Investments: Charter Oak Capital Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
1.039.290.654 $+24.744.502 $
+4,2 %
1.014.546.152 $+1.014.546.152 $
BANK OF AMERICA CORP /DE/BAC826.429.217 $+14.856.458 $
+1,8 %
811.572.759 $+811.572.759 $
BlackRock, Inc.BLK134.110.203 $+4.460.434 $
+3,4 %
129.649.769 $+129.649.769 $
APPFOLIO INCAPPF21.332.093 $+1.559.751 $
+7,9 %
19.772.342 $+19.772.342 $
MICROSOFT CORPMSFT4.868.770 $-371.557 $
-7,1 %
5.240.327 $+5.240.327 $
ANALOG DEVICES INCADI4.190.672 $+395.263 $
+10,4 %
3.795.409 $+3.795.409 $
JPMORGAN CHASE & COJPM3.217.907 $+291.909 $
+10,0 %
2.925.998 $+2.925.998 $
ALPHA PRO TECH LTDAPT3.118.702 $+665.860 $
+27,1 %
2.452.842 $+2.452.842 $
JOHNSON & JOHNSONJNJ2.850.504 $+546.318 $
+23,7 %
2.304.186 $+2.304.186 $
MORGAN STANLEYMS2.809.222 $+252.203 $
+9,9 %
2.557.019 $+2.557.019 $
BERKSHIRE HATHAWAY INCBRK-B1.996.263 $-104.927 $
-5,0 %
2.101.190 $+2.101.190 $
NVIDIA CORPNVDA2.002.777 $+57.702 $
+3,0 %
1.945.075 $+1.945.075 $
AbbVie Inc.ABBV1.918.653 $-35.768 $
-1,8 %
1.954.421 $+1.954.421 $
AMAZON COM INCAMZN1.823.536 $+103.589 $
+6,0 %
1.719.947 $+1.719.947 $
RTX CorpRTX1.779.029 $+419.152 $
+30,8 %
1.359.877 $+1.359.877 $
TE Connectivity plcTEL1.721.282 $+60.375 $
+3,6 %
1.660.907 $+1.660.907 $
EXXON MOBIL CORPXOM1.465.989 $-207.479 $
-12,4 %
1.673.468 $+1.673.468 $
Medtronic plcMDT1.670.096 $+4.112 $
+0,2 %
1.665.984 $+1.665.984 $
PROCTER & GAMBLE CoPG1.488.405 $-25.533 $
-1,7 %
1.513.938 $+1.513.938 $
CELESTICA INCCLS1.331.428 $+222.225 $
+20,0 %
1.109.203 $+1.109.203 $
Walmart Inc.WMT1.196.463 $+246.006 $
+25,9 %
950.457 $+950.457 $
ELI LILLY & CoLLY1.178.863 $+335.185 $
+39,7 %
843.678 $+843.678 $
WATSCO INCWSO859.223 $-171.742 $
-16,7 %
1.030.965 $+1.030.965 $
NEXTERA ENERGY INCNEE1.020.973 $+92.785 $
+10,0 %
928.188 $+928.188 $
YUM BRANDS INCYUM842.306 $-46.025 $
-5,2 %
888.331 $+888.331 $
CATERPILLAR INCCAT821.203 $+167.450 $
+25,6 %
653.753 $+653.753 $
MCDONALDS CORPMCD815.765 $-1.367 $
-0,2 %
817.132 $+817.132 $
PEPSICO INCPEP777.063 $-27.695 $
-3,4 %
804.758 $+804.758 $
INTEL CORPINTC799.028 $+61.252 $
+8,3 %
737.776 $+737.776 $
DEERE & CODE782.461 $+15.796 $
+2,1 %
766.665 $+766.665 $
Mastercard IncMA695.415 $-53.221 $
-7,1 %
748.636 $+748.636 $
ORACLE CORPORCL484.013 $-209.036 $
-30,2 %
693.049 $+693.049 $
CHEVRON CORPCVX600.135 $-17.265 $
-2,8 %
617.400 $+617.400 $
COCA COLA COKO504.613 $-480 $
-0,1 %
505.093 $+505.093 $
ADVANCED MICRO DEVICES INCAMD490.427 $+107.146 $
+28,0 %
383.281 $+383.281 $
ALLSTATE CORPALL428.894 $-12.105 $
-2,7 %
440.999 $+440.999 $
UNITEDHEALTH GROUP INCUNH383.749 $-55.327 $
-12,6 %
439.076 $+439.076 $
AT&T INC.T419.474 $-14.055 $
-3,2 %
433.529 $+433.529 $
GENERAL ELECTRIC COGE432.020 $+8.307 $
+2,0 %
423.713 $+423.713 $
BOEING COBA396.477 $+5.162 $
+1,3 %
391.315 $+391.315 $
TEXTRON INCTXT371.606 $+11.425 $
+3,2 %
360.181 $+360.181 $
NETFLIX INCNFLX293.020 $-67.881 $
-18,8 %
360.901 $+360.901 $
AFLAC INCAFL341.137 $-3.866 $
-1,1 %
345.003 $+345.003 $
Walt Disney CoDIS319.303 $-5.039 $
-1,6 %
324.342 $+324.342 $
VERIZON COMMUNICATIONS INCVZ294.732 $-23.567 $
-7,4 %
318.299 $+318.299 $
AMGEN INCAMGN309.252 $+46.854 $
+17,9 %
262.398 $+262.398 $
REALTY INCOME CORPO230.015 $-51.531 $
-18,3 %
281.546 $+281.546 $
PFIZER INCPFE272.068 $+17.163 $
+6,7 %
254.905 $+254.905 $
AMERICAN EXPRESS COAXP271.581 $+21.550 $
+8,6 %
250.031 $+250.031 $
INTUITIVE SURGICAL INCISRG259.393 $+58.139 $
+28,9 %
201.254 $+201.254 $
SPS COMMERCE INCSPSC256.809 $+256.809 $
Otis Worldwide CorpOTIS234.476 $-15.486 $
-6,2 %
249.962 $+249.962 $
Bank of New York Mellon CorpBK246.924 $+14.948 $
+6,4 %
231.976 $+231.976 $
3M COMMM246.267 $+40.001 $
+19,4 %
206.266 $+206.266 $
EVERSOURCE ENERGYES234.121 $+234.121 $
EMERSON ELECTRIC COEMR225.520 $+5.372 $
+2,4 %
220.148 $+220.148 $
Duke Energy CORPDUK214.846 $+214.846 $
ISHARES GOLD TRUSTIAU209.675 $+209.675 $
GENERAL DYNAMICS CORPGD204.233 $-2.252 $
-1,1 %
206.485 $+206.485 $
TORONTO DOMINION BANKTD202.363 $+202.363 $
1.039.290.654 $+24.744.502 $
+4,2 %
1.014.546.152 $+1.014.546.152 $
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