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Home > Institutional Investor > Montchanin Asset Management, Llc > Profile

Instuitional Investor - Montchanin Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Montchanin Asset Management, Llc
Portfolio Value $87,719
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 90,680 $17,589 20.05%
2.
Microsoft Corp
 MSFT 21,473 $7,312 8.33%
3.
Kinder Morgan Inc.
 KMI 320,715 $5,523 6.29%
4.
Alphabet Inc.
 GOOG 39,310 $4,755 5.42%
5.
Jpmorgan Chase & Co
 JPM 26,667 $3,878 4.42%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)