Stock Taper 
MONTCHANIN ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Quanta Services, Inc. | PWR | 285 | $205K |
 Linde plc | LIN | 400 | $208K |
 Berkshire Hathaway Inc. | BRK-B | 576 | $288K |
 GE Aerospace | GE | 700 | $262K |
 Johnson & Johnson | JNJ | 850 | $216K |
 Celestica Inc. | CLS | 925 | $337K |
 General Dynamics Corporation | GD | 1.06K | $375K |
 Thermo Fisher Scientific Inc. | TMO | 1.35K | $677K |
 Palo Alto Networks, Inc. | PANW | 1.62K | $552K |
 International Business Machines Corporation | IBM | 1.76K | $496K |
 Exxon Mobil Corporation | XOM | 1.77K | $241K |
 BWX Technologies, Inc. | BWXT | 1.91K | $371K |
 Arthur J. Gallagher & Co. | AJG | 2K | $459K |
 TTM Technologies, Inc. | TTMI | 2.23K | $416K |
 Bloom Energy Corporation | BE | 2.56K | $773K |
 EOG Resources, Inc. | EOG | 2.56K | $331K |
 Philip Morris International Inc. | PM | 3.01K | $544K |
 The Procter & Gamble Company | PG | 3.61K | $530K |
 PepsiCo, Inc. | PEP | 3.65K | $494K |
 Walmart Inc. | WMT | 3.66K | $415K |