Montchanin Asset Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on June 30, 2025.
The filing indicates that the firm holds a total of 50 positions across various sectors. The largest holding in the portfolio is Apple Computer Inc., with 14,168 shares valued at $69,053,000. Alphabet Inc. Class A shares follow with 1,702 shares valued at $96,600,000, while Alphabet Inc. Class C shares are held at 5,285 shares valued at $29,793,000.
Other significant positions include Microsoft Corp with 9,075 shares valued at $18,244,000, NVIDIA Corp with 1,104 shares valued at $6,985,000, and Amazon Com Inc with 1,246 shares valued at $5,680,000. The portfolio also includes substantial stakes in J P Morgan Chase & Co (6,924 shares), Home Depot Inc (3,998 shares), and Broadcom Ltd (1,854 shares).
The filing lists Douglas C. McCoy as the Managing Partner of the firm, which is headquartered in Montchanin, Delaware. The report covers the period ending June 30, 2025.
