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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 9 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DGRW WISDOMTREE TR 3,577.0 $320K 0.02% $89.43 +7.3%
162 DIS DISNEY WALT CO Communication Services 2,807.0 $319K 0.02% -26.0 -0.9% $113.75 -8.9%
163 TIP ISHARES TR 2,889.0 $318K 0.02% $109.90 +0.4%
164 MINT PIMCO ETF TR 3,153.0 $316K 0.02% $100.34 +0.3%
165 AMGN AMGEN INC Healthcare 945.0 $309K 0.02% +15.0 +1.6% $327.25 +3.1%
166 NEAR ISHARES U S ETF TR 5,949.0 $304K 0.02% -404.0 -6.4% $51.10 -0.8%
167 VZ VERIZON COMMUNICATIONS INC Communication Services 7,236.0 $295K 0.02% $40.73 +17.4%
168 NFLX NETFLIX INC Communication Services 3,125.0 $293K 0.02% +3K +938.2% $93.77 -4.8%
169 GLW CORNING INC Technology 3,332.0 $292K 0.02% -50.0 -1.5% $87.56 +119.2%
170 PM PHILIP MORRIS INTL INC Consumer Defensive 1,805.0 $289K 0.02% +406.0 +29.0% $160.37 +17.6%
171 FENY FIDELITY COVINGTON TRUST 11,646.0 $288K 0.02% -489.0 -4.0% $24.77 +32.9%
172 VIS VANGUARD WORLD FD 948.0 $283K 0.02% $298.38 +11.7%
173 FLOT ISHARES TR 5,547.0 $282K 0.02% -510.0 -8.4% $50.86 +0.3%
174 VCIT VANGUARD SCOTTSDALE FDS 3,355.0 $281K 0.02% -752.0 -18.3% $83.75 -1.9%
175 XJR ISHARES TR 6,473.0 $276K 0.02% NEW $42.58 +12.9%
176 EPD ENTERPRISE PRODS PARTNERS L Energy 8,523.0 $273K 0.02% $32.06 +23.1%
177 PFE PFIZER INC Healthcare 10,926.0 $272K 0.02% +922.0 +9.2% $24.90 +4.2%
178 AXP AMERICAN EXPRESS CO Financial Services 734.0 $272K 0.02% -19.0 -2.5% $370.00 -16.3%
179 XJH ISHARES TR 6,041.0 $270K 0.02% +797.0 +15.2% $44.65 +10.2%
180 ISRG INTUITIVE SURGICAL INC Healthcare 458.0 $259K 0.02% +8.0 +1.8% $566.36 -22.3%
Page 9 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%