SEC 13F Intelligence

Bourgeon Capital Management LLC / DHR

Bourgeon Capital Management LLC’s Danaher Corp Del Position

Does Bourgeon Capital Management LLC own Danaher Corp Del (DHR)? Yes — 64.3K shares worth $12M (+2.11% of its 13F portfolio) as of Q1 2026, up from 59.6K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
64.3K
% of Portfolio
+2.11%
Quarters Held
30
currently held

Position History DHR

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $8MQ4 ’19Q1 ’20: $8MQ2 ’20: $9MQ3 ’20: $11MQ4 ’20: $12MQ4 ’20Q1 ’21: $12MQ2 ’21: $14MQ3 ’21: $14MQ4 ’21: $15MQ4 ’21Q1 ’22: $14MQ2 ’22: $12MQ3 ’22: $13MQ4 ’22: $13MQ4 ’22Q1 ’23: $13MQ2 ’23: $13MQ3 ’23: $13MQ4 ’23: $13MQ4 ’23Q1 ’24: $14MQ2 ’24: $14MQ3 ’24: $16MQ4 ’24: $14MQ4 ’24Q1 ’25: $12MQ2 ’25: $12MQ3 ’25: $12MQ4 ’25: $14MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202664.3K$12M+2.11%
Q4 202559.6K$14M+2.21%
Q3 202559.3K$12M+2.12%
Q2 202559.5K$12M+2.32%
Q1 202558.5K$12M+2.58%
Q4 202460.2K$14M+2.58%
Q3 202456.0K$16M+3.00%
Q2 202456.5K$14M+2.76%
Q1 202456.0K$14M+2.74%
Q4 202355.7K$13M+2.85%
Q3 202352.4K$13M+3.05%
Q2 202352.2K$13M+2.92%
Q1 202349.8K$13M+2.99%
Q4 202249.7K$13M+3.24%
Q3 202249.0K$13M+3.48%
Q2 202248.6K$12M+3.26%
Q1 202248.2K$14M+3.20%
Q4 202145.7K$15M+3.10%
Q3 202145.8K$14M+2.98%
Q2 202152.6K$14M+3.04%
Q1 202152.3K$12M+2.61%
Q4 202052.8K$12M+2.90%
Q3 202053.3K$11M+3.48%
Q2 202053.3K$9M+3.35%
Q1 202057.8K$8M+4.14%
Q4 201954.5K$8M+3.95%
Q3 201955.7K$8M+4.36%
Q2 201955.5K$8M+4.60%
Q1 201955.9K$7M+4.33%
Q4 201863.3K$7M+4.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bourgeon Capital Management LLC’s full portfolio or all institutional holders of DHR.