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 Q3 2023 · Filed July 20, 2023 · Accession 0001019056-23-000315

Total Value
$428.7M
Positions
337
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (337)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & COVYLD130,983$19.1M4.44%
2MICROSOFT CORPMSFT52,806$18.0M4.19%
3MERCK & CO INCMRK142,920$16.5M3.85%
4HONEYWELL INTL INC43851610674,145$15.4M3.59%
5SPLUNK INC848637104139,408$14.8M3.45%
6ALPHABET INCGOOG119,275$14.3M3.33%
7DANAHER CORPORATION23585110252,237$12.5M2.92%
8MEDTRONIC PLCMDT142,153$12.5M2.92%
9GILEAD SCIENCES INCGILD148,357$11.4M2.67%
10TERADYNE INCTER99,820$11.1M2.59%
11APTIV PLCAPTV106,135$10.8M2.53%
12NEXTERA ENERGY INCNEE-PW142,580$10.6M2.47%
13QUALCOMM INCQCOM84,946$10.1M2.36%
14RAYTHEON TECHNOLOGIES CORPRTX101,670$10.0M2.32%
15BANK AMERICA CORP060505104314,576$9.0M2.11%
16ISHARES TR464288224488,311$9.0M2.10%
17CONOCOPHILLIPSCOP86,521$9.0M2.09%
18AMAZON COM INCAMZN67,670$8.8M2.06%
19EATON CORP PLCETN43,829$8.8M2.06%
20APPLE INCAAPL42,671$8.3M1.93%
21MONDELEZ INTL INC609207105110,889$8.1M1.89%
22PNC FINL SVCS GROUP INC69347510561,359$7.7M1.80%
23FREEPORT-MCMORAN INCFCX187,575$7.5M1.75%
24ACCENTURE PLC IRELANDACN23,002$7.1M1.66%
25SCHLUMBERGER LTDSLB140,876$6.9M1.61%
26BAKER HUGHES COMPANYBKR218,783$6.9M1.61%
27PAYPAL HLDGS INCPYPL95,697$6.4M1.49%
28ORGANON & COOGN301,238$6.3M1.46%
29DISNEY WALT CO25468710668,915$6.2M1.44%
30JACOBS SOLUTIONS INCJ51,356$6.1M1.42%
31TOTALENERGIES SETTE90,988$5.2M1.22%
32ENTERPRISE PRODS PARTNERS L293792107198,474$5.2M1.22%
33CATERPILLAR INCCAT20,965$5.2M1.20%
34PROLOGIS INC.PLDGP40,306$4.9M1.15%
35WABTEC92974010844,755$4.9M1.14%
36TEVA PHARMACEUTICAL INDS LTD881624209651,760$4.9M1.14%
37CROWDSTRIKE HLDGS INCCRWD31,773$4.7M1.09%
38CVS HEALTH CORPCVS60,786$4.2M0.98%
39ANALOG DEVICES INCADI21,500$4.2M0.98%
40BLACKROCK INCBLK5,884$4.1M0.95%
41ALEXANDRIA REAL ESTATE EQ IN01527110935,829$4.1M0.95%
42KINDER MORGAN INC DELEP-PC230,259$4.0M0.92%
43COTERRA ENERGY INCCTRA149,050$3.8M0.88%
44CITIGROUP INCC-PR73,600$3.4M0.79%
45ENERGY TRANSFER L PET-PI263,995$3.4M0.78%
46JOHNSON & JOHNSONJNJ17,995$3.0M0.69%
47AMPHENOL CORP NEW03209510134,505$2.9M0.68%
48NVIDIA CORPORATIONNVDA5,754$2.4M0.57%
49PFIZER INCPFE57,525$2.1M0.49%
50BERKSHIRE HATHAWAY INC DELBRK-A5,794$2.0M0.46%
51EOG RES INCEOG17,100$2.0M0.46%
52MOSAIC CO NEWMOS54,750$1.9M0.45%
