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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 9 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SMH VANECK ETF TRUST 990.0 $323K 0.03% NEW $326.36 +73.9%
162 TIP ISHARES TR 2,885.0 $321K 0.03% NEW $111.20 -0.7%
163 VZ VERIZON COMMUNICATIONS INC Communication Services 7,242.0 $318K 0.03% NEW $43.95 +8.8%
164 DGRW WISDOMTREE TR 3,576.0 $318K 0.03% NEW $88.97 +7.9%
165 MINT PIMCO ETF TR 3,153.0 $317K 0.03% NEW $100.69 -0.1%
166 BNDW VANGUARD SCOTTSDALE FDS 4,546.0 $317K 0.03% NEW $69.66 -2.4%
167 COF CAPITAL ONE FINL CORP Financial Services 1,490.0 $317K 0.03% NEW $212.52 -12.2%
168 VNQ VANGUARD INDEX FDS 3,399.0 $311K 0.02% NEW $91.42 +5.7%
169 FLOT ISHARES TR 6,057.0 $309K 0.02% NEW $51.09 -0.1%
170 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,080.0 $302K 0.02% NEW $279.27 +43.8%
171 FENY FIDELITY COVINGTON TRUST 12,135.0 $300K 0.02% NEW $24.72 +33.2%
172 IRM IRON MTN INC DEL Real Estate 2,856.0 $291K 0.02% NEW $101.94 +24.9%
173 BAC BANK AMERICA CORP Financial Services 5,615.0 $290K 0.02% NEW $51.59 -0.2%
174 O REALTY INCOME CORP Real Estate 4,631.0 $282K 0.02% NEW $60.80 +2.4%
175 VIS VANGUARD WORLD FD 948.0 $281K 0.02% NEW $296.29 +12.5%
176 GLW CORNING INC Technology 3,382.0 $277K 0.02% NEW $82.03 +133.9%
177 EPD ENTERPRISE PRODS PARTNERS L Energy 8,523.0 $267K 0.02% NEW $31.27 +26.2%
178 FTEC FIDELITY COVINGTON TRUST 1,186.0 $264K 0.02% NEW $222.18 +23.1%
179 AMGN AMGEN INC Healthcare 930.0 $262K 0.02% NEW $282.15 +19.6%
180 PFE PFIZER INC Healthcare 10,004.0 $255K 0.02% NEW $25.48 +1.8%
Page 9 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%