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BOURGEON CAPITAL MANAGEMENT LLC 13F holdings

Filed 2026-07-22 · BOURGEON CAPITAL MANAGEMENT LLC · 104 positions · $679.2M

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TickerCompanySharesValue% of portfolio
GOOGLALPHABET INC100.6K$36.0M5.3%
LLYELI LILLY & CO24.4K$29.3M4.3%
JPMJPMORGAN CHASE & CO88.7K$29.0M4.3%
MRVLMARVELL TECHNOLOGY INC83.1K$24.7M3.6%
HUBBHUBBELL INC42.9K$22.5M3.3%
MRKMERCK & CO INC163.9K$21.1M3.1%
ECLECOLAB INC74.4K$20.7M3.1%
ETNEATON CORP PLC48.5K$20.7M3.0%
OKTAOKTA INC150.6K$20.5M3.0%
MSFTMICROSOFT CORP49.9K$18.6M2.7%
ENPHENPHASE ENERGY INC376.9K$18.6M2.7%
CCITIGROUP INC129.2K$18.1M2.7%
BACBANK OF AMER CORP302.9K$17.3M2.5%
RTXRTX CORPORATION90.1K$17.1M2.5%
AMZNAMAZON COM INC69.6K$16.6M2.4%
UNPUNION PAC CORP60.9K$16.6M2.4%
XYZBLOCK INC214.4K$16.3M2.4%
AAPLAPPLE INC50.1K$14.5M2.1%
VSTVISTRA CORP90.6K$14.4M2.1%
MDLZMONDELEZ INTL INC244.6K$14.1M2.1%
BSXBOSTON SCIENTIFIC CORP322.1K$13.7M2.0%
QCOMQUALCOMM INC74.0K$13.7M2.0%
DHRDANAHER CORP DEL66.3K$12.6M1.9%
PPGPPG INDS INC94.5K$11.5M1.7%
FCXFREEPORT MCMORAN INC180.9K$11.4M1.7%
CNSCOHEN & STEERS INC145.4K$11.1M1.6%
PRIMPRIMORIS SVCS CORP110.5K$11.0M1.6%
EOGEOG RES INC81.9K$10.6M1.6%
VVISA INC30.0K$10.3M1.5%
BA 6 10-15-27BOEING CO151.3K$10.2M1.5%
NXPINXP SEMICONDUCTORS N V35.7K$10.0M1.5%
PANWPALO ALTO NETWORKS INC28.8K$9.8M1.4%
XARSPDR SERIES TRUST32.8K$9.3M1.4%
TEVANTEVA PHARMACEUTICAL INDS LTD269.0K$9.1M1.3%
PFEPFIZER INC372.8K$9.0M1.3%
CWCURTISS WRIGHT CORP10.9K$8.2M1.2%
COPCONOCOPHILLIPS75.9K$7.9M1.2%
PWRQUANTA SVCS INC10.5K$7.6M1.1%
MDBMONGODB INC20.4K$6.9M1.0%
ADIANALOG DEVICES INC13.3K$5.3M0.8%
SPYSTATE STR SPDR S&P 500 ETF T6.5K$4.9M0.7%
QQQINVESCO QQQ TR6.5K$4.8M0.7%
BLKBLACKROCK INC4.1K$4.0M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL7.1K$3.6M0.5%
ILMNILLUMINA INC19.6K$3.4M0.5%
EXMOCEXXON MOBIL CORP24.6K$3.4M0.5%
CVXCHEVRON CORPORATION19.4K$3.2M0.5%
TPLTEXAS PACIFIC LAND CORPORATI6.6K$2.9M0.4%
JNJJOHNSON & JOHNSON9.9K$2.5M0.4%
MPMP MATERIALS CORP42.8K$2.4M0.4%
AVAVAEROVIRONMENT INC14.2K$2.4M0.3%
CORCENCORA INC8.1K$2.3M0.3%
BIVVANGUARD BD INDEX FDS29.5K$2.3M0.3%
GOOGALPHABET INC5.3K$1.9M0.3%
GBILGOLDMAN SACHS ETF TR16.2K$1.6M0.2%
GEVGE VERNOVA INC1.1K$1.2M0.2%
ROKROCKWELL AUTOMATION INC2.5K$1.2M0.2%
AMGNAMGEN INC3.4K$1.2M0.2%
IEVISHARES TR16.0K$1.2M0.2%
IESCIES HOLDINGS INC1.6K$1.1M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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