What does Charter Oak Capital Management, LLC hold?

Charter Oak Capital Management, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1810720.

What is Charter Oak Capital Management, LLC's AUM?

Charter Oak Capital Management, LLC reported approximately $1.3B in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source Charter Oak Capital Management, LLC's holdings?

All Charter Oak Capital Management, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1810720. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Charter Oak Capital Management, LLC's 13F data updated on 13F Pro?

Charter Oak Capital Management, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Charter Oak Capital Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1810720

Institutional-grade research for retail investors

Sector Allocation

Other87.7%$1.1B
Technology7.9%$101.5M
Financials1.1%$14.7M
Healthcare1.0%$13.3M
Consumer Discretionary0.6%$8.1M
Industrials0.6%$8.1M
Consumer Staples0.4%$4.8M
Energy0.3%$3.6M
Utilities0.2%$2.0M
Communication Services0.1%$1.3M

AUM History

13fpro.ai/research/fund/charter-oak-capital-management-llc-1810720

Conviction and streaks

Stable · top 10 = 76.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold24.6% weight · held 9 quarters

$Conviction hold14.6% weight · held 9 quarters

$Conviction hold10.0% weight · held 9 quarters

$Conviction hold6.6% weight · held 9 quarters

$Conviction hold5.6% weight · held 9 quarters

$Accumulating+36% shares · 8 quarters running

$Accumulating+87% shares · 8 quarters running

$Accumulating+3548% shares · 8 quarters running

$Accumulating+366% shares · 8 quarters running

$Accumulating+30% shares · 8 quarters running

$Trimming-31% shares · 8 quarters running

$Trimming-19% shares · 8 quarters running

$Trimming-33% shares · 8 quarters running

$Trimming-38% shares · 8 quarters running

$Trimming-63% shares · 8 quarters running

Largest positions — Q1 2026

ISHARES
$317.0M
ISHARES
$188.3M
VANGUARD
$129.3M
ISHARES
$85.1M
VANGUARD
$72.4M
META
$55.3M
VANGUARD
$43.5M
VANGUARD
$35.7M
ISHARES
$33.9M
VANGUARD
$28.0M
AAPL
$19.5M
ISHARES
$12.2M
VANGUARD
$11.3M
ISHARES
$11.1M
ISHARES
$10.1M
ISHARES
$9.6M
ISHARES
$8.9M
ISHARES
$7.5M
VANGUARD
$7.2M
NUSHARES
$6.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/charter-oak-capital-management-llc-1810720

Charter Oak Capital Management, LLC 13F holdings — Q1 2026

$1.3B portfolio (-1.6% QoQ) · 208 holdings · Q1 2026 13F · top 10 are 77% of the stock portfolio

1
ISHARES TR
$317.0M
24.6% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES TR
$188.3M
14.6% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD STAR FDS
$129.3M
10.0% of stocks
+0.8%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR
$85.1M
6.6% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD INDEX FDS
$72.4M
5.6% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
6
Meta Platforms, Inc.
$META
$55.3M
4.3% of stocks
-10%This quarter-6.6%Since filed9+ qtrsHeld
AIQuality78.0#57Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
7
VANGUARD BD INDEX FDS
$43.5M
3.4% of stocks
+51%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANGUARD INTL EQUITY INDEX F
$35.7M
2.8% of stocks
-7%This quarter—Since filed—Held
AIQuality—Est. buy—
9
ISHARES TR
$33.9M
2.6% of stocks
-6%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD INDEX FDS
$28.0M
2.2% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR	$317.0M	24.6%	-2%	—	—	—	—
2	ISHARES TR	$188.3M	14.6%	+3%	—	—	—	—
3	VANGUARD STAR FDS	$129.3M	10.0%	+0.8%	—	—	—	—
4	ISHARES TR	$85.1M	6.6%	+5%	—	—	—	—
5	VANGUARD INDEX FDS	$72.4M	5.6%	-2%	—	—	—	—
6	Meta Platforms, Inc.$META	$55.3M	4.3%	-10%	-6.6%	9+ qtrsTrimmed 2 qtrs in a row	78.0#57	Estimated buy price is Pro: unlock with a free trial
7	VANGUARD BD INDEX FDS	$43.5M	3.4%	+51%	—	—	—	—
8	VANGUARD INTL EQUITY INDEX F	$35.7M	2.8%	-7%	—	—	—	—
9	ISHARES TR	$33.9M	2.6%	-6%	—	—	—	—
10	VANGUARD INDEX FDS	$28.0M	2.2%	-2%	—	—	—	—