53MICRON TECHNOLOGY INCMU30,275$1.9M0.45%
54PARKER-HANNIFIN CORPPH4,650$1.8M0.42%
55EXXON MOBIL CORPXOM15,245$1.6M0.38%
56CHEVRON CORP NEWCVX10,150$1.6M0.37%
57AGNICO EAGLE MINES LTDAEM24,500$1.2M0.29%
58HALLIBURTON COHAL34,150$1.1M0.26%
59DEERE & CODE2,519$1.0M0.24%
60SPDR S&P 500 ETF TRSPY2,084$923,7960.22%
61TARGA RES CORPTRGP12,000$913,2000.21%
62AMGEN INCAMGN3,824$848,9950.20%
63VANGUARD INDEX FDS9229087693,803$837,7250.20%
64ALPHABET INCGOOG6,585$796,5880.19%
65SONY GROUP CORPORATIONSNEJF8,000$720,3200.17%
66CF INDS HLDGS INC1252691009,500$659,4900.15%
67MICROCHIP TECHNOLOGY INC.MCHPP7,250$649,5280.15%
68UNITEDHEALTH GROUP INCUNH1,326$637,3290.15%
69WARNER BROS DISCOVERY INCWBD45,352$568,7150.13%
7089BIO INC28255910330,000$568,5000.13%
71ISHARES TR4642875983,528$556,8250.13%
72BOEING COBA-PA2,585$545,8490.13%
73ISHARES TR46435G5248,240$511,0450.12%
74SELECT SECTOR SPDR TR81369Y60515,122$509,7630.12%
75LULULEMON ATHLETICA INCLULU1,200$454,2000.11%
76KRATOS DEFENSE & SEC SOLUTIO50077B20730,000$430,2000.10%
77MP MATERIALS CORPMP18,612$425,8430.10%
78LIMBACH HLDGS INCLMB16,983$419,9900.10%
79IES HLDGS INCIESC7,218$410,5600.10%
80SCHWAB STRATEGIC TR80852470616,547$407,5530.10%
81LAUDER ESTEE COS INC5184391042,000$392,7600.09%
82PROSHARES TR74347G43220,500$387,6550.09%
83ISHARES TR4642876141,350$371,4930.09%
84CHEMOURS COCC10,000$368,9000.09%
85ISHARES TR46432F8425,251$354,4430.08%
86VANECK ETF TRUST92189H6071,190$342,2440.08%
87SPDR SER TR78464A8704,014$333,9650.08%
88ALLOGENE THERAPEUTICS INCALLO66,950$332,7420.08%
89ISHARES INC46434G8897,795$324,0260.08%
90EVGO INCEVGOW79,770$319,0800.07%
91ISHARES TR4642872263,253$318,6320.07%
92AMERICAN WTR WKS CO INC NEW0304201032,215$316,1920.07%
93ISHARES TR4642874813,151$304,4820.07%
94TARGET CORPTGT2,300$303,3700.07%
95COSTCO WHSL CORP NEW22160K105456$245,5020.06%
96HOME DEPOT INCHD767$238,2290.06%
97VANGUARD BD INDEX FDS9219378192,888$217,2650.05%
98WP CAREY INC92936U1092,796$188,8980.04%
99DIREXION SHS ETF TR25460E2327,150$188,0450.04%
100GINKGO BIOWORKS HOLDINGS INCDNABW100,000$186,0000.04%
101CUMMINS INCCMI750$183,8700.04%
102AMER STATES WTR CO0298991012,100$182,7000.04%
103CROWN CASTLE INCCCI1,485$169,2010.04%
104COCA COLA COKO2,805$168,9180.04%
105ISHARES INC4642862934,810$157,9930.04%
106AXOS FINANCIAL INCAX4,000$157,7600.04%
107OLIN CORPOLN3,000$154,1700.04%
