BOURGEON CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001088731 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 11, 2016

Total Value ($000): $149,736 (100.0% shares, 0.0% debt)

Holdings (90)

JPM JPMORGAN CHASE & CO 3.8%
Value ($000) $5,639 Shares 95,218 Est. Cost $49.68 Unrealized -9.7%
WY WEYERHAEUSER CO CMN 3.7%
Value ($000) $5,551 Shares 179,192 Est. Cost $18.15 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 3.2%
Value ($000) $4,843 Shares 170,100 Est. Cost $20.16 Unrealized -6.0%
GOOGL ALPHABET INC CAP STK CL A 3.2%
Value ($000) $4,723 Shares 6,191 Est. Cost $36.73 Unrealized -0.5%
MRK MERCK & CO INC NEW COMMON 3.1%
Value ($000) $4,680 Shares 88,450 Est. Cost $38.38 Unrealized -6.1%
AIG AMERICAN INTL GROUP INC COM NE 3.1%
Value ($000) $4,625 Shares 85,575 Est. Cost $40.74 Unrealized +3.3%
BDX BECTON DICKINSON CO 1 COM/IPFD 2.9%
Value ($000) $4,387 Shares 28,895 Est. Cost $111.13 Unrealized +10.0%
WASTE CONNECTIONS INC COM 2.9%
Value ($000) $4,339 Shares 67,172 Est. Cost $46.18 Unrealized
PYPL PAYPAL HOLDINGS INC W/I COMMON 2.9%
Value ($000) $4,287 Shares 111,050 Est. Cost $35.20 Unrealized +2.4%
BLACKROCK INC COMMON 2.9%
Value ($000) $4,277 Shares 12,557 Est. Cost $340.54 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC CLASS A COM 2.7%
Value ($000) $3,970 Shares 103,115 Est. Cost $42.28 Unrealized
JOHNSON CONTROLS INC 2.6%
Value ($000) $3,910 Shares 100,337 Est. Cost $37.73 Unrealized
NVS NOVARTIS AG-ADR 2.5%
Value ($000) $3,765 Shares 51,970 Est. Cost $86.04 Unrealized
SLB SCHLUMBERGER LTD 2.5%
Value ($000) $3,761 Shares 50,991 Est. Cost $57.25 Unrealized -7.2%
MSFT MICROSOFT CORP 2.5%
Value ($000) $3,676 Shares 66,549 Est. Cost $39.09 Unrealized +17.9%
AAPL APPLE INC 2.4%
Value ($000) $3,658 Shares 33,563 Est. Cost $19.11 Unrealized +18.0%
BIIB BIOGEN INC COMMON 2.4%
Value ($000) $3,634 Shares 13,960 Est. Cost $287.35 Unrealized -8.1%
DHR DANAHER CORP COM 2.4%
Value ($000) $3,562 Shares 37,550 Est. Cost $36.07 Unrealized +1.1%
XOM EXXON MOBIL CORPORATION COMMON 2.3%
Value ($000) $3,497 Shares 41,838 Est. Cost $51.39 Unrealized +1.1%
V VISA INC CL A COMMON 2.3%
Value ($000) $3,407 Shares 44,546 Est. Cost $72.17 Unrealized -6.0%
ETN EATON CORP PLC COMMON 2.2%
Value ($000) $3,339 Shares 53,375 Est. Cost $43.09 Unrealized +2.7%
HON HONEYWELL INTL INCCMN 2.2%
Value ($000) $3,227 Shares 28,800 Est. Cost $74.28 Unrealized +2.8%
THE BLACKSTONE GROUP 2.0%
Value ($000) $2,973 Shares 105,975 Est. Cost $30.43 Unrealized
L-3 COMMUNICATIONS 2.0%
Value ($000) $2,945 Shares 24,850 Est. Cost $119.52 Unrealized
TEVA TEVA PHARMACEUTICAL INDUSTRIES 1.9%
Value ($000) $2,919 Shares 54,550 Est. Cost $53.10 Unrealized
HCA HOLDINGS INC SHS 1.9%
Value ($000) $2,872 Shares 36,800 Est. Cost $78.04 Unrealized
KO COCA-COLA CO 1.7%
Value ($000) $2,598 Shares 56,006 Est. Cost $29.08 Unrealized +9.5%
ASCENA RETAIL GROUP INC COM 1.5%