All holdings — Charter Oak Capital Management, LLC (Q1 2026)

Sort

208 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$AAPL	Apple Inc.	Technology	$19.5M	1.5%	77K	-2%	9+ qtrs	75.7	13F
12	—	ISHARES TRetf/fund	—	$12.2M	0.9%	232K	-4%	—	—	13F
13	—	VANGUARD WORLD FDetf/fund	—	$11.3M	0.9%	157K	-0.0%	—	—	13F
14	—	ISHARES TRetf/fund	—	$11.1M	0.9%	80K	-1%	—	—	13F
15	—	ISHARES TRetf/fund	—	$10.1M	0.8%	76K	+6%	—	—	13F
16	—	ISHARES TRetf/fund	—	$9.6M	0.7%	94K	+4%	—	—	13F
17	—	ISHARES TRetf/fund	—	$8.9M	0.7%	131K	-3%	—	—	13F
18	—	ISHARES TRetf/fund	—	$7.5M	0.6%	66K	-2%	—	—	13F
19	—	VANGUARD BD INDEX FDSetf/fund	—	$7.2M	0.6%	97K	-10%	—	—	13F
20	—	NUSHARES ETF TRetf/fund	—	$6.0M	0.5%	272K	+0.5%	—	—	13F
21	—	VANGUARD WORLD FDetf/fund	—	$5.9M	0.5%	53K	-0.7%	—	—	13F
22	—	VANGUARD WHITEHALL FDSetf/fund	—	$5.5M	0.4%	37K	+54%	—	—	13F
23	—	ISHARES TRetf/fund	—	$5.0M	0.4%	24K	-7%	—	—	13F
24	—	VANGUARD INDEX FDSetf/fund	—	$5.0M	0.4%	26K	+3%	—	—	13F
25	$ADI	ANALOG DEVICES INC	Technology	$4.9M	0.4%	15K	-0.0%	9+ qtrs	80.0	13F
26	$SPY	SPDR S&P 500 ETF TRUST	—	$4.5M	0.3%	6,853	+5%
27	—	VANGUARD INDEX FDS	—	$4.2M	0.3%	9,617	+6%
28	—	ISHARES TR	—	$4.1M	0.3%	41K	+1%
29	—	VANGUARD INDEX FDS	—	$4.0M	0.3%	13K	+2%
30	$MSFT	MICROSOFT CORP	Technology	$3.8M	0.3%	10K	+2%
31	—	VANGUARD SPECIALIZED FUNDS	—	$3.8M	0.3%	18K	+0.8%
32	—	VANGUARD TAX-MANAGED FDS	—	$3.5M	0.3%	55K	-8%
33	—	ISHARES TR	—	$3.5M	0.3%	138K	-4%
34	—	ISHARES TR	—	$3.3M	0.3%	70K	-6%
35	$JNJ	JOHNSON & JOHNSON	Healthcare	$3.1M	0.2%	13K	-7%
36	$JPM	JPMORGAN CHASE & CO	Financials	$2.7M	0.2%	9,293	-7%
37	—	VANGUARD INTL EQUITY INDEX F	—	$2.7M	0.2%	32K	-5%
38	—	ISHARES TR	—	$2.6M	0.2%	48K	-1%
39	$MS	MORGAN STANLEY	Financials	$2.5M	0.2%	15K	-2%
40	—	ISHARES TR	—	$2.5M	0.2%	53K	-7%
41	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.3M	0.2%	11K	+40%
42	—	ISHARES TR	—	$2.3M	0.2%	25K	+16%
43	—	ISHARES TR	—	$2.3M	0.2%	24K	-4%
44	—	DIREXION SHARES ETF TRUST	—	$2.3M	0.2%	12K	+0.3%
45	—	ISHARES TR	—	$2.1M	0.2%	48K	+37%
46	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$2.1M	0.2%	10K	-5%
47	—	ISHARES TR	—	$2.0M	0.2%	40K	-31%
48	$RTX	RTX Corp	Industrials	$1.9M	0.1%	9,868	+2%
49	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.9M	0.1%	3,967	-0.1%
50	—	ISHARES TR	—	$1.9M	0.1%	16K	-0.6%
51	$ABBV	AbbVie Inc.	Healthcare	$1.8M	0.1%	8,374	-0.3%
52	$NVDA	NVIDIA CORP	Technology	$1.8M	0.1%	10K	-3%
53	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.8M	0.1%	10K	-15%
54	$TXN	TEXAS INSTRUMENTS INC	Technology	$1.6M	0.1%	8,478	+1%
55	—	ISHARES TR	—	$1.6M	0.1%	71K	-3%
56	—	VANGUARD INTL EQUITY INDEX F	—	$1.6M	0.1%	16K	-6%
