Bourgeon Capital Management LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 113 separate positions held by the firm.
The largest position disclosed in the portfolio is a holding in Abbott Laboratories, for which the firm reported ownership of 329,118 shares. Other significant positions include shares of Apple Inc., with 16,496,288 shares; Microsoft Corporation, with 27,070,181 shares; and Berkshire Hathaway Inc., with 3,464,239 shares.
The filing also details a variety of other holdings across different sectors. Notable entries include shares of Eli Lilly & Co., Chevron Corporation, and JPMorgan Chase & Co. Additionally, the report lists several exchange-traded funds, including the Invesco QQQ Trust Unit Series 1 and various Vanguard and iShares funds.
The report was signed by John A. Zaro, III, President of Bourgeon Capital Management, and was filed on October 19, 2026.
