# EDGAR Filing Document

**Accession Number:** 0001088731
**File Stem:** 0001019056-26-000074
**Filing Date:** 2026-4
**Character Count:** 14217
**Document Hash:** 6d6b21b13671f123b9c2e86437d04ace
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001019056-26-000074.hdr.sgml**: 20260413

**ACCESSION NUMBER**: 0001019056-26-000074

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260413

**DATE AS OF CHANGE**: 20260413

**EFFECTIVENESS DATE**: 20260413

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BOURGEON CAPITAL MANAGEMENT LLC
- **CENTRAL INDEX KEY:** 0001088731

**ORGANIZATION NAME:**
- **EIN:** 134044348
- **STATE OF INCORPORATION:** NY

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-06175
- **FILM NUMBER:** 26856733

**BUSINESS ADDRESS:**
- **STREET 1:** 320 POST ROAD
- **CITY:** DARIEN
- **STATE:** CT
- **ZIP:** 06820
- **BUSINESS PHONE:** 203-280-1170

**MAIL ADDRESS:**
- **STREET 1:** 320 POST ROAD
- **CITY:** DARIEN
- **STATE:** CT
- **ZIP:** 06820

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BOURGEON CAPITAL MANAGEMENT LLC<br>**Address:** 320 Post Road<br>Darien, CT 06820

**Form 13F File Number:** 028-06175

**CRD Number (if applicable):** 000108054

**SEC File Number (if applicable):** 801-56289

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John A. Zaro III<br>**Title:** President<br>**Phone:** 203-280-1170

**Signature, Place, and Date of Signing:**

/s/ John A. Zaro III  Darien, CT  04-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 108

