Charter Capital Management, LLC\DE — 13F Holdings & Portfolio

CIK 2076040 · latest 13F-HR filed 2026-04-27

Charter Capital Management, LLC\DE manages $199.7M in 13F-reported U.S. long-equity assets across 70 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IJH (30.54%), VYM (15.27%), PRF (14.16%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 1, added to 20, and trimmed 23.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$199.7M

Long-equity book

Holdings

70

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+7 / −1 / ↑20 / ↓23

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD WHITEHALL FDS$1.6M +5.5%
  • WEC ENERGY GROUP INC$341.4K +35.8%
  • CSX CORP$313.3K +22.2%
  • ISHARES TR$285.0K +138.9%
  • CURTISS WRIGHT CORP$231.9K +23.6%
Show all 20

Top Trims

  • CAPITAL GROUP GROWTH ETF-$477.2K -6.3%
  • UBER TECHNOLOGIES INC-$271.9K -20.6%
  • AMPHENOL CORP-$180.9K -16.1%
  • ALPHABET INC-$169.8K -9.7%
  • ALPHABET INC-$168.6K -8.1%
Show all 23

New Positions

  • CHEVRON CORPORATION$422.9K
  • DUKE ENERGY CORP NEW$326.4K
  • AT&T INC$231.4K
  • AFLAC INC$220.9K
  • SPDR GOLD TR$215.1K
Show all 7

Exited Positions

  • CAPITAL ONE FINL CORP$262.2K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IJH 464287507 $61.0M 30.54% 903,247 SH
2 VANGUARD WHITEHALL FDS VYM 921946406 $30.5M 15.27% 205,856 SH
3 INVESCO EXCHANGE TRADED FD T PRF 46137V613 $28.3M 14.16% 595,164 SH
4 DIMENSIONAL ETF TRUST DFAI 25434V203 $15.1M 7.58% 388,335 SH
5 FIDELITY COVINGTON TRUST FDRR 316092832 $8.0M 4.00% 135,730 SH
6 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $7.1M 3.56% 176,789 SH
7 VANGUARD INDEX FDS VOO 922908363 $4.9M 2.44% 8,150 SH
8 ISHARES TR AGG 464287226 $3.9M 1.94% 39,043 SH
9 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.6M 1.32% 12,242 SH
10 CAPITAL GROUP INTL FOCUS EQT CGXU 14019W109 $2.2M 1.12% 76,156 SH
11 US BANCORP USB 902973304 $1.9M 0.97% 37,327 SH
12 ALPHABET INC GOOGL 02079K305 $1.9M 0.96% 6,633 SH
13 CSX CORP CSX 126408103 $1.7M 0.86% 41,984 SH
14 ALPHABET INC GOOG 02079K107 $1.6M 0.80% 5,539 SH
15 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.3M 0.67% 2,811 SH
16 WEC ENERGY GROUP INC WEC 92939U106 $1.3M 0.65% 11,187 SH
17 CURTISS WRIGHT CORP CW 231561101 $1.2M 0.61% 1,786 SH
18 JPMORGAN CHASE & CO JPM 46625H100 $1.2M 0.60% 4,056 SH
19 ISHARES TR IVV 464287200 $1.1M 0.56% 1,716 SH
20 UBER TECHNOLOGIES INC UBER 90353T100 $1.0M 0.53% 14,581 SH
21 MICROSOFT CORP MSFT 594918104 $1.0M 0.50% 2,724 SH
22 AMPHENOL CORP APH 032095101 $945.9K 0.47% 7,486 SH
23 APPLE INC AAPL 037833100 $802.3K 0.40% 3,161 SH
24 PIMCO ETF TR LDUR 72201R718 $745.4K 0.37% 7,780 SH
25 ISHARES TR TIP 464287176 $678.5K 0.34% 6,148 SH
26 ALLIANT ENERGY CORP LNT 018802108 $653.0K 0.33% 9,100 SH
27 VISA INC V 92826C839 $648.9K 0.32% 2,147 SH
28 VERIZON COMMUNICATIONS INC VZ 92343V104 $598.7K 0.30% 11,927 SH
29 FLEXSHARES TR QDF 33939L860 $596.1K 0.30% 7,536 SH
30 ELI LILLY & CO LLY 532457108 $579.8K 0.29% 630 SH
31 FIDELITY COVINGTON TRUST FELG 31609A305 $579.5K 0.29% 15,456 SH
32 TELEDYNE TECHNOLOGIES INC TDY 879360105 $572.3K 0.29% 946 SH
33 WELLS FARGO & CO WFC 949746101 $552.9K 0.28% 6,944 SH
34 PROCTER & GAMBLE CO PG 742718109 $548.8K 0.27% 3,800 SH
35 UNITED PARCEL SVCS INC UPS 911312106 $532.3K 0.27% 5,411 SH
36 NEXTERA ENERGY INC NEE 65339F101 $531.9K 0.27% 5,727 SH
37 ISHARES TR DVY 464287168 $516.1K 0.26% 3,408 SH
38 AMAZON COM INC AMZN 023135106 $494.4K 0.25% 2,374 SH
39 ISHARES TR SOXX 464287523 $490.3K 0.25% 1,492 SH
40 ADVANCED MICRO DEVICES INC AMD 007903107 $481.9K 0.24% 2,369 SH
41 MORGAN STANLEY MS 617446448 $450.1K 0.23% 2,735 SH
42 INVESCO QQQ TR QQQ 46090E103 $445.5K 0.22% 772 SH
43 META PLATFORMS INC META 30303M102 $441.8K 0.22% 772 SH
44 COSTCO WHOLESALE CORPORATION COST 22160K105 $436.8K 0.22% 438 SH
45 VANGUARD BD INDEX FDS BND 921937835 $433.5K 0.22% 5,887 SH
46 CHEVRON CORPORATION CVX 166764100 $422.9K 0.21% 2,044 SH
47 M & T BK CORP MTB 55261F104 $413.4K 0.21% 2,000 SH
48 NVIDIA CORPORATION NVDA 67066G104 $405.9K 0.20% 2,327 SH
49 ZEBRA TECHNOLOGIES CORPORATI ZBRA 989207105 $376.3K 0.19% 1,800 SH
50 GATX CORP GATX 361448103 $352.7K 0.18% 2,066 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $199.7M 70 0002076040-26-000004
2025-12-31 2026-01-22 $193.7M 64 0002076040-26-000002