Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BOURGEON CAPITAL MANAGEMENT LLC

Quarter ended Q2 2023 · Filed April 17, 2023 · Accession 0001019056-23-000207

Total Value
$420.0M
Positions
321
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (321)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & COVYLD132,821$17.3M4.12%
2MICROSOFT CORPMSFT53,005$15.3M3.64%
3MERCK & CO INCMRK143,165$15.2M3.63%
4HONEYWELL INTL INC43851610674,137$14.2M3.37%
5SPLUNK INC848637104140,995$13.5M3.22%
6JACOBS SOLUTIONS INCJ112,432$13.2M3.15%
7DANAHER CORPORATION23585110249,836$12.6M2.99%
8ALPHABET INCGOOG119,767$12.4M2.96%
9GILEAD SCIENCES INCGILD149,104$12.4M2.95%
10MEDTRONIC PLCMDT141,051$11.4M2.71%
11APTIV PLCAPTV100,399$11.3M2.68%
12PNC FINL SVCS GROUP INC69347510586,546$11.0M2.62%
13NEXTERA ENERGY INCNEE-PW142,649$11.0M2.62%
14QUALCOMM INCQCOM79,511$10.1M2.42%
15RAYTHEON TECHNOLOGIES CORPRTX101,645$10.0M2.37%
16ISHARES TR464288224495,773$9.8M2.33%
17CATERPILLAR INCCAT40,984$9.4M2.23%
18BANK AMERICA CORP060505104317,574$9.1M2.16%
19CONOCOPHILLIPSCOP87,621$8.7M2.07%
20DISNEY WALT CO25468710683,957$8.4M2.00%
21MONDELEZ INTL INC609207105112,044$7.8M1.86%
22TERADYNE INCTER71,675$7.7M1.83%
23EATON CORP PLCETN43,879$7.5M1.79%
24ORGANON & COOGN303,808$7.1M1.70%
25APPLE INCAAPL42,952$7.1M1.69%
26AMAZON COM INCAMZN68,080$7.0M1.67%
27SCHLUMBERGER LTDSLB136,656$6.7M1.60%
28PAYPAL HLDGS INCPYPL87,864$6.7M1.59%
29ACCENTURE PLC IRELANDACN23,189$6.6M1.58%
30BAKER HUGHES COMPANYBKR217,603$6.3M1.50%
31TOTALENERGIES SETTE91,488$5.4M1.29%
32ENTERPRISE PRODS PARTNERS L293792107200,420$5.2M1.24%
33ALEXANDRIA REAL ESTATE EQ IN01527110940,669$5.1M1.22%
34PROLOGIS INC.PLDGP40,601$5.1M1.21%
35CROWDSTRIKE HLDGS INCCRWD34,644$4.8M1.13%
36FREEPORT-MCMORAN INCFCX115,900$4.7M1.13%
37WABTEC92974010845,040$4.6M1.08%
38CVS HEALTH CORPCVS60,907$4.5M1.08%
39ANALOG DEVICES INCADI21,500$4.2M1.01%
40NVIDIA CORPORATIONNVDA15,195$4.2M1.00%
41KINDER MORGAN INC DELEP-PC230,640$4.0M0.96%
42BLACKROCK INCBLK5,888$3.9M0.94%
43COTERRA ENERGY INCCTRA151,800$3.7M0.89%
44CITIGROUP INCC-PR73,600$3.5M0.82%
45ENERGY TRANSFER L PET-PI263,995$3.3M0.78%
46AMPHENOL CORP NEW03209510134,503$2.8M0.67%
47GOLDMAN SACHS MLP ENERGY RENNVGLF198,998$2.6M0.62%
48MOSAIC CO NEWMOS48,000$2.2M0.52%
49EOG RES INCEOG18,400$2.1M0.50%
50WARNER BROS DISCOVERY INCWBD125,852$1.9M0.45%
51BERKSHIRE HATHAWAY INC DELBRK-A6,068$1.9M0.45%
52JOHNSON & JOHNSONJNJ11,245$1.7M0.41%
53EXXON MOBIL CORPXOM15,245$1.7M0.40%
54CHEVRON CORP NEWCVX9,951$1.6M0.39%
55AGNICO EAGLE MINES LTDAEM31,500$1.6M0.38%
56ALCOA CORPAA33,000$1.4M0.33%
57MICROCHIP TECHNOLOGY INC.MCHPP13,250$1.1M0.26%
58HALLIBURTON COHAL34,150$1.1M0.26%
59AMGEN INCAMGN3,849$930,4940.22%
