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 61.42% of Charter Oak Capital Management's stock portfolio.
- Added to shares of these 10 stocks: VUSB (+$15M), AGG, IGIB, VYM, VXUS, AMZN, SUSA, EUSB, IEMG, IUSV.
- Started 10 new stock positions in LRCX, GEV, CARR, COP, MPC, KMI, NVS, APD, D, DTE.
- Reduced shares in these 10 stocks: BSV (-$6.0M), IVV (-$5.0M), VEU, IXUS, VXF, SLQD, BND, SHY, VOO, IGSB.
- Sold out of its positions in AXP, ADP, FTEC, GIS, IAU, PFE, MMM, TD, VIS, VCIT.
- Charter Oak Capital Management was a net buyer of stock by $2.1M.
- Charter Oak Capital Management has $1.3B in assets under management (AUM), dropping by -1.63%.
- Central Index Key (CIK): 0001810720
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Portfolio Holdings for Charter Oak Capital Management
Charter Oak Capital Management holds 208 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 24.6 | $317M | 485k | 653.21 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 14.6 | $188M | +2% | 1.9M | 99.27 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 10.0 | $129M | 1.7M | 77.11 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 6.6 | $85M | +4% | 1.6M | 53.22 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 5.6 | $72M | 352k | 205.80 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.3 | $55M | -9% | 706k | 78.41 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 3.4 | $44M | +50% | 873k | 49.78 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.8 | $36M | -7% | 475k | 75.10 |
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| Ishares Tr Core Msci Total (IXUS) | 2.6 | $34M | -5% | 391k | 86.64 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.2 | $28M | -2% | 47k | 597.55 |
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| Apple (AAPL) | 1.5 | $20M | -2% | 77k | 253.79 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.9 | $12M | -4% | 232k | 52.56 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.9 | $11M | 157k | 71.73 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.9 | $11M | 80k | 138.37 |
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| Ishares Tr Esg Optimized (SUSA) | 0.8 | $10M | +6% | 76k | 132.10 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.7 | $9.6M | +4% | 94k | 102.25 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.7 | $8.9M | -3% | 131k | 68.47 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $7.5M | 66k | 113.11 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $7.2M | -10% | 97k | 73.64 |
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.5 | $6.0M | 272k | 22.21 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $5.9M | 53k | 112.27 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $5.5M | +54% | 37k | 148.10 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $5.0M | -6% | 24k | 211.15 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $5.0M | +3% | 26k | 196.20 |
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| Analog Devices (ADI) | 0.4 | $4.9M | 15k | 318.15 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $4.5M | +4% | 6.9k | 650.36 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $4.2M | +5% | 9.6k | 436.81 |
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| Ishares Tr Global Tech Etf (IXN) | 0.3 | $4.1M | 41k | 99.97 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $4.0M | 13k | 320.81 |
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| Microsoft Corporation (MSFT) | 0.3 | $3.8M | +2% | 10k | 370.18 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $3.8M | 18k | 215.07 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.5M | -8% | 55k | 64.08 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $3.5M | -4% | 138k | 25.07 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $3.3M | -6% | 70k | 47.55 |
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| Johnson & Johnson (JNJ) | 0.2 | $3.1M | -7% | 13k | 244.44 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.7M | -6% | 9.3k | 294.15 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $2.7M | -4% | 32k | 82.43 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $2.6M | 48k | 53.35 |
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| Morgan Stanley Com New (MS) | 0.2 | $2.5M | -2% | 16k | 164.57 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $2.5M | -7% | 53k | 47.02 |
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| Amazon (AMZN) | 0.2 | $2.3M | +40% | 11k | 208.26 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.3M | +15% | 25k | 90.53 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $2.3M | -4% | 24k | 95.62 |
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| Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL) | 0.2 | $2.3M | 12k | 184.89 |
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| Ishares Tr Esg Advanced Uni (EUSB) | 0.2 | $2.1M | +37% | 49k | 43.50 |
