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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MONTCHANIN ASSET MANAGEMENT, LLC

Quarter ended Q1 2023 · Filed February 16, 2023 · Accession 0001940660-23-000001

Total Value
$73,097
Positions
47
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (47)

#IssuerTicker / CUSIPSharesValue% of Filing
1 Apple Computer Inc AAPL93,976$12,21016.70%
2 Kinder Morgan Inc. EP-PC323,815$5,8558.01%
3 Microsoft Corp Com MSFT20,833$4,9966.83%
4 Home Depot Inc Com HD12,829$4,0525.54%
5 Alphabet Inc Class C GOOG40,200$3,8605.28%
6 J P Morgan Chase & Co Com VYLD27,931$3,7465.12%
7 Enterprise Products Partners L 293792107139,230$3,3584.59%
8 Cintas Corp CTAS7,237$3,2684.47%
9 Honeywell International 43851610612,145$2,6033.56%
10 Thermo Fisher Scientific TMO4,630$2,5503.49%
11 Global X Nasdaq 100 Covered ETF37954Y483137,460$2,1872.99%
12 Chevron Corp Com CVX10,207$1,8322.51%
13 Bank Of America Corp Com 06050510442,370$1,4031.92%
14 PROSHARES TRUST ULTRAPRO SHORT 74347B11075,200$1,2691.74%
15 Vertex Pharmaceuticals Inc. VRTX4,075$1,1771.61%
16 Devon Energy Corp25179M10318,915$1,1631.59%
17 Alphabet Inc Class A GOOG12,240$1,0801.48%
18 Cheniere Energy Partners LNG18,485$1,0511.44%
19 Conocophillips Com COP8,065$9521.30%
20 Adobe Systems Inc ADBE2,642$8891.22%
21 Abbvie Inc ABBV5,305$8571.17%
22 Coca Cola Co Com KO12,923$8221.12%
23 Broadcom Inc AVGO1,440$8051.10%
24 Pepsico Inc Com PEP4,406$7961.09%
25 Dow Chemical Company DOW15,116$7621.04%
26 Global X S&P 500 Covered Call ETF37954Y47519,300$7601.04%
27 TRUIST FINANCIAL CORP 89832Q10915,965$6870.94%
28 Pfizer Inc Com PFE13,100$6710.92%
29 INNOVATIVE INDUSTRIAL PROPERTE INHD6,355$6440.88%
30 Gallagher Arthur J & Co 3635761093,370$6350.87%
31 Advanced Micro Devices Com AMD8,880$5750.79%
32 Merck & Co Inc Com MRK5,133$5700.78%
33 Procter & Gamble Co Com 7427181093,591$5440.74%
34 Cheniere Energy Inc New LNG3,170$4750.65%
35 EOG Res Inc Com EOG3,580$4640.63%
36 RAYTHEON TECH CORPRTX4,228$4270.58%
37 Vanguard Ultra-Short Term Bond 74347B11020,468$4030.55%
38 Phillips 66 PSX3,830$3990.55%
39 Johnson & Johnson Com JNJ1,779$3140.43%
40 Exxon Mobil Corp Com XOM2,645$2920.40%
41 Citizens Financial GroupCIA6,900$2720.37%
42 Cisco Sys Inc Com CSCO5,645$2690.37%
43 Corning Inc Com GLW8,150$2600.36%
44 General Dynamics CorpGD935$2320.32%
45 NRG Energy IncNRG7,150$2280.31%
46 International Bus Mach INTR1,550$2180.30%
47 Durect Corp Com 26660510462,148$2150.29%