Stock Taper

BOURGEON CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ASML Holding N.V.ASML102$202.92K
Markel CorporationMKL200$390.6K
Costco Wholesale CorporationCOST470$439.67K
Micron Technology, Inc.MU488$563.29K
Ralph Lauren CorporationRL602$241.65K
Coherent, Inc.COHR1.06K$416.56K
GE Vernova Inc.GEV1.06K$1.24M
GE AerospaceGE1.28K$478K
Digital Realty Trust, Inc.DLR1.31K$234.89K
Stryker CorporationSYK1.33K$420.31K
IES Holdings, Inc.IESC1.56K$1.15M
American Water Works Company, Inc.AWK2.22K$292.11K
Rockwell Automation, Inc.ROK2.5K$1.24M
W. P. Carey Inc.WPC2.8K$200.2K
Axos Financial, Inc.AX3.2K$311.65K
AbbVie Inc.ABBV3.28K$824.88K
Abbott LaboratoriesABT3.31K$300.4K
NVIDIA CorporationNVDA3.37K$674.5K
Amgen Inc.AMGN3.4K$1.23M
Floor & Decor Holdings, Inc.FND3.5K$207.76K