BOURGEON CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001088731 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 2, 2016

Total Value ($000): $154,051 (100.0% shares, 0.0% debt)

Holdings (90)

JPM JPMORGAN CHASE & CO 3.9%
Value ($000) $6,039 Shares 97,191 Est. Cost $49.65 Unrealized -2.7%
WY WEYERHAEUSER CO. REIT 3.4%
Value ($000) $5,258 Shares 176,632 Est. Cost $18.15 Unrealized +16.3%
CSCO CISCO SYSTEMS INC 3.3%
Value ($000) $5,158 Shares 179,800 Est. Cost $20.20 Unrealized +3.3%
MRK MERCK & CO INC NEW COMMON 3.3%
Value ($000) $5,026 Shares 87,250 Est. Cost $38.38 Unrealized +2.9%
BDX BECTON DICKINSON CO 1 COM/IPFD 3.2%
Value ($000) $4,963 Shares 29,265 Est. Cost $111.47 Unrealized +24.1%
MSFT MICROSOFT CORP 3.1%
Value ($000) $4,841 Shares 94,599 Est. Cost $41.13 Unrealized +11.8%
WASTE CONNECTIONS INC COM 3.1%
Value ($000) $4,779 Shares 66,322 Est. Cost $72.06 Unrealized
SLB SCHLUMBERGER LTD 3.1%
Value ($000) $4,776 Shares 60,394 Est. Cost $57.41 Unrealized +1.5%
NVS NOVARTIS AG-ADR 2.9%
Value ($000) $4,526 Shares 54,850 Est. Cost $85.85 Unrealized
GOOGL ALPHABET INC CAP STK CL A 2.9%
Value ($000) $4,486 Shares 6,376 Est. Cost $36.72 Unrealized -0.8%
LBTYAUSD LIBERTY GLOBAL PLC CLASS A COM 2.7%
Value ($000) $4,191 Shares 144,225 Est. Cost $38.51 Unrealized
AIG AMERICAN INTL GROUP INC COM NE 2.7%
Value ($000) $4,182 Shares 79,075 Est. Cost $40.74 Unrealized +6.3%
PYPL PAYPAL HOLDINGS INC W/I COMMON 2.7%
Value ($000) $4,098 Shares 112,250 Est. Cost $35.23 Unrealized +8.3%
PANW PALO ALTO NETWORKS, INC. 2.6%
Value ($000) $3,941 Shares 32,136 Est. Cost $23.58 Unrealized -1.8%
JOHNSON CONTROLS INC 2.6%
Value ($000) $3,932 Shares 88,837 Est. Cost $37.73 Unrealized
XOM EXXON MOBIL CORPORATION COMMON 2.5%
Value ($000) $3,892 Shares 41,522 Est. Cost $51.39 Unrealized +12.6%
DHR DANAHER CORP COM 2.5%
Value ($000) $3,888 Shares 38,500 Est. Cost $36.17 Unrealized +10.8%
BIIB BIOGEN INC COMMON 2.4%
Value ($000) $3,760 Shares 15,550 Est. Cost $284.92 Unrealized -7.5%
L-3 COMMUNICATIONS 2.4%
Value ($000) $3,682 Shares 25,100 Est. Cost $119.79 Unrealized
HON HONEYWELL INTL INCCMN 2.2%
Value ($000) $3,373 Shares 29,000 Est. Cost $74.28 Unrealized +13.3%
TEVA TEVA PHARMACEUTICAL INDUSTRIES 2.2%
Value ($000) $3,325 Shares 66,200 Est. Cost $52.60 Unrealized
V VISA INC CL A COMMON 2.1%
Value ($000) $3,295 Shares 44,420 Est. Cost $72.17 Unrealized +1.5%
AAPL APPLE INC 2.1%
Value ($000) $3,214 Shares 33,617 Est. Cost $19.11 Unrealized +18.3%
COST COSTCO WHOLESALE CORPORATION N 2.0%
Value ($000) $3,125 Shares 19,900 Est. Cost $131.39 Unrealized -2.6%
ETN EATON CORP PLC COMMON 2.0%
Value ($000) $3,093 Shares 51,775 Est. Cost $43.09 Unrealized +15.5%
BLACKROCK INC COMMON 1.9%
Value ($000) $2,941 Shares 8,585 Est. Cost $340.54 Unrealized
HCA HOLDINGS INC SHS 1.9%
Value ($000) $2,861 Shares 37,150 Est. Cost $78.04 Unrealized