108FORD MTR CO DEL34537086010,000$151,3000.04%
109DIGITAL RLTY TR INC2538681031,300$148,0310.03%
110ALX ONCOLOGY HLDGS INCALXO19,570$146,9710.03%
111ISHARES INC46434G1032,945$145,1600.03%
112MARSH & MCLENNAN COS INC571748102765$143,8820.03%
113ULTA BEAUTY INCULTA300$141,1790.03%
114ISHARES GOLD TRIAU3,876$141,0480.03%
115WESTLAKE CHEM PARTNERS LPWLK6,500$140,9850.03%
116VANGUARD INDEX FDS922908637686$139,0660.03%
117GENERAL ELECTRIC CO3696043011,262$138,6310.03%
118VANGUARD SCOTTSDALE FDS92206C7141,989$137,6590.03%
119WALMART INCWMT838$131,7170.03%
120ENSTAR GROUP LIMITEDG3075P101525$128,2260.03%
121WISDOMTREE TRWT1,467$122,1280.03%
122MAGELLAN MIDSTREAM PRTNRS LP5590801061,943$121,0880.03%
123VANGUARD SCOTTSDALE FDS92206C4091,315$99,4930.02%
124ISHARES TR46434V1002,003$96,5650.02%
125SSGA ACTIVE ETF TR78467V8482,375$96,3070.02%
126ISHARES TR46435G5161,310$95,5390.02%
127ISHARES SILVER TRSLV4,389$91,6870.02%
128ISHARES TR464287630635$89,4080.02%
129ARK ETF TR00214Q1042,025$89,3840.02%
130ISHARES TR464287804891$88,7890.02%
131VANGUARD BD INDEX FDS9219378351,197$87,0100.02%
132INNOVATOR ETFS TRINHD2,528$84,8150.02%
133ISHARES TR464287507319$83,4130.02%
134SPDR INDEX SHS FDS78463X8892,407$78,3240.02%
135ISHARES TR4642886381,470$74,3380.02%
136FIRST SOLAR INCFSLR365$69,3830.02%
137VOR BIOPHARMA INCVOR22,450$69,3710.02%
138VANGUARD STAR FDS9219097681,218$68,3060.02%
139ISHARES TR464287648274$66,4890.02%
140TRANSOCEAN LTDRIG9,400$65,8940.02%
141TE CONNECTIVITY LTDTEL449$62,9420.01%
142CSX CORPCSX1,752$59,7440.01%
143VANGUARD INDEX FDS922908363146$59,4900.01%
144BP PLCBPPFF1,600$56,4640.01%
145ISHARES INC46434G8631,758$55,6060.01%
146SPDR SER TR78464A763436$53,4450.01%
147VANGUARD INDEX FDS922908629235$51,7380.01%
148J P MORGAN EXCHANGE TRADED F46641Q8371,017$50,9930.01%
149SHOPIFY INCSHOP750$48,4500.01%
150ISHARES TR464288158458$47,6510.01%
151HANNON ARMSTRONG SUST INFR C41068X1001,890$47,2500.01%
152ISHARES TR464287887400$45,9720.01%
153LYONDELLBASELL INDUSTRIES NLYB500$45,9150.01%
154TRAVELERS COMPANIES INCTRV263$45,7380.01%
155AFLAC INCAFL650$45,3530.01%
156SHELL PLCRYDAF750$45,2850.01%
157VISA INCV190$45,1220.01%
158BANK NEW YORK MELLON CORP0640581001,000$44,5200.01%
159INNOVATOR ETFS TRINHD1,700$42,3650.01%
160NEW MTN FIN CORP6475511003,392$42,1970.01%
161INVESCO EXCH TRADED FD TR IIIVZ1,982$41,7020.01%
162COMCAST CORP NEWCCZ1,000$41,5500.01%
