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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 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EUSB ISHARES TR 35,313.0 $1.6M 0.12% +11K +45.0% $43.91 -1.7%
62 AVGO BROADCOM INC Technology 4,475.0 $1.5M 0.12% +197.0 +4.6% $346.07 +19.8%
63 VT VANGUARD INTL EQUITY INDEX F 10,971.0 $1.5M 0.12% +351.0 +3.3% $141.06 +10.0%
64 ISTB ISHARES TR 30,867.0 $1.5M 0.12% -6K -17.2% $48.75 -1.2%
65 PG PROCTER AND GAMBLE CO Consumer Defensive 10,386.0 $1.5M 0.11% +533.0 +5.4% $143.31 -0.6%
66 XOM EXXON MOBIL CORP Energy 12,182.0 $1.5M 0.11% -3K -17.9% $120.34 +29.9%
67 SHY ISHARES TR 17,530.0 $1.5M 0.11% -10K -37.2% $82.82 -0.8%
68 TXN TEXAS INSTRS INC Technology 8,364.0 $1.5M 0.11% -217.0 -2.5% $173.49 +75.7%
69 GOOGL ALPHABET INC Communication Services 4,513.0 $1.4M 0.11% +91.0 +2.1% $312.98 +23.9%
70 VWO VANGUARD INTL EQUITY INDEX F 25,507.0 $1.4M 0.10% $53.76 +9.2%
71 VHT VANGUARD WORLD FD 4,640.0 $1.3M 0.10% -160.0 -3.3% $287.84 -3.9%
72 CLS CELESTICA INC Technology 4,504.0 $1.3M 0.10% $295.61 +20.0%
73 FIDELITY COVINGTON TRUST 16,548.0 $1.2M 0.09% -412.0 -2.4% $74.28
74 WMT WALMART INC Consumer Defensive 10,739.0 $1.2M 0.09% +2K +16.4% $111.41 +17.4%
75 VPU VANGUARD WORLD FD 6,431.0 $1.2M 0.09% $185.03 +5.4%
76 LLY ELI LILLY & CO Healthcare 1,097.0 $1.2M 0.09% -9.0 -0.8% $1074.62 -3.1%
77 MRK MERCK & CO INC Healthcare 11,182.0 $1.2M 0.09% -97.0 -0.9% $105.26 +10.1%
78 TSLA TESLA INC Consumer Cyclical 2,537.0 $1.1M 0.09% +338.0 +15.4% $449.79 -7.2%
79 QQQ INVESCO QQQ TR Financial Services 1,851.0 $1.1M 0.09% +20.0 +1.1% $614.46 +16.3%
80 AMAT APPLIED MATLS INC Technology 4,152.0 $1.1M 0.08% -731.0 -15.0% $257.02 +66.3%
Page 4 of 11  ·  208 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%