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 |
---|---|---|---|
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% |
CVXChevron Corp New
| 0.33% | $1.719M 11,869 shares@ $144.85 avg price | Decreased -0.61% |
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% |
ETEnergy Transfer L P
| 0.25% | $1.316M 67,170 shares@ $19.6 avg price | Decreased -37.51% |
NFLXNetflix Inc
| 0.23% | $1.19M 1,335 shares@ $891.33 avg price | New Position |
VVisa Inc
| 0.22% | $1.139M 3,605 shares@ $316.05 avg price | New Position |
ASLEAersale Corporation
| 0.21% | $1.089M 172,791 shares@ $6.31 avg price | Decreased -34.86% |