Arkolith/Funds/Charter Capital Management, LLC

Charter Capital Management, LLC

CIK 2076040
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Charter Capital Management, LLC holds a concentrated book of 75 stocks worth $225.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Fidelity Div ETF Rise Rates. Their largest long position is Ishares Core S&P Midcap ETF at 31% of the equity book. Cloning the disclosed picks since 2025 would be +23% (+22.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Charter Capital Management, LLC\DE's latest
holdings, largest changes, and filing provenance.
Opened
15
new positions
Added to
19
existing
Trimmed
28
reduced
Sold out
6
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.0%
+22.1%/yr · since Jul '25
Their reported book
+20.6%
held from quarter-end
S&P 500
+19.8%
same window
$10K$11K$11K$12K$12KJul '25Sep '25Dec '25Feb '26May '26Jul '26
Charter Capital Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.3 points over this window.

Growth of $10,000 cloning Charter Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
71%
Top 10 holdings
82%
Top 20 holdings
89%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

14% mapped to company sectors

ETF / fund or unclassified
86%
Information Technology
5%
Financials
4%
Industrials
3%
Utilities
1%
Health Care
1%
Consumer Discretionary
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Charter Capital Management, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 75$535.4B
WELLS FARGO & COMPANY/MN80 / 75$160.2B
ROYAL BANK OF CANADA80 / 75$159.2B
UBS Group AG80 / 75$139.0B
RAYMOND JAMES FINANCIAL INC80 / 75$106.3B
ENVESTNET ASSET MANAGEMENT INC80 / 75$85.5B
LPL Financial LLC80 / 75$78.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO80 / 75$55.7B

Ranked by how many of Charter Capital Management, LLC's top 75 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

