BOURGEON CAPITAL MANAGEMENT LLC
RIA/Wealth
BOURGEON CAPITAL MANAGEMENT LLC is a RIA/Wealth based in Darien, CT led by John Aniblo Zaro, reporting $917.6M in AUM as of Q3 2025 with GOOGL as the largest holding (6% allocation).
Managing PartnerJohn Aniblo Zaro
- Portfolio Value
- $525.3M
- Positions
- 105
- Top Holding
- GOOGL at 5.87%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BOURGEON CAPITAL MANAGEMENT LLC's portfolio (36.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $30.8M | 5.87% | -$103.3K Sold | 0.00% 126.8K shares | |
Banks - Diversified Financial Services | $28.1M | 5.36% | -$946.3K Sold | 0.00% 89.2K shares | |
Software - Infrastructure Technology | $22.1M | 4.20% | -$725.1K Sold | 0.00% 42.6K shares | |
Drug Manufacturers - General Healthcare | $18.0M | 3.42% | +$8.1M Bought | 0.00% 23.5K shares | |
Industrial - Machinery Industrials | $16.7M | 3.17% | -$30.3K Sold | 0.01% 44.5K shares | |
Semiconductors Technology | $16.6M | 3.16% | -$1.4M Sold | 0.01% 99.3K shares | |
Semiconductors Technology | $15.3M | 2.91% | +$1.1M Bought | 0.02% 181.7K shares | |
Specialty Retail Consumer Cyclical | $15.2M | 2.89% | -$76.8K Sold | 0.00% 69.2K shares | |
Banks - Diversified Financial Services | $14.7M | 2.80% | -$46.1K Sold | 0.00% 284.9K shares | |
Aerospace & Defense Industrials | $14.3M | 2.72% | -$65.3K Sold | 0.01% 85.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BOURGEON CAPITAL MANAGEMENT LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+119.89% | |
+82.95% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for BOURGEON CAPITAL MANAGEMENT LLC
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