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Filers›Holding Co.›MONTCHANIN ASSET MANAGEMENT, LLC
DOSSIER · 13F-HR · Q1 2026

MONTCHANIN ASSET MANAGEMENT, LLC

MONTCHANIN ASSET's holding co. based in Stamford, CT — $94,052 in tracked AUM across 55 positions as of Q1 2026.

MA
MONTCHANIN ASSET·Stamford, CT·Holding Co.
CIK 0001940660 · last filed Mar 31, 2026
Total AUM
$94,052
▲ 3.9%
vs prior
Holdings
55
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Financials
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MONTCHANIN ASSET MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Computer Inc
$15,29260K16.3%
02
GOOG
Alphabet Inc Class C
$7,07525K7.5%
03
KMI
Kinder Morgan Inc.
$7,039210K7.5%
04
JPM
J P Morgan Chase & Co Com
$6,75023K7.2%
05
MSFT
Microsoft Corp Com
$5,82216K6.2%
06
QYLD
GLOBAL X NASDAQ 100 COVER ETF
$3,574208K3.8%
07
HD
Home Depot Inc Com
$3,41710K3.6%
08
CTAS
Cintas Corp
$3,22919K3.4%
09
VRTX
Vertex Pharmaceuticals Inc.
$3,0957K3.3%
10
GOOGL
Alphabet Inc Class A
$2,83010K3.0%

Filing history

Filing history loading…
AI Agent · grounded in MONTCHANIN
haiku-4-5 · 55 positions indexed
Sector mix
  • Financials13%
  • Health Care25%
  • Cons. Disc.15%
  • Industrials36%
  • Energy5%
  • Other6%
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