Charter Oak Capital Management, LLC - Q42025 Holdings

Charter Oak Capital Management, LLC holds 208 stocks with a total portfolio value of $ 1.31B as of Q42025. In Q42025, Charter Oak Capital Management, LLC added 10 new positions, increased stakes in 85 stocks, reduced 99 holdings, and fully exited 4 positions. The largest holding is Ishares Tr (IVV), representing 25.75% of the total portfolio.