BOURGEON CAPITAL MANAGEMENT LLC
Top Portfolio Positions
80 positions ·
$536,842,822 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
109,639 | $31,527,790 | 5.87% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
94,837 | $27,897,251 | 5.20% | |
| LLY |
ELI LILLY & Co
Healthcare
|
23,299 | $21,429,721 | 3.99% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
162,967 | $19,603,300 | 3.65% | |
| HUBB |
Hubbell Inc
Industrials
|
39,771 | $19,517,220 | 3.64% | |
| MSFT |
Microsoft Corp
Technology
|
50,698 | $18,766,878 | 3.50% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
176,204 | $17,453,006 | 3.25% | |
| ETN |
Eaton Corp plc
Industrials
|
47,224 | $16,890,608 | 3.15% | |
| RTX |
RTX Corp
Industrials
|
86,404 | $16,667,331 | 3.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
72,426 | $15,084,163 | 2.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MSB
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,468 | 6,999 | Shares | Sole | 2026-04-13 | |
| No 13F history on record for this holder in this stock. | ||||||