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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 7 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IEUR ISHARES TR 7,826.0 $556K 0.04% -572.0 -6.8% $70.98 +6.6%
122 HYS PIMCO ETF TR 5,494.0 $521K 0.04% -1K -18.1% $94.82 -1.5%
123 ABT ABBOTT LABS Healthcare 4,075.0 $511K 0.04% +26.0 +0.6% $125.31 -30.0%
124 KO COCA COLA CO Consumer Defensive 7,218.0 $505K 0.04% -398.0 -5.2% $69.91 +16.1%
125 IJR ISHARES TR 4,177.0 $502K 0.04% -289.0 -6.5% $120.19 +13.4%
126 XLK SELECT SECTOR SPDR TR 3,480.0 $501K 0.04% +2K +96.8% $143.98 +24.0%
127 VCSH VANGUARD SCOTTSDALE FDS 6,200.0 $494K 0.04% +2K +37.8% $79.73 -1.0%
128 AMD ADVANCED MICRO DEVICES INC Technology 2,290.0 $490K 0.04% -79.0 -3.3% $214.16 +109.9%
129 ORCL ORACLE CORP Technology 2,483.0 $484K 0.04% +19.0 +0.8% $194.93 -2.6%
130 HON HONEYWELL INTL INC Industrials 2,453.0 $479K 0.04% +759.0 +44.8% $195.09 +14.7%
131 EWC ISHARES INC 8,837.0 $477K 0.04% -951.0 -9.7% $53.93 +8.6%
132 APH AMPHENOL CORP NEW Technology 3,512.0 $475K 0.04% +22.0 +0.6% $135.14 -7.6%
133 SIBN SI-BONE INC Healthcare 24,003.0 $473K 0.04% $19.72 -24.8%
134 XLC SELECT SECTOR SPDR TR 4,017.0 $473K 0.04% $117.72 -1.4%
135 ONEQ FIDELITY COMWLTH TR 4,972.0 $454K 0.04% -36.0 -0.7% $91.39 +13.1%
136 ICSH ISHARES TR 8,545.0 $432K 0.03% +955.0 +12.6% $50.58 -0.1%
137 GE GE AEROSPACE Industrials 1,403.0 $432K 0.03% $307.93 -2.0%
138 ALL ALLSTATE CORP Financial Services 2,061.0 $429K 0.03% $208.10 +3.0%
139 T AT&T INC Communication Services 16,887.0 $419K 0.03% +2K +10.0% $24.84 +0.4%
140 MUB ISHARES TR 3,911.0 $419K 0.03% +288.0 +8.0% $107.12 -1.0%
Page 7 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%