CIK 1810720

Charter Oak Capital Management, LLC

Institutional 13F holdings & portfolio

Holdings

208

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 201–208 of 208

Ticker	Company	Shares	Value	Type
SDY	SPDR SERIES TRUST	2K	$100K–$500K	SH
IAU	ISHARES GOLD TR	3K	$100K–$500K	SH
GIS	GENERAL MLS INC	4K	$100K–$500K	SH
USMV	ISHARES TR	2K	$100K–$500K	SH
CB	CHUBB LIMITED	659	$100K–$500K	SH
GD	GENERAL DYNAMICS CORP	607	$100K–$500K	SH
TD	TORONTO DOMINION BK ONT	2K	$100K–$500K	SH
DVY	ISHARES TR	1K	$100K–$500K	SH