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BOURGEON CAPITAL MANAGEMENT LLC
BOURGEON CAPITAL MANAGEMENT LLC
Latest filing: 2026-06-30
BOURGEON CAPITAL MANAGEMENT LLC runs BOURGEON CAPITAL MANAGEMENT LLC and currently holds 104 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $679.19M. Their top holdings are GOOGL, LLY, JPM, MRVL, HUBB. The top five represent 20.8% of reported portfolio weight. BOURGEON CAPITAL MANAGEMENT LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BOURGEON CAPITAL MANAGEMENT LLC initiated 11 new positions. They added to 35 existing positions. They trimmed 39 positions. Their current best-performing preview position is MU with returns of +241.67%.
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104 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOGL ALPHABET INC | 5.29% | $68.35 | $344.82 | +404.49% | Trimmed -8.24% |
 LLY ELI LILLY & CO | 4.31% | $791.48 | $1,254.77 | +58.53% | Added +4.84% |
 JPM JPMORGAN CHASE & CO | 4.28% | $93.21 | $351.64 | +277.25% | Trimmed -6.46% |
 MRVL MARVELL TECHNOLOGY INC | 3.64% | $71.40 | $237.04 | +231.99% | Trimmed -52.86% |
 HUBB HUBBELL INC | 3.31% | $383.48 | $470.10 | +22.59% | Added +7.97% |
 MRK MERCK & CO INC | 3.10% | $68.32 | $152.52 | +123.24% | Added +0.57% |
 ECL ECOLAB INC | 3.05% | $278.61 | $281.64 | +1.09% | New Buy |
 ETN EATON CORP PLC | 3.04% | $163.88 | $419.25 | +155.83% | Added +2.72% |
 OKTA OKTA INC | 3.03% | $89.67 | $135.13 | +50.70% | Added +0.85% |
 MSFT MICROSOFT CORP | 2.74% | $160.27 | $483.24 | +201.52% | Trimmed -1.49% |
Showing 1-10 of 104