CHARTER OAK CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 78K | $19.77M |
 | SIBN | 24K | $353.32K |
 | INTC | 22K | $737.78K |
 | MDT | 17K | $1.67M |
 | MS | 16K | $2.56M |
 | ADI | 15K | $3.80M |
 | T | 15K | $433.53K |
 | XOM | 15K | $1.67M |
 | JNJ | 12K | $2.30M |
 | NEE | 12K | $928.19K |
 | MRK | 11K | $946.65K |
 | PNC | 11K | $2.24M |
 | NVDA | 10K | $1.95M |
 | MSFT | 10K | $5.24M |
 | PFE | 10K | $254.91K |
 | PG | 10K | $1.51M |
 | JPM | 9K | $2.93M |
 | WMT | 9K | $950.46K |
 | TXN | 9K | $1.58M |
 | EPD | 9K | $266.53K |
Apple Inc.
AAPL
Shares Held
78K
Value
$19.77M
SI-BONE, Inc.
SIBN
Shares Held
24K
Value
$353.32K
Intel Corporation
INTC
Shares Held
22K
Value
$737.78K
Medtronic plc
MDT
Shares Held
17K
Value
$1.67M
Morgan Stanley
MS
Shares Held
16K
Value
$2.56M
Analog Devices, Inc.
ADI
Shares Held
15K
Value
$3.80M
AT&T Inc.
T
Shares Held
15K
Value
$433.53K
Exxon Mobil Corporation
XOM
Shares Held
15K
Value
$1.67M
Johnson & Johnson
JNJ
Shares Held
12K
Value
$2.30M
NextEra Energy, Inc.
NEE
Shares Held
12K
Value
$928.19K
Merck & Co., Inc.
MRK
Shares Held
11K
Value
$946.65K
The PNC Financial Services Group, Inc.
PNC
Shares Held
11K
Value
$2.24M
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.95M
Microsoft Corporation
MSFT
Shares Held
10K
Value
$5.24M
Pfizer Inc.
PFE
Shares Held
10K
Value
$254.91K
The Procter & Gamble Company
PG
Shares Held
10K
Value
$1.51M
JPMorgan Chase & Co.
JPM
Shares Held
9K
Value
$2.93M
Walmart Inc.
WMT
Shares Held
9K
Value
$950.46K
Texas Instruments Incorporated
TXN
Shares Held
9K
Value
$1.58M
Enterprise Products Partners L.P.
EPD
Shares Held
9K
Value
$266.53K