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| PNC Financial Services (PNC) | 0.2 | $2.1M | -4% | 10k | 208.09 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.2 | $2.0M | -31% | 40k | 50.49 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.9M | 9.9k | 192.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.9M | 4.0k | 479.18 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $1.9M | 16k | 121.19 |
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| Abbvie (ABBV) | 0.1 | $1.8M | 8.4k | 217.49 |
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| NVIDIA Corporation (NVDA) | 0.1 | $1.8M | -2% | 10k | 174.40 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | -14% | 10k | 169.66 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.6M | 8.5k | 194.14 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $1.6M | -3% | 71k | 23.14 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $1.6M | -5% | 16k | 97.73 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $1.6M | 7.6k | 209.01 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.6M | +3% | 11k | 138.32 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.6M | 11k | 141.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.5M | 5.3k | 286.86 |
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| Medtronic SHS (MDT) | 0.1 | $1.5M | 17k | 86.65 |
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| Procter & Gamble Company (PG) | 0.1 | $1.5M | 10k | 144.44 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.5M | 8.0k | 181.41 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.4M | +40% | 20k | 69.75 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.4M | 26k | 54.05 |
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| Broadcom (AVGO) | 0.1 | $1.4M | 4.4k | 309.52 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.3M | 11k | 124.29 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.3M | 2.3k | 561.89 |
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| Celestica (CLS) | 0.1 | $1.3M | 4.5k | 281.68 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $1.3M | 4.7k | 272.34 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.3M | -16% | 26k | 48.46 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $1.2M | -2% | 6.2k | 198.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.2M | -5% | 4.3k | 287.59 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.2M | +15% | 13k | 94.24 |
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| salesforce (CRM) | 0.1 | $1.2M | 6.5k | 186.68 |
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| Merck & Co (MRK) | 0.1 | $1.2M | -12% | 9.8k | 120.29 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.2M | +14% | 4.4k | 261.92 |
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| Nextera Energy (NEE) | 0.1 | $1.2M | -2% | 12k | 92.88 |
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| Applied Materials (AMAT) | 0.1 | $1.1M | -23% | 3.2k | 341.79 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.1M | +5% | 4.9k | 218.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | 1.8k | 577.22 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $1.0M | -11% | 15k | 70.36 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.0M | 1.1k | 919.92 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $1.0M | -3% | 13k | 76.35 |
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| Caterpillar (CAT) | 0.1 | $1.0M | 1.4k | 708.70 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $981k | +6% | 15k | 67.53 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $974k | -7% | 3.9k | 248.01 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $973k | +19% | 4.6k | 213.67 |
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| Home Depot (HD) | 0.1 | $943k | +22% | 2.9k | 328.93 |
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| Watsco, Incorporated (WSO) | 0.1 | $928k | 2.6k | 363.79 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $876k | 6.1k | 142.42 |
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| Tesla Motors (TSLA) | 0.1 | $875k | -7% | 2.4k | 371.75 |
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| Yum! Brands (YUM) | 0.1 | $867k | 5.6k | 155.48 |
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| Deere & Company (DE) | 0.1 | $863k | -8% | 1.5k | 563.41 |
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| Pepsi (PEP) | 0.1 | $841k | 5.4k | 155.30 |
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| Chevron Corporation (CVX) | 0.1 | $836k | +2% | 4.0k | 206.93 |
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| McDonald's Corporation (MCD) | 0.1 | $818k | 2.6k | 310.83 |
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| Visa Com Cl A (V) | 0.1 | $789k | -2% | 2.6k | 302.22 |
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| Intel Corporation (INTC) | 0.1 | $779k | -18% | 18k | 44.13 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $761k | -21% | 1.1k | 697.71 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $703k | -16% | 1.4k | 491.45 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $700k | 6.2k | 113.60 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $697k | -51% | 8.4k | 82.57 |
