📊 Bourgeon Capital Management 13F — BOURGEON CAPITAL MANAGEMENT LLC: $679M portfolio, 102 positions (Q2 2026)

1. $GOOGL — $36M (5.3%) 2. $LLY — $29M (4.3%) 3. $JPM — $29M (4.3%) 4. $MRVL — $25M (3.6%) 5. $HUBB — $22M (3.3%) 6. $MRK — $21M (3.1%) 7. $ECL — $21M (3.1%) 8. EATON CORP PLC — $21M (3.0%) 9. $OKTA — $21M (3.0%) 10. $MSFT — $19M (2.7%) 11. $ENPH — $19M (2.7%) 12. $C — $18M (2.7%) 13. $BAC — $17M (2.5%) 14. $RTX — $17M (2.5%) 15. $AMZN — $17M (2.4%) 16. $UNP — $17M (2.4%) 17. $XYZ — $16M (2.4%) 18. $AAPL — $14M (2.1%) 19. $VST — $14M (2.1%) 20. $MDLZ — $14M (2.1%) 21. $BSX — $14M (2.0%) 22. $QCOM — $14M (2.0%) 23. $DHR — $13M (1.9%) 24. $PPG — $11M (1.7%) 25. $FCX — $11M (1.7%) 26. $CNS — $11M (1.6%) 27. $PRIM — $11M (1.6%) 28. $EOG — $11M (1.6%) 29. $V — $10M (1.5%) 30. BOEING CO — $10M (1.5%) 31. NXP SEMICONDUCTORS N V — $10M (1.5%) 32. $PANW — $10M (1.4%) 33. $XAR — $9M (1.4%) 34. $TEVA — $9M (1.3%) 35. $PFE — $9M (1.3%) 36. $CW — $8M (1.2%) 37. $COP — $8M (1.2%) … (+65 more)

1. $GOOGL — $36M (5.3%)