Montchanin Asset Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$94K
Q ending 2026-03-31
Prior quarter
Q ending 2025-12-31
Change
QoQ
Positions
54
reported holdings

Largest positions

All 54 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple Computer IncAAPLShares$15K60K
Alphabet Inc Class CGOOGShares$7K25K
Kinder Morgan Inc.KMIShares$7K210K
J P Morgan Chase & Co ComJPMShares$7K23K
Microsoft Corp ComMSFTShares$6K16K
Global X Nasdaq 100 Cover EtfQYLDShares$4K208K
Home Depot Inc ComHDShares$3K10K
Cintas CorpCTASShares$3K19K
Vertex Pharmaceuticals Inc.VRTXShares$3K7K
Alphabet Inc Class AGOOGLShares$3K10K
Enterprise Products Partners LEPDShares$3K73K
Honeywell InternationalHONGBPShares$2K10K
Cheniere Energy Inc NewLNGShares$2K23K
Broadcom LtdShares$2K6K
Chevron Corp ComCVXShares$2K9K
Advanced Micro Devices ComAMDShares$2K9K
Palantir Technologies InPLTRShares$2K12K
Powell IndustriesPOWLShares$2K3K
Global X Fds S&P 500 Covered EXYLDShares$2K40K
Nvidia Corp ComNVDAShares$1K8K
Conocophillips ComCOPShares$1K8K
Abbvie IncABBVShares$1K5K
Qnity ElectronicsQ 5.75 08/15/32 144AShares$1K9K
Amazon Com Inc ComAMZNShares$1K5K
Raytheon Tech Corp ComRTXShares$1K5K
Coca Cola Co ComKOShares$98313K
Thermo Fisher ScientificTMOShares$7251K
Phillips 66PSXShares$6984K
Citizens Finl Group Inc ComCFGShares$60010K
Merck & Co Inc ComShares$5675K
Pepsico Inc ComPEPShares$5674K
Procter & Gamble Co ComPGShares$5194K
Wal Mart Stores Inc ComWMTShares$4554K
Gallagher Arthur J & CoAJGShares$4332K
International Bus Mach ComIBMShares$4282K
Adobe Systems IncADBEShares$3722K
Eog Res Inc ComEOGShares$3693K
Bloom Energy Corporation Com CBEShares$3603K
Omega Healthcare Investors IncOHI 5.25 01/15/26Shares$3518K
Caledonia Mng Corp PlcShares$33515K
Crown Castle Intl Corp ComCCIShares$3244K
Viper Energy IncVNOMUSDShares$3227K
Celestica IncCLSShares$3151K
Ishares S&P 500 ValueIVEShares$3131K
Exxon Mobil Corp ComXOMShares$2812K
Ishares S&P 500 GrowthIVWShares$2712K
Eqt Corporation ComEQTShares$2604K
Palo Alto Networks Inc ComPANWShares$2602K
Bank Of America Corp ComBACShares$2495K
General Dynamics Corp ComGDShares$242705
British American Tobacco PlcBTIShares$2264K
Berkshire Hathaway B NewBRK/BShares$223466
Johnson & Johnson ComJNJShares$208850
Ttm Technologies IncTTMIShares$2012K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.