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Institutional

MONTCHANIN ASSET MANAGEMENT, LLC

CIK 0001940660
$94,052
Reported AUM
54
Positions
Q1 2026
Period
2026-05-21
Filed

The Brief · MONTCHANIN ASSET MANAGEMENT, LLC · Q1 2026

AI · grounded in 13F

MONTCHANIN ASSET MANAGEMENT, LLC increased its stake in LNG by 645.51% this quarter. The fund also accumulated shares of AMZN by 405.73% and established a new position in Qnity Electronics. Conversely, the manager closed its position in DD and reduced holdings in TMO by 60.86%.

Portfolio · Q1 2026

AAPL$15,292GOOG$7,075KMI$7,039JPM$6,750MSFT$5,822QYLDHDCTASVRTXGOOGLEPDHONOther$30,883ML

Top holdings

QoQ vs Q4 2024

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLApple Computer Inc$307.34-1.25%51.31%116.17%$15K16.26%18,385−23.4%
2GOOGAlphabet Inc Class C$365.76-0.95%109.82%172.71%$7K7.52%9,065−26.9%
3KMIKinder Morgan Inc.$31.68-0.06%17.25%140.30%$7K7.48%75,170−26.4%
4JPMJ P Morgan Chase & Co Com$312.370.48%19.84%133.52%$7K7.18%3,370−12.8%
5MSFTMicrosoft Corp Com$416.67-2.66%-10.71%52.39%$6K6.19%4,625−22.7%
6QYLDGLOBAL X NASDAQ 100 COVER ETF$17.80-1.82%21.17%44.89%$4K3.80%+35,175+20.3%
7HDHome Depot Inc Com$310.780.27%-12.61%7.24%$3K3.63%1,615−13.5%
8CTASCintas Corp$179.85-0.06%-20.25%91.19%$3K3.43%7,185−27.3%
9VRTXVertex Pharmaceuticals Inc.$446.831.15%-0.81%121.66%$3K3.29%2,870−29.3%
10GOOGLAlphabet Inc Class A$368.53-0.98%112.92%175.80%$3K3.01%717−6.8%
11EPDEnterprise Products Partners L$37.81-0.97%28.31%139.92%$3K2.95%34,180−31.8%
12HONHoneywell International$213.97-1.69%1.40%7.72%$2K2.41%950−8.6%
13LNGCheniere Energy Partners$238.82-0.93%-0.79%194.92%$2K2.36%+20,140+645.5%
14Broadcom Ltd$2K2.11%910−12.4%
15CVXChevron Corp Com$187.31-0.55%39.19%125.88%$2K2.00%2,885−24.1%
16AMDAdvanced Micro Devices Com$466.38-10.86%301.39%339.19%$2K1.99%975−9.6%
17PLTRPalantir Technologies In$135.53-4.35%6.11%524.27%$2K1.81%4,162−26.3%
18POWLPowell Industries$284.87-5.06%348.68%3111.89%$2K1.77%+570+22.7%
19XYLDGLOBAL X FDS S&P 500 COVERED E$40.43-0.91%16.28%42.00%$2K1.67%+13,325+49.8%
20NVDANVIDIA CORP COM$205.10-6.20%44.92%955.49%$1K1.39%+200+2.7%
21COPConocophillips Com$117.14-1.75%38.76%149.74%$1K1.15%+150+1.9%
22ABBVAbbvie Inc$227.231.02%23.60%135.68%$1K1.15%+150+3.1%
23QNTELE 5.75 08/15/32 144AQnity Electronics$1K1.11%+9,081NEW
24AMZNAmazon Com Inc Com$246.03-3.06%15.20%47.87%$1K1.07%+3,895+405.7%
25RTXRAYTHEON TECH CORP COM$180.990.88%32.19%132.37%$1K1.07%HELD
26KOCoca Cola Co Com$79.483.46%14.62%60.54%$9831.05%HELD