75 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P MCP ETF
$70.7M916.6K
31.3%
+1.5%
Added · +13K sh
2Vanguard Whitehall FDS
HIGH DIV YLD
$33.2M209.9K
14.7%
+1.9%
Added · +4K sh
3Invesco Exchange Traded FD T
RAFI US 1000 ETF
$32.7M604.5K
14.5%
+1.6%
Added · +9K sh
4Dimensional ETF Trust
INTL CORE EQT MK
$16.0M388.9K
7.1%
+0.1%
Added · +534 sh
5Fidelity Covington Trust
DIVID ETF RISI
$8.7M134.2K
3.9%
−1.1%
Reduced · −2K sh
6Capital Group Growth ETF
SHS CREAT UNIT
$8.6M181.2K
3.8%
+2.5%
Added · +4K sh
7Vanguard Index FDS
S&P 500 ETF SHS
$5.7M8.4K
2.5%
+2.6%
Added · +215 sh
8Ishares TR
CORE US AGGBD ET
$4.0M40.8K
1.8%
+4.5%
Added · +2K sh
9Vanguard Specialized Funds
DIV APP ETF
$2.8M11.8K
1.2%
−3.3%
Reduced · −399 sh
10Capital Group Intl Focus Eqt
SHS CREAT UNIT
$2.7M78.0K
1.2%
+2.5%
Added · +2K sh
11Alphabet Inc
CAP STK CL A
$2.1M6.0K
0.9%
−9.6%
Reduced · −637 sh
12CSX Corp
COM
$2.0M42.0K
0.9%
Held
13Alphabet Inc
CAP STK CL C
$1.9M5.3K
0.8%
−4.4%
Reduced · −243 sh
14US Bancorp
COM NEW
$1.8M29.6K
0.8%
−21%
Reduced · −8K sh
15Curtiss Wright Corp
COM
$1.4M1.8K
0.6%
Held
16Berkshire Hathaway Inc Del
CL B NEW
$1.3M2.7K
0.6%
−4.6%
Reduced · −130 sh
17Amphenol Corp
CL A
$1.3M7.5K
0.6%
−0.5%
Reduced · −34 sh
18JPMorgan Chase & Co
COM
$1.3M4.0K
0.6%
−1.9%
Reduced · −76 sh
19Wec Energy Group Inc
COM
$1.3M11.0K
0.6%
−1.3%
Reduced · −150 sh
20Advanced Micro Devices Inc
COM
$1.2M2.1K
0.6%
−9.3%
Reduced · −221 sh
21Ishares TR
CORE S&P500 ETF
$1.2M1.6K
0.5%
−4.9%
Reduced · −84 sh
22Microsoft Corp
COM
$1.0M2.7K
0.4%
−0.7%
Reduced · −20 sh
23Uber Technologies Inc
COM
$957K13.3K
0.4%
−9.0%
Reduced · −1K sh
24Ishares TR
ISHARES SEMICDTR
$913K1.4K
0.4%
−4.5%
Reduced · −67 sh
25Apple Inc
COM
$901K3.1K
0.4%
−1.5%
Reduced · −47 sh
26Eli Lilly & Co
COM
$739K616
0.3%
−2.2%
Reduced · −14 sh
27Visa Inc
COM CL A
$729K2.1K
0.3%
−1.0%
Reduced · −22 sh
28Pimco ETF TR
ENHNCD LW DUR AC
$720K7.5K
0.3%
−3.2%
Reduced · −247 sh
29Flexshares TR
QUALT DIVD IDX
$678K7.5K
0.3%
Held
30Fidelity Covington Trust
ENHANCED LARGE
$676K15.5K
0.3%
~0%
Added · +1 sh
31Ishares TR
TIPS BD ETF
$673K6.1K
0.3%
Held
32Alliant Energy Corp
COM
$673K8.8K
0.3%
−3.1%
Reduced · −284 sh
33Teledyne Technologies Inc
COM
$631K946
0.3%
Held
34Morgan Stanley
COM NEW
$598K2.9K
0.3%
+4.6%
Added · +125 sh
35Invesco QQQ TR
UNIT SER 1
$575K780
0.3%
+1.0%
Added · +8 sh
36Wells Fargo & Co
COM
$574K6.9K
0.3%
~0%
Added · +3 sh
37Amazon Com Inc
COM
$566K2.4K
0.3%
Held
38Procter & Gamble Co
COM
$543K3.7K
0.2%
−2.6%
Reduced · −100 sh
39NextEra Energy Inc
COM
$515K5.9K
0.2%
+2.5%
Added · +146 sh
40Verizon Communications Inc
COM
$496K11.7K
0.2%
−1.7%
Reduced · −207 sh
41United Parcel Svcs Inc
CL B
$484K4.5K
0.2%
−17%
Reduced · −908 sh
42M & T BK Corp
COM
$476K2.0K
0.2%
Held
43Zebra Technologies Corporati
CL A
$474K1.8K
0.2%
Held
44Nvidia Corporation
COM
$437K2.2K
0.2%
−6.1%
Reduced · −142 sh
45Vanguard BD Index FDS
TOTAL BND MRKT
$434K5.9K
0.2%
+0.5%
Added · +30 sh
46Meta Platforms Inc
CL A
$431K765
0.2%
−0.9%
Reduced · −7 sh
47Ishares TR
SELECT DIVID ETF
$430K2.7K
0.2%
−19%
Reduced · −659 sh
48Micron Technology Inc
COM
$410K355
0.2%
New
New position
49Costco Wholesale Corporation
COM
$407K435
0.2%
−0.7%
Reduced · −3 sh
50Vanguard Index FDS
TOTAL STK MKT
$403K1.1K
0.2%
Held
Showing 50 of 75 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202675$225.9M13F-HR
Q1 2026Mar 31, 2026Apr 27, 202670$199.7M13F-HR
Q4 2025Dec 31, 2025Jan 22, 202664$193.7M13F-HR
Q3 2025Sep 30, 2025Oct 28, 202561$185.3M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202562$170.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.