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Portfolio (Quarterly) Guide ↗

Charter Oak Capital Management, LLC

· CIK 0001810720
13F Portfolio $1.3B AUM 211 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 69 Added 91 Reduced 4 Exited
Page 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEUR ISHARES TR 7,826.0 $556K 0.04% -572.0 -6.8% $70.98 +6.6%
62 HYS PIMCO ETF TR 5,494.0 $521K 0.04% -1K -18.1% $94.82 -1.5%
63 KO COCA COLA CO Consumer Defensive 7,218.0 $505K 0.04% -398.0 -5.2% $69.91 +16.1%
64 IJR ISHARES TR 4,177.0 $502K 0.04% -289.0 -6.5% $120.19 +13.4%
65 AMD ADVANCED MICRO DEVICES INC Technology 2,290.0 $490K 0.04% -79.0 -3.3% $214.16 +109.9%
66 EWC ISHARES INC 8,837.0 $477K 0.04% -951.0 -9.7% $53.93 +8.6%
67 ONEQ FIDELITY COMWLTH TR 4,972.0 $454K 0.04% -36.0 -0.7% $91.39 +13.1%
68 IYF ISHARES TR 3,037.0 $392K 0.03% -259.0 -7.9% $128.91 -4.3%
69 UNH UNITEDHEALTH GROUP INC Healthcare 1,162.0 $384K 0.03% -110.0 -8.7% $330.25 +16.1%
70 SPTI SPDR SERIES TRUST 12,895.0 $372K 0.03% -2K -14.1% $28.84 -2.0%
71 FCOM FIDELITY COVINGTON TRUST 5,070.0 $372K 0.03% -950.0 -15.8% $73.28 +1.0%
72 IYG ISHARES TR 3,963.0 $366K 0.03% -2K -34.3% $92.24 -5.5%
73 GOVT ISHARES TR 15,753.0 $363K 0.03% -2K -9.9% $23.03 -1.7%
74 COF CAPITAL ONE FINL CORP Financial Services 1,482.0 $359K 0.03% -8.0 -0.5% $242.30 -23.0%
75 VDC VANGUARD WORLD FD 1,647.0 $348K 0.03% -188.0 -10.2% $211.29 +8.8%
76 CI THE CIGNA GROUP Healthcare 1,208.0 $332K 0.03% -44.0 -3.5% $275.23 +2.5%
77 DIS DISNEY WALT CO Communication Services 2,807.0 $319K 0.02% -26.0 -0.9% $113.75 -8.9%
78 NEAR ISHARES U S ETF TR 5,949.0 $304K 0.02% -404.0 -6.4% $51.10 -0.8%
79 GLW CORNING INC Technology 3,332.0 $292K 0.02% -50.0 -1.5% $87.56 +119.2%
80 FENY FIDELITY COVINGTON TRUST 11,646.0 $288K 0.02% -489.0 -4.0% $24.77 +32.9%
Page 4 of 5  ·  91 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 42.9%
Financial Services 18.3%
Healthcare 13.4%
Industrials 6.5%
Consumer Cyclical 6.2%
Communication Services 4.6%
Consumer Defensive 4.3%
Energy 2.1%
Utilities 1.3%
Real Estate 0.4%