27TMOThermo Fisher Scientific$472.80-1.91%18.07%-11.30%$7250.77%2,295−60.9%
28PSXPhillips 66$183.08-0.58%65.68%201.14%$6980.74%HELD
29CFGCITIZENS FINL GROUP INC COM$63.980.13%59.66%86.82%$6000.64%650−6.1%
30Merck & Co Inc Com$5670.60%+4,713NEW
31PEPPepsico Inc Com$141.92-0.16%$5670.60%70−1.9%
32PGProcter & Gamble Co Com$146.544.09%$5190.55%HELD
33WMTWal Mart Stores Inc Com$118.880.97%$4550.48%+810+28.4%
34AJGGallagher Arthur J & Co$216.142.44%$4330.46%1,220−37.9%
35IBMInternational Bus Mach Com$284.84-5.61%$4280.46%HELD
36ADBEAdobe Systems Inc$251.44-2.70%$3720.40%1,055−40.8%
37EOGEOG Res Inc Com$137.78-2.20%$3690.39%1,800−41.3%
38BEBLOOM ENERGY CORPORATION COM C$263.61-9.53%$3600.38%+2,655NEW
39OHIOmega Healthcare Investors Inc$44.471.83%$3510.37%+8,000NEW
40CMCLCaledonia Mng Corp Plc$19.95-6.34%$3350.36%+14,820NEW
41CCICROWN CASTLE INTL CORP COM$94.490.75%$3240.34%1,120−21.9%
42VNOMUSDVIPER ENERGY INC$3220.34%+6,850NEW
43CLSCelestica Inc$371.71-12.61%$3150.33%+1,120NEW
44IVEIshares S&P 500 Value$226.54-1.15%$3130.33%+1,480NEW
45XOMExxon Mobil Corp Com$149.92-1.39%$2810.30%+1,655NEW
46IVWIshares S&P 500 Growth$134.60-3.81%$2710.29%+2,400NEW
47EQTEQT CORPORATION COM$53.75-2.70%$2600.28%+4,085NEW
48PANWPALO ALTO NETWORKS INC COM$272.05-2.58%$2600.28%+1,620NEW
49BACBank Of America Corp Com$53.83-0.63%$2490.26%7,000−57.9%
50GDGeneral Dynamics Corp Com$346.441.45%$2420.26%+705NEW
51BTIBritish American Tobacco PLC$59.723.23%$2260.24%+3,870NEW
52BRK/BBerkshire Hathaway B New$2230.24%+466NEW
53JNJJohnson & Johnson Com$232.772.02%$2080.22%+850NEW
54TTMITtm Technologies Inc$167.62-9.32%$2010.21%+2,060NEW
55DDDu Pont E.I. De Nemours$46.85-1.68%18,164EXITED
56CQPCheniere Energy Partners$64.470.17%20,015EXITED
57CTVACorteva Inc.$77.03-0.56%17,285EXITED
58Dow Chemical Company22,041EXITED
59Viper Energy Partners LP15,200EXITED
60IIPRINNOVATIVE INDUSTRIAL PROPERTE$58.560.27%10,530EXITED
61DVNDevon Energy Corp$44.28-3.72%20,640EXITED
62MRKMerck & Co Inc Com$120.790.44%4,733EXITED
63OHIOmega Healthcare Investors$44.471.83%8,000EXITED
64FSKFs Kkr Capital Corp$10.70-2.46%13,000EXITED
65GEGE Aerospace$328.000.11%1,550EXITED
66CRLCharles River Laboratories$181.34-2.40%1,400EXITED
67Durect Corp310,118EXITED
68TFCTRUIST FINANCIAL CORP$49.200.04%5,190EXITED
69Linde PLC500EXITED
70STCStewart Information Svcs$65.833.80%3,050EXITED
71VVisa Inc Cl A$323.571.06%637EXITED

Source: SEC EDGAR · accession 0001940660-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.