Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOURGEON CAPITAL MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 112 | 511,121,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 1 | $25,775,662 | 128,685 | 0.01 | 0.00 | -380 | -0.29 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $21,830,235 | 51,888 | 0.00 | 0.00 | 123 | 0.24 | 03-31-2024 |
| MERCK & CO INC | COM | 3 | $18,942,171 | 143,556 | 0.00 | 0.00 | 545 | 0.38 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 4 | $16,850,580 | 111,645 | 0.00 | 0.00 | -5,584 | -4.76 | 03-31-2024 |