57	$TEL	TE Connectivity plc	Technology	$1.6M	0.1%	7,571	+0.1%
58	$DOV	DOVER Corp	Industrials	$1.6M	0.1%	11K	+4%
59	—	ISHARES TR	—	$1.6M	0.1%	11K	—
60	$GOOG	Alphabet Inc.	Technology	$1.5M	0.1%	5,334	-2%
61	$MDT	Medtronic plc	Healthcare	$1.5M	0.1%	17K	—
62	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.5M	0.1%	10K	-0.4%
63	—	ISHARES TR	—	$1.5M	0.1%	7,997	+0.1%
64	—	ISHARES INC	—	$1.4M	0.1%	20K	+41%
65	—	VANGUARD INTL EQUITY INDEX F	—	$1.4M	0.1%	25K	-0.1%
66	$AVGO	Broadcom Inc.	Technology	$1.4M	0.1%	4,447	-0.6%
67	$WMT	Walmart Inc.	Consumer Staples	$1.3M	0.1%	11K	+0.2%
68	$IDXX	IDEXX LABORATORIES INC /DE	Healthcare	$1.3M	0.1%	2,331	-1%
69	$CLS	CELESTICA INC	Technology	$1.3M	0.1%	4,502	-0.0%
70	—	VANGUARD WORLD FD	—	$1.3M	0.1%	4,652	+0.3%
71	—	ISHARES TR	—	$1.3M	0.1%	26K	-16%
72	—	VANGUARD WORLD FD	—	$1.2M	0.1%	6,249	-3%
73	$GOOGL	Alphabet Inc.	Technology	$1.2M	0.1%	4,274	-5%
74	—	VANGUARD WHITEHALL FDS	—	$1.2M	0.1%	13K	+15%
75	$CRM	Salesforce, Inc.	Technology	$1.2M	0.1%	6,482	-1%
76	$MRK	Merck & Co., Inc.	Healthcare	$1.2M	0.1%	9,826	-12%
77	—	VANGUARD INDEX FDS	—	$1.2M	0.1%	4,443	+15%
78	$NEE	NEXTERA ENERGY INC	Utilities	$1.2M	0.1%	12K	-2%
79	$AMAT	APPLIED MATERIALS INC /DE	Technology	$1.1M	0.1%	3,181	-23%
80	—	ISHARES TR	—	$1.1M	0.1%	4,936	+6%
81	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.1M	0.1%	1,825	-1%
82	—	FIDELITY COVINGTON TRUST	—	$1.0M	0.1%	15K	-12%
83	$LLY	ELI LILLY & Co	Healthcare	$1.0M	0.1%	1,095	-0.2%
84	—	ISHARES TR	—	$1.0M	0.1%	13K	-4%
85	$CAT	CATERPILLAR INC	Industrials	$1.0M	0.1%	1,414	-1%
86	—	ISHARES TR	—	$981K	0.1%	15K	+7%
87	—	ISHARES TR	—	$974K	0.1%	3,926	-8%
88	—	ISHARES TR	—	$973K	0.1%	4,552	+20%
89	$HD	HOME DEPOT, INC.	Consumer Discretionary	$943K	0.1%	2,866	+22%
90	$WSO	WATSCO INC	Consumer Discretionary	$928K	0.1%	2,550	—
91	—	ISHARES TR	—	$876K	0.1%	6,149	-1%
92	$TSLA	Tesla, Inc.	Consumer Discretionary	$875K	0.1%	2,353	-7%
93	$YUM	YUM BRANDS INC	Consumer Discretionary	$867K	0.1%	5,574	+0.1%
94	$DE	DEERE & CO	Industrials	$863K	0.1%	1,531	-9%
95	$PEP	PEPSICO INC	Consumer Staples	$841K	0.1%	5,412	-0.0%
96	$CVX	CHEVRON CORP	Energy	$836K	0.1%	4,040	+3%
97	$MCD	MCDONALDS CORP	Consumer Discretionary	$818K	0.1%	2,633	-1%
98	$V	VISA INC.	Financials	$789K	0.1%	2,610	-3%
99	$INTC	INTEL CORP	Technology	$779K	0.1%	18K	-18%
100	—	VANGUARD WORLD FD	—	$761K	0.1%	1,090	-21%
101	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$703K	0.1%	1,430	-17%
102	—	ISHARES TR	—	$700K	0.1%	6,159	—
103	—	ISHARES TR	—	$697K	0.1%	8,443	-52%
104	$QCOM	QUALCOMM INC/DE	Technology	$670K	0.1%	5,201	+0.3%
