BOURGEON CAPITAL MANAGEMENT LLC
BOURGEON CAPITAL MANAGEMENT LLC reported 104 positions worth $679.2M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: GOOGL (5.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOGL | SH | $36.0M | 5.29% | 100,601 | — | — | |
| ▸ 2 | LLY | SH | $29.3M | 4.31% | 24,426 | — | — | |
| ▸ 3 | JPM | SH | $29.0M | 4.28% | 88,712 | — | — | |
| ▸ 4 | MRVL | SH | $24.7M | 3.64% | 83,069 | — | — | |
| ▸ 5 | HUBB | SH | $22.5M | 3.31% | 42,939 | — | — | |
| ▸ 6 | MRK | SH | $21.1M | 3.10% | 163,890 | — | — | |
| ▸ 7 | ECL | SH | $20.7M | 3.05% | 74,388 | — | — | |
| ▸ 8 | ETN | SH | $20.7M | 3.04% | 48,507 | — | — | |
| ▸ 9 | OKTA | SH | $20.5M | 3.03% | 150,598 | — | — | |
| ▸ 10 | MSFT | SH | $18.6M | 2.74% | 49,944 | — | — |
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Frequently Asked Questions
What stocks does BOURGEON CAPITAL MANAGEMENT LLC hold as of Q2 2026?
BOURGEON CAPITAL MANAGEMENT LLC reported 104 positions worth $679.2M in its Q2 2026 13F filing. Largest positions: GOOGL (5.3%), LLY (4.3%), JPM (4.3%), MRVL (3.6%) and HUBB (3.3%).
What did BOURGEON CAPITAL MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BOURGEON CAPITAL MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.