Holdings
Bourgeon Capital Management LLC
As of Sep 30, 2026, Bourgeon Capital Management LLC reported 104 positions worth US$636M. Largest: Alphabet Inc (google) Class C, Jp Morgan Chase & Co. and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 119K | US$40.8M | +12,751 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 91,238 | US$30.2M | +2,526 | Sep 30, 2026 |
| Eli Lilly And Company | 24,270 | US$28.1M | −156 | Sep 30, 2026 |
| Microsoft Corp. | 52,779 | US$27.1M | +2,835 | Sep 30, 2026 |
| Merck & Company, Inc. | 163K | US$23.6M | −1,241 | Sep 30, 2026 |
| Marvell Technology, Inc. | 86,663 | US$22.9M | +3,594 | Sep 30, 2026 |
| Ecolab Inc. | 73,873 | US$20.3M | −515 | Sep 30, 2026 |
| Hubbell Inc | 43,537 | US$19.7M | +598 | Sep 30, 2026 |
| Rtx Corporation | 102K | US$18.9M | +11,835 | Sep 30, 2026 |
| Qualcomm Incorporated | 96,068 | US$17.7M | +22,059 | Sep 30, 2026 |