BOURGEON CAPITAL MANAGEMENT LLC - Portfolio Stock Holdings
BOURGEON CAPITAL MANAGEMENT LLC disclosed 120 stock positions in a recent SEC 13F filing. $661,142,968 of stock holdings were filed, with the largest holdings including GOOGL, LLY, and JPM. This filing represented positions held on June 30, 2026, and was filed on July 22, 2026.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:
June 30, 2026No. of Stocks:
120Est. Stock Holding Value:
$661,142,968Top 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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