60TARGA RES CORPTRGP12,000$875,4000.21%
61PFIZER INCPFE20,324$829,2020.20%
62VANGUARD INDEX FDS9229087693,803$776,1930.18%
63SPDR S&P 500 ETF TRSPY1,834$750,8220.18%
64ALPHABET INCGOOG6,585$684,8400.16%
65ISHARES TR46435G5249,540$578,3150.14%
66GINKGO BIOWORKS HOLDINGS INCDNABW432,500$575,2250.14%
67TEXAS INSTRS INC8825081043,000$558,0300.13%
68BOEING COBA-PA2,585$549,1320.13%
69ISHARES TR4642875983,528$537,1740.13%
70EQT CORPEQT16,000$510,5600.12%
71PROSHARES TR74347G43216,750$491,7800.12%
72SELECT SECTOR SPDR TR81369Y60515,122$486,1730.12%
73LULULEMON ATHLETICA INCLULU1,200$437,0280.10%
74ISHARES TR4642872264,173$415,7980.10%
75SCHWAB STRATEGIC TR80852470616,832$412,7210.10%
76KRATOS DEFENSE & SEC SOLUTIO50077B20730,000$404,4000.10%
77TARGET CORPTGT2,300$380,9490.09%
78ISHARES INC46434G8898,475$351,8820.08%
79ISHARES TR46432F8425,251$351,0300.08%
80ISHARES TR4642876141,350$329,8460.08%
81AMERICAN WTR WKS CO INC NEW0304201032,215$324,4760.08%
82SPDR SER TR78464A8704,177$318,3300.08%
83IES HLDGS INCIESC7,218$311,0240.07%
84CHEMOURS COCC10,000$299,4000.07%
85LIMBACH HLDGS INCLMB16,983$293,8060.07%
86ISHARES TR4642874813,151$286,8990.07%
8789BIO INC28255910318,350$279,4710.07%
88COSTCO WHSL CORP NEW22160K105456$226,5730.05%
89HOME DEPOT INCHD767$226,2930.05%
90OLIN CORPOLN4,000$222,0000.05%
91VANGUARD BD INDEX FDS9219378192,888$221,6260.05%
92LONGBOARD PHARMACEUTICALS IN54300N10349,855$199,9190.05%
93CROWN CASTLE INCCCI1,485$198,7530.05%
94AMER STATES WTR CO0298991012,100$186,6690.04%
95CUMMINS INCCMI750$179,1600.04%
96ISHARES INC4642862935,240$177,4370.04%
97COCA COLA COKO2,805$173,9950.04%
98ULTA BEAUTY INCULTA300$163,7010.04%
99AXOS FINANCIAL INCAX4,000$147,6800.04%
100ISHARES TR46435U1353,961$143,9830.03%
101ISHARES INC46434G1032,945$143,6870.03%
102E2OPEN PARENT HOLDINGS INC29788T10324,625$143,3180.03%
103WESTLAKE CHEM PARTNERS LPWLK6,500$143,0650.03%
104ALLOGENE THERAPEUTICS INCALLO27,950$138,0730.03%
105OCCIDENTAL PETE CORP6745991052,175$135,7860.03%
106ISHARES GOLD TRIAU3,476$129,8990.03%
107VANGUARD INDEX FDS922908637686$128,1520.03%
108DIGITAL RLTY TR INC2538681031,300$127,8030.03%
109MARSH & MCLENNAN COS INC571748102765$127,4110.03%
110FORD MTR CO DEL34537086010,100$127,2600.03%
111WALMART INCWMT838$123,5640.03%
112ENSTAR GROUP LIMITEDG3075P101525$121,6900.03%
113GENERAL ELECTRIC CO3696043011,262$120,6480.03%
114NUTRIEN LTDNTR1,500$110,7750.03%
115MAGELLAN MIDSTREAM PRTNRS LP5590801061,943$105,4280.03%
116WISDOMTREE TRWT1,467$103,7470.02%
117VOR BIOPHARMA INCVOR18,450$99,2610.02%
118ISHARES TR46434V1002,003$97,1060.02%
119LYONDELLBASELL INDUSTRIES NLYB1,000$93,8900.02%
120CRISPR THERAPEUTICS AGCRSP2,050$92,7220.02%