Value ($000) $2,310 Shares 208,850 Est. Cost $9.85 Unrealized
OXY OCCIDENTAL PETE CORP COM 1.5%
Value ($000) $2,234 Shares 32,650 Est. Cost $64.27 Unrealized -21.6%
COST COSTCO WHOLESALE CORPORATION N 1.5%
Value ($000) $2,190 Shares 13,900 Est. Cost $132.84 Unrealized -3.8%
LEN LENNAR CORP CL A 1.3%
Value ($000) $2,005 Shares 41,454 Est. Cost $35.49 Unrealized +5.2%
NKE NIKE INC CL B 1.3%
Value ($000) $1,976 Shares 32,153 Est. Cost $45.99 Unrealized +15.7%
PNC PNC FINCL SERVICES GROUP 1.1%
Value ($000) $1,691 Shares 20,000 Est. Cost $47.61 Unrealized +30.2%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $1,624 Shares 19,734 Est. Cost $55.00 Unrealized +12.1%
PANW PALO ALTO NETWORKS, INC. 1.0%
Value ($000) $1,554 Shares 9,526 Est. Cost $24.59 Unrealized 0.0%
TOL TOLL BROTHERS INC COMMON 1.0%
Value ($000) $1,449 Shares 49,105 Est. Cost $33.60 Unrealized -16.8%
EPD ENTERPRISE PRDTS PRTN LPL P 0.9%
Value ($000) $1,388 Shares 56,375 Est. Cost $35.16 Unrealized
RCMT RCM TECHNOLGIES INC 0.9%
Value ($000) $1,347 Shares 253,679 Est. Cost $5.94 Unrealized -12.2%
ROYAL DUTCH SHELL PLC SPONS 0.9%
Value ($000) $1,341 Shares 27,670 Est. Cost $63.50 Unrealized
GUIDANCE SOFTWARE INC 0.9%
Value ($000) $1,299 Shares 302,168 Est. Cost $7.08 Unrealized
SEA CHANGE INTL INC 0.8%
Value ($000) $1,177 Shares 213,209 Est. Cost $6.90 Unrealized
FALCONSTOR SOFTWARE INC 0.7%
Value ($000) $1,015 Shares 757,360 Est. Cost $1.37 Unrealized
COP CONOCOPHILLIPS COM 0.6%
Value ($000) $927 Shares 23,028 Est. Cost $38.37 Unrealized -26.8%
FLS FLOWSERVE CORP 0.6%
Value ($000) $919 Shares 20,700 Est. Cost $35.61 Unrealized -4.9%
C CITIGROUP INC. 0.6%
Value ($000) $898 Shares 21,500 Est. Cost $35.85 Unrealized -12.9%
COACH INC CMN 0.6%
Value ($000) $872 Shares 21,750 Est. Cost $34.11 Unrealized
FIREEYE INC 0.5%
Value ($000) $819 Shares 45,550 Est. Cost $24.06 Unrealized
WFC WELLS FARGO & CO NEW 0.5%
Value ($000) $778 Shares 16,085 Est. Cost $36.83 Unrealized +0.7%
AMGN AMGEN INC COM PV $0.0001 0.5%
Value ($000) $692 Shares 4,617 Est. Cost $89.61 Unrealized +23.6%
GENERAL ELECTRIC COMPANY 0.5%
Value ($000) $683 Shares 21,493 Est. Cost $25.99 Unrealized
DIGITALGLOBE INC. 0.4%
Value ($000) $653 Shares 37,750 Est. Cost $23.37 Unrealized
DISCOVERY COMMUN SER A 0.4%
Value ($000) $623 Shares 21,750 Est. Cost $29.75 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $601 Shares 5,555 Est. Cost $73.13 Unrealized +7.7%
KMI KINDER MORGAN INC DELAWARE COM 0.4%
Value ($000) $585 Shares 32,728 Est. Cost $14.29 Unrealized -30.4%
CERNER CORP 0.4%
Value ($000) $583 Shares 11,000 Est. Cost $55.64 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC-A 0.3%
Value ($000) $522 Shares 13,000 Est. Cost $28.30 Unrealized +14.5%
HD HOME DEPOT, INC., THE 0.3%
Value ($000) $520 Shares 3,900 Est. Cost $60.11 Unrealized +63.7%
E. I. DU PONT DE NEMOURS AND C 0.3%
