BOURGEON CAPITAL MANAGEMENT LLC
All 13F Filings
- Location
- Darien, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 679,189
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 104 | 679,189 | 13F-HR | BOURGEON CAPITAL MANAGEMENT LLC |
| Q1 2026 | 4/13/2026 | 108 | 577,908 | 13F-HR | BOURGEON CAPITAL MANAGEMENT LLC |
| Q4 2025 | 1/15/2026 | 124 | 618,153 | 13F-HR | BOURGEON CAPITAL MANAGEMENT LLC |
| Q3 2025 | 10/21/2025 | 109 | 553,983 | 13F-HR | BOURGEON CAPITAL MANAGEMENT LLC |
| Q2 2025 | 7/18/2025 | 107 | 506,679 | 13F-HR | BOURGEON CAPITAL MANAGEMENT LLC |
| Q2 2014 | 8/1/2014 | 115 | 183,523 | 13F-HR | BOURGEON CAPITAL MANAGEMENT LLC |
| Q1 2014 | 4/23/2014 | 94 | 158,738 | 13F-HR | BOURGEON CAPITAL MANAGEMENT LLC |
| Q4 2013 | 1/24/2014 | 93 | 155,545 | 13F-HR | BOURGEON CAPITAL MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
9.641 K
(1.4% of total reported value)
· QoQ Δ:
+5.958 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 645.3 K | 96.4% | 98.27 K | 0 | 98.27 K |
| ETFs | 24.28 K | 3.6% | 0 | 2.944 K | -2.944 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
679,189
Holdings
104
QoQ value change ($000)
101,281
(17.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.