121ALX ONCOLOGY HLDGS INCALXO19,570$88,4570.02%
122VANGUARD BD INDEX FDS9219378351,197$88,3750.02%
123ISHARES TR464287630635$87,0080.02%
124WISDOMTREE TRWT1,000$82,2100.02%
125ARK ETF TR00214Q1042,025$81,6890.02%
126ISHARES TR464287507319$79,8020.02%
127FIRST SOLAR INCFSLR365$79,3880.02%
128SPDR INDEX SHS FDS78463X8892,407$77,3130.02%
129ISHARES TR4642886381,470$75,3820.02%
130ISHARES TR46435G516995$71,4810.02%
131VANGUARD STAR FDS9219097681,218$67,2460.02%
132CRINETICS PHARMACEUTICALS INCRNX4,150$66,6490.02%
133HANNON ARMSTRONG SUST INFR C41068X1002,175$62,1940.01%
134ISHARES TR464287648274$62,1490.01%
135LSB INDS INC5021601046,000$61,9800.01%
136FARFETCH LTD30744W10712,500$61,3750.01%
137BP PLCBPPFF1,600$60,7040.01%
138TE CONNECTIVITY LTDTEL447$58,6190.01%
139SPDR SER TR78464A763436$53,9380.01%
140CSX CORPCSX1,752$52,4550.01%
141ISHARES TR464287887465$51,1230.01%
142PARKER-HANNIFIN CORPPH150$50,4170.01%
143VISA INCV206$46,4450.01%
144BANK NEW YORK MELLON CORP0640581001,000$45,4400.01%
145BAIDU INCBAIDF300$45,2760.01%
146TRAVELERS COMPANIES INCTRV262$44,9030.01%
147VANGUARD INDEX FDS922908363116$43,6490.01%
148SHELL PLCRYDAF750$43,1550.01%
149NIKE INCNKE350$42,9240.01%
150AFLAC INCAFL646$41,6580.01%
151TWILIO INCTWLO600$39,9780.01%
152PIMCO CALIF MUN INCOME FD II72201C1095,000$38,8000.01%
153ISHARES INC46434G8631,228$38,6580.01%
154HERSHEY COHSY150$38,1620.01%
155TRANSOCEAN LTDRIG6,000$38,1600.01%
156COMCAST CORP NEWCCZ1,000$37,9100.01%
157SPERO THERAPEUTICS INCSPRO25,600$37,1200.01%
158PROCTER AND GAMBLE CO742718109249$37,0240.01%
159ISHARES TR46434V621740$36,9930.01%
160INVESCO EXCHANGE TRADED FD TIVZ255$36,8790.01%
161ISHARES TR464287804374$36,1660.01%
162SHOPIFY INCSHOP750$35,9550.01%
163UNITEDHEALTH GROUP INCUNH76$35,9170.01%
164SOUTHERN COSOMN511$35,5560.01%
165GE HEALTHCARE TECHNOLOGIES IGEHC420$34,4530.01%
166ISHARES TR464287176301$33,1860.01%
167VANGUARD INDEX FDS922908595152$32,8950.01%
168NOVARTIS AGNVSEF350$32,2000.01%
169WILLIAMS COS INC9694571001,060$31,6520.01%
170VANGUARD INDEX FDS922908611193$30,6410.01%
171MCCORMICK & CO INCMKC-V350$29,1240.01%
172ISHARES INC46434G822475$27,8780.01%
173ISHARES TR464287473260$27,6120.01%
174RIO TINTO PLCRTNTF400$27,4400.01%
175SELECT SECTOR SPDR TR81369Y209206$26,6690.01%
176ABBOTT LABSABLZF262$26,5190.01%
177MORGAN STANLEYMS-PQ300$26,3400.01%
178L3HARRIS TECHNOLOGIES INCLHX133$26,1000.01%
179ISHARES TR464287564458$25,4380.01%
180MAINSTREET BANCSHARES INCMNSBP1,050$24,6650.01%
181ALTRIA GROUP INCMO542$24,1850.01%
182PEPSICO INCPEP128$23,3350.01%
183VANGUARD INDEX FDS92290873693$23,1950.01%
184SOUTHERN COPPER CORPSCCO303$23,1040.01%
185MARVELL TECHNOLOGY INCMRVL520$22,5160.01%
186SELECT SECTOR SPDR TR81369Y704221$22,3610.01%
