BOURGEON CAPITAL MANAGEMENT LLC

Est. AUM

$577.9M

13F long equity, this entity only

Positions

108

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL A	$31.5M	109639	5.46%	SOLE
2	JPMORGAN CHASE & CO	COM	$27.9M	94837	4.83%	SOLE
3	ELI LILLY & CO	COM	$21.4M	23299	3.71%	SOLE
4	MERCK & CO INC	COM	$19.6M	162967	3.39%	SOLE
5	HUBBELL INC	COM	$19.5M	39771	3.38%	SOLE
6	MICROSOFT CORP	COM	$18.8M	50698	3.25%	SOLE
7	MARVELL TECHNOLOGY INC	COM	$17.5M	176204	3.02%	SOLE
8	EATON CORP PLC	SHS	$16.9M	47224	2.92%	SOLE
9	RTX CORPORATION	COM	$16.7M	86404	2.88%	SOLE
10	AMAZON COM INC	COM	$15.1M	72426	2.61%	SOLE
11	CITIGROUP INC	COM NEW	$15.1M	132722	2.60%	SOLE
12	MONDELEZ INTL INC	CL A	$14.9M	258477	2.58%	SOLE
13	UNION PAC CORP	COM	$14.7M	60516	2.54%	SOLE
14	BANK AMERICA CORP	COM	$14.4M	295682	2.49%	SOLE
15	APPLE INC	COM	$13.6M	53524	2.35%	SOLE
16	VISTRA CORP	COM	$13.5M	90077	2.34%	SOLE
17	BLOCK INC	CL A	$13.2M	219441	2.29%	SOLE
18	NXP SEMICONDUCTORS N V	COM	$12.3M	62730	2.14%	SOLE
19	DANAHER CORP DEL	COM	$12.2M	64271	2.11%	SOLE
20	OKTA INC	CL A	$11.8M	149328	2.03%	SOLE
21	PALO ALTO NETWORKS INC	COM	$11.5M	71925	2.00%	SOLE
22	EOG RES INC	COM	$11.5M	79251	1.98%	SOLE
23	FREEPORT MCMORAN INC	CL B	$11.0M	187043	1.90%	SOLE
24	MONGODB INC	CL A	$10.6M	43229	1.83%	SOLE
25	BOEING CO	DEP CONV PFD A	$10.0M	153874	1.73%	SOLE
26	PFIZER INC	COM	$10.0M	355167	1.73%	SOLE
27	ILLUMINA INC	COM	$9.8M	79632	1.70%	SOLE
28	COHEN & STEERS INC	COM	$9.8M	156235	1.69%	SOLE
29	CONOCOPHILLIPS	COM	$9.6M	72895	1.66%	SOLE
30	QUANTA SVCS INC	COM	$9.2M	16780	1.59%	SOLE
31	PPG INDS INC	COM	$9.2M	86082	1.59%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$8.7M	34109	1.50%	SOLE
33	QUALCOMM INC	COM	$8.6M	66988	1.49%	SOLE
34	TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$8.6M	286257	1.49%	SOLE
35	ENPHASE ENERGY INC	COM	$8.5M	225559	1.48%	SOLE
36	CURTISS WRIGHT CORP	COM	$7.9M	11573	1.36%	SOLE
37	PROLOGIS INC.	COM	$6.0M	45183	1.03%	SOLE
38	NVIDIA CORPORATION	COM	$4.8M	27368	0.83%	SOLE
39	TEXAS PACIFIC LAND CORPORATI	COM	$4.7M	9952	0.82%	SOLE
40	BLACKROCK INC	COM	$4.4M	4582	0.76%	SOLE
41	EXXON MOBIL CORP	COM	$4.1M	24456	0.72%	SOLE
42	ANALOG DEVICES INC	COM	$3.6M	11363	0.63%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.4M	7141	0.59%	SOLE
44	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.4M	5167	0.58%	SOLE
45	ALPHABET INC	CAP STK CL C	$3.3M	11504	0.57%	SOLE
46	CHEVRON CORPORATION	COM	$3.2M	15499	0.55%	SOLE
47	VANGUARD BD INDEX FDS	INTERMED TERM	$2.8M	35669	0.48%	SOLE
48	CENCORA INC	COM	$2.6M	8124	0.44%	SOLE
49	JOHNSON & JOHNSON	COM	$2.5M	10154	0.43%	SOLE
50	MICRON TECHNOLOGY INC	COM	$2.3M	6809	0.40%	SOLE

1–50 of 108

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.