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 101–150 of 208
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SUSL | ISHARES TR | 6K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 958 | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| IYJ | ISHARES TR | 5K | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |
| VCEB | VANGUARD WORLD FD | 10K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC | 1K | $500K+ | SH |
| FDIS | FIDELITY COVINGTON TRUST | 6K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| INTU | INTUIT | 915 | $500K+ | SH |
| MKL | MARKEL GROUP INC | 281 | $500K+ | SH |
| SPMD | SPDR SERIES TRUST | 10K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| META | META PLATFORMS INC | 888 | $500K+ | SH |
| TJX | TJX COS INC NEW | 4K | $500K+ | SH |
| IEUR | ISHARES TR | 8K | $500K+ | SH |
| HYS | PIMCO ETF TR | 5K | $500K+ | SH |
| ABT | ABBOTT LABS | 4K | $500K+ | SH |
| KO | COCA COLA CO | 7K | $500K+ | SH |
| IJR | ISHARES TR | 4K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| EWC | ISHARES INC | 9K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 4K | $100K–$500K | SH |
| SIBN | SI-BONE INC | 24K | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| ONEQ | FIDELITY COMWLTH TR | 5K | $100K–$500K | SH |
| ICSH | ISHARES TR | 9K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| T | AT&T INC | 17K | $100K–$500K | SH |
| MUB | ISHARES TR | 4K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 7K | $100K–$500K | SH |
| IYF | ISHARES TR | 3K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC | 8K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| SPTI | SPDR SERIES TRUST | 13K | $100K–$500K | SH |
| TXT | TEXTRON INC | 4K | $100K–$500K | SH |
| FCOM | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| IYG | ISHARES TR | 4K | $100K–$500K | SH |
| GOVT | ISHARES TR | 16K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |