CIK 1810720
Charter Oak Capital Management, LLC
Institutional 13F holdings & portfolio
Holdings
208
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 208
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SUSC | ISHARES TR | 73K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 17K | $1M+ | SH |
| ESGU | ISHARES TR | 11K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 2K | $1M+ | SH |
| IYW | ISHARES TR | 8K | $1M+ | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 17K | $1M+ | SH |
| EUSB | ISHARES TR | 35K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 11K | $1M+ | SH |
| ISTB | ISHARES TR | 31K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 10K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 12K | $1M+ | SH |
| SHY | ISHARES TR | 18K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 8K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 26K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 5K | $1M+ | SH |
| CLS | CELESTICA INC | 5K | $1M+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 17K | $1M+ | SH |
| WMT | WALMART INC | 11K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 6K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| MRK | MERCK & CO INC | 11K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 4K | $1M+ | SH |
| IWM | ISHARES TR | 4K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $1M+ | SH |
| SMMD | ISHARES TR | 14K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 13K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 11K | $1M+ | SH |
| ITA | ISHARES TR | 5K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $500K+ | SH |
| IEMG | ISHARES INC | 14K | $500K+ | SH |
| V | VISA INC | 3K | $500K+ | SH |
| ITOT | ISHARES TR | 6K | $500K+ | SH |
| IJH | ISHARES TR | 14K | $500K+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| WSO | WATSCO INC | 3K | $500K+ | SH |
| YUM | YUM BRANDS INC | 6K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| IWD | ISHARES TR | 4K | $500K+ | SH |
| INTC | INTEL CORP | 22K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |