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Portfolio (Quarterly) Guide ↗

Charter Oak Capital Management, LLC

· CIK 0001810720
13F Portfolio $1.3B AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 202 New
Page 3 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHY ISHARES TR 27,899.0 $2.3M 0.18% NEW $82.96 -1.0%
42 JNJ JOHNSON & JOHNSON Healthcare 12,427.0 $2.3M 0.18% NEW $185.42 +25.0%
43 PNC PNC FINL SVCS GROUP INC Financial Services 11,160.0 $2.2M 0.18% NEW $200.93 +7.9%
44 BERKSHIRE HATHAWAY INC DEL 4,179.0 $2.1M 0.17% NEW $502.80
45 DSI ISHARES TR 16,362.0 $2.1M 0.16% NEW $125.95 +11.8%
46 VYM VANGUARD WHITEHALL FDS 14,198.0 $2.0M 0.16% NEW $140.95 +11.6%
47 ABBV ABBVIE INC Healthcare 8,441.0 $2.0M 0.15% NEW $231.54 -7.3%
48 NVDA NVIDIA CORPORATION Technology 10,425.0 $1.9M 0.15% NEW $186.58 +17.7%
49 SUSC ISHARES TR 80,121.0 $1.9M 0.15% NEW $23.56 -2.4%
50 ISTB ISHARES TR 37,265.0 $1.8M 0.14% NEW $48.84 -1.4%
51 IYW ISHARES TR 9,043.0 $1.8M 0.14% NEW $195.85 +22.6%
52 AMZN AMAZON COM INC Consumer Cyclical 7,833.0 $1.7M 0.14% NEW $219.58 +22.3%
53 XOM EXXON MOBIL CORP Energy 14,842.0 $1.7M 0.13% NEW $112.75 +38.6%
54 MDT MEDTRONIC PLC Healthcare 17,492.0 $1.7M 0.13% NEW $95.24 -17.9%
55 TEL TE CONNECTIVITY PLC Technology 7,566.0 $1.7M 0.13% NEW $219.52 -8.3%
56 VPL VANGUARD INTL EQUITY INDEX F 18,838.0 $1.7M 0.13% NEW $87.84 +28.0%
57 IEFA ISHARES TR 18,911.0 $1.7M 0.13% NEW $87.31 +11.4%
58 ESGU ISHARES TR 11,107.0 $1.6M 0.13% NEW $145.60 +11.2%
59 TXN TEXAS INSTRS INC Technology 8,581.0 $1.6M 0.12% NEW $183.73 +65.9%
60 CRM SALESFORCE INC Technology 6,546.0 $1.6M 0.12% NEW $237.01 -25.6%
Page 3 of 11  ·  202 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.5%
Financial Services 18.0%
Healthcare 12.4%
Industrials 6.8%
Consumer Cyclical 6.5%
Consumer Defensive 4.4%
Communication Services 4.3%
Energy 2.7%
Utilities 0.9%
Real Estate 0.6%