SEC 13F Intelligence

Bourgeon Capital Management LLC / RTX

Bourgeon Capital Management LLC’s Rtx Corporation Position

Does Bourgeon Capital Management LLC own Rtx Corporation (RTX)? Yes86.4K shares worth $17M (+2.88% of its 13F portfolio) as of Q1 2026, up from 85.8K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
86.4K
% of Portfolio
+2.88%
Quarters Held
24
currently held

Position History RTX

Reported value by quarter
Q2 ’20: $745,000Q2 ’20Q3 ’20: $511,000Q4 ’20: $611,000Q1 ’21: $853,000Q1 ’21Q2 ’21: $938,000Q3 ’21: $946,000Q4 ’21: $947,000Q4 ’21Q1 ’22: $2MQ2 ’22: $6MQ3 ’22: $8MQ3 ’22Q4 ’22: $10MQ1 ’23: $10MQ2 ’23: $10MQ2 ’23Q3 ’23: $9MQ4 ’23: $7MQ1 ’24: $9MQ1 ’24Q2 ’24: $9MQ3 ’24: $11MQ4 ’24: $10MQ4 ’24Q1 ’25: $11MQ2 ’25: $13MQ3 ’25: $14MQ3 ’25Q4 ’25: $16MQ1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202686.4K$17M+2.88%
Q4 202585.8K$16M+2.55%
Q3 202585.5K$14M+2.58%
Q2 202585.9K$13M+2.47%
Q1 202585.7K$11M+2.44%
Q4 202486.3K$10M+1.86%
Q3 202487.1K$11M+2.03%
Q2 202487.0K$9M+1.71%
Q1 202487.8K$9M+1.68%
Q4 202378.9K$7M+1.47%
Q3 2023130.3K$9M+2.20%
Q2 2023101.7K$10M+2.32%
Q1 2023101.6K$10M+2.37%
Q4 2022101.5K$10M+2.51%
Q3 2022101.1K$8M+2.28%
Q2 202265.1K$6M+1.66%
Q1 202216.5K$2M+0.37%
Q4 202111.0K$947,000+0.20%
Q3 202111.0K$946,000+0.20%
Q2 202111.0K$938,000+0.20%
Q1 202111.0K$853,000+0.19%
Q4 20208.5K$611,000+0.15%
Q3 20208.9K$511,000+0.15%
Q2 202012.1K$745,000+0.26%

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 RTX.