CHARTER CAPITAL MANAGEMENT, LLC\DE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USB | 43K | $2.07M |
 | CSX | 39K | $1.38M |
 | UBER | 16K | $1.58M |
 | VZ | 12K | $548.16K |
 | LNT | 9K | $613.43K |
 | WEC | 9K | $1.04M |
 | APH | 9K | $1.11M |
 | NEE | 9K | $673.82K |
 | UPS | 8K | $687.57K |
 | GOOGL | 7K | $1.72M |
 | GOOG | 6K | $1.41M |
 | WFC | 6K | $470.89K |
 | BMY | 4K | $201.18K |
 | JPM | 3K | $1.07M |
 | AAPL | 3K | $809.30K |
 | BRK-B | 3K | $1.58M |
 | DUK | 3K | $376.39K |
 | PG | 3K | $456.65K |
 | GATX | 3K | $515.31K |
 | MS | 3K | $434.76K |
U.S. Bancorp
USB
Shares Held
43K
Value
$2.07M
CSX Corporation
CSX
Shares Held
39K
Value
$1.38M
Uber Technologies, Inc.
UBER
Shares Held
16K
Value
$1.58M
Verizon Communications Inc.
VZ
Shares Held
12K
Value
$548.16K
Alliant Energy Corporation
LNT
Shares Held
9K
Value
$613.43K
WEC Energy Group, Inc.
WEC
Shares Held
9K
Value
$1.04M
Amphenol Corporation
APH
Shares Held
9K
Value
$1.11M
NextEra Energy, Inc.
NEE
Shares Held
9K
Value
$673.82K
United Parcel Service, Inc.
UPS
Shares Held
8K
Value
$687.57K
Alphabet Inc.
GOOGL
Shares Held
7K
Value
$1.72M
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.41M
Wells Fargo & Company
WFC
Shares Held
6K
Value
$470.89K
Bristol-Myers Squibb Company
BMY
Shares Held
4K
Value
$201.18K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$1.07M
Apple Inc.
AAPL
Shares Held
3K
Value
$809.30K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.58M
Duke Energy Corporation
DUK
Shares Held
3K
Value
$376.39K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$456.65K
GATX Corporation
GATX
Shares Held
3K
Value
$515.31K
Morgan Stanley
MS
Shares Held
3K
Value
$434.76K