Charter Oak Capital Management, LLC Q3 2021 Filing

Filed November 8, 2021

Portfolio Value

$798.5M

Holdings

892

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (892 positions)

StockValue
EFOPROSHARES TR
$16K
UFPTUFP TECHNOLOGIES INC
$15K
DSLDOUBLELINE INCOME SOLUTIONS
$15K
PNCPNC FINL SVCS GROUP INC
$15K
KHCKRAFT HEINZ CO
$15K
DDOMINION ENERGY INC
$15K
MRNAMODERNA INC
$15K
SMGSCOTTS MIRACLE-GRO CO
$15K
FFORD MTR CO DEL
$15K
ARCCARES CAPITAL CORP
$15K
ACADACADIA PHARMACEUTICALS INC
$15K
FEFIRSTENERGY CORP
$15K
QUALISHARES TR
$15K
PFFRETFIS SER TR I
$15K
LITGLOBAL X FDS
$14K
XLBSELECT SECTOR SPDR TR
$14K
NOUNOUVEAU MONDE GRAPHITE INC
$14K
TTENTOTALENERGIES SE
$14K
ZBHZIMMER BIOMET HOLDINGS INC
$14K
ARKTARK ETF TR
$14K
MUMICRON TECHNOLOGY INC
$14K
SSSSSURO CAPITAL CORP
$14K
STIPISHARES TR
$14K
VDCVANGUARD WORLD FDS
$14K
HSTHOST HOTELS & RESORTS INC
$14K
VSTVISTRA CORP
$14K
ISTAR INC
$14K
HEHAWAIIAN ELEC INDUSTRIES
$14K
BKLNINVESCO EXCH TRADED FD TR II
$14K
PFLTPENNANTPARK FLOATING RATE CA
$14K
CERNCHFCERNER CORP
$14K
PORPORTLAND GEN ELEC CO
$14K
PICBINVESCO EXCH TRADED FD TR II
$13K
ALCALCON AG
$13K
EMNEASTMAN CHEM CO
$13K
IAIISHARES TR
$13K
ITEQETF MANAGERS TR
$13K
PG4PRINCIPAL FINANCIAL GROUP IN
$13K
AWRAMER STATES WTR CO
$13K
IRINGERSOLL RAND INC
$13K
HSICHENRY SCHEIN INC
$13K
ADIANALOG DEVICES INC
$13K
NLYEURANNALY CAPITAL MANAGEMENT IN
$12K
SCHVSCHWAB STRATEGIC TR
$12K
FPXFIRST TR EXCHANGE TRADED FD
$12K
EFVISHARES TR
$12K
UVEUNIVERSAL INS HLDGS INC
$12K
MTBM & T BK CORP
$12K
AVGOBROADCOM INC
$12K
TSLATESLA INC
$12K
AFRMAFFIRM HLDGS INC
$12K
WFCWELLS FARGO CO NEW
$12K
BLDTOPBUILD CORP
$12K
HSYHERSHEY CO
$12K
SKTTANGER FACTORY OUTLET CTRS I
$11K
EBCEASTERN BANKSHARES INC
$11K
VTRSVIATRIS INC
$11K
MDLZMONDELEZ INTL INC
$11K
STXSEAGATE TECHNOLOGY HLDNGS PL
$11K
BIPBROOKFIELD INFRAST PARTNERS
$11K
ETSYETSY INC
$11K
FISVFISERV INC
$11K
KSSKOHLS CORP
$11K
EVNEATON VANCE MUNI INCOME TRUS
$11K
NCLHNORWEGIAN CRUISE LINE HLDG L
$11K
NNNNATIONAL RETAIL PROPERTIES I
$11K
ESRTEMPIRE ST RLTY TR INC
$11K
VOVANGUARD INDEX FDS
$11K
KRKROGER CO
$10K
CTVACORTEVA INC
$10K
VOTVANGUARD INDEX FDS
$10K
LUMNLUMEN TECHNOLOGIES INC
$10K
SCHOSCHWAB STRATEGIC TR
$10K
IYGISHARES TR
$10K
DBCINVESCO DB COMMDY INDX TRCK
$10K
ARKFARK ETF TR
$10K
HUBSHUBSPOT INC
$10K
HN9HANESBRANDS INC
$10K
IYTISHARES TR
$10K
DXJWISDOMTREE TR
$10K
ITA*ISHARES TR
$10K
WOODISHARES TR
$9K
NBHNEUBERGER BERMAN MUN FD INC
$9K
MAINMAIN STR CAP CORP
$9K
AZNASTRAZENECA PLC
$9K
QCLNFIRST TR EXCHANGE-TRADED FD
$9K
REGREGENCY CTRS CORP
$9K
MOATVANECK ETF TRUST
$9K
BXPBOSTON PROPERTIES INC
$9K
KYMRKYMERA THERAPEUTICS INC
$9K
NINISOURCE INC
$9K
GEMGOLDMAN SACHS ETF TR
$9K
SNASNAP ON INC
$9K
BKNGBOOKING HOLDINGS INC
$9K
BFHALLIANCE DATA SYSTEMS CORP
$9K
DKNG1USDDRAFTKINGS INC
$9K
FMATFIDELITY COVINGTON TRUST
$8K
DELLDELL TECHNOLOGIES INC
$8K
WEXWEX INC
$8K
DWXSPDR INDEX SHS FDS
$8K
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