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
SLBSCHLUMBERGER LTD
$62K
LADLITHIA MTRS INC
$60K
BKBANK NEW YORK MELLON CORP
$59K
VENVENTAS INC
$59K
SPMBSPDR SER TR
$57K
GSGOLDMAN SACHS GROUP INC
$57K
SHWSHERWIN WILLIAMS CO
$56K
BRXBRIXMOR PPTY GROUP INC
$56K
RRYDER SYS INC
$55K
8CWCROWN CASTLE INTL CORP NEW
$55K
WECWEC ENERGY GROUP INC
$53K
TROWPRICE T ROWE GROUP INC
$52K
DRIDARDEN RESTAURANTS INC
$51K
AINALBANY INTL CORP
$50K
PBCTEURPEOPLES UNITED FINANCIAL INC
$50K
ENBENBRIDGE INC
$49K
FLRNSPDR SER TR
$49K
CLXCLOROX CO DEL
$49K
DLNWISDOMTREE TR
$48K
FQIDIGITAL RLTY TR INC
$48K
GILDGILEAD SCIENCES INC
$48K
VODVODAFONE GROUP PLC NEW
$48K
ITWILLINOIS TOOL WKS INC
$47K
BXBLACKSTONE GROUP INC
$46K
TRVCCITIGROUP INC
$46K
MGKVANGUARD WORLD FD
$46K
ALKALASKA AIR GROUP INC
$45K
CWBSPDR SER TR
$44K
LMTLOCKHEED MARTIN CORP
$44K
SNYSANOFI
$44K
IGIBISHARES TR
$44K
WBAWALGREENS BOOTS ALLIANCE INC
$43K
IATISHARES TR
$43K
EFGISHARES TR
$43K
SOXXISHARES TR
$43K
DESWISDOMTREE TR
$43K
DGRWWISDOMTREE TR
$42K
BGRNISHARES TR
$42K
AOAISHARES TR
$42K
ULUNILEVER PLC
$41K
EETPROSHARES TR
$41K
VTVANGUARD INTL EQUITY INDEX F
$41K
BNSBANK NOVA SCOTIA B C
$41K
JBSSSANFILIPPO JOHN B & SON INC
$40K
HBANHUNTINGTON BANCSHARES INC
$40K
ETVEATON VANCE TAX-MANAGED BUYEATON
$40K
DTEDTE ENERGY CO
$40K
CRMSALESFORCE COM INC
$40K
MCXMCCORMICK & CO INC
$39K
BSXBOSTON SCIENTIFIC CORP
$38K
SIXGETF SER SOLUTIONS
$38K
SKYYFIRST TR EXCHANGE TRADED FD
$37K
RPGINVESCO EXCHANGE TRADED FD T
$37K
SUISUN CMNTYS INC
$37K
ETNEATON CORP PLC
$37K
JWNUSDNORDSTROM INC
$36K
KELKELLOGG CO
$36K
ACMAECOM
$35K
OGNORGANON & CO
$35K
LUVSOUTHWEST AIRLS CO
$35K
OLNOLIN CORP
$35K
KHCKRAFT HEINZ CO
$35K
HACKUSDETF MANAGERS TR
$35K
GCVGABELLI CONV & INC SECS FD I
$35K
IWRISHARES TR
$34K
PYPLPAYPAL HLDGS INC
$34K
VTEBVANGUARD MUN BD FDS
$34K
BLOKAMPLIFY ETF TR
$34K
SLVISHARES SILVER TR
$34K
COSTCOSTCO WHSL CORP NEW
$34K
TRI4EURTHOMSON REUTERS CORP.
$34K
MLMMARTIN MARIETTA MATLS INC
$34K
KOMPSPDR SER TR
$33K
GMGENERAL MTRS CO
$33K
ROBTFIRST TR EXCHANGE-TRADED FD
$33K
DOWDOW INC
$33K
MASMASCO CORP
$32K
AEPAMERICAN ELEC PWR CO INC
$31K
USIGISHARES TR
$31K
LYBLYONDELLBASELL INDUSTRIES N
$31K
RYROYAL BK CDA
$31K
MXIISHARES TR
$31K
VFCV F CORP
$31K
DGSWISDOMTREE TR
$30K
LEGLEGGETT & PLATT INC
$30K
ATOATMOS ENERGY CORP
$30K
LNTALLIANT ENERGY CORP
$30K
NIMNUVEEN SELECT MAT MUN FD
$30K
DKSDICKS SPORTING GOODS INC
$30K
MCKMCKESSON CORP
$30K
GSEWGOLDMAN SACHS ETF TR
$30K
XLFISELECT SECTOR SPDR TR
$29K
ELVANTHEM INC
$29K
FBTFIRST TR EXCHANGE-TRADED FD
$28K
ERXDIREXION SHS ETF TR
$28K
HYMBSPDR SER TR
$28K
MTDMETTLER TOLEDO INTERNATIONAL
$28K
SYYSYSCO CORP
$28K
NANRSPDR INDEX SHS FDS
$27K
AMTAMERICAN TOWER CORP NEW
$27K
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