$146 Million is the total value of BOURGEON CAPITAL MANAGEMENT LLC's 95 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-04-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JPMORGAN CHASE & CO COM | 42 | Q3 2023 | 4.4% |
| MERCK & CO INC NEW COMMON | 42 | Q3 2023 | 4.8% |
| MICROSOFT CORP | 42 | Q3 2023 | 4.5% |
| APPLE INC COM STK | 42 | Q3 2023 | 3.7% |
| NOVARTIS A G SPON ADR F SPONSO | 42 | Q3 2023 | 3.4% |
| SCHLUMBERGER LTD F | 42 | Q3 2023 | 3.8% |
| BLACKROCK INC COM STK | 42 | Q3 2023 | 2.9% |
| MLP ENTERPRISE PRODS PARTNERS | 42 | Q3 2023 | 2.2% |
| WILLIAMS COS INC DEL | 42 | Q3 2023 | 3.1% |
| PNC FINL SVCS GROUP INC | 42 | Q3 2023 | 2.6% |
View BOURGEON CAPITAL MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-31 |
View BOURGEON CAPITAL MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.