BOURGEON CAPITAL MANAGEMENT LLC

Institutional manager (13F) · CIK 1088731

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $546M

#	Issuer	Value	Shares
1	ALPHABET INC	$32M	109,639
2	JPMORGAN CHASE & CO	$28M	94,837
3	ELI LILLY & CO	$21M	23,299
4	MERCK & CO INC	$20M	162,967
5	HUBBELL INC	$20M	39,771
6	MICROSOFT CORP	$19M	50,698
7	MARVELL TECHNOLOGY INC	$17M	176,204
8	EATON CORP PLC	$17M	47,224
9	RTX CORPORATION	$17M	86,404
10	AMAZON COM INC	$15M	72,426
11	CITIGROUP INC	$15M	132,722
12	MONDELEZ INTL INC	$15M	258,477
13	UNION PAC CORP	$15M	60,516
14	BANK AMERICA CORP	$14M	295,682
15	APPLE INC	$14M	53,524
16	VISTRA CORP	$14M	90,077
17	BLOCK INC	$13M	219,441
18	NXP SEMICONDUCTORS N V	$12M	62,730
19	DANAHER CORP DEL	$12M	64,271
20	OKTA INC	$12M	149,328
21	PALO ALTO NETWORKS INC	$12M	71,925
22	EOG RES INC	$11M	79,251
23	FREEPORT MCMORAN INC	$11M	187,043
24	MONGODB INC	$11M	43,229
25	BOEING CO	$10M	153,874
26	PFIZER INC	$10M	355,167
27	ILLUMINA INC	$10M	79,632
28	COHEN & STEERS INC	$10M	156,235
29	CONOCOPHILLIPS	$10M	72,895
30	QUANTA SVCS INC	$9M	16,780
31	PPG INDS INC	$9M	86,082
32	SPDR SERIES TRUST	$9M	34,109
33	QUALCOMM INC	$9M	66,988
34	TEVA PHARMACEUTICAL INDS LTD	$9M	286,257
35	ENPHASE ENERGY INC	$9M	225,559
36	CURTISS WRIGHT CORP	$8M	11,573
37	PROLOGIS INC.	$6M	45,183
38	NVIDIA CORPORATION	$5M	27,368
39	TEXAS PACIFIC LAND CORPORATI	$5M	9,952
40	BLACKROCK INC	$4M	4,582
41	EXXON MOBIL CORP	$4M	24,456
42	ANALOG DEVICES INC	$4M	11,363
43	BERKSHIRE HATHAWAY INC DEL	$3M	7,141
44	STATE STR SPDR S&P 500 ETF T	$3M	5,167
45	ALPHABET INC	$3M	11,504
46	CHEVRON CORPORATION	$3M	15,499
47	VANGUARD BD INDEX FDS	$3M	35,669
48	CENCORA INC	$3M	8,124
49	JOHNSON & JOHNSON	$2M	10,154
50	MICRON TECHNOLOGY INC	$2M	6,809

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.