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| Qualcomm (QCOM) | 0.1 | $670k | 5.2k | 128.78 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $667k | -9% | 863.00 | 772.64 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $661k | +3% | 11k | 62.83 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $650k | 1.5k | 426.40 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $626k | 13k | 49.37 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.0 | $611k | 10k | 59.22 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $611k | 1.2k | 499.72 |
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| TJX Companies (TJX) | 0.0 | $588k | 3.7k | 159.68 |
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $579k | -13% | 3.9k | 147.54 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $578k | 1.9k | 298.85 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $577k | +11% | 4.6k | 124.30 |
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| Ameriprise Financial (AMP) | 0.0 | $575k | 1.3k | 444.35 |
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| Coca-Cola Company (KO) | 0.0 | $567k | +3% | 7.5k | 76.05 |
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| Honeywell International (HON) | 0.0 | $555k | 2.5k | 226.03 |
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| Markel Corporation (MKL) | 0.0 | $538k | 281.00 | 1914.07 |
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| Meta Platforms Cl A (META) | 0.0 | $513k | 897.00 | 572.07 |
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| Cisco Systems (CSCO) | 0.0 | $501k | -24% | 6.5k | 77.58 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $492k | 6.2k | 79.27 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $489k | -4% | 5.2k | 93.28 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $487k | -11% | 6.9k | 70.28 |
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| Advanced Micro Devices (AMD) | 0.0 | $469k | 2.3k | 203.43 |
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| Ishares Msci Cda Etf (EWC) | 0.0 | $468k | -3% | 8.5k | 54.79 |
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| Corning Incorporated (GLW) | 0.0 | $453k | 3.3k | 135.97 |
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| Amphenol Corp Cl A (APH) | 0.0 | $444k | 3.5k | 126.35 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $431k | -24% | 4.6k | 93.25 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $423k | -8% | 3.2k | 132.92 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $422k | 5.0k | 84.90 |
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| International Business Machines (IBM) | 0.0 | $420k | -30% | 1.7k | 242.44 |
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| Allstate Corporation (ALL) | 0.0 | $415k | -2% | 2.0k | 207.34 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $410k | -5% | 8.1k | 50.62 |
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| Intuit (INTU) | 0.0 | $397k | 918.00 | 432.38 |
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| Ge Aerospace Com New (GE) | 0.0 | $393k | 1.4k | 283.70 |
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| Yum China Holdings (YUMC) | 0.0 | $393k | 8.1k | 48.78 |
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| Abbott Laboratories (ABT) | 0.0 | $391k | -6% | 3.8k | 102.68 |
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| At&t (T) | 0.0 | $391k | -20% | 14k | 28.99 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $387k | +4% | 1.1k | 337.87 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $380k | 990.00 | 383.40 |
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| Textron (TXT) | 0.0 | $373k | 4.3k | 87.56 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $373k | -16% | 3.4k | 110.86 |
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| Spdr Series Trust State Street Spd (SPTI) | 0.0 | $364k | 13k | 28.66 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $359k | 3.0k | 117.65 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $357k | -13% | 3.4k | 106.14 |
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| Lowe's Companies (LOW) | 0.0 | $352k | 1.5k | 236.36 |
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| Oracle Corporation (ORCL) | 0.0 | $349k | -4% | 2.4k | 147.12 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $344k | -3% | 3.2k | 108.98 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $343k | 5.0k | 68.12 |
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| AFLAC Incorporated (AFL) | 0.0 | $341k | 3.1k | 109.70 |
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| Bank of America Corporation (BAC) | 0.0 | $338k | -3% | 6.9k | 48.75 |
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| Boeing Company (BA) | 0.0 | $333k | -8% | 1.7k | 199.04 |
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| Amgen (AMGN) | 0.0 | $331k | 942.00 | 351.75 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $325k | -12% | 1.4k | 224.57 |
