BOURGEON CAPITAL MANAGEMENT LLC Diversified Active

Location: Darien, CT

CIK: 0001088731 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 11, 2016

Total Value: $150M (100.0% shares, 0.0% debt)

Holdings (90)

JPM JPMORGAN CHASE & CO 3.8%
Value $5.639M Shares 95,218 Est. Cost $49.68 Unrealized -9.7%
WY WEYERHAEUSER CO CMN 3.7%
Value $5.551M Shares 179,192 Est. Cost $18.15 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 3.2%
Value $4.843M Shares 170,100 Est. Cost $20.16 Unrealized -6.0%
GOOGL ALPHABET INC CAP STK CL A 3.2%
Value $4.723M Shares 6,191 Est. Cost $36.73 Unrealized -0.5%
MRK MERCK & CO INC NEW COMMON 3.1%
Value $4.68M Shares 88,450 Est. Cost $38.38 Unrealized -6.1%
AIG AMERICAN INTL GROUP INC COM NE 3.1%
Value $4.625M Shares 85,575 Est. Cost $40.74 Unrealized +3.3%
BDX BECTON DICKINSON CO 1 COM/IPFD 2.9%
Value $4.387M Shares 28,895 Est. Cost $111.13 Unrealized +10.0%
WASTE CONNECTIONS INC COM 2.9%
Value $4.339M Shares 67,172 Est. Cost $46.18 Unrealized
PYPL PAYPAL HOLDINGS INC W/I COMMON 2.9%
Value $4.287M Shares 111,050 Est. Cost $35.20 Unrealized +2.4%
BLACKROCK INC COMMON 2.9%
Value $4.277M Shares 12,557 Est. Cost $340.54 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC CLASS A COM 2.7%
Value $3.97M Shares 103,115 Est. Cost $42.28 Unrealized
JOHNSON CONTROLS INC 2.6%
Value $3.91M Shares 100,337 Est. Cost $37.73 Unrealized
NVS NOVARTIS AG-ADR 2.5%
Value $3.765M Shares 51,970 Est. Cost $86.04 Unrealized
SLB SCHLUMBERGER LTD 2.5%
Value $3.761M Shares 50,991 Est. Cost $57.25 Unrealized -7.2%
MSFT MICROSOFT CORP 2.5%
Value $3.676M Shares 66,549 Est. Cost $39.09 Unrealized +17.9%
AAPL APPLE INC 2.4%
Value $3.658M Shares 33,563 Est. Cost $19.11 Unrealized +18.0%
BIIB BIOGEN INC COMMON 2.4%
Value $3.634M Shares 13,960 Est. Cost $287.35 Unrealized -8.1%
DHR DANAHER CORP COM 2.4%
Value $3.562M Shares 37,550 Est. Cost $36.07 Unrealized +1.1%
XOM EXXON MOBIL CORPORATION COMMON 2.3%
Value $3.497M Shares 41,838 Est. Cost $51.39 Unrealized +1.1%
V VISA INC CL A COMMON 2.3%
Value $3.407M Shares 44,546 Est. Cost $72.17 Unrealized -6.0%
ETN EATON CORP PLC COMMON 2.2%
Value $3.339M Shares 53,375 Est. Cost $43.09 Unrealized +2.7%
HON HONEYWELL INTL INCCMN 2.2%
Value $3.227M Shares 28,800 Est. Cost $74.28 Unrealized +2.8%
THE BLACKSTONE GROUP 2.0%
Value $2.973M Shares 105,975 Est. Cost $30.43 Unrealized
L-3 COMMUNICATIONS 2.0%
Value $2.945M Shares 24,850 Est. Cost $119.52 Unrealized
TEVA TEVA PHARMACEUTICAL INDUSTRIES 1.9%
Value $2.919M Shares 54,550 Est. Cost $53.10 Unrealized
HCA HOLDINGS INC SHS 1.9%
Value $2.872M Shares 36,800 Est. Cost $78.04 Unrealized
KO COCA-COLA CO 1.7%
Value $2.598M Shares 56,006 Est. Cost $29.08 Unrealized +9.5%