187PAYCOM SOFTWARE INCPAYC72$21,8890.01%
188DUPONT DE NEMOURS INCDD304$21,8190.01%
189ETF MANAGERS TR26924G201453$21,6450.01%
190BAXTER INTL INC071813109533$21,6190.01%
191WEYERHAEUSER CO MTN BEWY704$21,2120.01%
192COLGATE PALMOLIVE COCL277$20,8470.00%
193SPDR S&P MIDCAP 400 ETF TRMDY45$20,6290.00%
194FEDEX CORPFDX90$20,5650.00%
195INVESCO EXCHANGE TRADED FD TIVZ70$20,4180.00%
196GLOBAL X FDS37954Y855305$19,3980.00%
197INVESCO QQQ TRIVZ59$18,9350.00%
198ISHARES TR464287721200$18,5620.00%
199REGIONS FINANCIAL CORP NEWRF-PF1,000$18,5600.00%
200VANGUARD SPECIALIZED FUNDS921908844118$18,1740.00%
201MP MATERIALS CORPMP612$17,2530.00%
202PPG INDS INC693506107125$16,6980.00%
203MONSTER BEVERAGE CORP NEWMNST300$16,2030.00%
204INVESCO EXCHANGE TRADED FD TIVZ200$16,1100.00%
205SELECT SECTOR SPDR TR81369Y308214$15,9880.00%
206ABBVIE INCABBV100$15,9370.00%
207INTUITINTU34$15,1590.00%
208CHURCH & DWIGHT CO INCCHD169$14,9500.00%
209DISCOVER FINL SVCS254709108150$14,8260.00%
210ISHARES TR464287234375$14,7980.00%
211DOW INCDOW268$14,7110.00%
212CHARTER COMMUNICATIONS INC N16119P10841$14,6630.00%
213F5 INCFFIV100$14,5690.00%
214VIRACTA THERAPEUTICS INC92765F1089,000$14,3100.00%
215KAMAN CORP483548103623$14,2360.00%
216WOLFSPEED INCWOLF215$13,9650.00%
217EVGO INCEVGOW1,770$13,7890.00%
218SCHWAB STRATEGIC TR808524797185$13,5350.00%
2193M COMMM126$13,2440.00%
220ROKU INCROKU201$13,2300.00%
221GOLDMAN SACHS GROUP INCGSCE40$13,0850.00%
222LINDE PLCLIN37$13,0490.00%
223PARTNERS BANCORP70213Q1081,625$12,7250.00%
224ORAMED PHARMACEUTICALS INCORMP5,627$12,2670.00%
225SPDR SER TR78464A755226$12,0150.00%
226THERMO FISHER SCIENTIFIC INCTMO20$11,5280.00%
227WELLS FARGO CO NEW949746101308$11,5140.00%
228ISHARES TR46428716897$11,3670.00%
229VANGUARD INDEX FDS92290874479$10,8440.00%
230MARTIN MARIETTA MATLS INC57328410630$10,6520.00%
231AERSALE CORPORATIONASLE605$10,4190.00%
232SPDR INDEX SHS FDS78463X202230$10,3270.00%
233CHART INDS INC16115Q30882$10,2830.00%
234FLOWSERVE CORPFLS300$10,2000.00%
235BLACKSTONE INCBX116$10,1900.00%
236PALO ALTO NETWORKS INCPANW51$10,1870.00%
237GENERAL MLS INC370334104113$9,6570.00%
238SPDR GOLD TRGLD50$9,1610.00%
239DUKE ENERGY CORP NEWDUKB93$8,9720.00%
240ISHARES SILVER TRSLV389$8,6050.00%
241COMMERCIAL METALS COCMC168$8,2160.00%
242DEERE & CODE19$7,8820.00%
243CREATIVE REALITIES INCCREX3,541$7,8620.00%
244SWEETGREEN INCSG1,000$7,8400.00%
245ZOETIS INCZTS47$7,8230.00%
246AMBARELLA INCAMBA100$7,7420.00%
247WATERS CORP94184810325$7,7410.00%
248METTLER TOLEDO INTERNATIONALMTD5$7,6520.00%
249UNION PAC CORPUNP38$7,6480.00%
250DCP MIDSTREAM LP23311P100169$7,0510.00%
251SIBANYE STILLWATER LTDSBYSF795$6,6150.00%
