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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 8 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLY SELECT SECTOR SPDR TR 1,629.0 $390K 0.03% NEW $239.64 -50.5%
142 MUB ISHARES TR 3,623.0 $386K 0.03% NEW $106.48 -0.4%
143 ICSH ISHARES TR 7,590.0 $385K 0.03% NEW $50.75 -0.4%
144 AMD ADVANCED MICRO DEVICES INC Technology 2,369.0 $383K 0.03% NEW $161.79 +177.9%
145 SSO PROSHARES TR 3,417.0 $383K 0.03% NEW $112.13 -40.2%
146 BLK BLACKROCK INC Financial Services 325.0 $379K 0.03% NEW $1165.59 -8.7%
147 LOW LOWES COS INC Consumer Cyclical 1,480.0 $372K 0.03% NEW $251.37 -13.5%
148 NFLX NETFLIX INC Communication Services 301.0 $361K 0.03% NEW $1199.01 -92.6%
149 CI THE CIGNA GROUP Healthcare 1,252.0 $361K 0.03% NEW $288.25 -2.2%
150 TXT TEXTRON INC Industrials 4,263.0 $360K 0.03% NEW $84.49 +6.0%
151 VCSH VANGUARD SCOTTSDALE FDS 4,499.0 $360K 0.03% NEW $79.94 -1.3%
152 HON HONEYWELL INTL INC Industrials 1,694.0 $357K 0.03% NEW $210.50 +6.3%
153 SIBN SI-BONE INC Healthcare 24,003.0 $353K 0.03% NEW $14.72 +0.7%
154 VUSB VANGUARD BD INDEX FDS 7,012.0 $351K 0.03% NEW $50.00 -0.5%
155 VCIT VANGUARD SCOTTSDALE FDS 4,107.0 $345K 0.03% NEW $84.11 -2.3%
156 YUMC YUM CHINA HLDGS INC Consumer Cyclical 8,040.0 $345K 0.03% NEW $42.92 +6.1%
157 AFL AFLAC INC Financial Services 3,089.0 $345K 0.03% NEW $111.69 +5.5%
158 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,449.0 $327K 0.03% NEW $133.40 +2.0%
159 NEAR ISHARES U S ETF TR 6,353.0 $326K 0.03% NEW $51.28 -1.2%
160 DIS DISNEY WALT CO Communication Services 2,833.0 $324K 0.03% NEW $114.49 -9.5%
Page 8 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%