ASCENA RETAIL GROUP INC COM 1.5%
Value $2.31M Shares 208,850 Est. Cost $9.85 Unrealized
OXY OCCIDENTAL PETE CORP COM 1.5%
Value $2.234M Shares 32,650 Est. Cost $64.27 Unrealized -21.6%
COST COSTCO WHOLESALE CORPORATION N 1.5%
Value $2.19M Shares 13,900 Est. Cost $132.84 Unrealized -3.8%
LEN LENNAR CORP CL A 1.3%
Value $2.005M Shares 41,454 Est. Cost $35.49 Unrealized +5.2%
NKE NIKE INC CL B 1.3%
Value $1.976M Shares 32,153 Est. Cost $45.99 Unrealized +15.7%
PNC PNC FINCL SERVICES GROUP 1.1%
Value $1.691M Shares 20,000 Est. Cost $47.61 Unrealized +30.2%
PG PROCTER & GAMBLE CO 1.1%
Value $1.624M Shares 19,734 Est. Cost $55.00 Unrealized +12.1%
PANW PALO ALTO NETWORKS, INC. 1.0%
Value $1.554M Shares 9,526 Est. Cost $24.59 Unrealized 0.0%
TOL TOLL BROTHERS INC COMMON 1.0%
Value $1.449M Shares 49,105 Est. Cost $33.60 Unrealized -16.8%
EPD ENTERPRISE PRDTS PRTN LPL P 0.9%
Value $1.388M Shares 56,375 Est. Cost $35.16 Unrealized
RCMT RCM TECHNOLGIES INC 0.9%
Value $1.347M Shares 253,679 Est. Cost $5.94 Unrealized -12.2%
ROYAL DUTCH SHELL PLC SPONS 0.9%
Value $1.341M Shares 27,670 Est. Cost $63.50 Unrealized
GUIDANCE SOFTWARE INC 0.9%
Value $1.299M Shares 302,168 Est. Cost $7.08 Unrealized
SEA CHANGE INTL INC 0.8%
Value $1.177M Shares 213,209 Est. Cost $6.90 Unrealized
FALCONSTOR SOFTWARE INC 0.7%
Value $1.015M Shares 757,360 Est. Cost $1.37 Unrealized
COP CONOCOPHILLIPS COM 0.6%
Value $927K Shares 23,028 Est. Cost $38.37 Unrealized -26.8%
FLS FLOWSERVE CORP 0.6%
Value $919K Shares 20,700 Est. Cost $35.61 Unrealized -4.9%
C CITIGROUP INC. 0.6%
Value $898K Shares 21,500 Est. Cost $35.85 Unrealized -12.9%
COACH INC CMN 0.6%
Value $872K Shares 21,750 Est. Cost $34.11 Unrealized
FIREEYE INC 0.5%
Value $819K Shares 45,550 Est. Cost $24.06 Unrealized
WFC WELLS FARGO & CO NEW 0.5%
Value $778K Shares 16,085 Est. Cost $36.83 Unrealized +0.7%
AMGN AMGEN INC COM PV $0.0001 0.5%
Value $692K Shares 4,617 Est. Cost $89.61 Unrealized +23.6%
GENERAL ELECTRIC COMPANY 0.5%
Value $683K Shares 21,493 Est. Cost $25.99 Unrealized
DIGITALGLOBE INC. 0.4%
Value $653K Shares 37,750 Est. Cost $23.37 Unrealized
DISCOVERY COMMUN SER A 0.4%
Value $623K Shares 21,750 Est. Cost $29.75 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value $601K Shares 5,555 Est. Cost $73.13 Unrealized +7.7%
KMI KINDER MORGAN INC DELAWARE COM 0.4%
Value $585K Shares 32,728 Est. Cost $14.29 Unrealized -30.4%
CERNER CORP 0.4%
Value $583K Shares 11,000 Est. Cost $55.64 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC-A 0.3%
Value $522K Shares 13,000 Est. Cost $28.30 Unrealized +14.5%
HD HOME DEPOT, INC., THE 0.3%
Value $520K Shares 3,900 Est. Cost $60.11 Unrealized +63.7%
E. I. DU PONT DE NEMOURS AND C 0.3%
