Bourgeon Capital Management LLC - Q12026 Holdings

Bourgeon Capital Management LLC holds 106 stocks with a total portfolio value of $ 577.91M as of Q12026. In Q12026, Bourgeon Capital Management LLC added 17 new positions, increased stakes in 44 stocks, reduced 29 holdings, and fully exited 33 positions. The largest holding is Alphabet Inc (GOOGL), representing 5.46% of the total portfolio.