
Value ($000) $519 Shares 20,000 Est. Cost $28.48 Unrealized
KINDER MORGAN INC. 0.3%
Value ($000) $518 Shares 13,500 Est. Cost $36.36 Unrealized
ISTAR FINANCIAL INC 0.3%
Value ($000) $514 Shares 38,084 Est. Cost $14.80 Unrealized
EMC CORPORATION MASS CMN 0.3%
Value ($000) $482 Shares 16,488 Est. Cost $26.33 Unrealized
OMER OMEROS CORP 0.3%
Value ($000) $471 Shares 37,000 Est. Cost $13.44 Unrealized +4.2%
FLAMEL TECHNOLOGIES SPON ADR S 0.3%
Value ($000) $446 Shares 31,200 Est. Cost $8.99 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC-A 0.3%
Value ($000) $445 Shares 13,000 Est. Cost $28.30 Unrealized +0.1%
CONTINENTAL RESOURCES INC/OK 0.3%
Value ($000) $432 Shares 6,500 Est. Cost $66.46 Unrealized
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $412 Shares 24,150 Est. Cost $11.85 Unrealized +6.1%
INTEROIL CORP 0.2%
Value ($000) $407 Shares 7,500 Est. Cost $62.69 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $399 Shares 7,685 Est. Cost $36.31 Unrealized +3.0%
CALLIDUS SOFTWARE 0.2%
Value ($000) $386 Shares 32,100 Est. Cost $9.97 Unrealized
E. I. DU PONT DE NEMOURS AND C 0.2%
Value ($000) $378 Shares 5,261 Est. Cost $58.05 Unrealized
KINDER MORGAN ENERGY LP UNIT L 0.2%
Value ($000) $364 Shares 3,900 Est. Cost $85.81 Unrealized
VISA INC. CL A 0.2%
Value ($000) $363 Shares 1,700 Est. Cost $210.59 Unrealized
HD HOME DEPOT, INC., THE 0.2%
Value ($000) $358 Shares 3,900 Est. Cost $60.11 Unrealized +9.4%
STEMCELLS INC 0.2%
Value ($000) $351 Shares 278,260 Est. Cost $1.41 Unrealized
MCD MC DONALDS CORP 0.2%
Value ($000) $341 Shares 3,600 Est. Cost $74.80 Unrealized -4.8%
BHP BHP BILLITON LTD ADR F SPONSOR 0.2%
Value ($000) $341 Shares 5,795 Est. Cost $68.51 Unrealized
MONSANTO CO 0.2%
Value ($000) $338 Shares 3,000 Est. Cost $124.67 Unrealized
RACKSPACE HOSTING INC 0.2%
Value ($000) $325 Shares 10,000 Est. Cost $32.50 Unrealized
TIFFANY & CO NEW 0.2%
Value ($000) $316 Shares 3,286 Est. Cost $72.89 Unrealized
INTRALINKS HOLDINGS INC 0.2%
Value ($000) $316 Shares 39,000 Est. Cost $9.13 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $266 Shares 2,500 Est. Cost $54.08 Unrealized +25.8%
UNITED TECHS CORP COM 0.2%
Value ($000) $264 Shares 2,500 Est. Cost $115.60 Unrealized
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $262 Shares 2,300 Est. Cost $94.73 Unrealized +1.0%
A T & T INC NEW 0.1%
Value ($000) $250 Shares 7,100 Est. Cost $35.30 Unrealized
SEACHANGE INTERNATIONAL INC 0.1%
Value ($000) $247 Shares 35,526 Est. Cost $8.87 Unrealized
SENOMYX INC 0.1%
Value ($000) $246 Shares 30,000 Est. Cost $8.33 Unrealized
CREE INC 0.1%
Value ($000) $244 Shares 5,950 Est. Cost $60.41 Unrealized
ALCOA INC 0.1%
Value ($000) $241 Shares 15,000 Est. Cost $16.07 Unrealized
SEADRILL LTD F 0.1%
Value ($000) $202 Shares 7,550 Est. Cost $40.57 Unrealized
ACHILLION PHARMACEUTICALS INC 0.1%
Value ($000) $200 Shares 20,000 Est. Cost $10.00 Unrealized
HARVEST NATURAL RESOURCES IN 0.1%
Value ($000) $193 Shares 52,545 Est. Cost $3.67 Unrealized
B2GOLD CORP 0.1%
Value ($000) $152 Shares 75,000 Est. Cost $2.03 Unrealized
RUBICON TECHNOLOGY INC 0.1%
Value ($000) $106 Shares 25,000 Est. Cost $4.24 Unrealized