Value $517K Shares 8,161 Est. Cost $60.32 Unrealized
INVENTURE FOODS INC 0.3%
Value $477K Shares 84,424 Est. Cost $8.71 Unrealized
CLOVIS ONCOLOGY INC. 0.3%
Value $470K Shares 24,500 Est. Cost $30.89 Unrealized
POTASH CORP OF SASKATCHEWAN 0.3%
Value $443K Shares 26,000 Est. Cost $17.04 Unrealized
DIREXION SHS ETF TR 0.3%
Value $439K Shares 7,500 Est. Cost $58.53 Unrealized
ANADARKO PETROLEUM CORPCMN 0.3%
Value $418K Shares 8,975 Est. Cost $75.84 Unrealized
BP BP PLC 0.3%
Value $392K Shares 13,000 Est. Cost $30.15 Unrealized
PROSHARES ULTRASHORT 2000 0.3%
Value $388K Shares 10,000 Est. Cost $38.80 Unrealized
APACHE CORP COMMON 0.3%
Value $377K Shares 7,715 Est. Cost $77.82 Unrealized
CHART INDUSTRIES INC. 0.2%
Value $352K Shares 16,220 Est. Cost $21.70 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.2%
Value $338K Shares 12,300 Est. Cost $16.97 Unrealized 0.0%
REGULUS THERAPEUTICS INC 0.2%
Value $314K Shares 45,300 Est. Cost $9.84 Unrealized
TURQUOISE HILL RESOURCES LTD. 0.2%
Value $305K Shares 120,031 Est. Cost $3.78 Unrealized
SLV ISHARES SILVER TRUST 0.2%
Value $294K Shares 20,000 Est. Cost $14.70 Unrealized
SGMO SANGAMO BIOSCIENCES INC 0.2%
Value $263K Shares 43,500 Est. Cost $6.69 Unrealized -10.2%
TREVENA INC 0.2%
Value $263K Shares 31,800 Est. Cost $10.41 Unrealized
YAHOO! INC CMN 0.2%
Value $258K Shares 7,000 Est. Cost $33.29 Unrealized
JUNO THERAPEUTICS INC 0.2%
Value $251K Shares 6,600 Est. Cost $38.03 Unrealized
UNITED TECHS CORP COM 0.2%
Value $250K Shares 2,500 Est. Cost $115.60 Unrealized
AXOVANT SCIENCES LTD 0.2%
Value $238K Shares 20,700 Est. Cost $12.18 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value $230K Shares 2,500 Est. Cost $54.08 Unrealized +17.4%
WMB WILLIAMS COS INC 0.2%
Value $227K Shares 14,150 Est. Cost $23.54 Unrealized -57.9%
TIFFANY & CO NEW 0.1%
Value $224K Shares 3,047 Est. Cost $72.89 Unrealized
WSM WILLIAMS SONOMA INC 0.1%
Value $219K Shares 4,000 Est. Cost $21.42 Unrealized 0.0%
RL RALPH LAUREN CORPORATION 0.1%
Value $212K Shares 2,200 Est. Cost $80.25 Unrealized 0.0%
VIACOM INC NEW 0.1%
Value $206K Shares 5,000 Est. Cost $41.20 Unrealized
CALIFORNIA RESOURCES CORP. 0.1%
Value $194K Shares 188,181 Est. Cost $2.96 Unrealized
BARCLAYS BK PLC 0.1%
Value $176K Shares 10,000 Est. Cost $17.60 Unrealized
ACHILLION PHARMACEUTICALS INC 0.1%
Value $166K Shares 21,500 Est. Cost $8.85 Unrealized
STEMCELLS INC 0.1%
Value $160K Shares 615,735 Est. Cost $0.93 Unrealized
TRONOX LTD-CL A 0.1%
Value $158K Shares 24,751 Est. Cost $3.90 Unrealized
TENAX THERAPEUTICS INC 0.1%
Value $114K Shares 55,500 Est. Cost $3.18 Unrealized
THERAPEUTICSMD INC 0.0%
Value $64,000 Shares 10,000 Est. Cost $6.40 Unrealized