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.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOGL | 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)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Put | $2.0M | 30 | $666.18 | $666.18 | +30 | +$2.0M |
Q QQQ | INVESCO QQQ TR | New | Put | $1.8M | 30 | $600.37 | $600.37 | +30 | +$1.8M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner and Owner | New Canaan, CT , United States | |
L Laura Drynan | Partner | Stamford, CT , United States |