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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 Q2 2023 · Filed May 10, 2023 · Accession 0001940660-23-000002

Total Value
$78,919
Positions
49
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (49)

#IssuerTicker / CUSIPSharesValue% of Filing
1 Apple Computer Inc AAPL91,295$15,05419.08%
2 Microsoft Corp Com MSFT20,673$5,9607.55%
3 Kinder Morgan Inc. EP-PC323,015$5,6567.17%
4 Alphabet Inc Class C GOOG39,410$4,0985.19%
5 Home Depot Inc Com HD12,809$3,7804.79%
6 Enterprise Products Partners L 293792107137,180$3,5524.50%
7 J P Morgan Chase & Co Com VYLD26,667$3,4754.40%
8 Cintas Corp CTAS7,087$3,2794.15%
9 Thermo Fisher Scientific TMO4,500$2,5943.29%
10 Chevron Corp Com CVX15,189$2,4783.14%
11 Global X Nasdaq 100 Covered ETF37954Y483144,135$2,4713.13%
12 Honeywell International 43851610611,745$2,2452.84%
13 Vertex Pharmaceuticals Inc. VRTX6,050$2,0612.61%
14 Devon Energy Corp25179M10335,950$1,8192.30%
15 PROSHARES TRUST ULTRAPRO SHORT 74347B11086,200$1,1621.47%
16 Alphabet Inc Class A GOOG10,840$1,1241.42%
17 Adobe Systems Inc ADBE2,642$1,0181.29%
18 Global X S&P 500 Covered Call ETF37954Y47524,375$9871.25%
19 Broadcom Inc AVGO1,440$9241.17%
20 Bank Of America Corp Com 06050510431,370$8971.14%
21 Cheniere Energy Partners LNG18,885$8941.13%
22 Advanced Micro Devices Com AMD8,880$8701.10%
23 Abbvie Inc ABBV5,305$8451.07%
24 Pepsico Inc Com PEP4,406$8031.02%
25 Coca Cola Co Com KO12,923$8021.02%
26 Dow Chemical Company DOW14,600$8001.01%
27 Conocophillips Com COP8,065$8001.01%
28 Gallagher Arthur J & Co 3635761093,370$6450.82%
29 TRUIST FINANCIAL CORP 89832Q10918,265$6230.79%
30 INNOVATIVE INDUSTRIAL PROPERTE INHD7,480$5680.72%
31 Merck & Co Inc Com MRK5,133$5460.69%
32 Procter & Gamble Co Com 7427181093,591$5340.68%
33 Cheniere Energy Inc New LNG3,170$4990.63%
34 Durect Corp Com 266605104108,722$4570.58%
35 EQT Corporation ComEQT14,200$4530.57%
36 RAYTHEON TECH CORPRTX4,628$4530.57%
37 EOG Res Inc Com EOG3,580$4100.52%
38 Vanguard Ultra-Short Term Bond 74347B11020,637$4090.52%
39 Phillips 66 PSX3,830$3880.49%
40 Viper Energy Partners LPVNOM11,150$3120.40%
41 Cisco Sys Inc Com CSCO5,645$2950.37%
42 Corning Inc Com GLW8,150$2880.36%
43 Exxon Mobil Corp Com XOM2,445$2680.34%
44 Johnson & Johnson Com JNJ1,596$2470.31%
45 Du Pont E.I. De Nemours ComDD3,198$2300.29%
46 Amazon Com Inc.AMZN2,160$2230.28%
47 General Dynamics CorpGD935$2130.27%
48 Citizens Financial GroupCIA6,900$2090.26%
49 Vanguard Real Estate Index ETF9229085532,420$2010.25%