BOURGEON CAPITAL MANAGEMENT LLC - Portfolio Stock Holdings
BOURGEON CAPITAL MANAGEMENT LLC disclosed 119 stock positions in a recent SEC 13F filing. $679,197,214 of stock holdings were filed, with the largest holdings including GOOGL, JPM, and LLY. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,277,800,000 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
119Est. Stock Holding Value:
$679,197,214Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - BOURGEON CAPITAL MANAGEMENT LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - BOURGEON CAPITAL MANAGEMENT LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...