163BLACKROCK ETF TRUSTBLK850$41,5140.01%
164ISHARES TR46436E7671,120$40,2640.01%
165ISHARES TR464288570470$39,5600.01%
166NIKE INCNKE350$38,6300.01%
167PIMCO CALIF MUN INCOME FD II72201C1095,000$38,5000.01%
168INVESCO EXCHANGE TRADED FD TIVZ255$38,1590.01%
169ISHARES TR46434V621740$38,1330.01%
170PROCTER AND GAMBLE CO742718109249$37,7840.01%
171ISHARES TR464287655200$37,4540.01%
172E2OPEN PARENT HOLDINGS INC29788T1036,500$36,4000.01%
173SOUTHERN COSOMN511$35,8980.01%
174NOVARTIS AGNVSEF350$35,3190.01%
175VANGUARD INDEX FDS922908595152$34,9210.01%
176WILLIAMS COS INC9694571001,060$34,5880.01%
177GE HEALTHCARE TECHNOLOGIES IGEHC420$34,1210.01%
178ALCOA CORPAA1,000$33,9300.01%
179ISHARES TR46436E2541,200$33,7860.01%
180ISHARES TR464287176301$32,3940.01%
181BLACKROCK ETF TRUSTBLK1,500$32,1290.01%
182VANGUARD SCOTTSDALE FDS92206C680448$31,7010.01%
183MARVELL TECHNOLOGY INCMRVL520$31,0860.01%
184MCCORMICK & CO INCMKC-V350$30,5310.01%
185ISHARES INC46434G822475$29,4030.01%
186ABBOTT LABSABLZF263$28,6830.01%
187SELECT SECTOR SPDR TR81369Y209206$27,3430.01%
188VANGUARD INDEX FDS92290873693$26,3510.01%
189L3HARRIS TECHNOLOGIES INCLHX133$26,0380.01%
190RIO TINTO PLCRTNTF400$25,5360.01%
191ISHARES TR464287564458$25,4520.01%
192INNOVATOR ETFS TRINHD1,077$24,8250.01%
193ALTRIA GROUP INCMO542$24,5530.01%
194BAXTER INTL INC071813109533$24,2840.01%
195MAINSTREET BANCSHARES INCMNSBP1,050$23,7930.01%
196SELECT SECTOR SPDR TR81369Y704221$23,7180.01%
197PEPSICO INCPEP128$23,7090.01%
198ISHARES TR464288448895$23,5660.01%
199ETF MANAGERS TR26924G201453$22,9090.01%
200SCHWAB CHARLES CORPSCHW-PJ400$22,6720.01%
201FEDEX CORPFDX90$22,3110.01%
202SPERO THERAPEUTICS INCSPRO15,100$21,8950.01%
203INVESCO QQQ TRIVZ59$21,7960.01%
204ISHARES TR464287721200$21,7740.01%
205SOUTHERN COPPER CORPSCCO303$21,7380.01%
206DUPONT DE NEMOURS INCDD304$21,7180.01%
207SPDR S&P MIDCAP 400 ETF TRMDY45$21,5510.01%
208COLGATE PALMOLIVE COCL279$21,4980.01%
209INVESCO EXCHANGE TRADED FD TIVZ70$20,8620.00%
210ISHARES TR46436E759340$20,7100.00%
211ORAMED PHARMACEUTICALS INCORMP5,627$20,1450.00%
212GLOBAL X FDS37954Y855305$19,8470.00%
213ABRDN ETFS003261104966$19,4750.00%
214VANGUARD SPECIALIZED FUNDS921908844118$19,1670.00%
215ISHARES TR46435U663530$18,8260.00%
216PPG INDS INC693506107125$18,5380.00%
217ISHARES TR46435G425185$18,0310.00%
