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iShares S&P NA Tec. Semi. Idx shares owned by Charter Oak Advisors

Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Charter Oak Advisors from 13F filings

Historical chart of Charter Oak Advisors investment in iShares S&P NA Tec. Semi. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec. Semi. Idx held by Charter Oak Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Charter Oak Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.3M 15k 640.76

More positions owned by Charter Oak Advisors

Talen Energy Corp (TLN)
Modine Manufacturing (MOD)
Sonoco Products Company (SON)
Aercap Holdings Nv SHS (AER)
Golar Lng SHS (GLNG)
Regal-beloit Corporation (RRX)
Cooper Cos (COO)
Ishares Tr Ishares Semicdtr Put Option (SOXX)
Crane Company Common Stock (CR)
Pentair SHS (PNR)
Intercontinental Exchange (ICE)
Valvoline Inc Common (VVV)
Atmus Filtration Technologies Ord (ATMU)
KBR (KBR)

View all positions for Charter Oak Advisors

Top funds holding iShares S&P NA Tec. Semi. Idx

Susquehanna International
Jane Street
Goldman Sachs Group
Barclays
Bank of America Corporation
Citadel Advisors
Morgan Stanley
Bnp Paribas Arbitrage, Snc
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund
LPL Financial
Wells Fargo & Company
Holocene Advisors
Marshall Wace
Harel Insurance Investments & Financial Services

View all funds holding iShares S&P NA Tec. Semi. Idx