Stock Taper 
CHARTER OAK CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 254 | $221.87K |
 Costco Wholesale Corporation | COST | 266 | $265.07K |
 Markel Corporation | MKL | 281 | $537.85K |
 BlackRock, Inc. | BLK | 294 | $282.67K |
 Intuitive Surgical, Inc. | ISRG | 459 | $211.59K |
 General Dynamics Corporation | GD | 609 | $209.04K |
 Chubb Limited | CB | 659 | $214.79K |
 Air Products and Chemicals, Inc. | APD | 692 | $201K |
 Regeneron Pharmaceuticals, Inc. | REGN | 863 | $666.79K |
 Meta Platforms, Inc. | META | 897 | $513.15K |
 Intuit Inc. | INTU | 918 | $396.93K |
 Amgen Inc. | AMGN | 942 | $331.35K |
 Lam Research Corporation | LRCX | 944 | $201.62K |
 Cigna Corporation | CI | 944 | $251.81K |
 Marathon Petroleum Corporation | MPC | 1K | $244.18K |
 Eli Lilly and Company | LLY | 1.09K | $1.01M |
 UnitedHealth Group Incorporated | UNH | 1.11K | $300.87K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.14K | $386.53K |
 Mastercard Incorporated | MA | 1.22K | $611.15K |
 Ameriprise Financial, Inc. | AMP | 1.29K | $575.43K |