KO COCA-COLA CO 1.6%
Value ($000) $2,531 Shares 55,826 Est. Cost $29.08 Unrealized +14.6%
THE BLACKSTONE GROUP 1.6%
Value ($000) $2,488 Shares 101,375 Est. Cost $30.43 Unrealized
LEN LENNAR CORP CL A 1.3%
Value ($000) $2,075 Shares 45,004 Est. Cost $35.83 Unrealized +11.3%
OXY OCCIDENTAL PETE CORP COM 1.3%
Value ($000) $2,014 Shares 26,650 Est. Cost $64.27 Unrealized -11.7%
ROYAL DUTCH SHELL PLC SPONS 1.2%
Value ($000) $1,893 Shares 34,279 Est. Cost $61.90 Unrealized
EPD ENTERPRISE PRDTS PRTN LPL P 1.1%
Value ($000) $1,690 Shares 57,775 Est. Cost $35.02 Unrealized
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $1,653 Shares 19,519 Est. Cost $55.00 Unrealized +15.1%
PNC PNC FINCL SERVICES GROUP 1.1%
Value ($000) $1,652 Shares 20,300 Est. Cost $47.83 Unrealized +31.6%
ASCENA RETAIL GROUP INC COM 1.0%
Value ($000) $1,569 Shares 224,450 Est. Cost $9.65 Unrealized
NKE NIKE INC CL B 1.0%
Value ($000) $1,536 Shares 27,823 Est. Cost $45.99 Unrealized +9.4%
GUIDANCE SOFTWARE INC 1.0%
Value ($000) $1,472 Shares 237,784 Est. Cost $7.08 Unrealized
RCMT RCM TECHNOLGIES INC 0.9%
Value ($000) $1,408 Shares 270,179 Est. Cost $5.91 Unrealized -9.4%
TOL TOLL BROTHERS INC COMMON 0.7%
Value ($000) $1,071 Shares 39,805 Est. Cost $33.60 Unrealized -16.4%
SEA CHANGE INTL INC 0.7%
Value ($000) $1,020 Shares 319,809 Est. Cost $5.67 Unrealized
COP CONOCOPHILLIPS COM 0.6%
Value ($000) $961 Shares 22,032 Est. Cost $38.37 Unrealized -14.5%
FIREEYE INC 0.5%
Value ($000) $842 Shares 51,150 Est. Cost $23.23 Unrealized
C CITIGROUP INC. 0.5%
Value ($000) $805 Shares 19,000 Est. Cost $35.85 Unrealized -7.7%
FALCONSTOR SOFTWARE INC 0.5%
Value ($000) $781 Shares 743,691 Est. Cost $1.37 Unrealized
AMGN AMGEN INC COM PV $0.0001 0.5%
Value ($000) $702 Shares 4,617 Est. Cost $89.61 Unrealized +30.2%
GENERAL ELECTRIC COMPANY 0.4%
Value ($000) $677 Shares 21,503 Est. Cost $25.99 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $667 Shares 5,500 Est. Cost $73.13 Unrealized +19.0%
COACH INC CMN 0.4%
Value ($000) $662 Shares 16,250 Est. Cost $34.11 Unrealized
CERNER CORP 0.4%
Value ($000) $645 Shares 11,000 Est. Cost $55.64 Unrealized
KMI KINDER MORGAN INC DELAWARE COM 0.4%
Value ($000) $613 Shares 32,728 Est. Cost $14.29 Unrealized -23.6%
FLS FLOWSERVE CORP 0.4%
Value ($000) $596 Shares 13,200 Est. Cost $35.61 Unrealized +8.3%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.4%
Value ($000) $592 Shares 13,000 Est. Cost $28.30 Unrealized +23.1%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $576 Shares 6,900 Est. Cost $59.61 Unrealized +5.3%
INVENTURE FOODS INC 0.4%
Value ($000) $543 Shares 69,484 Est. Cost $8.71 Unrealized
LIBERTY LILAC GROUP A SHS 0.3%
Value ($000) $526 Shares 16,311 Est. Cost $32.25 Unrealized
PROSHARES ULTRASHORT 2000 0.3%
Value ($000) $523 Shares 15,000 Est. Cost $37.49 Unrealized
E. I. DU PONT DE NEMOURS AND C 0.3%
