StockDriftsStockDriftsTop 50 Bourgeon Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 5.49% | 109.6K | $31.5M | -2.70%(-3.04K) | $67.85(+493.43%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.86% | 94.8K | $27.9M | +7.95%(+6.98K) | $99.24(+202.55%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.73% | 23.3K | $21.4M | -0.93%(-219) | $788.61(+28.80%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 3.41% | 163.0K | $19.6M | -0.85%(-1.39K) | $57.51(+97.29%) | 2026-03-31 | |
| HUBB | HUBBELL INC | 3.4% | 39.8K | $19.5M | +1.74%(+681) | $356.18(+35.83%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.27% | 50.7K | $18.8M | +11.87%(+5.38K) | $165.22(+145.25%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY INC | 3.04% | 176.2K | $17.5M | -1.40%(-2.50K) | $71.13(+150.16%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 2.94% | 47.2K | $16.9M | +0.43%(+201) | $164.64(+147.17%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.9% | 86.4K | $16.7M | +0.71%(+610) | $91.73(+94.16%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.63% | 72.4K | $15.1M | +6.37%(+4.34K) | $105.59(+155.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.95% | +51.89% |
| Top 20 Holdings Unweighted | +14.39% | +49.67% |
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