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 151–200 of 208
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| SSO | PROSHARES TR | 6K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 990 | $100K–$500K | SH |
| BLK | BLACKROCK INC | 327 | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| AFL | AFLAC INC | 3K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 4K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| TIP | ISHARES TR | 3K | $100K–$500K | SH |
| MINT | PIMCO ETF TR | 3K | $100K–$500K | SH |
| IVV | ISHARES TR | 454 | $100K–$500K | SH |
| AMGN | AMGEN INC | 945 | $100K–$500K | SH |
| NEAR | ISHARES U S ETF TR | 6K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| GLW | CORNING INC | 3K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| FENY | FIDELITY COVINGTON TRUST | 12K | $100K–$500K | SH |
| VIS | VANGUARD WORLD FD | 948 | $100K–$500K | SH |
| FLOT | ISHARES TR | 6K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| XJR | ISHARES TR | 6K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 9K | $100K–$500K | SH |
| PFE | PFIZER INC | 11K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 734 | $100K–$500K | SH |
| XJH | ISHARES TR | 6K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 4K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 458 | $100K–$500K | SH |
| BNDW | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 648 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 990 | $100K–$500K | SH |
| NUEM | NUSHARES ETF TR | 7K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| EVUS | ISHARES TR | 8K | $100K–$500K | SH |
| SHV | ISHARES TR | 2K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 2K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 3K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 3K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 3K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 4K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 266 | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| ESGE | ISHARES INC | 5K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 1K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 946 | $100K–$500K | SH |