Value ($000) $516 Shares 7,961 Est. Cost $60.32 Unrealized
HD HOME DEPOT, INC., THE 0.3%
Value ($000) $498 Shares 3,900 Est. Cost $60.11 Unrealized +74.6%
CTRA CABOT OIL & GAS CL A 0.3%
Value ($000) $457 Shares 17,750 Est. Cost $17.47 Unrealized 0.0%
ANADARKO PETROLEUM CORPCMN 0.3%
Value ($000) $454 Shares 8,525 Est. Cost $75.84 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $364 Shares 7,685 Est. Cost $36.83 Unrealized +1.1%
DISCOVERY COMMUN SER A 0.2%
Value ($000) $360 Shares 14,250 Est. Cost $29.75 Unrealized
SILVER WHEATON CORP 0.2%
Value ($000) $353 Shares 15,000 Est. Cost $23.53 Unrealized
TRONOX LTD-CL A 0.2%
Value ($000) $348 Shares 79,000 Est. Cost $4.25 Unrealized
TREVENA INC 0.2%
Value ($000) $342 Shares 54,300 Est. Cost $8.71 Unrealized
AXOVANT SCIENCES LTD 0.2%
Value ($000) $298 Shares 23,200 Est. Cost $12.25 Unrealized
TURQUOISE HILL RESOURCES LTD. 0.2%
Value ($000) $291 Shares 85,956 Est. Cost $3.78 Unrealized
CALIFORNIA RESOURCES CORP. 0.2%
Value ($000) $290 Shares 23,791 Est. Cost $12.19 Unrealized
SGMO SANGAMO BIOSCIENCES INC 0.2%
Value ($000) $284 Shares 49,000 Est. Cost $6.65 Unrealized -4.2%
DVN DEVON ENERGY CORP NEW COM 0.2%
Value ($000) $283 Shares 7,800 Est. Cost $16.97 Unrealized +40.5%
YAHOO! INC CMN 0.2%
Value ($000) $263 Shares 7,000 Est. Cost $33.29 Unrealized
UNITED TECHS CORP COM 0.2%
Value ($000) $256 Shares 2,500 Est. Cost $115.60 Unrealized
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $255 Shares 19,252 Est. Cost $11.34 Unrealized 0.0%
MACY'S INC. 0.2%
Value ($000) $252 Shares 7,500 Est. Cost $33.60 Unrealized
ACHILLION PHARMACEUTICALS INC 0.2%
Value ($000) $238 Shares 30,500 Est. Cost $8.54 Unrealized
COHERUS BIOSCIENCES INC 0.1%
Value ($000) $226 Shares 13,400 Est. Cost $16.87 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $220 Shares 10,150 Est. Cost $23.54 Unrealized -49.2%
BARRICK GOLD CORP. 0.1%
Value ($000) $213 Shares 10,000 Est. Cost $21.30 Unrealized
BARCLAYS BK PLC 0.1%
Value ($000) $207 Shares 15,000 Est. Cost $16.33 Unrealized
REGULUS THERAPEUTICS INC 0.1%
Value ($000) $204 Shares 70,704 Est. Cost $7.34 Unrealized
HUN HUNTSMAN CORP 0.1%
Value ($000) $202 Shares 15,000 Est. Cost $14.67 Unrealized 0.0%
CLOVIS ONCOLOGY INC. 0.1%
Value ($000) $190 Shares 13,850 Est. Cost $30.89 Unrealized
TENAX THERAPEUTICS INC 0.1%
Value ($000) $168 Shares 65,500 Est. Cost $3.09 Unrealized
OMER OMEROS CORP 0.1%
Value ($000) $158 Shares 15,000 Est. Cost $12.31 Unrealized 0.0%
OFFICE DEPOT INC 0.1%
Value ($000) $132 Shares 40,000 Est. Cost $3.30 Unrealized
SOUTHWESTERN ENERGY CO 0.1%
Value ($000) $126 Shares 10,000 Est. Cost $12.60 Unrealized
GROUPON 0.1%
Value ($000) $97 Shares 30,000 Est. Cost $3.23 Unrealized
DICERNA PHARMACEUTICALS INC 0.0%
Value ($000) $60 Shares 20,000 Est. Cost $3.00 Unrealized
STEMCELLS INC 0.0%
Value ($000) $18 Shares 45,724 Est. Cost $0.39 Unrealized