Charter Oak Capital Management, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.18 Billion distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $326M, Ishares Core U.S. Aggregate Bo with a value of $169M, Vanguard Star Fd Vanguard Tota with a value of $96.3M, Vanguard Extended Market ETF with a value of $72.2M, and Vanguard Bd Index Fd Inc Short with a value of $69.3M.
Examining the 13F form we can see an increase of $95.2M in the current position value, from $1.09B to 1.18B.
Below you can find more details about Charter Oak Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.18 Billion
ETFs: $1.1 Billion
Technology: $36.3 Million
Healthcare: $12.1 Million
Financial Services: $11.4 Million
Industrials: $6.96 Million
Consumer Cyclical: $6.03 Million
Consumer Defensive: $4.51 Million
Communication Services: $3.99 Million
Other: $4.04 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
