Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BOURGEON CAPITAL MANAGEMENT LLC (CIK 1088731) reported $577.9M across 103 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($31.5M, 5.46%), JPM ($27.9M, 4.83%), LLY ($21.4M, 3.71%), MRK ($19.6M, 3.39%), HUBB ($19.5M, 3.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $31.5M | 5.46% | 109,639 | Trimmed |
| 2 | JPM | JPMORGAN CHASE & CO | $27.9M | 4.83% | 94,837 | Added |
| 3 | LLY | ELI LILLY & CO | $21.4M | 3.71% | 23,299 | Trimmed |
| 4 | MRK | MERCK & CO INC | $19.6M | 3.39% | 162,967 | Trimmed |
| 5 | HUBB | HUBBELL INC | $19.5M | 3.38% | 39,771 | Added |
| 6 | MSFT | MICROSOFT CORP | $18.8M | 3.25% | 50,698 | Added |
| 7 | MRVL | MARVELL TECHNOLOGY INC | $17.5M | 3.02% | 176,204 | Trimmed |
| 8 | ETN | EATON CORP PLC | $16.9M | 2.92% | 47,224 | Added |
| 9 | RTX | RTX CORPORATION | $16.7M | 2.88% | 86,404 | Added |
| 10 | AMZN | AMAZON COM INC | $15.1M | 2.61% | 72,426 | Added |
| 11 | C | CITIGROUP INC | $15.1M | 2.60% | 132,722 | Added |
| 12 | MDLZ | MONDELEZ INTL INC | $14.9M | 2.58% | 258,477 | Added |
| 13 | UNP | UNION PAC CORP | $14.7M | 2.54% | 60,516 | Added |
| 14 | BAC | BANK AMERICA CORP | $14.4M | 2.49% | 295,682 | Added |
| 15 | AAPL | APPLE INC | $13.6M | 2.35% | 53,524 | Added |
| 16 | VST | VISTRA CORP | $13.5M | 2.34% | 90,077 | Added |
| 17 | SQ | BLOCK INC | $13.2M | 2.29% | 219,441 | Added |
| 18 | NXPI | NXP SEMICONDUCTORS N V | $12.3M | 2.14% | 62,730 | Added |
| 19 | DHR | DANAHER CORP DEL | $12.2M | 2.11% | 64,271 | Added |
| 20 | OKTA | OKTA INC | $11.8M | 2.03% | 149,328 | Added |
| 21 | PANW | PALO ALTO NETWORKS INC | $11.5M | 2.00% | 71,925 | Added |
| 22 | EOG | EOG RES INC | $11.5M | 1.98% | 79,251 | Added |
| 23 | FCX | FREEPORT MCMORAN INC | $11.0M | 1.90% | 187,043 | Trimmed |
| 24 | MDB | MONGODB INC | $10.6M | 1.83% | 43,229 | Added |
| 25 | PFE | PFIZER INC | $10.0M | 1.73% | 355,167 | Added |
Source: SEC Form 13F filings · as of 2026-03-31