CHARTER CAPITAL MANAGEMENT, LLC\DE
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USB | 39K | $2.10M |
 | CSX | 39K | $1.41M |
 | UBER | 16K | $1.32M |
 | VZ | 12K | $508.16K |
 | LNT | 9K | $591.59K |
 | WEC | 9K | $953.67K |
 | APH | 8K | $1.13M |
 | GOOGL | 7K | $2.08M |
 | NEE | 6K | $459.73K |
 | WFC | 6K | $523.76K |
 | GOOG | 6K | $1.76M |
 | UPS | 5K | $517.50K |
 | BMY | 4K | $240.61K |
 | JPM | 3K | $1.10M |
 | AAPL | 3K | $848.92K |
 | BRK-B | 3K | $1.50M |
 | PG | 3K | $425.92K |
 | MS | 3K | $485.55K |
 | AMD | 2K | $520.07K |
 | MRK | 2K | $249.99K |
U.S. Bancorp
USB
Shares Held
39K
Value
$2.10M
CSX Corporation
CSX
Shares Held
39K
Value
$1.41M
Uber Technologies, Inc.
UBER
Shares Held
16K
Value
$1.32M
Verizon Communications Inc.
VZ
Shares Held
12K
Value
$508.16K
Alliant Energy Corporation
LNT
Shares Held
9K
Value
$591.59K
WEC Energy Group, Inc.
WEC
Shares Held
9K
Value
$953.67K
Amphenol Corporation
APH
Shares Held
8K
Value
$1.13M
Alphabet Inc.
GOOGL
Shares Held
7K
Value
$2.08M
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$459.73K
Wells Fargo & Company
WFC
Shares Held
6K
Value
$523.76K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.76M
United Parcel Service, Inc.
UPS
Shares Held
5K
Value
$517.50K
Bristol-Myers Squibb Company
BMY
Shares Held
4K
Value
$240.61K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$1.10M
Apple Inc.
AAPL
Shares Held
3K
Value
$848.92K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.50M
The Procter & Gamble Company
PG
Shares Held
3K
Value
$425.92K
Morgan Stanley
MS
Shares Held
3K
Value
$485.55K
Advanced Micro Devices, Inc.
AMD
Shares Held
2K
Value
$520.07K
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$249.99K