CHARTER OAK CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 78K | $21.33M |
 | SIBN | 24K | $473.34K |
 | INTC | 22K | $799.03K |
 | MDT | 17K | $1.67M |
 | T | 17K | $419.47K |
 | MS | 16K | $2.81M |
 | ADI | 15K | $4.19M |
 | JNJ | 14K | $2.85M |
 | NEE | 13K | $1.02M |
 | XOM | 12K | $1.47M |
 | MRK | 11K | $1.18M |
 | PFE | 11K | $272.07K |
 | WMT | 11K | $1.20M |
 | NVDA | 11K | $2.00M |
 | PNC | 11K | $2.21M |
 | PG | 10K | $1.49M |
 | MSFT | 10K | $4.87M |
 | JPM | 10K | $3.22M |
 | RTX | 10K | $1.78M |
 | CSCO | 9K | $657.54K |
Apple Inc.
AAPL
Shares Held
78K
Value
$21.33M
SI-BONE, Inc.
SIBN
Shares Held
24K
Value
$473.34K
Intel Corporation
INTC
Shares Held
22K
Value
$799.03K
Medtronic plc
MDT
Shares Held
17K
Value
$1.67M
AT&T Inc.
T
Shares Held
17K
Value
$419.47K
Morgan Stanley
MS
Shares Held
16K
Value
$2.81M
Analog Devices, Inc.
ADI
Shares Held
15K
Value
$4.19M
Johnson & Johnson
JNJ
Shares Held
14K
Value
$2.85M
NextEra Energy, Inc.
NEE
Shares Held
13K
Value
$1.02M
Exxon Mobil Corporation
XOM
Shares Held
12K
Value
$1.47M
Merck & Co., Inc.
MRK
Shares Held
11K
Value
$1.18M
Pfizer Inc.
PFE
Shares Held
11K
Value
$272.07K
Walmart Inc.
WMT
Shares Held
11K
Value
$1.20M
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$2.00M
The PNC Financial Services Group, Inc.
PNC
Shares Held
11K
Value
$2.21M
The Procter & Gamble Company
PG
Shares Held
10K
Value
$1.49M
Microsoft Corporation
MSFT
Shares Held
10K
Value
$4.87M
JPMorgan Chase & Co.
JPM
Shares Held
10K
Value
$3.22M
RTX Corporation
RTX
Shares Held
10K
Value
$1.78M
Cisco Systems, Inc.
CSCO
Shares Held
9K
Value
$657.54K