Charter Oak Capital Management, LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$1.3T

Holdings

208

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (208 positions)

#	Stock	Shares	Value	% Portfolio	Type
201	SDYSPDR SERIES TRUST	1,516	$210.0M	0.02%
202	IAU*ISHARES GOLD TR	2,583	$209.0M	0.02%
203	USMVISHARES TR	2,199	$207.0M	0.02%
204	GISGENERAL MLS INC	4,464	$207.0M	0.02%
205	CBCHUBB LIMITED	659	$205.0M	0.02%
206	GDGENERAL DYNAMICS CORP	607	$204.0M	0.02%
207	TDTORONTO DOMINION BK ONT	2,148	$202.0M	0.02%
208	AQLTISHARES TR	1,422	$200.0M	0.02%

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