DOSSIER · 13F-HR · Q3 2026
Charter Capital Management, LLC\DE
$220M in tracked AUM across 69 positions as of Q3 2026.
CC
CIK 0002076040 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Charter Capital Management, LLC (DE) has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 204.3% from approximately $63.64 million to $193.66 million for the period ending December 31, 2025. This substantial increase in capital coincides with a major strategic overhaul, evidenced by the addition of 31 new positions and the exit from 8 previous holdings. The portfolio now consists of **64 holdi...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.