13F Insight
DOSSIER · 13F-HR · Q3 2026

BOURGEON CAPITAL MANAGEMENT LLC

$696M in tracked AUM across 113 positions as of Q3 2026.

BC
CIK 0001088731 · last filed Sep 30, 2026
Total AUM
$696M
as of Q3 2026
Holdings
113
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

BOURGEON CAPITAL MANAGEMENT LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$39M113K5.6%02
JPM
JPMORGAN CHASE & CO
$30M91K4.3%03
LLY
ELI LILLY & CO
$28M24K4.0%04
MSFT
MICROSOFT CORP
$27M53K3.9%05
MRK
MERCK & CO INC
$24M163K3.4%06
MRVL
MARVELL TECHNOLOGY INC
$23M87K3.3%07
G29183103
EATON CORP PLC
$21M48K3.0%08
ECL
ECOLAB INC
$20M74K2.9%09
HUBB
HUBBELL INC
$20M44K2.8%10
RTX
RTX CORPORATION
$19M102K2.7%

Filing history

2026Q3Sep 30
$696M▲ 2.5%
113 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 88