Stock Taper 
CHARTER OAK CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Watsco, Inc. | WSO | 2.55K | $927.66K |
 Visa Inc. | V | 2.61K | $788.8K |
 McDonald's Corporation | MCD | 2.63K | $818.43K |
 Otis Worldwide Corporation | OTIS | 2.65K | $204.59K |
 Iron Mountain Incorporated | IRM | 2.86K | $292.32K |
 The Home Depot, Inc. | HD | 2.87K | $942.72K |
 Aflac Incorporated | AFL | 3.1K | $340.5K |
 The Walt Disney Company | DIS | 3.16K | $304.94K |
 Netflix, Inc. | NFLX | 3.18K | $305.76K |
 Applied Materials, Inc. | AMAT | 3.18K | $1.09M |
 Dominion Energy, Inc. | D | 3.25K | $201.16K |
 Corning Inc | GLW | 3.33K | $452.92K |
 Eversource Energy | ES | 3.48K | $240.9K |
 Amphenol Corporation | APH | 3.51K | $443.87K |
 Carrier Global Corporation | CARR | 3.57K | $201.21K |
 The TJX Companies, Inc. | TJX | 3.69K | $588.42K |
 Abbott Laboratories | ABT | 3.81K | $390.91K |
 Berkshire Hathaway Inc. | BRK-B | 3.97K | $1.9M |
 Chevron Corporation | CVX | 4.04K | $835.98K |
 Realty Income Corporation | O | 4.08K | $249.64K |