218REGIONS FINANCIAL CORP NEWRF-PF1,000$17,8200.00%
219MONSTER BEVERAGE CORP NEWMNST300$17,2320.00%
220MORGAN STANLEYMS-PQ200$17,0800.00%
221CHURCH & DWIGHT CO INCCHD170$16,9980.00%
222INVESCO EXCHANGE TRADED FD TIVZ200$16,8940.00%
223OCCIDENTAL PETE CORP674599105275$16,1700.00%
224WEYERHAEUSER CO MTN BEWY480$16,0850.00%
225SELECT SECTOR SPDR TR81369Y308214$15,8730.00%
226INTUITINTU34$15,5790.00%
227KAMAN CORP483548103628$15,2850.00%
228CHARTER COMMUNICATIONS INC N16119P10841$15,0630.00%
229ISHARES TR464287234375$14,8350.00%
230F5 INCFFIV100$14,6260.00%
231DOW INCDOW268$14,2920.00%
232LINDE PLCLIN37$13,9900.00%
233MARTIN MARIETTA MATLS INC57328410630$13,8510.00%
234ABBVIE INCABBV100$13,4730.00%
235SCHWAB STRATEGIC TR808524797185$13,4350.00%
236WELLS FARGO CO NEW949746101308$13,1460.00%
237PALO ALTO NETWORKS INCPANW51$13,0320.00%
238GOLDMAN SACHS GROUP INCGSCE40$12,9020.00%
239ROKU INCROKU201$12,8560.00%
240TWILIO INCTWLO200$12,7240.00%
241WOLFSPEED INCWOLF215$11,9520.00%
242SPDR SER TR78464A755226$11,4860.00%
243VANGUARD INDEX FDS92290874479$11,2310.00%
244FLOWSERVE CORPFLS300$11,1450.00%
245ISHARES TR46428716897$10,9910.00%
246CREATIVE REALITIES INCCREX3,541$10,8010.00%
247BLACKSTONE INCBX116$10,7850.00%
248SPDR INDEX SHS FDS78463X202230$10,5760.00%
249VIRACTA THERAPEUTICS INC92765F1087,500$10,5750.00%
250THERMO FISHER SCIENTIFIC INCTMO20$10,4350.00%
251PARTNERS BANCORP70213Q1081,631$10,0970.00%
252TESLA INCTSLA38$9,9480.00%
253GLOBAL X FDS37954Y632350$9,7860.00%
254ISHARES TR46435G193415$9,4380.00%
255SPDR GOLD TRGLD50$8,9140.00%
256AERSALE CORPORATIONASLE605$8,8940.00%
257COMMERCIAL METALS COCMC168$8,8470.00%
258GENERAL MLS INC370334104113$8,6680.00%
259AMBARELLA INCAMBA100$8,3670.00%
260DUKE ENERGY CORP NEWDUKB93$8,3460.00%
261ZOETIS INCZTS47$8,0940.00%
262UNION PAC CORPUNP38$7,7760.00%
263FIRST TR EXCHANGE-TRADED FD33738R506147$6,9240.00%
264ISHARES TR46435U549145$6,8400.00%
265WATERS CORP94184810325$6,6640.00%
266METTLER TOLEDO INTERNATIONALMTD5$6,5590.00%
267SELECT SECTOR SPDR TR81369Y40738$6,4530.00%
268SALESFORCE INCCRM30$6,3380.00%
269SOFI TECHNOLOGIES INCSOFI757$6,3140.00%
270FS CREDIT OPPORTUNITIES CORPFSCO1,277$6,0660.00%
271SCHWAB STRATEGIC TR808524805170$6,0610.00%
272INSULET CORPPODD20$5,7670.00%
273SIBANYE STILLWATER LTDSBYSF795$4,9610.00%
274ADOBE SYSTEMS INCORPORATEDADBE10$4,8900.00%
275SCHWAB STRATEGIC TR80852420190$4,7140.00%
