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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 3 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPXL DIREXION SHS ETF TR 12,301.0 $2.7M 0.21% $220.61 +22.5%
42 ESML ISHARES TR 57,150.0 $2.6M 0.20% -940.0 -1.6% $45.98 +12.8%
43 ESGD ISHARES TR 24,973.0 $2.4M 0.18% -550.0 -2.1% $95.09 +8.2%
44 PNC PNC FINL SVCS GROUP INC Financial Services 10,609.0 $2.2M 0.17% -551.0 -4.9% $208.73 +3.9%
45 DSI ISHARES TR 15,645.0 $2.0M 0.15% -717.0 -4.4% $128.83 +9.3%
46 NVDA NVIDIA CORPORATION Technology 10,739.0 $2.0M 0.15% +314.0 +3.0% $186.50 +17.7%
47 BERKSHIRE HATHAWAY INC DEL 3,971.0 $2.0M 0.15% -208.0 -5.0% $502.71
48 IEFA ISHARES TR 21,960.0 $2.0M 0.15% +3K +16.1% $89.46 +8.8%
49 ABBV ABBVIE INC Healthcare 8,397.0 $1.9M 0.15% -44.0 -0.5% $228.49 -6.1%
50 AMZN AMAZON COM INC Consumer Cyclical 7,900.0 $1.8M 0.14% +67.0 +0.9% $230.83 +16.3%
51 RTX RTX CORPORATION Industrials 9,700.0 $1.8M 0.14% +2K +19.4% $183.41 -4.7%
52 CRM SALESFORCE INC Technology 6,570.0 $1.7M 0.13% $264.93 -33.4%
53 TEL TE CONNECTIVITY PLC Technology 7,566.0 $1.7M 0.13% $227.50 -11.5%
54 SUSC ISHARES TR 73,243.0 $1.7M 0.13% -7K -8.6% $23.38 -1.7%
55 GOOG ALPHABET INC Communication Services 5,437.0 $1.7M 0.13% -220.0 -3.9% $313.82 +22.2%
56 MDT MEDTRONIC PLC Healthcare 17,386.0 $1.7M 0.13% -106.0 -0.6% $96.06 -18.6%
57 ESGU ISHARES TR 11,108.0 $1.7M 0.13% $148.98 +8.7%
58 IDXX IDEXX LABS INC Healthcare 2,363.0 $1.6M 0.12% $676.53 -18.2%
59 IYW ISHARES TR 7,989.0 $1.6M 0.12% -1K -11.7% $199.67 +20.2%
60 VPL VANGUARD INTL EQUITY INDEX F 17,368.0 $1.6M 0.12% -1K -7.8% $90.40 +24.4%
Page 3 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%