BOURGEON CAPITAL MANAGEMENT LLC
107 holdingsFiling period: 2026-03-31Current AUM: $695.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 109.6K | $31.5M | $39.0M | 5.61% | -3,041 | 2026-03-31 |
| 2 | JPM | JPMORGAN CHASE & CO | 94.8K | $27.9M | $33.4M | 4.80% | +7.0K | 2026-03-31 |
| 3 | LLY | ELI LILLY & CO | 23.3K | $21.4M | $26.8M | 3.85% | -219 | 2026-03-31 |
| 4 | MRK | MERCK & CO INC | 163.0K | $19.6M | $21.2M | 3.05% | -1,389 | 2026-03-31 |
| 5 | HUBB | HUBBELL INC | 39.8K | $19.5M | $18.8M | 2.70% | +681 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 50.7K | $18.8M | $23.6M | 3.39% | +5.4K | 2026-03-31 |
| 7 | MRVL | MARVELL TECHNOLOGY INC | 176.2K | $17.5M | $33.0M | 4.75% | -2,502 | 2026-03-31 |
| 8 | — | EATON CORP PLC | 47.2K | $16.9M | $16.9M | 2.43% | +201 | 2026-03-31 |
| 9 | RTX | RTX CORPORATION | 86.4K | $16.7M | $18.6M | 2.67% | +610 | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 72.4K | $15.1M | $19.7M | 2.83% | +4.3K | 2026-03-31 |
| 11 | C | CITIGROUP INC | 132.7K | $15.1M | $17.6M | 2.53% | +10.0K | 2026-03-31 |
| 12 | MDLZ | MONDELEZ INTL INC | 258.5K | $14.9M | $16.1M | 2.31% | +67.2K | 2026-03-31 |
| 13 | UNP | UNION PAC CORP | 60.5K | $14.7M | $17.7M | 2.54% | +34.4K | 2026-03-31 |
| 14 | BAC | BANK AMERICA CORP | 295.7K | $14.4M | $18.3M | 2.63% | +10.2K | 2026-03-31 |
| 15 | AAPL | APPLE INC | 53.5K | $13.6M | $16.5M | 2.38% | +222 | 2026-03-31 |
| 16 | VST | VISTRA CORP | 90.1K | $13.5M | $13.3M | 1.92% | +5.4K | 2026-03-31 |
| 17 | XYZ | BLOCK INC | 219.4K | $13.2M | $17.8M | 2.56% | +104.1K | 2026-03-31 |
| 18 | — | NXP SEMICONDUCTORS N V | 62.7K | $12.3M | $12.3M | 1.77% | +54.0K | 2026-03-31 |
| 19 | DHR | DANAHER CORP DEL | 64.3K | $12.2M | $12.5M | 1.80% | +4.7K | 2026-03-31 |
| 20 | OKTA | OKTA INC | 149.3K | $11.8M | $21.2M | 3.05% | +4.5K | 2026-03-31 |
| 21 | PANW | PALO ALTO NETWORKS INC | 71.9K | $11.5M | $23.9M | 3.43% | +31.3K | 2026-03-31 |
| 22 | EOG | EOG RES INC | 79.3K | $11.5M | $11.8M | 1.69% | +52.0K | 2026-03-31 |
| 23 | FCX | FREEPORT MCMORAN INC | 187.0K | $11.0M | $11.7M | 1.68% | -156,956 | 2026-03-31 |
| 24 | MDB | MONGODB INC | 43.2K | $10.6M | $14.6M | 2.10% | +4.4K | 2026-03-31 |
| 25 | BA | BOEING CO | 153.9K | $10.0M | $10.8M | 1.56% | +3.9K | 2026-03-31 |
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