Charter Oak Capital Management, LLC Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$659.0M

Holdings

774

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (774 positions)

StockValue
FS KKR CAP CORP II
$11K
STXSEAGATE TECHNOLOGY PLC
$11K
RCLROYAL CARIBBEAN GROUP
$10K
HDVISHARES TR
$10K
DXJWISDOMTREE TR
$10K
OXYOCCIDENTAL PETE CORP
$10K
TFXTELEFLEX INCORPORATED
$10K
HYSPIMCO ETF TR
$10K
WOODISHARES TR
$10K
NNNNATIONAL RETAIL PROPERTIES I
$10K
EVNEATON VANCE MUNI INCOME TRUS
$10K
BIPBROOKFIELD INFRAST PARTNERS
$10K
290ACHINOOK THERAPEUTICS INC
$10K
MRNAMODERNA INC
$10K
DWXSPDR INDEX SHS FDS
$10K
ALCALCON AG
$10K
ITA*ISHARES TR
$10K
ARKFARK ETF TR
$10K
HP5AEQUITY COMWLTH
$10K
TMTOYOTA MOTOR CORP
$10K
PG4PRINCIPAL FINANCIAL GROUP IN
$10K
PHOINVESCO EXCHANGE TRADED FD T
$10K
KSSKOHLS CORP
$9K
NBHNEUBERGER BERMAN MUN FD INC
$9K
FFORD MTR CO DEL
$9K
HN9HANESBRANDS INC
$9K
NINISOURCE INC
$9K
BFHALLIANCE DATA SYSTEMS CORP
$9K
DOCUSDPHYSICIANS RLTY TR
$9K
BKNGBOOKING HOLDINGS INC
$9K
HYMBSPDR SER TR
$9K
SYYSYSCO CORP
$9K
KYMRKYMERA THERAPEUTICS INC
$9K
ZMZOOM VIDEO COMMUNICATIONS IN
$9K
MAINMAIN STR CAP CORP
$9K
ETENERGY TRANSFER LP
$9K
EBCEASTERN BANKSHARES INC
$8K
AZNASTRAZENECA PLC
$8K
PPGPPG INDS INC
$8K
CBCHUBB LIMITED
$8K
KRKROGER CO
$8K
WORKSLACK TECHNOLOGIES INC
$8K
REPLREPLIMUNE GROUP INC
$8K
SWKSTANLEY BLACK & DECKER INC
$8K
WEXWEX INC
$8K
IGVISHARES TR
$8K
CTLEURLUMEN TECHNOLOGIES INC
$8K
BOINGO WIRELESS INC
$8K
VOVANGUARD INDEX FDS
$8K
HOGHARLEY DAVIDSON INC
$7K
HALHALLIBURTON CO
$7K
BRXBRIXMOR PPTY GROUP INC
$7K
THGHANOVER INS GROUP INC
$7K
EDCDIREXION SHS ETF TR
$7K
SKTTANGER FACTORY OUTLET CTRS I
$7K
IWNISHARES TR
$7K
EMNEASTMAN CHEM CO
$7K
DBCINVESCO DB COMMDY INDX TRCK
$7K
APTVAPTIV PLC
$7K
SHWSHERWIN WILLIAMS CO
$7K
FTECFIDELITY COVINGTON TRUST
$7K
JETSETF SER SOLUTIONS
$7K
EDITEDITAS MEDICINE INC
$7K
PEGPUBLIC SVC ENTERPRISE GRP IN
$7K
SNASNAP ON INC
$7K
CXWCORECIVIC INC
$6K
HPEHEWLETT PACKARD ENTERPRISE C
$6K
BLACKROCK MUNIENHANCED FD IN
$6K
RDS/AROYAL DUTCH SHELL PLC
$6K
FNCLFIDELITY COVINGTON TRUST
$6K
MOATVANECK VECTORS ETF TR
$6K
VOTVANGUARD INDEX FDS
$6K
WMBWILLIAMS COS INC
$6K
CNPCENTERPOINT ENERGY INC
$6K
TSTENARIS S A
$6K
WMWASTE MGMT INC DEL
$6K
REGREGENCY CTRS CORP
$6K
CECELANESE CORP DEL
$6K
MBBISHARES TR
$6K
GW PHARMACEUTICALS PLC
$6K
CCLCARNIVAL CORP
$6K
CMICUMMINS INC
$6K
INCYINCYTE CORP
$6K
TCRTZIOPHARM ONCOLOGY INC
$6K
HUBSHUBSPOT INC
$6K
ABJAABB LTD
$6K
XSLVINVESCO EXCH TRADED FD TR II
$6K
GSKGLAXOSMITHKLINE PLC
$6K
PWBINVESCO EXCHANGE TRADED FD T
$5K
BDJBLACKROCK ENHANCED EQUITY DI
$5K
SCHHSCHWAB STRATEGIC TR
$5K
DINDINE BRANDS GLOBAL INC
$5K
NSUSDNUSTAR ENERGY LP
$5K
BCEBCE INC
$5K
FTFFRANKLIN LTD DURATION INCOME
$5K
IXCISHARES TR
$5K
EQXEQUINOX GOLD CORP
$5K
SMTC CORP
$5K
ITTITT INC
$5K
SBCSABRA HEALTH CARE REIT INC
$5K
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