Stock Taper 
CHARTER OAK CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apple Inc. | AAPL | 76.87K | $19.51M |
 SI-BONE, Inc. | SIBN | 24K | $303.16K |
 Intel Corp. | INTC | 17.65K | $778.85K |
 Medtronic plc | MDT | 17.39K | $1.51M |
 Morgan Stanley | MS | 15.47K | $2.55M |
 Analog Devices, Inc. | ADI | 15.45K | $4.91M |
 AT&T Inc. | T | 13.48K | $390.77K |
 Johnson & Johnson | JNJ | 12.81K | $3.13M |
 NextEra Energy, Inc. | NEE | 12.4K | $1.15M |
 Amazon.com, Inc. | AMZN | 11.1K | $2.31M |
 Walmart Inc. | WMT | 10.76K | $1.34M |
 NVIDIA Corporation | NVDA | 10.43K | $1.82M |
 Exxon Mobil Corporation | XOM | 10.39K | $1.76M |
 The Procter & Gamble Company | PG | 10.34K | $1.49M |
 Microsoft Corporation | MSFT | 10.31K | $3.82M |
 The PNC Financial Services Group, Inc. | PNC | 10.11K | $2.1M |
 RTX Corporation | RTX | 9.87K | $1.9M |
 Merck & Co., Inc. | MRK | 9.83K | $1.18M |
 JPMorgan Chase & Co. | JPM | 9.29K | $2.73M |
 Texas Instruments Incorporated | TXN | 8.48K | $1.65M |