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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 10 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BNDW VANGUARD SCOTTSDALE FDS 3,770.0 $259K 0.02% -776.0 -17.1% $68.73 -1.1%
182 GLD SPDR GOLD TR Financial Services 648.0 $257K 0.02% NEW $396.31 +5.2%
183 ADP AUTOMATIC DATA PROCESSING IN Industrials 990.0 $255K 0.02% -429.0 -30.2% $257.23 -14.4%
184 NUEM NUSHARES ETF TR 7,144.0 $254K 0.02% $35.58 +14.1%
185 VNQ VANGUARD INDEX FDS 2,867.0 $254K 0.02% -532.0 -15.7% $88.50 +9.2%
186 EVUS ISHARES TR 7,794.0 $250K 0.02% +663.0 +9.3% $32.04 +8.3%
187 SHV ISHARES TR 2,256.0 $248K 0.02% $110.13 +0.1%
188 BK BANK NEW YORK MELLON CORP Financial Services 2,127.0 $247K 0.02% $116.09 +19.7%
189 MMM 3M CO Industrials 1,538.0 $246K 0.02% +209.0 +15.7% $160.12 -5.3%
190 IRM IRON MTN INC DEL Real Estate 2,862.0 $237K 0.02% $82.95 +53.5%
191 OTIS OTIS WORLDWIDE CORP Industrials 2,684.0 $234K 0.02% -50.0 -1.8% $87.36 -18.0%
192 ES EVERSOURCE ENERGY Utilities 3,477.0 $234K 0.02% NEW $67.33 +3.4%
193 O REALTY INCOME CORP Real Estate 4,080.0 $230K 0.02% -551.0 -11.9% $56.38 +10.4%
194 COST COSTCO WHSL CORP NEW Consumer Defensive 266.0 $229K 0.02% +3.0 +1.1% $862.63 +21.8%
195 EMR EMERSON ELEC CO Industrials 1,699.0 $226K 0.02% +21.0 +1.2% $132.74 +1.6%
196 ESGE ISHARES INC 5,075.0 $224K 0.02% NEW $44.17 +19.2%
197 XLE SELECT SECTOR SPDR TR 4,853.0 $217K 0.02% +2K +74.7% $44.71 +32.2%
198 GRID FIRST TR EXCHANGE TRADED FD 1,410.0 $216K 0.02% $153.02 +24.8%
199 DUK DUKE ENERGY CORP NEW Utilities 1,833.0 $215K 0.02% NEW $117.21 +6.4%
200 FTEC FIDELITY COVINGTON TRUST 946.0 $213K 0.02% -240.0 -20.2% $224.72 +21.7%
Page 10 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%