252FIRST TR EXCHANGE-TRADED FD33738R506147$6,5960.00%
253INSULET CORPPODD20$6,3800.00%
254TESLA INCTSLA30$6,2240.00%
255MCKESSON CORPMCK17$6,0530.00%
256SALESFORCE INCCRM30$5,9940.00%
257SCHWAB STRATEGIC TR808524805170$5,9160.00%
258SELECT SECTOR SPDR TR81369Y40738$5,6830.00%
259FS CREDIT OPPORTUNITIES CORPFSCO1,277$5,6700.00%
260VANGUARD BD INDEX FDS92193782762$4,7430.00%
261SOFI TECHNOLOGIES INCSOFI757$4,5950.00%
262DIAGEO PLCDGEAF25$4,5300.00%
263MICRON TECHNOLOGY INCMU75$4,5260.00%
264AT&T INCT-PC229$4,4090.00%
265SCHWAB STRATEGIC TR80852420190$4,3540.00%
266METLIFE INCMET-PF75$4,3460.00%
267OKTA INCOKTA50$4,3120.00%
268GLADSTONE LD CORP376549101240$3,9960.00%
269VERIZON COMMUNICATIONS INCVZ100$3,8890.00%
270ADOBE SYSTEMS INCORPORATEDADBE10$3,8540.00%
271BROWN FORMAN CORPBF-B58$3,7820.00%
272FARMLAND PARTNERS INCFPI340$3,6380.00%
273ZIM INTEGRATED SHIPPING SERVZIM150$3,5370.00%
274DANIMER SCIENTIFIC INC2362721001,000$3,4500.00%
275WATSCO INCWSO-B10$3,1820.00%
276UBER TECHNOLOGIES INCUBER92$2,9170.00%
277SPROTT FOCUS TR INCSII350$2,8340.00%
278HP INCHPQ87$2,5570.00%
279TETRA TECH INC NEWTTEK15$2,2040.00%
280NORTHERN TR CORPNTRSO25$2,2040.00%
281UNILEVER PLCUNLYF42$2,1820.00%
282VILLAGE FARMS INTL INC92707Y1082,000$1,6600.00%
283YANDEX N VNBIS100$1,4900.00%
284UNDER ARMOUR INCUA150$1,4240.00%
285ZILLOW GROUP INCZ32$1,3990.00%
286HEWLETT PACKARD ENTERPRISE CHPE-PC88$1,3950.00%
287NORDSTROM INC65566410078$1,2700.00%
288ARK ETF TR00214Q30236$1,0920.00%
289CISCO SYS INCCSCO20$1,0460.00%
290FATE THERAPEUTICS INCFATE175$9980.00%
291ORACLE CORPORCL-PD10$9300.00%
292ARK ETF TR00214Q40116$8850.00%
293BROOKFIELD RENEWABLE PARTNERG1625810828$8830.00%
294ALPS ETF TR00162Q46014$6630.00%
295NUSCALE PWR CORPNU67$6100.00%
296VIATRIS INCVTRS63$6070.00%
297RIOT PLATFORMS INCRIOT55$5500.00%
298ALIBABA GROUP HLDG LTDBBAAY5$5110.00%
299ICAHN ENTERPRISES LPIEP8$4140.00%
300SNAP INCSNAP36$4040.00%
301ROBINHOOD MKTS INC77070010230$2920.00%
302SPOTIFY TECHNOLOGY S ASPOT2$2680.00%
303INTERNATIONAL BUSINESS MACHSINTR2$2630.00%
304VIRGIN GALACTIC HOLDINGS INCSPCE64$2600.00%
305ILLUMINA INCILMN1$2330.00%
306GALMED PHARMACEUTICALS LTDGLMD500$2140.00%
307DRAFTKINGS INC NEWDKNG9$1750.00%
308DXC TECHNOLOGY CODXC6$1620.00%
309WEBSTER FINL CORP9478901094$1580.00%
310PALANTIR TECHNOLOGIES INCPLTR18$1530.00%
311SELECT SECTOR SPDR TR81369Y5062$1420.00%
312VALE S AVALE8$1270.00%
313TELADOC HEALTH INCTDOC4$1040.00%
314ZIVO BIOSCIENCE INCZIVOW31$960.00%
315PENN ENTERTAINMENT INCPENN3$890.00%
316FUELCELL ENERGY INCFCELB29$830.00%
317CORTEVA INCCTVA1$610.00%
318PEARSON PLCPSORF5$530.00%
319ALPINE 4 HOLDINGS INC02083E105100$510.00%
320SUNNOVA ENERGY INTL INC.86745K1042$320.00%
321MICROBOT MED INCMBOT11$230.00%