Charter Oak Capital Management, LLC - Q12026 Holdings

Charter Oak Capital Management, LLC holds 208 stocks with a total portfolio value of $ 1.29B as of Q12026. In Q12026, Charter Oak Capital Management, LLC added 10 new positions, increased stakes in 59 stocks, reduced 113 holdings, and fully exited 10 positions. The largest holding is Ishares Tr (IVV), representing 24.58% of the total portfolio.