13F Insight
DOSSIER · 13F-HR · Q2 2026

BOURGEON CAPITAL MANAGEMENT LLC

$679M in tracked AUM across 104 positions as of Q2 2026.

BC
CIK 0001088731 · last filed Jun 30, 2026
Total AUM
$679M
as of Q2 2026
Holdings
104
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BOURGEON CAPITAL MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$36M101K5.3%02
LLY
ELI LILLY & CO
$29M24K4.3%03
JPM
JPMORGAN CHASE & CO
$29M89K4.3%04
MRVL
MARVELL TECHNOLOGY INC
$25M83K3.6%05
HUBB
HUBBELL INC
$22M43K3.3%06
MRK
MERCK & CO INC
$21M164K3.1%07
ECL
ECOLAB INC
$21M74K3.1%08
G29183103
EATON CORP PLC
$21M49K3.0%09
OKTA
OKTA INC
$21M151K3.0%10
MSFT
MICROSOFT CORP
$19M50K2.7%

Filing history

2026Q2Jun 30
$679M▲ 17.5%
104 positionsView →2026Q1Mar 31
$578M▼ 6.5%
108 positionsView →2025Q4Dec 31
$618M▲ 11.6%
124 positionsView →2025Q3Sep 30
$554M▲ 9.3%
109 positionsView →2025Q2Jun 30
$507M▲ 9.1%
107 positionsLocked2025Q1Mar 31
$465M▼ 13.3%
105 positionsLocked2024Q4Dec 31
$536M▲ 3.0%
118 positionsLocked2024Q3Sep 30
$520M▲ 1.9%
105 positionsLocked2024Q2Jun 30
$510M▼ 0.2%
109 positionsLocked2024Q1Mar 31
$511M▲ 12.9%
112 positionsLocked2023Q4Dec 31
$453M▲ 6.2%
401 positionsLocked2023Q3Sep 30
$426M▼ 0.6%
399 positionsLocked
Showing 12 of 87