Bourgeon Capital Management LLC - Q32026 Holdings

Bourgeon Capital Management LLC holds 111 stocks with a total portfolio value of $ 696.37M as of Q32026. In Q32026, Bourgeon Capital Management LLC added 19 new positions, increased stakes in 46 stocks, reduced 35 holdings, and fully exited 10 positions. The largest holding is Alphabet Inc (GOOGL), representing 5.58% of the total portfolio.