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
IJSISHARES TR
$162K
NGGNATIONAL GRID PLC
$161K
BGRNISHARES TR
$157K
COPCONOCOPHILLIPS
$157K
EPDENTERPRISE PRODS PARTNERS L
$154K
PAYXPAYCHEX INC
$152K
TRUTRANSUNION
$150K
HYDVANECK ETF TRUST
$150K
EPPISHARES INC
$150K
HUMHUMANA INC
$148K
SJNKSPDR SER TR
$147K
IRMIRON MTN INC NEW
$144K
HIGHARTFORD FINL SVCS GROUP INC
$142K
KMIKINDER MORGAN INC DEL
$140K
MAMASTERCARD INCORPORATED
$140K
SOSOUTHERN CO
$139K
ORCLORACLE CORP
$139K
IWVISHARES TR
$138K
ADMARCHER DANIELS MIDLAND CO
$137K
HYMBSPDR SER TR
$137K
GSLCGOLDMAN SACHS ETF TR
$133K
ISRGINTUITIVE SURGICAL INC
$132K
XLESELECT SECTOR SPDR TR
$131K
ICFISHARES TR
$131K
TDTORONTO DOMINION BK ONT
$129K
ECLECOLAB INC
$129K
FENYFIDELITY COVINGTON TRUST
$128K
WATWATERS CORP
$126K
APHAMPHENOL CORP NEW
$126K
PSAPUBLIC STORAGE
$126K
AFLAFLAC INC
$126K
XLYSELECT SECTOR SPDR TR
$121K
AMLPALPS ETF TR
$121K
ALSALLSTATE CORP
$119K
IGHGPROSHARES TR
$119K
AQLTISHARES TR
$119K
WELLWELLTOWER INC
$118K
IJKISHARES TR
$118K
SUSCISHARES TR
$117K
ADPAUTOMATIC DATA PROCESSING IN
$117K
SPDWSPDR INDEX SHS FDS
$117K
AXPAMERICAN EXPRESS CO
$116K
XLFSELECT SECTOR SPDR TR
$115K
FUTYFIDELITY COVINGTON TRUST
$114K
IJJISHARES TR
$112K
DEODIAGEO PLC
$111K
CVSCVS HEALTH CORP
$110K
LULULULULEMON ATHLETICA INC
$105K
SPMBSPDR SER TR
$104K
EXPDEXPEDITORS INTL WASH INC
$103K
VGTVANGUARD WORLD FDS
$102K
SPGPINVESCO EXCHANGE TRADED FD T
$101K
DHRDANAHER CORPORATION
$101K
BIBLNORTHERN LTS FD TR IV
$100K
WPCWP CAREY INC
$100K
BLVVANGUARD BD INDEX FDS
$99K
STKCOLUMBIA SELIGM PREM TECH GR
$99K
BDXBECTON DICKINSON & CO
$99K
XVVISHARES TR
$98K
AGGYWISDOMTREE TR
$97K
SHYGISHARES TR
$97K
USBUS BANCORP DEL
$97K
NFLXNETFLIX INC
$97K
SPYVSPDR SER TR
$95K
XLUSELECT SECTOR SPDR TR
$94K
RPT REALTY
$94K
ICLNISHARES TR
$93K
BPBP PLC
$93K
MTUMISHARES TR
$92K
APLEAPPLE HOSPITALITY REIT INC
$92K
METAMETA PLATFORMS INC
$92K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$92K
VCEBVANGUARD WORLD FD
$91K
NVSNNOVARTIS AG
$91K
SOXXISHARES TR
$91K
MBBISHARES TR
$89K
EDCONSOLIDATED EDISON INC
$89K
TTTRANE TECHNOLOGIES PLC
$89K
TFCTRUIST FINL CORP
$87K
TRVTRAVELERS COMPANIES INC
$87K
EFAVISHARES TR
$87K
SLBSCHLUMBERGER LTD
$86K
EFAISHARES TR
$85K
SDGISHARES TR
$85K
VICIVICI PPTYS INC
$85K
XTISHARES TR
$83K
GDGENERAL DYNAMICS CORP
$82K
NVDANVIDIA CORPORATION
$82K
TSLATESLA INC
$82K
FLRNSPDR SER TR
$82K
FDXFEDEX CORP
$80K
MDYSPDR S&P MIDCAP 400 ETF TR
$79K
EPREPR PPTYS
$78K
SPRAGUE RES LP
$78K
GILDGILEAD SCIENCES INC
$78K
CLCOLGATE PALMOLIVE CO
$78K
DTHWISDOMTREE TR
$77K
METMETLIFE INC
$77K
IWBISHARES TR
$76K
AMDADVANCED MICRO DEVICES INC
$75K
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