MONTCHANIN ASSET MANAGEMENT, LLC — 13F holdings

MONTCHANIN ASSET MANAGEMENT, LLC reported 63 holdings worth $98.1M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. AAPL APPLE INC — $15.3M (15.6%)
2. GOOG ALPHABET INC — $7.17M (7.3%)
3. JPM JPMORGAN CHASE & CO. — $6.86M (7.0%)
4. KMI KINDER MORGAN INC DEL — $5.58M (5.7%)
5. MSFT MICROSOFT CORP — $5.16M (5.3%)
6. AMD ADVANCED MICRO DEVICES INC — $4.42M (4.5%)
7. HD HOME DEPOT INC — $3.37M (3.4%)
8. QYLD GLOBAL X FDS — $3.22M (3.3%)
9. VRTX Vertex Pharmaceuticals Inc — $3.10M (3.2%)
10. CTAS Cintas Corp — $2.68M (2.7%)