Charter Oak Capital Management
Latest statistics and disclosures from Charter Oak Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AGG, VXUS, IGIB, VXF, and represent 61.90% of Charter Oak Capital Management's stock portfolio.
- Added to shares of these 10 stocks: VXUS (+$13M), AGG (+$10M), IGIB (+$7.7M), BSV (+$6.0M), PNC, CLS, IGSB, VSGX, EUSB, VUSB.
- Started 12 new stock positions in GD, XJH, MINT, VUSB, GLW, PNC, BK, DVY, CLS, GRID. USMV, EVUS.
- Reduced shares in these 10 stocks: IVV (-$11M), VXF, VOO, IXUS, VEU, IDXX, IVE, IVW, ICLN, MSFT.
- Sold out of its positions in CMCSA, NVDL, TLT, ICLN, PAYX, VERU.
- Charter Oak Capital Management was a net buyer of stock by $24M.
- Charter Oak Capital Management has $1.3B in assets under management (AUM), dropping by 7.66%.
- Central Index Key (CIK): 0001810720
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Portfolio Holdings for Charter Oak Capital Management
Charter Oak Capital Management holds 202 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 26.6 | $340M | -3% | 507k | 669.30 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 14.2 | $181M | +5% | 1.8M | 100.25 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 9.0 | $115M | +12% | 1.6M | 73.46 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 6.1 | $77M | +11% | 1.4M | 54.09 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 5.9 | $76M | -3% | 362k | 209.34 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.9 | $76M | +8% | 957k | 78.91 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.0 | $38M | 537k | 71.37 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 2.8 | $36M | -2% | 436k | 82.58 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.3 | $30M | -3% | 49k | 612.38 |
|
| Apple (AAPL) | 1.6 | $20M | 78k | 254.63 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $14M | +3% | 262k | 53.03 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.9 | $11M | 82k | 138.24 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.8 | $11M | +4% | 155k | 69.37 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.8 | $10M | -2% | 74k | 135.65 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $9.4M | 127k | 74.37 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.7 | $9.0M | 138k | 65.01 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.7 | $8.8M | 88k | 99.95 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $8.4M | -3% | 70k | 120.72 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $6.5M | 55k | 118.44 |
|
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.4 | $5.4M | 242k | 22.45 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $5.3M | -5% | 26k | 206.51 |
|
| Microsoft Corporation (MSFT) | 0.4 | $5.2M | -4% | 10k | 517.97 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $4.7M | -4% | 9.7k | 479.59 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $4.5M | +2% | 24k | 186.49 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $4.5M | 6.8k | 666.17 |
|
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.3 | $4.2M | 82k | 50.83 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.3 | $4.1M | 40k | 103.21 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $4.0M | 12k | 328.18 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $3.8M | 18k | 215.79 |
|
|
| Analog Devices (ADI) | 0.3 | $3.8M | -5% | 15k | 245.71 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $3.6M | +6% | 142k | 25.31 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.5M | +7% | 59k | 59.92 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $3.4M | +5% | 71k | 48.03 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $3.2M | -6% | 54k | 60.08 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $2.9M | +2% | 9.3k | 315.44 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $2.8M | -2% | 35k | 79.80 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $2.6M | -4% | 58k | 45.08 |
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.2 | $2.6M | 12k | 211.90 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $2.6M | 16k | 158.96 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $2.4M | 26k | 92.98 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.3M | -2% | 28k | 82.96 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.3M | -3% | 12k | 185.42 |
|
| PNC Financial Services (PNC) | 0.2 | $2.2M | NEW | 11k | 200.93 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.1M | 4.2k | 502.83 |
|
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $2.1M | 16k | 125.95 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $2.0M | +5% | 14k | 140.95 |
|
| Abbvie (ABBV) | 0.2 | $2.0M | -2% | 8.4k | 231.54 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $1.9M | 10k | 186.58 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $1.9M | +10% | 80k | 23.56 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.8M | 37k | 48.84 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.8M | -2% | 9.0k | 195.85 |
