Bourgeon Capital Management LLC - Q42025 Holdings

Bourgeon Capital Management LLC holds 122 stocks with a total portfolio value of $ 618.15M as of Q42025. In Q42025, Bourgeon Capital Management LLC added 21 new positions, increased stakes in 47 stocks, reduced 28 holdings, and fully exited 6 positions. The largest holding is Alphabet Inc (GOOGL), representing 5.71% of the total portfolio.