Charter Capital Management LLCDE - Portfolio Holdings & Fund Performance

List of top 200 securities held by Charter Capital Management LLCDE:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Quarter: 2026Q2
Report Date Time: 2026-07-24 12:42:33
Total Holdings: 74
Assets Under Management (AUM) :
$225,243,888 ($225.24M)
Reporting Manager: Joel Hassler
Address:

13805 WEST BURLEIGH ROAD
SUITE 100
BROOKFIELD, WI 53005

Since : total money flow = , gains and losses =
Select filters:
×

ERROR