MONTCHANIN ASSET MANAGEMENT, LLC

CIK
1940660
City
MONTCHANIN
State / Country
DE

Top Portfolio Positions

43 positions · $81,139,484 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
60,254 $15,291,862 18.85%
KMI
Kinder Morgan, Inc.
Energy
209,925 $7,038,785 8.67%
JPM
Jpmorgan Chase & Co
Financial Services
22,947 $6,750,089 8.32%
LNG
Cheniere Energy, Inc.
Energy
23,260 $6,600,257 8.13%
MSFT
Microsoft Corp
Technology
15,729 $5,822,403 7.18%
HD
Home Depot, Inc.
Consumer Cyclical
10,389 $3,416,838 4.21%
CTAS
Cintas Corp
Industrials
19,093 $3,229,390 3.98%
VRTX
Vertex Pharmaceuticals Inc / Ma
Healthcare
6,932 $3,095,415 3.81%
GOOGL
Alphabet Inc.
Communication Services
9,840 $2,829,590 3.49%
EPD
Enterprise Products Partners L.P.
Energy
73,400 $2,777,456 3.42%

Portfolio Trend

10 quarters · across all stocks

Holdings in COP

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Shares Held

Position Value (USD)

10 of 10 shown
Report Date Value (USD) Shares
2026-03-31 $1,084,380 8,215
2024-12-31 $799,806 8,065
2024-09-30 $849,083 8,065
2024-06-30 $922,474 8,065
2024-03-31 $1,026,513 8,065
2023-06-30 $835,614 8,065
2023-03-31 $800,128 8,065
2022-12-31 $951,670 8,065
2022-09-30 $825,372 8,065
2022-06-30 $724,317 8,065