CHARTER OAK CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 77K | $19.51M |
 | SIBN | 24K | $303.16K |
 | INTC | 18K | $778.85K |
 | MDT | 17K | $1.51M |
 | MS | 15K | $2.55M |
 | ADI | 15K | $4.91M |
 | T | 13K | $390.77K |
 | JNJ | 13K | $3.13M |
 | NEE | 12K | $1.15M |
 | AMZN | 11K | $2.31M |
 | WMT | 11K | $1.34M |
 | NVDA | 10K | $1.82M |
 | XOM | 10K | $1.76M |
 | PG | 10K | $1.49M |
 | MSFT | 10K | $3.82M |
 | PNC | 10K | $2.10M |
 | RTX | 10K | $1.90M |
 | MRK | 10K | $1.18M |
 | JPM | 9K | $2.73M |
 | TXN | 8K | $1.65M |
Apple Inc.
AAPL
Shares Held
77K
Value
$19.51M
SI-BONE, Inc.
SIBN
Shares Held
24K
Value
$303.16K
Intel Corp.
INTC
Shares Held
18K
Value
$778.85K
Medtronic plc
MDT
Shares Held
17K
Value
$1.51M
Morgan Stanley
MS
Shares Held
15K
Value
$2.55M
Analog Devices, Inc.
ADI
Shares Held
15K
Value
$4.91M
AT&T Inc.
T
Shares Held
13K
Value
$390.77K
Johnson & Johnson
JNJ
Shares Held
13K
Value
$3.13M
NextEra Energy, Inc.
NEE
Shares Held
12K
Value
$1.15M
Amazon.com, Inc.
AMZN
Shares Held
11K
Value
$2.31M
Walmart Inc.
WMT
Shares Held
11K
Value
$1.34M
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.82M
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.76M
The Procter & Gamble Company
PG
Shares Held
10K
Value
$1.49M
Microsoft Corporation
MSFT
Shares Held
10K
Value
$3.82M
The PNC Financial Services Group, Inc.
PNC
Shares Held
10K
Value
$2.10M
RTX Corporation
RTX
Shares Held
10K
Value
$1.90M
Merck & Co., Inc.
MRK
Shares Held
10K
Value
$1.18M
JPMorgan Chase & Co.
JPM
Shares Held
9K
Value
$2.73M
Texas Instruments Incorporated
TXN
Shares Held
8K
Value
$1.65M