SEC 13F Intelligence

Bourgeon Capital Management LLC / FCX

Bourgeon Capital Management LLC’s Freeport Mcmoran Inc Position

Does Bourgeon Capital Management LLC own Freeport Mcmoran Inc (FCX)? Yes187.0K shares worth $11M (+1.90% of its 13F portfolio) as of Q1 2026, down from 344.0K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
187.0K
% of Portfolio
+1.90%
Quarters Held
24
currently held

Position History FCX

Reported value by quarter
Q4 ’19: $262,000Q4 ’19Q3 ’20: $992,000Q4 ’20: $999,000Q1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $1MQ4 ’21Q1 ’22: $1MQ2 ’22: $1MQ3 ’22: $2MQ3 ’22Q4 ’22: $4MQ1 ’23: $5MQ2 ’23: $8MQ2 ’23Q3 ’23: $7MQ4 ’23: $8MQ1 ’24: $15MQ1 ’24Q2 ’24: $9MQ3 ’24: $10MQ4 ’24: $7MQ4 ’24Q1 ’25: $12MQ2 ’25: $14MQ3 ’25: $14MQ3 ’25Q4 ’25: $17MQ1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026187.0K$11M+1.90%
Q4 2025344.0K$17M+2.83%
Q3 2025345.6K$14M+2.45%
Q2 2025331.5K$14M+2.84%
Q1 2025306.7K$12M+2.50%
Q4 2024195.7K$7M+1.39%
Q3 2024195.0K$10M+1.87%
Q2 2024194.5K$9M+1.85%
Q1 2024311.7K$15M+2.87%
Q4 2023182.2K$8M+1.71%
Q3 2023184.3K$7M+1.61%
Q2 2023187.6K$8M+1.75%
Q1 2023115.9K$5M+1.13%
Q4 2022113.2K$4M+1.06%
Q3 202262.0K$2M+0.47%
Q2 202246.0K$1M+0.36%
Q1 202225.6K$1M+0.29%
Q4 202129.3K$1M+0.25%
Q3 202154.4K$2M+0.38%
Q2 202149.5K$2M+0.40%
Q1 202165.9K$2M+0.48%
Q4 202038.4K$999,000+0.25%
Q3 202063.4K$992,000+0.30%
Q4 201920.0K$262,000+0.12%

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 FCX.