Value ($000) $517 Shares 8,161 Est. Cost $60.32 Unrealized
INVENTURE FOODS INC 0.3%
Value ($000) $477 Shares 84,424 Est. Cost $8.71 Unrealized
CLOVIS ONCOLOGY INC. 0.3%
Value ($000) $470 Shares 24,500 Est. Cost $30.89 Unrealized
POTASH CORP OF SASKATCHEWAN 0.3%
Value ($000) $443 Shares 26,000 Est. Cost $17.04 Unrealized
DIREXION SHS ETF TR 0.3%
Value ($000) $439 Shares 7,500 Est. Cost $58.53 Unrealized
ANADARKO PETROLEUM CORPCMN 0.3%
Value ($000) $418 Shares 8,975 Est. Cost $75.84 Unrealized
BP BP PLC 0.3%
Value ($000) $392 Shares 13,000 Est. Cost $30.15 Unrealized
PROSHARES ULTRASHORT 2000 0.3%
Value ($000) $388 Shares 10,000 Est. Cost $38.80 Unrealized
APACHE CORP COMMON 0.3%
Value ($000) $377 Shares 7,715 Est. Cost $77.82 Unrealized
CHART INDUSTRIES INC. 0.2%
Value ($000) $352 Shares 16,220 Est. Cost $21.70 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.2%
Value ($000) $338 Shares 12,300 Est. Cost $16.97 Unrealized 0.0%
REGULUS THERAPEUTICS INC 0.2%
Value ($000) $314 Shares 45,300 Est. Cost $9.84 Unrealized
TURQUOISE HILL RESOURCES LTD. 0.2%
Value ($000) $305 Shares 120,031 Est. Cost $3.78 Unrealized
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $294 Shares 20,000 Est. Cost $14.70 Unrealized
SGMO SANGAMO BIOSCIENCES INC 0.2%
Value ($000) $263 Shares 43,500 Est. Cost $6.69 Unrealized -10.2%
TREVENA INC 0.2%
Value ($000) $263 Shares 31,800 Est. Cost $10.41 Unrealized
YAHOO! INC CMN 0.2%
Value ($000) $258 Shares 7,000 Est. Cost $33.29 Unrealized
JUNO THERAPEUTICS INC 0.2%
Value ($000) $251 Shares 6,600 Est. Cost $38.03 Unrealized
UNITED TECHS CORP COM 0.2%
Value ($000) $250 Shares 2,500 Est. Cost $115.60 Unrealized
AXOVANT SCIENCES LTD 0.2%
Value ($000) $238 Shares 20,700 Est. Cost $12.18 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $230 Shares 2,500 Est. Cost $54.08 Unrealized +17.4%
WMB WILLIAMS COS INC 0.2%
Value ($000) $227 Shares 14,150 Est. Cost $23.54 Unrealized -57.9%
TIFFANY & CO NEW 0.1%
Value ($000) $224 Shares 3,047 Est. Cost $72.89 Unrealized
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $219 Shares 4,000 Est. Cost $21.42 Unrealized 0.0%
RL RALPH LAUREN CORPORATION 0.1%
Value ($000) $212 Shares 2,200 Est. Cost $80.25 Unrealized 0.0%
VIACOM INC NEW 0.1%
Value ($000) $206 Shares 5,000 Est. Cost $41.20 Unrealized
CALIFORNIA RESOURCES CORP. 0.1%
Value ($000) $194 Shares 188,181 Est. Cost $2.96 Unrealized
BARCLAYS BK PLC 0.1%
Value ($000) $176 Shares 10,000 Est. Cost $17.60 Unrealized
ACHILLION PHARMACEUTICALS INC 0.1%
Value ($000) $166 Shares 21,500 Est. Cost $8.85 Unrealized
STEMCELLS INC 0.1%
Value ($000) $160 Shares 615,735 Est. Cost $0.93 Unrealized
TRONOX LTD-CL A 0.1%
Value ($000) $158 Shares 24,751 Est. Cost $3.90 Unrealized
TENAX THERAPEUTICS INC 0.1%
Value ($000) $114 Shares 55,500 Est. Cost $3.18 Unrealized
THERAPEUTICSMD INC 0.0%
Value ($000) $64 Shares 10,000 Est. Cost $6.40 Unrealized