Stock Taper

BOURGEON CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ConocoPhillipsCOP75.93K$7.89M
Ecolab Inc.ECL74.39K$20.73M
QUALCOMM IncorporatedQCOM74.01K$13.68M
Amazon.com, Inc.AMZN69.56K$16.58M
Danaher CorporationDHR66.33K$12.63M
Union Pacific CorporationUNP60.94K$16.57M
Fluence Energy, Inc.FLNC57.23K$1.14M
Apple Inc.AAPL50.07K$14.49M
Microsoft CorporationMSFT49.94K$18.63M
Eaton Corporation plcETN48.51K$20.67M
Allogene Therapeutics, Inc.ALLO45K$93.6K
Hubbell IncorporatedHUBB42.94K$22.47M
MP Materials Corp.MP42.8K$2.4M
NXP Semiconductors N.V.NXPI35.73K$10.04M
Visa Inc.V30.02K$10.3M
Palo Alto Networks, Inc.PANW28.78K$9.81M
Exxon Mobil CorporationXOM24.56K$3.36M
Eli Lilly and CompanyLLY24.43K$29.3M
The Chemours CompanyCC22.5K$461.7K
MongoDB, Inc.MDB20.4K$6.85M