BOURGEON CAPITAL MANAGEMENT LLC - Portfolio Stock Holdings
BOURGEON CAPITAL MANAGEMENT LLC disclosed 138 stock positions in a recent SEC 13F filing. $560,594,465 of stock holdings were filed, with the largest holdings including GOOGL, JPM, and LLY. This filing represented positions held on March 31, 2026, and was filed on April 13, 2026.We estimate the fund has a total AUM of $1,067,600,000 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:
March 31, 2026No. of Stocks:
138Est. Stock Holding Value:
$560,594,465Top Stock Holdings By Sector
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Portfolio Stock Holdings - BOURGEON CAPITAL MANAGEMENT LLC
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Portfolio Options Holdings - BOURGEON CAPITAL MANAGEMENT LLC
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