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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 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM PHILIP MORRIS INTL INC Consumer Defensive 1,805.0 $289K 0.02% +406.0 +29.0% $160.37 +17.6%
62 PFE PFIZER INC Healthcare 10,926.0 $272K 0.02% +922.0 +9.2% $24.90 +4.2%
63 XJH ISHARES TR 6,041.0 $270K 0.02% +797.0 +15.2% $44.65 +10.2%
64 ISRG INTUITIVE SURGICAL INC Healthcare 458.0 $259K 0.02% +8.0 +1.8% $566.36 -22.3%
65 EVUS ISHARES TR 7,794.0 $250K 0.02% +663.0 +9.3% $32.04 +8.3%
66 MMM 3M CO Industrials 1,538.0 $246K 0.02% +209.0 +15.7% $160.12 -5.3%
67 COST COSTCO WHSL CORP NEW Consumer Defensive 266.0 $229K 0.02% +3.0 +1.1% $862.63 +21.8%
68 EMR EMERSON ELEC CO Industrials 1,699.0 $226K 0.02% +21.0 +1.2% $132.74 +1.6%
69 XLE SELECT SECTOR SPDR TR 4,853.0 $217K 0.02% +2K +74.7% $44.71 +32.2%
Page 4 of 4  ·  69 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%