investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
Bourgeon Capital Management LLC

Legal Name: BOURGEON CAPITAL MANAGEMENT LLC

Period of report: Jun 30, 2019
Effectiveness Date: Jul 18, 2019

Security Shares Held / Principal Amount Market Value Option
DANAHER CORP (235851102) 55,454 $7,925k
MICROSOFT CORP (594918104) 58,372 $7,820k
MERCK & CO INC (58933Y105) 93,201 $7,815k
JPMORGAN CHASE & CO (46625H100) 65,183 $7,287k
HONEYWELL INTL INC (438516106) 39,151 $6,835k
CVS HEALTH CORP (126650100) 115,154 $6,275k
QUALCOMM INC (747525103) 79,045 $6,013k
SONY CORP-ADR (B:SNE US) (835699307) 108,800 $5,700k
Weyerhaeuser Co (962166104) 212,636 $5,601k
BECTON DICKINSON (075887109) 21,131 $5,325k
VISA INC COM CL A (92826C839) 30,664 $5,322k
Marathon Petroleum Corp (56585A102) 95,113 $5,315k
ALPHABET INC (02079K305) 4,789 $5,186k
NOVARTIS AG (66987V109) 56,006 $5,114k
MONDELEZ INTL INC (609207105) 86,930 $4,686k
Bank of America Corp. (060505104) 157,140 $4,557k
PayPal Holdings Inc (70450Y103) 38,914 $4,454k
ISHARES (464287556) 35,535 $3,877k
L3 TECHNOLOGIES INC (502413107) 15,630 $3,832k
ENTERPRISE PRODS (293792107) 130,405 $3,765k
CONSTELLATION BRANDS (21036P108) 19,085 $3,759k
Apple Inc (037833100) 18,946 $3,750k
BlackRock, Inc. (09247X101) 7,809 $3,665k
Dow Inc (260557103) 72,250 $3,563k
Schlumberger Ltd (806857108) 86,867 $3,452k
FORTY SEVEN INC (34983P104) 324,233 $3,437k
PALO ALTO NETWORKS (697435105) 16,401 $3,342k
PROLOGIS INC (74340W103) 36,305 $2,908k
DuPont de Nemours Inc (26614N102) 35,931 $2,697k
Chevron Corp (166764100) 19,333 $2,406k
Royal Dutch Shell PLC (780259206) 36,580 $2,380k
BLACKSTONE GROUP (09253U108) 44,750 $1,988k
Phillips 66 (718546104) 19,885 $1,860k
CITIGROUP INC (172967424) 23,600 $1,653k
Williams Cos Inc/The (969457100) 57,680 $1,617k
PNC FINL SVCS GRP (693475105) 8,975 $1,232k
ConocoPhillips (20825C104) 18,236 $1,112k
CORTEVA INC (22052L104) 34,108 $1,009k
FLUOR CORPORATION (343412102) 22,950 $773k
RCM TECHNOLOGIES INC (749360400) 192,218 $769k
SPDR GOLD TR GOLD (78463V107) 5,624 $749k
Lockheed Martin Corp (539830109) 1,950 $709k
AMGEN INC (031162100) 3,844 $708k
TOTAL SA (89151E109) 12,650 $706k
MARTIN MARIETTA MATL (573284106) 3,035 $698k
Occidental Petroleum Corp (674599105) 13,775 $693k
Bristol-Myers Squibb Co (110122108) 13,690 $621k
DEVON ENERGY CORP (25179M103) 18,900 $539k
FMC CORP (302491303) 6,500 $539k
UNILEVER N.V (904784709) 7,650 $465k
Alphabet Inc (02079K107) 416 $450k
ISHARES TR RUS 1000 VAL ETF (464287598) 3,528 $449k
LYONDELLBASELL INDUS (N53745100) 5,000 $431k
Halliburton Co (406216101) 17,975 $409k
THE CHEMOURS COMPANY (163851108) 16,600 $398k
TRONOX HOLDINGS PLC (G9087Q102) 30,379 $388k
ISHARES TR CORE MSCI EAFE (46432F842) 5,251 $322k
ARK (00214Q104) 5,624 $270k
AMERICAN WTR WKS CO (030420103) 2,215 $257k
JOHNSON & JOHNSON (478160104) 1,788 $249k
NEXTERA ENERGY INC (65339F101) 1,180 $242k
Baker Hughes a GE Co (05722G100) 9,690 $239k
GILEAD SCIENCES INC (375558103) 3,350 $226k
ISHARES TR RUS 2000 GRW ETF (464287648) 1,108 $223k
ISHARES TR RUS MD CP GR ETF (464287481) 1,558 $222k
TIFFANY & CO (886547108) 2,278 $213k
ISHARES TR RUS 1000 GRW ETF (464287614) 1,350 $212k
CLOVIS ONCOLOGY INC COM (189464100) 12,500 $186k
GENERAL ELECTRIC CO (369604103) 17,340 $182k
FIREEYE INC (31816Q101) 10,000 $148k
ASCENA RETAIL GROUP INC (04351G101) 63,000 $38k
Affimed NV (N01045108) 10,000 $29k
SEACHANGE INTL INC (811699107) 16,146 $23k
TREVENA INC (89532e109) 20,000 $21k

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.