105	$REGN	REGENERON PHARMACEUTICALS, INC.	Healthcare	$667K	0.1%	863	-10%
106	—	VANGUARD WORLD FD	—	$661K	0.1%	11K	+3%
107	—	ISHARES TR	—	$650K	0.1%	1,524	+2%
108	—	SELECT SECTOR SPDR TR	—	$626K	0.1%	13K	—
109	—	SPDR SERIES TRUST	—	$611K	0.1%	10K	-0.5%
110	$MA	Mastercard Inc	Financials	$611K	0.1%	1,223	+0.4%
111	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$588K	0.1%	3,685	-0.3%
112	—	ISHARES TR	—	$579K	0.0%	3,922	-13%
113	—	VANGUARD INDEX FDS	—	$578K	0.0%	1,935	—
114	—	ISHARES TR	—	$577K	0.0%	4,642	+11%
115	$AMP	AMERIPRISE FINANCIAL INC	Financials	$575K	0.0%	1,295	+0.2%
116	$KO	COCA COLA CO	Consumer Staples	$567K	0.0%	7,453	+3%
117	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$554K	0.0%	2,453	—
118	$MKL	MARKEL GROUP INC.	Financials	$538K	0.0%	281	—
119	$META	Meta Platforms, Inc.	Technology	$513K	0.0%	897	+1%
120	$CSCO	CISCO SYSTEMS, INC.	Technology	$501K	0.0%	6,455	-24%
121	—	VANGUARD SCOTTSDALE FDS	—	$492K	0.0%	6,209	+0.1%
122	—	PIMCO ETF TR	—	$489K	0.0%	5,245	-5%
123	—	ISHARES TR	—	$487K	0.0%	6,935	-11%
124	$AMD	ADVANCED MICRO DEVICES INC	Technology	$469K	0.0%	2,304	+0.6%
125	—	ISHARES INC	—	$468K	0.0%	8,547	-3%
126	$GLW	CORNING INC /NY	Materials	$453K	0.0%	3,331	-0.0%
127	$APH	AMPHENOL CORP /DE/	Technology	$444K	0.0%	3,513	+0.0%
128	—	FIDELITY COVINGTON TRUST	—	$431K	0.0%	4,621	-25%
129	—	SELECT SECTOR SPDR TR	—	$423K	0.0%	3,180	-9%
130	—	FIDELITY COMWLTH TR	—	$422K	0.0%	4,972	—
131	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$420K	0.0%	1,734	-30%
132	$ALL	ALLSTATE CORP	Financials	$415K	0.0%	2,001	-3%
133	—	ISHARES TR	—	$410K	0.0%	8,090	-5%
134	$INTU	INTUIT INC.	Technology	$397K	0.0%	918	+0.3%
135	$GE	GENERAL ELECTRIC CO	Industrials	$393K	0.0%	1,386	-1%
136	$YUMC	Yum China Holdings, Inc.	Consumer Discretionary	$393K	0.0%	8,051	—
137	$ABT	ABBOTT LABORATORIES	Healthcare	$391K	0.0%	3,807	-7%
138	$T	AT&T INC.	Communication Services	$391K	0.0%	13K	-20%
139	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$387K	0.0%	1,144	+4%
140	—	VANECK ETF TRUST	—	$380K	0.0%	990	—
141	$TXT	TEXTRON INC	Industrials	$373K	0.0%	4,263	—
142	—	SELECT SECTOR SPDR TR	—	$372K	0.0%	3,360	-16%
143	—	SPDR SERIES TRUST	—	$364K	0.0%	13K	-1%
144	—	ISHARES TR	—	$359K	0.0%	3,048	+0.4%
145	—	ISHARES TR	—	$357K	0.0%	3,364	-14%
146	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$351K	0.0%	1,487	-0.1%
147	$ORCL	ORACLE CORP	Technology	$349K	0.0%	2,374	-4%
148	—	SELECT SECTOR SPDR TR	—	$344K	0.0%	3,160	-3%
149	—	FIDELITY COVINGTON TRUST	—	$343K	0.0%	5,037	-0.7%
150	$AFL	AFLAC INC	Financials	$341K	0.0%	3,104	+0.3%

