Stock Taper 
BOURGEON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Illumina, Inc. | ILMN | 19.61K | $3.45M |
 Chevron Corporation | CVX | 19.42K | $3.22M |
 EQT Corporation | EQT | 18.17K | $966.21K |
 Alcoa Corporation | AA | 15.71K | $819.02K |
 AeroVironment, Inc. | AVAV | 14.25K | $2.35M |
 Analog Devices, Inc. | ADI | 13.31K | $5.29M |
 Curtiss-Wright Corporation | CW | 10.85K | $8.22M |
 Quanta Services, Inc. | PWR | 10.54K | $7.59M |
 Johnson & Johnson | JNJ | 9.86K | $2.5M |
 Bill.com Holdings, Inc. | BILL | 8.75K | $316.4K |
 Cencora, Inc. | COR | 8.12K | $2.3M |
 Berkshire Hathaway Inc. | BRK-B | 7.1K | $3.55M |
 Texas Pacific Land Corporation | TPL | 6.55K | $2.87M |
 Limbach Holdings, Inc. | LMB | 6K | $462K |
 Alphabet Inc. | GOOG | 5.3K | $1.87M |
 Walmart Inc. | WMT | 4.31K | $488.15K |
 BlackRock, Inc. | BLK | 4.13K | $3.97M |
 Floor & Decor Holdings, Inc. | FND | 3.5K | $207.76K |
 Amgen Inc. | AMGN | 3.4K | $1.23M |
 NVIDIA Corporation | NVDA | 3.37K | $674.5K |