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Bourgeon Capital Management LLC
Bourgeon Capital Management LLC is an independent investment adviser headquartered in Darien, Connecticut. Founded in 1999, the firm manages portfolios for high net worth individuals, families, and select organizations. With approximately 6-8 employees, Bourgeon provides personalized portfolio management and financial advisory services focused primarily on domestic clients.
Investment Strategy
Bourgeon Capital Management LLC employs a disciplined investment approach focused on diversified, fundamentally-driven equity and fixed income strategies. The firm allocates client funds primarily among large-cap U.S. stocks, selected for their growth potential, dividend reliability, and sector leadership. Bourgeon's strategy emphasizes risk management, long-term capital appreciation, and personalized portfolio construction tailored to client objectives, including downside protection and tax efficiency. Sector and position selections are regularly reviewed, reflecting both macroeconomic analysis and individual security fundamentals.
Latest 13F Filing Activity
Bourgeon Capital Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 106 equity positions and 2 options positions with a total 13F market value of $554M. The fund increased holdings in Cohen & Steers Inc., Alphabet Inc., Okta Inc. among other positions. Bourgeon Capital Management LLC reduced exposure to Confluent Inc., Accenture PLC Ireland, Pfizer Inc. among others.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | 5.56% | $30.8M | 126,768 | $68.35 | $243.10 | +$8.4M | |
J JPM | JPMORGAN CHASE & CO. | 5.08% | $28.1M | 89,194 | $77.24 | $315.43 | +$1.4M |
M MSFT | MICROSOFT CORP | 3.98% | $22.1M | 42,593 | $113.07 | $517.95 | +$178.3K |
L LLY | ELI LILLY & CO | 3.24% | $18.0M | 23,547 | $771.74 | $763.00 | +$7.9M |
E ETN | EATON CORP PLC | 3.01% | $16.7M | 44,519 | $146.75 | $374.25 | +$739.5K |
Options Positions (2)
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
C Claire Kramer | Vice President | Norwalk, CT , United States | |
 | Managing Partner and Owner | New Canaan, CT , United States | |
L Laura Drynan | Partner | Stamford, CT , United States | |
V Victor Joseph | Financial Advisor and Portfolio Manager | New York, NY , United States |
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