CHARTER CAPITAL MANAGEMENT, LLC\DE
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSX | 42K | $1.72M |
 | USB | 37K | $1.94M |
 | UBER | 15K | $1.05M |
 | VZ | 12K | $598.72K |
 | WEC | 11K | $1.30M |
 | LNT | 9K | $653.02K |
 | T | 8K | $231.44K |
 | APH | 7K | $945.91K |
 | WFC | 7K | $552.85K |
 | GOOGL | 7K | $1.91M |
 | NEE | 6K | $531.94K |
 | GOOG | 6K | $1.59M |
 | UPS | 5K | $532.32K |
 | BMY | 4K | $270.54K |
 | JPM | 4K | $1.19M |
 | PG | 4K | $548.85K |
 | AAPL | 3K | $802.32K |
 | BRK-B | 3K | $1.35M |
 | MS | 3K | $450.10K |
 | MSFT | 3K | $1.01M |
CSX Corporation
CSX
Shares Held
42K
Value
$1.72M
U.S. Bancorp
USB
Shares Held
37K
Value
$1.94M
Uber Technologies, Inc.
UBER
Shares Held
15K
Value
$1.05M
Verizon Communications Inc.
VZ
Shares Held
12K
Value
$598.72K
WEC Energy Group, Inc.
WEC
Shares Held
11K
Value
$1.30M
Alliant Energy Corporation
LNT
Shares Held
9K
Value
$653.02K
AT&T Inc.
T
Shares Held
8K
Value
$231.44K
Amphenol Corporation
APH
Shares Held
7K
Value
$945.91K
Wells Fargo & Company
WFC
Shares Held
7K
Value
$552.85K
Alphabet Inc.
GOOGL
Shares Held
7K
Value
$1.91M
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$531.94K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.59M
United Parcel Service, Inc.
UPS
Shares Held
5K
Value
$532.32K
Bristol-Myers Squibb Company
BMY
Shares Held
4K
Value
$270.54K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.19M
The Procter & Gamble Company
PG
Shares Held
4K
Value
$548.85K
Apple Inc.
AAPL
Shares Held
3K
Value
$802.32K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.35M
Morgan Stanley
MS
Shares Held
3K
Value
$450.10K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.01M