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| Amazon (AMZN) | 0.1 | $1.7M | 7.8k | 219.58 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.7M | 15k | 112.75 |
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| Medtronic SHS (MDT) | 0.1 | $1.7M | 18k | 95.24 |
|
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| Te Connectivity Ord Shs (TEL) | 0.1 | $1.7M | 7.6k | 219.52 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $1.7M | -2% | 19k | 87.84 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.7M | +7% | 19k | 87.31 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.6M | 11k | 145.60 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.6M | 8.6k | 183.73 |
|
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| salesforce (CRM) | 0.1 | $1.6M | 6.5k | 237.01 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.5M | -2% | 9.9k | 153.65 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $1.5M | -20% | 2.4k | 638.89 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.5M | +15% | 11k | 137.80 |
|
| Broadcom (AVGO) | 0.1 | $1.4M | 4.3k | 329.90 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.4M | +2% | 26k | 54.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.4M | +2% | 5.7k | 243.55 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.4M | 8.1k | 167.33 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.3M | -3% | 1.7k | 746.56 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $1.2M | -8% | 4.8k | 259.62 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $1.2M | 6.4k | 189.40 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $1.1M | 17k | 66.87 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.1M | -10% | 4.6k | 241.97 |
|
| Celestica (CLS) | 0.1 | $1.1M | NEW | 4.5k | 246.38 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | +3% | 1.8k | 600.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.1M | 4.4k | 243.12 |
|
|
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.1 | $1.1M | +59% | 24k | 43.92 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $1.0M | -7% | 14k | 73.73 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.0M | 4.1k | 254.29 |
|
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| Watsco, Incorporated (WSO) | 0.1 | $1.0M | 2.6k | 404.30 |
|
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| Applied Materials (AMAT) | 0.1 | $1000k | 4.9k | 204.76 |
|
|
| Tesla Motors (TSLA) | 0.1 | $978k | +2% | 2.2k | 444.66 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $962k | 2.0k | 484.94 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $952k | 4.5k | 209.24 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $951k | 9.2k | 103.06 |
|
|
| Merck & Co (MRK) | 0.1 | $947k | -17% | 11k | 83.93 |
|
| Home Depot (HD) | 0.1 | $945k | -6% | 2.3k | 405.11 |
|
| Visa Com Cl A (V) | 0.1 | $932k | -4% | 2.7k | 341.37 |
|
| Nextera Energy (NEE) | 0.1 | $928k | -2% | 12k | 75.49 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $915k | -6% | 14k | 65.26 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $908k | -2% | 6.2k | 145.66 |
|
| Yum! Brands (YUM) | 0.1 | $888k | +3% | 5.8k | 152.01 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $860k | +40% | 10k | 84.68 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $854k | +14% | 13k | 65.92 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $844k | -14% | 1.1k | 762.82 |
|
| McDonald's Corporation (MCD) | 0.1 | $817k | 2.7k | 303.88 |
|
|
| Pepsi (PEP) | 0.1 | $805k | 5.7k | 140.45 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $775k | 3.8k | 203.59 |
|
|
| Deere & Company (DE) | 0.1 | $767k | -4% | 1.7k | 457.16 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $749k | -21% | 1.3k | 568.87 |
|
| Intel Corporation (INTC) | 0.1 | $738k | -2% | 22k | 33.55 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $730k | 6.2k | 117.04 |
|
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $701k | 6.8k | 102.86 |
|
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| Oracle Corporation (ORCL) | 0.1 | $693k | +3% | 2.5k | 281.27 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $684k | 13k | 53.87 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $679k | 1.5k | 468.41 |
|
|
| Ishares Tr Us Industrials (IYJ) | 0.1 | $666k | -3% | 4.6k | 145.88 |
|
| Caterpillar (CAT) | 0.1 | $654k | -13% | 1.4k | 477.19 |
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| Ameriprise Financial (AMP) | 0.1 | $653k | 1.3k | 491.39 |
|
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| International Business Machines (IBM) | 0.1 | $645k | -5% | 2.3k | 282.13 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $642k | 6.7k | 95.68 |
|
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| Intuit (INTU) | 0.0 | $628k | -2% | 920.00 | 682.91 |