**Form 13F Information Table Value Total:** $577907896

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 353747 | 3445 | SH |  | SOLE |  | 3168 | 0 | 277 |
| ABBVIE INC | COM | 00287Y109 |  | 765348 | 3519 | SH |  | SOLE |  | 3519 | 0 | 0 |
| AEROVIRONMENT INC | COM | 008073108 |  | 970165 | 5300 | SH |  | SOLE |  | 5300 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3299904 | 11504 | SH |  | SOLE |  | 11141 | 0 | 363 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 31527663 | 109639 | SH |  | SOLE |  | 109276 | 0 | 363 |
| AMAZON COM INC | COM | 023135106 |  | 15084164 | 72426 | SH |  | SOLE |  | 71826 | 0 | 600 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 302392 | 2222 | SH |  | SOLE |  | 2222 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 1196642 | 3401 | SH |  | SOLE |  | 3401 | 0 | 0 |
| AMPHENOL CORP | CL A | 032095101 |  | 234090 | 1853 | SH |  | SOLE |  | 1853 | 0 | 0 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 |  | 210600 | 2805 | SH |  | SOLE |  | 2350 | 0 | 455 |
| ANALOG DEVICES INC | COM | 032654105 |  | 3615025 | 11363 | SH |  | SOLE |  | 11363 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 13583828 | 53524 | SH |  | SOLE |  | 53374 | 0 | 150 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 256242 | 194 | SH |  | SOLE |  | 194 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 224242 | 7735 | SH |  | SOLE |  | 7735 | 0 | 0 |
| AXOS FINANCIAL INC | COM | 05465C100 |  | 272288 | 3200 | SH |  | SOLE |  | 3200 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 14414508 | 295682 | SH |  | SOLE |  | 294577 | 0 | 1105 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3421968 | 7141 | SH |  | SOLE |  | 7076 | 0 | 65 |
| BLACKROCK INC | COM | 09290D101 |  | 4406556 | 4582 | SH |  | SOLE |  | 4582 | 0 | 0 |
| BLOCK INC | CL A | 852234103 |  | 13205960 | 219441 | SH |  | SOLE |  | 218531 | 0 | 910 |
| BOEING CO | DEP CONV PFD A | 097023204 |  | 9983346 | 153874 | SH |  | SOLE |  | 153299 | 0 | 575 |
| CENCORA INC | COM | 03073E105 |  | 2552074 | 8124 | SH |  | SOLE |  | 8124 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 3206744 | 15499 | SH |  | SOLE |  | 15499 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 15052003 | 132722 | SH |  | SOLE |  | 132282 | 0 | 440 |
| COHEN  STEERS ETF TRUST | SHORT DURATN PFD | 19249U401 |  | 233882 | 9359 | SH |  | SOLE |  | 9359 | 0 | 0 |
| COHEN  STEERS INC | COM | 19247A100 |  | 9772500 | 156235 | SH |  | SOLE |  | 155575 | 0 | 660 |
| COHERENT CORP | COM | 19247G107 |  | 251312 | 1055 | SH |  | SOLE |  | 1055 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 9622140 | 72895 | SH |  | SOLE |  | 72570 | 0 | 325 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 468323 | 470 | SH |  | SOLE |  | 470 | 0 | 0 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 |  | 266392 | 5600 | SH |  | SOLE |  | 5600 | 0 | 0 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 7882606 | 11573 | SH |  | SOLE |  | 11522 | 0 | 51 |
| DANAHER CORP DEL | COM | 235851102 |  | 12185822 | 64271 | SH |  | SOLE |  | 64029 | 0 | 242 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 235535 | 1307 | SH |  | SOLE |  | 1307 | 0 | 0 |
| DIREXION SHARES ETF TRUST | DAILY SMALL CAP | 25460E232 |  | 140400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 16890609 | 47224 | SH |  | SOLE |  | 47048 | 0 | 176 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 241522 | 3016 | SH |  | SOLE |  | 3016 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 21429447 | 23299 | SH |  | SOLE |  | 23203 | 0 | 96 |
| ENPHASE ENERGY INC | COM | 29355A107 |  | 8528386 | 225559 | SH |  | SOLE |  | 224604 | 0 | 955 |
| EOG RES INC | COM | 26875P101 |  | 11457318 | 79251 | SH |  | SOLE |  | 78936 | 0 | 315 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 4149205 | 24456 | SH |  | SOLE |  | 24456 | 0 | 0 |
| FREEPORT MCMORAN INC | CL B | 35671D857 |  | 10994388 | 187043 | SH |  | SOLE |  | 186353 | 0 | 690 |
| GE AEROSPACE | COM NEW | 369604301 |  | 359537 | 1267 | SH |  | SOLE |  | 1267 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 921783 | 1056 | SH |  | SOLE |  | 1056 | 0 | 0 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 1671771 | 16686 | SH |  | SOLE |  | 16686 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 221655 | 674 | SH |  | SOLE |  | 656 | 0 | 18 |
| HUBBELL INC | COM | 443510607 |  | 19517221 | 39771 | SH |  | SOLE |  | 39601 | 0 | 170 |
| IES HOLDINGS INC | COM | 44951W106 |  | 745200 | 1564 | SH |  | SOLE |  | 1564 | 0 | 0 |
| ILLUMINA INC | COM | 452327109 |  | 9815441 | 79632 | SH |  | SOLE |  | 79292 | 0 | 340 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 352025 | 610 | SH |  | SOLE |  | 610 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1731540 | 3000 | SH | Put | SOLE |  | 3000 | 0 | 0 |
| ISHARES INC | EMNG MKTS EQT | 46434G889 |  | 520122 | 8607 | SH |  | SOLE |  | 8607 | 0 | 0 |
| ISHARES INC | ASIA/PAC DIV ETF | 464286293 |  | 719915 | 14916 | SH |  | SOLE |  | 14916 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 238490 | 3500 | SH |  | SOLE |  | 3500 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 361686 | 3900 | SH |  | SOLE |  | 3900 | 0 | 0 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 380784 | 1530 | SH |  | SOLE |  | 1530 | 0 | 0 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 403707 | 3151 | SH |  | SOLE |  | 3151 | 0 | 0 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 654606 | 12300 | SH |  | SOLE |  | 12300 | 0 | 0 |
