BOURGEON CAPITAL MANAGEMENT LLC

Position in XYZ — Block, Inc.

CIK 1088731 Darien, CT

Position in XYZ

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$16,295,388

+$3,089,429 QoQ

Shares Held

214,413

-2.3% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

2.57%

of 13F equity value

Holder Rank

#151

of 1,079 holders

Holding Since

Mar 2020

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BOURGEON CAPITAL MANAGEMENT LLC holds $72,140,817 across 5 Software - Infrastructure names. XYZ ranks #3 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKTA	Okta, Inc.	150,598	$20,549,097
2	MSFT	Microsoft Corp	49,944	$18,630,110
3	XYZ	Block, Inc. This page	214,413	$16,295,388
4	PANW	Palo Alto Networks Inc	28,776	$9,813,191
5	MDB	MongoDB, Inc.	20,402	$6,853,031

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,295,388	214,413	-2.3%	Shares	Sole	2026-07-22
2026-03-31	$13,205,959	219,441	+90.2%	Shares	Sole	2026-04-13
2025-12-31	$7,508,912	115,362	+11536100.0%	Shares	Sole	2026-01-15
2020-12-31	$217	1	-99.0%	Shares	Sole	2021-01-29
2020-03-31	$5,238	100	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.