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| Chevron Corporation (CVX) | 0.0 | $617k | +4% | 4.0k | 155.28 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $602k | +7% | 2.0k | 307.86 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.0 | $586k | 10k | 57.19 |
|
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $572k | 8.4k | 68.12 |
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| Qualcomm (QCOM) | 0.0 | $553k | 3.3k | 166.36 |
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| TJX Companies (TJX) | 0.0 | $547k | +13% | 3.8k | 144.54 |
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| Abbott Laboratories (ABT) | 0.0 | $542k | -3% | 4.0k | 133.95 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $541k | 6.0k | 89.64 |
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| Cisco Systems (CSCO) | 0.0 | $536k | 7.8k | 68.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $531k | +4% | 4.5k | 118.83 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.0 | $525k | +89% | 8.2k | 64.20 |
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| Coca-Cola Company (KO) | 0.0 | $505k | +5% | 7.6k | 66.32 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $498k | +5% | 1.8k | 281.86 |
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| Meta Platforms Cl A (META) | 0.0 | $497k | 676.00 | 734.79 |
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| Ishares Msci Cda Etf (EWC) | 0.0 | $495k | 9.8k | 50.55 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $476k | 4.0k | 118.37 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $446k | -6% | 5.0k | 89.12 |
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| Allstate Corporation (ALL) | 0.0 | $441k | 2.1k | 214.60 |
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| UnitedHealth (UNH) | 0.0 | $439k | 1.3k | 345.19 |
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| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.0 | $434k | 15k | 28.90 |
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| At&t (T) | 0.0 | $434k | +2% | 15k | 28.24 |
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| Amphenol Corp Cl A (APH) | 0.0 | $432k | +34% | 3.5k | 123.75 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $427k | -3% | 6.0k | 70.97 |
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| Ge Aerospace Com New (GE) | 0.0 | $424k | 1.4k | 300.72 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $418k | 3.3k | 126.65 |
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| Automatic Data Processing (ADP) | 0.0 | $417k | +10% | 1.4k | 293.50 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $404k | 18k | 23.12 |
|
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $392k | 1.8k | 213.71 |
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| Boeing Company (BA) | 0.0 | $391k | 1.8k | 215.84 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $390k | -10% | 1.6k | 239.64 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $386k | -2% | 3.6k | 106.48 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $385k | +3% | 7.6k | 50.75 |
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| Advanced Micro Devices (AMD) | 0.0 | $383k | +17% | 2.4k | 161.79 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $383k | 3.4k | 112.13 |
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| Blackrock (BLK) | 0.0 | $379k | 325.00 | 1165.59 |
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| Lowe's Companies (LOW) | 0.0 | $372k | 1.5k | 251.37 |
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| Netflix (NFLX) | 0.0 | $361k | -4% | 301.00 | 1199.01 |
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| Cigna Corp (CI) | 0.0 | $361k | +33% | 1.3k | 288.25 |
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| Textron (TXT) | 0.0 | $360k | 4.3k | 84.49 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $360k | -20% | 4.5k | 79.94 |
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| Honeywell International (HON) | 0.0 | $357k | +2% | 1.7k | 210.50 |
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| Si-bone (SIBN) | 0.0 | $353k | 24k | 14.72 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $351k | NEW | 7.0k | 50.00 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $345k | 4.1k | 84.11 |
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| Yum China Holdings (YUMC) | 0.0 | $345k | 8.0k | 42.92 |
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| AFLAC Incorporated (AFL) | 0.0 | $345k | 3.1k | 111.69 |
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| Hartford Financial Services (HIG) | 0.0 | $327k | 2.4k | 133.40 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $326k | 6.4k | 51.28 |
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| Walt Disney Company (DIS) | 0.0 | $324k | 2.8k | 114.49 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $323k | 990.00 | 326.36 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $321k | -2% | 2.9k | 111.20 |