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| Verizon Communications (VZ) | 0.0 | $323k | -11% | 6.4k | 50.20 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $321k | 6.2k | 51.88 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $319k | 2.9k | 110.35 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $317k | 3.2k | 100.57 |
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| Enterprise Products Partners (EPD) | 0.0 | $317k | 8.4k | 37.84 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $314k | 3.6k | 87.83 |
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| Netflix (NFLX) | 0.0 | $306k | 3.2k | 96.15 |
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| Walt Disney Company (DIS) | 0.0 | $305k | +12% | 3.2k | 96.38 |
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| Si-bone (SIBN) | 0.0 | $303k | 24k | 12.63 |
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| UnitedHealth (UNH) | 0.0 | $301k | -4% | 1.1k | 270.56 |
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| Ishares Tr Esg Select Scree (XJR) | 0.0 | $298k | +5% | 6.9k | 43.54 |
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| Philip Morris International (PM) | 0.0 | $296k | 1.8k | 165.32 |
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| Iron Mountain (IRM) | 0.0 | $292k | 2.9k | 102.14 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $290k | -19% | 13k | 22.91 |
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| Blackrock (BLK) | 0.0 | $283k | -10% | 294.00 | 961.45 |
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| Ishares Tr Esg Select Scre (XJH) | 0.0 | $280k | +2% | 6.2k | 45.37 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $279k | 648.00 | 430.29 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $274k | -7% | 4.5k | 61.26 |
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| Capital One Financial (COF) | 0.0 | $268k | 1.5k | 182.43 |
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| Costco Wholesale Corporation (COST) | 0.0 | $265k | 266.00 | 996.50 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $258k | 7.0k | 36.74 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $252k | -16% | 5.0k | 50.83 |
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| Cigna Corp (CI) | 0.0 | $252k | -21% | 944.00 | 266.75 |
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| Realty Income (O) | 0.0 | $250k | 4.1k | 61.19 |
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| Ishares Tr Esg Awr Msci Usa (EVUS) | 0.0 | $248k | 7.8k | 31.83 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $247k | +7% | 5.4k | 45.47 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $244k | NEW | 1.0k | 244.18 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $243k | -3% | 2.1k | 118.63 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $241k | 1.8k | 130.94 |
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| Eversource Energy (ES) | 0.0 | $241k | 3.5k | 69.28 |
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| Kinder Morgan (KMI) | 0.0 | $235k | NEW | 7.0k | 33.53 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $234k | -17% | 4.6k | 50.95 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.0 | $231k | 1.4k | 163.58 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $229k | -42% | 6.7k | 34.02 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $226k | -11% | 2.5k | 88.70 |
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| Ge Vernova (GEV) | 0.0 | $222k | NEW | 254.00 | 873.51 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $221k | 1.5k | 145.93 |
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| Emerson Electric (EMR) | 0.0 | $220k | 1.7k | 131.00 |
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| ConocoPhillips (COP) | 0.0 | $216k | NEW | 1.6k | 132.01 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $215k | 1.4k | 151.41 |
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| Chubb (CB) | 0.0 | $215k | 659.00 | 325.93 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $215k | -13% | 1.9k | 110.39 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $212k | -17% | 3.1k | 68.35 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $212k | 459.00 | 460.99 |
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| General Dynamics Corporation (GD) | 0.0 | $209k | 609.00 | 343.25 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $209k | -36% | 2.5k | 82.83 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $208k | NEW | 1.4k | 152.78 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $205k | 2.7k | 77.09 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $203k | 2.2k | 92.74 |
|
|
| DTE Energy Company (DTE) | 0.0 | $203k | NEW | 1.4k | 146.22 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $202k | NEW | 944.00 | 213.58 |
|
| Carrier Global Corporation (CARR) | 0.0 | $201k | NEW | 3.6k | 56.31 |
|
| Dominion Resources (D) | 0.0 | $201k | NEW | 3.3k | 61.82 |
|
| Air Products & Chemicals (APD) | 0.0 | $201k | NEW | 692.00 | 290.47 |
|
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 2026 Q1 filed April 24, 2026
- Charter Oak Capital Management 2025 Q4 filed Jan. 23, 2026
- 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