account_balance
Investment manager · 13F filer · SEC CIK 1088731
Bourgeon Capital Management LLC
Reported value$688Mas of Sep 30, 2026
Positions111 18 new, 9 sold out
Top 10 weight36.4%GOOGL alone is 6%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc.
5.6%Added +12%
JPMJPMorgan Chase & Co
4.4%Added +3%
LLYELI Lilly & Co
4.1%
MSFTMicrosoft Corp
3.9%Added +6%
MRKMerck & Co., Inc.
3.4%
MRVLMarvell Technology, Inc.
3.3%Added +4%
ETNEaton Corp PLC
3.0%
ECLEcolab Inc.
2.9%
HUBBHubbell Inc
2.9%
RTXRTX Corp
2.7%Added +13%
QCOMQualcomm Inc
2.6%Added +30%
AMZNAmazon.com Inc
2.5%
GOOGLAlphabet Inc.
5.6%+12%
JPMJPMorgan Chase & Co
4.4%
LLYELI Lilly & Co
4.1%
MSFTMicrosoft Corp
3.9%+6%
MRKMerck & Co., Inc.
3.4%
MRVLMarvell Technology, Inc.
3.3%+4%
ETNEaton Corp PLC
3.0%
ECLEcolab Inc.
2.9%
HUBBHubbell Inc
2.9%
RTXRTX Corp
2.7%
QCOMQualcomm Inc
2.6%
AMZNAmazon.com Inc
2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc. 5.6% Added +12%JPM JPMorgan Chase & Co 4.4% Added +3%LLY ELI Lilly & Co 4.1% HeldMSFT Microsoft Corp 3.9% Added +6%MRK Merck & Co., Inc. 3.4% HeldMRVL Marvell Technology, Inc. 3.3% Added +4%ETN Eaton Corp PLC 3.0% HeldECL Ecolab Inc. 2.9% HeldHUBB Hubbell Inc 2.9% HeldRTX RTX Corp 2.7% Added +13%QCOM Qualcomm Inc 2.6% Added +30%AMZN Amazon.com Inc 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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