Charter Oak Capital Management, LLC Q2 2021 Filing

Filed July 29, 2021

Portfolio Value

$779.1M

Holdings

880

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (880 positions)

StockValue
DOVDOVER CORP
$15K
LNCLINCOLN NATL CORP IND
$15K
ZBHZIMMER BIOMET HOLDINGS INC
$15K
PFFRETFIS SER TR I
$15K
PLNTPLANET FITNESS INC
$15K
VOEVANGUARD INDEX FDS
$15K
TLRYEURTILRAY INC
$15K
RVNCEURREVANCE THERAPEUTICS INC
$15K
UNITUNITI GROUP INC
$15K
DDOMINION ENERGY INC
$15K
VSTVISTRA CORP
$15K
KEYKEYCORP
$15K
ITEQETF MANAGERS TR
$14K
PNCPNC FINL SVCS GROUP INC
$14K
UFPTUFP TECHNOLOGIES INC
$14K
PORPORTLAND GEN ELEC CO
$14K
VDCVANGUARD WORLD FDS
$14K
VBRVANGUARD INDEX FDS
$14K
BKLNINVESCO EXCH TRADED FD TR II
$14K
HEHAWAIIAN ELEC INDUSTRIES
$14K
ARCCARES CAPITAL CORP
$14K
XLBSELECT SECTOR SPDR TR
$14K
XSLVINVESCO EXCH TRADED FD TR II
$14K
ADIANALOG DEVICES INC
$14K
VTRSVIATRIS INC
$14K
PFLTPENNANTPARK FLOATING RATE CA
$14K
TTENTOTALENERGIES SE
$13K
AVGOBROADCOM INC
$13K
PG4PRINCIPAL FINANCIAL GROUP IN
$13K
SKTTANGER FACTORY OUTLET CTRS I
$13K
NLYEURANNALY CAPITAL MANAGEMENT IN
$13K
PICBINVESCO EXCH TRADED FD TR II
$13K
QUALISHARES TR
$13K
EBCEASTERN BANKSHARES INC
$13K
IAIISHARES TR
$12K
NNNNATIONAL RETAIL PROPERTIES I
$12K
IRINGERSOLL RAND INC
$12K
NCLHNORWEGIAN CRUISE LINE HLDG L
$12K
VSTOEURVISTA OUTDOOR INC
$12K
AWRAMER STATES WTR CO
$12K
KSSKOHLS CORP
$12K
HSYHERSHEY CO
$12K
PTONPELOTON INTERACTIVE INC
$12K
EFVISHARES TR
$12K
CTVACORTEVA INC
$12K
HSICHENRY SCHEIN INC
$12K
MTBM & T BK CORP
$12K
MDLZMONDELEZ INTL INC
$12K
FPXFIRST TR EXCHANGE TRADED FD
$12K
SCHVSCHWAB STRATEGIC TR
$12K
BLDTOPBUILD CORP
$12K
ISTAR INC
$11K
ALCALCON AG
$11K
BIPBROOKFIELD INFRAST PARTNERS
$11K
ARKFARK ETF TR
$11K
STXSEAGATE TECHNOLOGY HLDNGS PL
$11K
FISVFISERV INC
$11K
ETSYETSY INC
$11K
LUMNLUMEN TECHNOLOGIES INC
$11K
EVNEATON VANCE MUNI INCOME TRUS
$11K
HN9HANESBRANDS INC
$11K
DXJWISDOMTREE TR
$10K
TSLATESLA INC
$10K
ITA*ISHARES TR
$10K
PPGPPG INDS INC
$10K
VOTVANGUARD INDEX FDS
$10K
KRKROGER CO
$10K
IYGISHARES TR
$10K
UVEUNIVERSAL INS HLDGS INC
$10K
GEMGOLDMAN SACHS ETF TR
$10K
DKNG1USDDRAFTKINGS INC
$10K
LITGLOBAL X FDS
$10K
IYTISHARES TR
$10K
ZMZOOM VIDEO COMMUNICATIONS IN
$9K
IGVISHARES TR
$9K
THGHANOVER INS GROUP INC
$9K
HALHALLIBURTON CO
$9K
MRNAMODERNA INC
$9K
SNASNAP ON INC
$9K
BFHALLIANCE DATA SYSTEMS CORP
$9K
DBCINVESCO DB COMMDY INDX TRCK
$9K
WOODISHARES TR
$9K
NBHNEUBERGER BERMAN MUN FD INC
$9K
HUBSHUBSPOT INC
$9K
MOATVANECK VECTORS ETF TR
$9K
REGREGENCY CTRS CORP
$9K
HOGHARLEY DAVIDSON INC
$9K
AZNASTRAZENECA PLC
$9K
MAINMAIN STR CAP CORP
$9K
SWKSTANLEY BLACK & DECKER INC
$9K
VOVANGUARD INDEX FDS
$9K
QCLNFIRST TR EXCHANGE-TRADED FD
$9K
BXPBOSTON PROPERTIES INC
$9K
NINISOURCE INC
$9K
BKNGBOOKING HOLDINGS INC
$9K
MBBISHARES TR
$8K
GSKGLAXOSMITHKLINE PLC
$8K
PHOINVESCO EXCHANGE TRADED FD T
$8K
NVV1NOVAVAX INC
$8K
WEXWEX INC
$8K
PreviousPage 6 of 9Next