What changed in Q1 2026

Against the previous quarter's 13F: 10 new, 59 added to, 113 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.

New positions (10)

$MPCMarathon Petroleum Corp$244K
first bought this quarter
$KMIKINDER MORGAN, INC.$235K
first bought this quarter
$GEVGE Vernova Inc.$222K
first bought this quarter
$COPCONOCOPHILLIPS$216K
first bought this quarter
$NVSNOVARTIS AG$208K
first bought this quarter
$DTBDTE ENERGY CO$203K
first bought this quarter

+4 more in the Excel export

Added to (59)

VANGUARD BD INDEX FDS+51%
now $43.5M
VANGUARD WHITEHALL FDS+54%
now $5.5M
VANGUARD STAR FDS+0.8%
now $129.3M
$AMZNAMAZON COM INC+40%
now $2.3M · held 9+ qtrs
ISHARES INC+41%
now $1.4M
$SPYSPDR S&P 500 ETF TRUST+5%
now $4.5M · held 9+ qtrs

+53 more in the Excel export

Trimmed (113)

$METAMeta Platforms, Inc.-10%
now $55.3M · held 9+ qtrs, 2 trims in a row
ISHARES TR-2%
now $317.0M
VANGUARD INTL EQUITY INDEX F-7%
now $35.7M
VANGUARD INDEX FDS-2%
now $72.4M
$AAPLApple Inc.-2%
now $19.5M · held 9+ qtrs
$AMATAPPLIED MATERIALS INC /DE-23%
now $1.1M · held 9+ qtrs, 2 trims in a row

+107 more in the Excel export

Sold out (7)

$PFEPFIZER INCwas $272K
held 8+ qtrs
$AXPAMERICAN EXPRESS COwas $272K
held 3 qtrs
$ADPAUTOMATIC DATA PROCESSING INCwas $255K
held 6 qtrs
$MMM3M COwas $246K
$IAUISHARES GOLD TRUSTwas $210K
$GISGENERAL MILLS INCwas $208K

+1 more in the Excel export

Holdings by quarter

Every 13F Charter Oak Capital Management, LLC has filed, 21 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Charter Oak Capital Management?

Q1 2026 13F filed with the SEC on Apr 24, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Charter Oak Capital Management's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+3.5%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 9% over the last 4

Top 10 weight

77%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

95%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Charter Oak Capital Management, LLC disclosed 208 positions worth $1.3B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 10 new positions and exited 7 — including a new stake in $MPC and a full exit from $PFE. The portfolio is most concentrated in Other (87.7% of disclosed assets). All figures are sourced directly from Charter Oak Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1810720.

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AI-Powered Hedge Fund Analysis: Charter Oak Capital Management, LLC

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