Stock Taper

CHARTER CAPITAL MANAGEMENT, LLC\DE

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chevron CorporationCVX2.12K$351.05K
Visa Inc.V2.13K$729.03K
Advanced Micro Devices, Inc.AMD2.15K$1.25M
NVIDIA CorporationNVDA2.19K$437.15K
Merck & Co., Inc.MRK2.37K$305.01K
Amazon.com, Inc.AMZN2.37K$565.74K
Duke Energy CorporationDUK2.59K$328.05K
Berkshire Hathaway Inc.BRK-B2.68K$1.34M
Microsoft CorporationMSFT2.7K$1.01M
Morgan StanleyMS2.86K$597.78K
Apple Inc.AAPL3.11K$901.08K
The Procter & Gamble CompanyPG3.7K$542.54K
JPMorgan Chase & Co.JPM3.98K$1.3M
Bristol-Myers Squibb CompanyBMY4.21K$242.62K
United Parcel Service, Inc.UPS4.5K$484.02K
Alphabet Inc.GOOG5.3K$1.87M
NextEra Energy, Inc.NEE5.87K$515.46K
Alphabet Inc.GOOGL6K$2.14M
Regions Financial CorporationRF6.75K$203.81K
Wells Fargo & CompanyWFC6.95K$574.07K