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Home > Hedge Funds > Charter Oak Advisors > Profile

Hedge Fund - Charter Oak Advisors

Heath Watkin And Brad Walker Bio, Returns, AUM, Net Worth

Manager biography is currently missing.
Heath Watkin And Brad Walker
Fund Profile
Filing Period:
Fund Name: Charter Oak Advisors
Manager Heath Watkin And Brad Walker
Portfolio Value $224,350,944
Change This QTR +1.60%
Top 13F Holdings
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1.
Spdr S & P 500 Etf TrustPUT
 SPY 100,000 $61,785,000 NEW 27.54%
2.
Talen Energy Corp
 TLN 187,233 $54,441,740 24.27%
3.
Ansys Inc
 ANSS 51,220 $17,989,489 8.02%
4.
Clean Harbors Inc
 CLH 64,586 $14,930,992 6.66%
5.
Corning Inc
 GLW 279,848 $14,717,207 6.56%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)