Charter Oak Advisors Lp filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 118.97 M reflecting a -57.32% change from the prior quarter, spanning 13 assets. The top 10 holdings comprised 92.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 0 complete exits.
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Charter Oak Advisors submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Charter Oak Advisors reported a managed portfolio value of 118.97 M, consisting of 13 individual positions.
This page displays the raw filing documents. To see which stocks Charter Oak Advisors bought or sold during Q4 2025, please visit Charter Oak Advisors's Portfolio Analysis page.