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| Verizon Communications (VZ) | 0.0 | $318k | -5% | 7.2k | 43.95 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $318k | 3.6k | 88.97 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $318k | NEW | 3.2k | 100.69 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $317k | -2% | 4.5k | 69.66 |
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| Capital One Financial (COF) | 0.0 | $317k | 1.5k | 212.52 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $311k | +5% | 3.4k | 91.42 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $309k | -8% | 6.1k | 51.09 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $302k | +10% | 1.1k | 279.27 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $300k | -13% | 12k | 24.72 |
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| Iron Mountain (IRM) | 0.0 | $291k | -2% | 2.9k | 101.94 |
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| Bank of America Corporation (BAC) | 0.0 | $290k | -7% | 5.6k | 51.59 |
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| Realty Income (O) | 0.0 | $282k | 4.6k | 60.80 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $281k | 948.00 | 296.29 |
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| Corning Incorporated (GLW) | 0.0 | $277k | NEW | 3.4k | 82.03 |
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| Enterprise Products Partners (EPD) | 0.0 | $267k | 8.5k | 31.27 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $264k | -39% | 1.2k | 222.18 |
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| Amgen (AMGN) | 0.0 | $262k | +12% | 930.00 | 282.15 |
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| Pfizer (PFE) | 0.0 | $255k | -6% | 10k | 25.48 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $255k | 7.1k | 35.69 |
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| American Express Company (AXP) | 0.0 | $250k | +15% | 753.00 | 332.05 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $250k | +2% | 2.7k | 91.43 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $249k | 2.3k | 110.51 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $248k | 2.8k | 89.35 |
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| Costco Wholesale Corporation (COST) | 0.0 | $244k | +2% | 263.00 | 925.94 |
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| Carrier Global Corporation (CARR) | 0.0 | $237k | +3% | 4.0k | 59.70 |
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| General Mills (GIS) | 0.0 | $234k | 4.6k | 50.42 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $232k | NEW | 2.1k | 108.96 |
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| Ishares Tr Esg Select Scre (XJH) | 0.0 | $230k | NEW | 5.2k | 43.85 |
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| Philip Morris International (PM) | 0.0 | $227k | +7% | 1.4k | 162.16 |
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| Ishares Tr Esg Awr Msci Usa (EVUS) | 0.0 | $224k | NEW | 7.1k | 31.45 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $222k | -10% | 4.3k | 51.23 |
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| Emerson Electric (EMR) | 0.0 | $220k | -2% | 1.7k | 131.20 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $213k | NEW | 1.4k | 151.08 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $212k | 1.5k | 140.04 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $212k | NEW | 2.2k | 95.13 |
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| General Dynamics Corporation (GD) | 0.0 | $207k | NEW | 606.00 | 340.73 |
|
| 3M Company (MMM) | 0.0 | $206k | -30% | 1.3k | 155.20 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $202k | NEW | 1.4k | 142.10 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $201k | 450.00 | 447.23 |
|
|
| Kinder Morgan (KMI) | 0.0 | $201k | 7.1k | 28.31 |
|
Past Filings by Charter Oak Capital Management
SEC 13F filings are viewable for Charter Oak Capital Management going back to 2020
- Charter Oak Capital Management 2025 Q3 filed Oct. 30, 2025
- Charter Oak Capital Management 2025 Q2 filed July 10, 2025
- Charter Oak Capital Management 2025 Q1 filed April 14, 2025
- Charter Oak Capital Management 2024 Q4 filed Jan. 22, 2025
- Charter Oak Capital Management 2024 Q3 filed Oct. 30, 2024
- Charter Oak Capital Management 2024 Q2 filed July 24, 2024
- Charter Oak Capital Management 2024 Q1 filed April 23, 2024
- Charter Oak Capital Management 2023 Q4 filed Jan. 26, 2024
- Charter Oak Capital Management 2023 Q3 filed Oct. 5, 2023
- Charter Oak Capital Management 2023 Q2 filed July 20, 2023
- Charter Oak Capital Management 2023 Q1 filed April 19, 2023
- Charter Oak Capital Management 2022 Q4 filed Jan. 20, 2023
- Charter Oak Capital Management 2022 Q3 filed Dec. 6, 2022
- Charter Oak Capital Management 2022 Q2 filed July 21, 2022
- Charter Oak Capital Management 2022 Q1 filed May 5, 2022
- Charter Oak Capital Management 2021 Q4 filed Feb. 9, 2022