Charter Oak Capital Management, LLC Q1 2022 Filing

Filed May 5, 2022

Portfolio Value

$817.8M

Holdings

1,034

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (1,034 positions)

StockValue
SMGSCOTTS MIRACLE-GRO CO
$12K
UVEUNIVERSAL INS HLDGS INC
$12K
SEDGSOLAREDGE TECHNOLOGIES INC
$12K
SKTTANGER FACTORY OUTLET CTRS I
$12K
SCHASCHWAB STRATEGIC TR
$12K
NINISOURCE INC
$12K
ITEQETF MANAGERS TR
$11K
HOGHARLEY DAVIDSON INC
$11K
LITGLOBAL X FDS
$11K
WFCWELLS FARGO CO NEW
$11K
CCIVGBPLUCID GROUP INC
$11K
TSTENARIS S A
$11K
NNNNATIONAL RETAIL PROPERTIES I
$11K
BLDTOPBUILD CORP
$11K
NETCLOUDFLARE INC
$11K
CTVACORTEVA INC
$11K
ESRTEMPIRE ST RLTY TR INC
$11K
SENS1GBPSENSEONICS HLDGS INC
$11K
IONQIONQ INC
$10K
VISVANGUARD WORLD FDS
$10K
FISVFISERV INC
$10K
PRFINVESCO EXCHANGE TRADED FD T
$10K
GDOWESTERN ASSET GLOBAL CORP DE
$10K
COKECOCA COLA CONS INC
$10K
FRELFIDELITY COVINGTON TRUST
$10K
ITTITT INC
$10K
NLYEURANNALY CAPITAL MANAGEMENT IN
$10K
MSCIMSCI INC
$10K
DXJWISDOMTREE TR
$10K
PDOPIMCO DYNAMIC INCOME OPRNTS
$10K
AYATLANTICA SUSTAINABLE INFR P
$10K
REGREGENCY CTRS CORP
$10K
ADTHEORENT HOLDING COMPANY
$10K
HUBSHUBSPOT INC
$10K
SSSSSURO CAPITAL CORP
$9K
BKNGBOOKING HOLDINGS INC
$9K
XYZBLOCK INC
$9K
UPBDRENT A CTR INC NEW
$9K
MRNAMODERNA INC
$9K
BFHALLIANCE DATA SYSTEMS CORP
$9K
WOODISHARES TR
$9K
MOATVANECK ETF TRUST
$9K
IYGISHARES TR
$9K
WYNNWYNN RESORTS LTD
$9K
HN9HANESBRANDS INC
$9K
QCLNFIRST TR EXCHANGE-TRADED FD
$9K
GSKGLAXOSMITHKLINE PLC
$9K
TSNTYSON FOODS INC
$9K
MOHMOLINA HEALTHCARE INC
$9K
IAIISHARES TR
$9K
ARKTARK ETF TR
$9K
SCHFSCHWAB STRATEGIC TR
$9K
SNASNAP ON INC
$9K
EVNEATON VANCE MUNI INCOME TRUS
$9K
SDHYPGIM SHORT DUR HIG YLD OPP F
$9K
TTENTOTALENERGIES SE
$9K
MAINMAIN STR CAP CORP
$9K
RDIVINVESCO EXCH TRADED FD TR II
$9K
FCGFIRST TR EXCHANGE-TRADED FD
$9K
WBAWALGREENS BOOTS ALLIANCE INC
$8K
GRMNGARMIN LTD
$8K
DWXSPDR INDEX SHS FDS
$8K
BJBJS WHSL CLUB HLDGS INC
$8K
ABNBAIRBNB INC
$8K
EMNEASTMAN CHEM CO
$8K
DSLDOUBLELINE INCOME SOLUTIONS
$8K
VFHVANGUARD WORLD FDS
$8K
STTSTATE STR CORP
$8K
NDAQNASDAQ INC
$8K
DKNG1USDDRAFTKINGS INC
$8K
IWNISHARES TR
$8K
IBBISHARES TR
$8K
PHOINVESCO EXCHANGE TRADED FD T
$8K
AAALCOA CORP
$8K
TQJSIGNATURE BK NEW YORK N Y
$8K
SCCOSOUTHERN COPPER CORP
$8K
PPGPPG INDS INC
$8K
S76STORE CAP CORP
$8K
CTLTEURCATALENT INC
$8K
CXWCORECIVIC INC
$8K
DGROISHARES TR
$8K
HZNPHORIZON THERAPEUTICS PUB L
$7K
UNMUNUM GROUP
$7K
ALBALBEMARLE CORP
$7K
DINDINE BRANDS GLOBAL INC
$7K
PSXPHILLIPS 66
$7K
ABJAABB LTD
$7K
NBHNEUBERGER BERMAN MUN FD INC
$7K
ETSYETSY INC
$7K
GMREUSDGLOBAL MED REIT INC
$7K
XLRESELECT SECTOR SPDR TR
$7K
EDCDIREXION SHS ETF TR
$7K
CECELANESE CORP DEL
$7K
BAPCREDICORP LTD
$7K
ACCUSDAMERICAN CAMPUS CMNTYS INC
$7K
MLB1MERCADOLIBRE INC
$7K
FFICFLUSHING FINL CORP
$7K
RPDRAPID7 INC
$7K
BAMBROOKFIELD ASSET MGMT INC
$7K
PEGPUBLIC SVC ENTERPRISE GRP IN
$7K
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