§ 13F · FUND PROFILE
BOURGEON CAPITAL MANAGEMENT LLC.
AUM · $679M (13F)Positions · 104Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$63M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 101K | $36M | 5.3% | −8% |
| 2 | LLY | ELI LILLY & CO | 24K | $29M | 4.3% | +5% |
| 3 | JPM | JPMORGAN CHASE & CO | 89K | $29M | 4.3% | −6% |
| 4 | MRVL | MARVELL TECHNOLOGY INC | 83K | $25M | 3.6% | −53% |
| 5 | HUBB | HUBBELL INC | 43K | $22M | 3.3% | +8% |
| 6 | MRK | MERCK & CO INC | 164K | $21M | 3.1% | +1% |
| 7 | ECL | ECOLAB INC | 74K | $21M | 3.1% | NEW |
| 8 | ETN | EATON CORP PLC | 49K | $21M | 3.0% | +3% |
| 9 | OKTA | OKTA INC | 151K | $21M | 3.0% | +1% |
| 10 | MSFT | MICROSOFT CORP | 50K | $19M | 2.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOURGEON SIGNAL
AC read
BOURGEON CAPITAL MANAGEMENT LLC is a Other fund managing $679 million in assets. The fund runs a portfolio of 104 positions.
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