BOURGEON CAPITAL MANAGEMENT LLC: 13F holdings
CIK 10887312026Q2
| Positions | 102 |
|---|
| Reported value | $679.2m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 102 (-4 vs prior quarter) |
|---|
| Reported value | $679.2m (+17.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 100,601 | $36.0m | 5.3% |
| LLY ELI LILLY & CO | 24,426 | $29.3m | 4.3% |
| JPM JPMORGAN CHASE & CO | 88,712 | $29.0m | 4.3% |
| MRVL MARVELL TECHNOLOGY INC | 83,069 | $24.7m | 3.6% |
| HUBB HUBBELL INC | 42,939 | $22.5m | 3.3% |
| MRK MERCK & CO INC | 163,890 | $21.1m | 3.1% |
| ECL ECOLAB INC | 74,388 | $20.7m | 3.1% |
| EATON CORP PLC | 48,507 | $20.7m | 3.0% |
| OKTA OKTA INC | 150,598 | $20.5m | 3.0% |
| MSFT MICROSOFT CORP | 49,944 | $18.6m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1088731")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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