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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 8 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BA BOEING CO Industrials 1,826.0 $396K 0.03% +13.0 +0.7% $217.13 +1.1%
142 BAC BANK AMERICA CORP Financial Services 7,202.0 $396K 0.03% +2K +28.3% $55.00 -6.4%
143 IYF ISHARES TR 3,037.0 $392K 0.03% -259.0 -7.9% $128.91 -4.3%
144 XLY SELECT SECTOR SPDR TR 3,258.0 $389K 0.03% +2K +100.0% $119.41 -0.6%
145 YUMC YUM CHINA HLDGS INC Consumer Cyclical 8,051.0 $384K 0.03% $47.74 -4.6%
146 UNH UNITEDHEALTH GROUP INC Healthcare 1,162.0 $384K 0.03% -110.0 -8.7% $330.25 +16.1%
147 SPTI SPDR SERIES TRUST 12,895.0 $372K 0.03% -2K -14.1% $28.84 -2.0%
148 TXT TEXTRON INC Industrials 4,263.0 $372K 0.03% $87.17 +2.7%
149 FCOM FIDELITY COVINGTON TRUST 5,070.0 $372K 0.03% -950.0 -15.8% $73.28 +1.0%
150 IYG ISHARES TR 3,963.0 $366K 0.03% -2K -34.3% $92.24 -5.5%
151 GOVT ISHARES TR 15,753.0 $363K 0.03% -2K -9.9% $23.03 -1.7%
152 COF CAPITAL ONE FINL CORP Financial Services 1,482.0 $359K 0.03% -8.0 -0.5% $242.30 -23.0%
153 LOW LOWES COS INC Consumer Cyclical 1,488.0 $359K 0.03% +8.0 +0.5% $241.18 -9.9%
154 SSO PROSHARES TR 6,180.0 $358K 0.03% +3K +80.9% $57.92 +15.8%
155 SMH VANECK ETF TRUST 990.0 $357K 0.03% $360.13 +57.6%
156 BLK BLACKROCK INC Financial Services 327.0 $350K 0.03% +2.0 +0.6% $1070.08 -0.6%
157 VDC VANGUARD WORLD FD 1,647.0 $348K 0.03% -188.0 -10.2% $211.29 +8.8%
158 AFL AFLAC INC Financial Services 3,094.0 $341K 0.03% $110.26 +6.8%
159 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,100.0 $334K 0.03% +20.0 +1.9% $304.01 +32.1%
160 CI THE CIGNA GROUP Healthcare 1,208.0 $332K 0.03% -44.0 -3.5% $275.23 +2.5%
Page 8 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%