BOURGEON CAPITAL MANAGEMENT LLC — 13F holdings

BOURGEON CAPITAL MANAGEMENT LLC reported 113 holdings worth $696M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

1. GOOGL ALPHABET INC — $38.9M (5.6%)
2. JPM JPMORGAN CHASE & CO. — $30.2M (4.3%)
3. LLY ELI LILLY & CO — $28.1M (4.0%)
4. MSFT MICROSOFT CORP — $27.1M (3.9%)
5. MRK MERCK & CO INC — $23.6M (3.4%)
6. MRVL MARVELL TECHNOLOGY INC — $22.9M (3.3%)
7. ETN EATON CORP PLC — $20.7M (3.0%)
8. ECL ECOLAB INC — $20.3M (2.9%)
9. HUBB HUBBELL INC — $19.7M (2.8%)
10. RTX RTX CORPORATION — $18.9M (2.7%)