BOURGEON CAPITAL MANAGEMENT LLC - Portfolio overview

BOURGEON CAPITAL MANAGEMENT LLC has 137 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. GOOGL - ALPHABET INC, 4.86%
2. JPM - JPMORGAN CHASE & CO, 4.30%
3. LLY - ELI LILLY & CO, 3.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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