StockDriftsStockDriftsTop 50 Montchanin Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Computer Inc | 16.26% | 60.3K | $15.3M | new | $157.49(+96.09%) | 2026-03-31 | |
| GOOG | Alphabet Inc Class C | 7.52% | 24.7K | $7.1M | new | $126.33(+200.31%) | 2026-03-31 | |
| KMI | Kinder Morgan Inc. | 7.48% | 209.9K | $7.0M | new | $17.98(+87.94%) | 2026-03-31 | |
| JPM | J P Morgan Chase & Co Com | 7.18% | 22.9K | $6.8M | new | $129.12(+137.28%) | 2026-03-31 | |
| MSFT | Microsoft Corp Com | 6.19% | 15.7K | $5.8M | new | $289.70(+44.48%) | 2026-03-31 | |
| QYLD | GLOBAL X NASDAQ 100 COVER ETF | 3.8% | 208.4K | $3.6M | new | $18.24(-2.00%) | 2026-03-31 | |
| HD | Home Depot Inc Com | 3.63% | 10.4K | $3.4M | new | $292.06(+7.19%) | 2026-03-31 | |
| CTAS | Cintas Corp | 3.43% | 19.1K | $3.2M | new | $101.05(+71.14%) | 2026-03-31 | |
| VRTX | Vertex Pharmaceuticals Inc. | 3.29% | 6.9K | $3.1M | new | $341.45(+27.26%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Class A | 3.01% | 9.8K | $2.8M | new | $126.91(+201.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.07% | +40.76% |
| Top 20 Holdings Unweighted | +7.48% | +24.17% |
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