BOURGEON CAPITAL MANAGEMENT LLC
Top Portfolio Positions
81 positions ·
$540,264,789 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
109,639 | $31,527,790 | 5.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
94,837 | $27,897,251 | 5.16% | |
| LLY |
ELI LILLY & Co
Healthcare
|
23,299 | $21,429,721 | 3.97% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
162,967 | $19,603,300 | 3.63% | |
| HUBB |
Hubbell Inc
Industrials
|
39,771 | $19,517,220 | 3.61% | |
| MSFT |
Microsoft Corp
Technology
|
50,698 | $18,766,878 | 3.47% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
176,204 | $17,453,006 | 3.23% | |
| ETN |
Eaton Corp plc
Industrials
|
47,224 | $16,890,608 | 3.13% | |
| RTX |
RTX Corp
Industrials
|
86,404 | $16,667,331 | 3.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
72,426 | $15,084,163 | 2.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LB
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $392,963 | 5,691 | Shares | Sole | 2026-04-13 | |
| No 13F history on record for this holder in this stock. | ||||||