Portfolio (Quarterly)
Guide ↗
BOURGEON CAPITAL MANAGEMENT LLC
· CIK 0001088731| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | INTU | INTUIT | Technology | 665 | $441K | 0.07% | SOLD |
| 22 | BX | BLACKSTONE INC | Financial Services | 2,851 | $439K | 0.07% | SOLD |
| 23 | FICO | FAIR ISAAC CORP | Technology | 248 | $419K | 0.07% | SOLD |
| 24 | SPGI | S&P GLOBAL INC | Financial Services | 746 | $390K | 0.06% | SOLD |
| 25 | AXON | AXON ENTERPRISE INC | Industrials | 686 | $390K | 0.06% | SOLD |
| 26 | MSCI | MSCI INC | Financial Services | 618 | $355K | 0.06% | SOLD |
| 27 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,693 | $352K | 0.06% | SOLD |
| 28 | TDG | TRANSDIGM GROUP INC | Industrials | 263 | $350K | 0.06% | SOLD |
| 29 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 490 | $285K | 0.05% | SOLD |
| 30 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 483 | $219K | 0.04% | SOLD |
| 31 | NOW | SERVICENOW INC | Technology | 1,400 | $214K | 0.04% | SOLD |
| 32 | LNC | LINCOLN NATL CORP IND | Financial Services | 4,800 | $214K | 0.04% | SOLD |
| 33 | NKTX | NKARTA INC | Healthcare | 10,400 | $19K | 0.00% | SOLD |
Sector Allocation
Technology
22.4%
Healthcare
16.9%
Industrials
16.9%
Financial Services
14.7%
Energy
8.1%
Communication Services
6.7%
Basic Materials
4.0%
Consumer Cyclical
3.1%
Consumer Defensive
3.1%
Utilities
2.8%