| ISHARES TR | INTL DIV GRWTH | 46435G524 |  | 743728 | 8878 | SH |  | SOLE |  | 8878 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 1229857 | 12389 | SH |  | SOLE |  | 12389 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2482044 | 10154 | SH |  | SOLE |  | 10154 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 27897174 | 94837 | SH |  | SOLE |  | 94472 | 0 | 365 |
| LANDBRIDGE COMPANY LLC | CL A | 514952100 |  | 392964 | 5691 | SH |  | SOLE |  | 5691 | 0 | 0 |
| LIMBACH HLDGS INC | COM | 53263P105 |  | 468300 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| MARKEL GROUP INC | COM | 570535104 |  | 382814 | 200 | SH |  | SOLE |  | 200 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 17453007 | 176204 | SH |  | SOLE |  | 175514 | 0 | 690 |
| MERCK  CO INC | COM | 58933Y105 |  | 19603546 | 162967 | SH |  | SOLE |  | 162457 | 0 | 510 |
| MESABI TR | CTF BEN INT | 590672101 |  | 219979 | 6999 | SH |  | SOLE |  | 6999 | 0 | 0 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 |  | 580152 | 460 | SH |  | SOLE |  | 460 | 0 | 0 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 453498 | 7019 | SH |  | SOLE |  | 7019 | 0 | 0 |
| MICROCHIP TECHNOLOGY INC. | DEP SHS REPSTG | 595017302 |  | 854550 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 2300353 | 6809 | SH |  | SOLE |  | 6809 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 18766818 | 50698 | SH |  | SOLE |  | 50526 | 0 | 172 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 14898795 | 258477 | SH |  | SOLE |  | 257387 | 0 | 1090 |
| MONGODB INC | CL A | 60937P106 |  | 10581163 | 43229 | SH |  | SOLE |  | 43046 | 0 | 183 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 641858 | 13300 | SH |  | SOLE |  | 13300 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4773065 | 27368 | SH |  | SOLE |  | 27368 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 12349123 | 62730 | SH |  | SOLE |  | 62465 | 0 | 265 |
| OKTA INC | CL A | 679295105 |  | 11753607 | 149328 | SH |  | SOLE |  | 148713 | 0 | 615 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 11531016 | 71925 | SH |  | SOLE |  | 71625 | 0 | 300 |
| PFIZER INC | COM | 717081103 |  | 9973090 | 355167 | SH |  | SOLE |  | 353707 | 0 | 1460 |
| PPG INDS INC | COM | 693506107 |  | 9200445 | 86082 | SH |  | SOLE |  | 85722 | 0 | 360 |
| PROLOGIS INC. | COM | 74340W103 |  | 5972289 | 45183 | SH |  | SOLE |  | 44993 | 0 | 190 |
| QUALCOMM INC | COM | 747525103 |  | 8626743 | 66988 | SH |  | SOLE |  | 66738 | 0 | 250 |
| QUANTA SVCS INC | COM | 74762E102 |  | 9212556 | 16780 | SH |  | SOLE |  | 16695 | 0 | 85 |
| RALPH LAUREN CORP | CL A | 751212101 |  | 206394 | 600 | SH |  | SOLE |  | 600 | 0 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 628758 | 1752 | SH |  | SOLE |  | 1752 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 16667332 | 86404 | SH |  | SOLE |  | 85919 | 0 | 485 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 644601 | 19563 | SH |  | SOLE |  | 19563 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 593095 | 6472 | SH |  | SOLE |  | 6472 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A631 |  | 8663004 | 34109 | SH |  | SOLE |  | 34109 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 441679 | 4930 | SH |  | SOLE |  | 4930 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1951020 | 3000 | SH | Put | SOLE |  | 3000 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 3360307 | 5167 | SH |  | SOLE |  | 5167 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 439325 | 1337 | SH |  | SOLE |  | 1337 | 0 | 0 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 |  | 8622061 | 286257 | SH |  | SOLE |  | 284977 | 0 | 1280 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 |  | 4722822 | 9952 | SH |  | SOLE |  | 9952 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 14682392 | 60516 | SH |  | SOLE |  | 60259 | 0 | 257 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 2752934 | 35669 | SH |  | SOLE |  | 35669 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 205012 | 686 | SH |  | SOLE |  | 686 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 802667 | 2502 | SH |  | SOLE |  | 2502 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1685111 | 2820 | SH |  | SOLE |  | 2820 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 335002 | 6198 | SH |  | SOLE |  | 6198 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 320547 | 5002 | SH |  | SOLE |  | 5002 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 13541276 | 90077 | SH |  | SOLE |  | 89717 | 0 | 360 |
| WALMART INC | COM | 931142103 |  | 726044 | 5842 | SH |  | SOLE |  | 5842 | 0 | 0 |
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | 940923105 |  | 391134 | 14600 | SH |  | SOLE |  | 14600 | 0 | 0 |
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 |  | 232637 | 1467 | SH |  | SOLE |  | 1467 | 0 | 0 |
| WP CAREY INC | COM | 92936U109 |  | 224268 | 3300 | SH |  | SOLE |  | 3300 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 221171 | 1871 | SH |  | SOLE |  | 1871 | 0 | 0 |

---