276VANGUARD BD INDEX FDS92193782762$4,6860.00%
277DIAGEO PLCDGEAF25$4,3370.00%
278METLIFE INCMET-PF75$4,2400.00%
279FARMLAND PARTNERS INCFPI340$4,1520.00%
280UBER TECHNOLOGIES INCUBER92$3,9720.00%
281GLADSTONE LD CORP376549101240$3,9050.00%
282WATSCO INCWSO-B10$3,8150.00%
283VERIZON COMMUNICATIONS INCVZ100$3,7190.00%
284OKTA INCOKTA50$3,4680.00%
285GLOBAL X FDS37954Y715117$3,3630.00%
286AT&T INCT-PC179$2,8560.00%
287CRISPR THERAPEUTICS AGCRSP50$2,8070.00%
288SPROTT FOCUS TR INCSII350$2,7830.00%
289HP INCHPQ88$2,7000.00%
2903M COMMM25$2,5030.00%
291TETRA TECH INC NEWTTEK15$2,4570.00%
292DANIMER SCIENTIFIC INC2362721001,000$2,3800.00%
293UNILEVER PLCUNLYF42$2,1900.00%
294ZIM INTEGRATED SHIPPING SERVZIM150$1,8590.00%
295NORTHERN TR CORPNTRSO25$1,8540.00%
296CITIUS PHARMACEUTICALS INCCTXR1,500$1,8000.00%
297NORDSTROM INC65566410078$1,5970.00%
298ZILLOW GROUP INCZ32$1,5750.00%
299HEWLETT PACKARD ENTERPRISE CHPE-PC88$1,4820.00%
300GRID DYNAMICS HLDGS INCGDYN150$1,3880.00%
301ARK ETF TR00214Q30236$1,2380.00%
302ORACLE CORPORCL-PD10$1,1910.00%
303STEM INCSTEM200$1,1440.00%
304UNDER ARMOUR INCUA150$1,0830.00%
305CISCO SYS INCCSCO20$1,0350.00%
306RISKIFIED LTDRSKD200$9720.00%
307ARK ETF TR00214Q40116$9670.00%
308FATE THERAPEUTICS INCFATE175$8330.00%
309BROOKFIELD RENEWABLE PARTNERG1625810828$8260.00%
310RIOT PLATFORMS INCRIOT55$6510.00%
311ALPS ETF TR00162Q46014$6460.00%
312NUSCALE PWR CORPNU67$4560.00%
313SNAP INCSNAP36$4270.00%
314ALIBABA GROUP HLDG LTDBBAAY5$4170.00%
315SPOTIFY TECHNOLOGY S ASPOT2$3220.00%
316CHART INDS INC16115Q3082$3200.00%
317ROBINHOOD MKTS INC77070010230$3000.00%
318PALANTIR TECHNOLOGIES INCPLTR18$2760.00%
319INTERNATIONAL BUSINESS MACHSINTR2$2680.00%
320VIRGIN GALACTIC HOLDINGS INCSPCE64$2490.00%
321DRAFTKINGS INC NEWDKNG9$2400.00%
322ILLUMINA INCILMN1$1880.00%
323DXC TECHNOLOGY CODXC6$1690.00%
324WEBSTER FINL CORP9478901094$1510.00%
325SELECT SECTOR SPDR TR81369Y5062$1400.00%
326VALE S AVALE8$1080.00%
327GALMED PHARMACEUTICALS LTDGLMD34$1020.00%
328TELADOC HEALTH INCTDOC4$1020.00%
329ZIVO BIOSCIENCE INCZIVOW31$760.00%
330PENN ENTERTAINMENT INCPENN3$730.00%
331FUELCELL ENERGY INCFCELB29$630.00%
332CORTEVA INCCTVA1$580.00%
333PEARSON PLCPSORF5$530.00%
334SUNNOVA ENERGY INTL INC.86745K1042$370.00%
335MICROBOT MED INCMBOT11$300.00%
336ALPINE 4 HOLDINGS INC02083E20413$270.00%
337YANDEX N VNBIS100$00.00%