John A. Zaro, III
@Bourgeon Capital Management Llc
Latest period2024 - Q4ReportedManaged Assets$535.548MTotal holdings118
Assets growth rate3.03%Assets growth rate (2-Q avg)2.45%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Bourgeon Capital Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 118 positions.
Assets under management
The assets under management (AUM) of Bourgeon Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 535.548M in assets, with a quarterly growth rate of 3.03% and a 2-quarter average growth rate of 2.45%. The portfolio is managed by John A. Zaro, III, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TERTeradyne Inc
| 1.64% | $8.77M 69,644 shares@ $125.93 avg price | Increased 0.72% |
FCXFreeport-mcmoran Inc
| 1.4% | $7.453M 195,708 shares@ $38.09 avg price | Increased 0.37% |
CTRACoterra Energy Inc
| 1.14% | $6.052M 236,952 shares@ $25.55 avg price | Increased 107.01% |
NVDANvidia Corporation
| 1.12% | $5.98M 44,532 shares@ $134.3 avg price | Increased 21.51% |
GOOGAlphabet Inc
| 0.44% | $2.344M 12,308 shares@ $190.44 avg price | Increased 0.15% |
SONYSony Group Corp
| 0.38% | $1.983M 93,703 shares@ $21.17 avg price | Increased 299.01% |
BIVVanguard Bd Index Fds
| 0.33% | $1.767M 23,641 shares@ $74.74 avg price | Increased 15.41% |
SPYSpdr S&p 500 Etf Tr
| 0.31% | $1.619M 2,762 shares@ $586.09 avg price | Increased 0.62% |
VOOVanguard Index Fds
| 0.28% | $1.468M 2,724 shares@ $538.76 avg price | Increased 1.19% |
AGGIshares Tr
| 0.28% | $1.452M 14,988 shares@ $96.91 avg price | Increased 13.84% |