MONTCHANIN ASSET MANAGEMENT, LLC: 13F holdings
CIK 19406602026Q2
| Positions | 62 |
|---|
| Reported value | $98.1m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 62 (+8 vs prior quarter) |
|---|
| Reported value | $98.1m (+4.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL Apple Computer Inc | 52,921 | $15.3m | 15.6% |
| GOOG Alphabet Inc Class C | 20,283 | $7.2m | 7.3% |
| JPM J P Morgan Chase & Co Com | 20,945 | $6.9m | 7.0% |
| KMI Kinder Morgan Inc. | 174,425 | $5.6m | 5.7% |
| MSFT Microsoft Corp Com | 13,844 | $5.2m | 5.3% |
| AMD Advanced Micro Devices Com | 7,615 | $4.4m | 4.5% |
| HD Home Depot Inc Com | 9,559 | $3.4m | 3.4% |
| QYLD GLOBAL X NASDAQ 100 COVER ETF | 174,760 | $3.2m | 3.3% |
| VRTX Vertex Pharmaceuticals Inc. | 6,232 | $3.1m | 3.2% |
| CTAS Cintas Corp | 15,743 | $2.7m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1940660")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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