Bourgeon Capital Management LLC - Q22026 Holdings

Bourgeon Capital Management LLC holds 102 stocks with a total portfolio value of $ 679.19M as of Q22026. In Q22026, Bourgeon Capital Management LLC added 15 new positions, increased stakes in 32 stocks, reduced 42 holdings, and fully exited 19 positions. The largest holding is Alphabet Inc (GOOGL), representing 5.29% of the total portfolio.