Charter Research & Investment Group, Inc. Top Holdings and 13F Report (2025)

About Charter Research & Investment Group, Inc.

Investment Activity

Charter Research & Investment Group, Inc. has $131.30 million in total holdings as of December 31, 2024.
Charter Research & Investment Group, Inc. owns shares of 79 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 0.24% of the portfolio was purchased this quarter.
About 3.82% of the portfolio was sold this quarter.
This quarter, Charter Research & Investment Group, Inc. has purchased 84 new stocks and bought additional shares in 4 stocks.
Charter Research & Investment Group, Inc. sold shares of 35 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple: $17,462,097
Alphabet: $8,777,841
Meta Platforms: $4,761,953
Johnson & Johnson: $4,653,112
PepsiCo: $4,496,399

Largest Purchases this Quarter

Home Depot: 597 shares (about $232.23K)
AT&T: 2,024 shares (about $46.09K)
Amazon.com: 100 shares (about $21.94K)
SPDR Portfolio S&P 600 Small Cap ETF: 385 shares (about $17.29K)

Largest Sales this Quarter

Apple: 2,671 shares (about $668.87K)
Verizon Communications: 7,100 shares (about $283.92K)
Alphabet: 1,415 shares (about $269.47K)
Alphabet: 860 shares (about $162.80K)
Johnson & Johnson: 971 shares (about $140.42K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$17,462,097	$668,874 ▼	-3.7%	69,731	13.3%	Computer and Technology
GOOGL Alphabet	$8,777,841	$162,798 ▼	-1.8%	46,370	6.7%	Computer and Technology
META Meta Platforms	$4,761,953	$88,998 ▼	-1.8%	8,133	3.6%	Computer and Technology
JNJ Johnson & Johnson	$4,653,112	$140,425 ▼	-2.9%	32,175	3.5%	Medical
PEP PepsiCo	$4,496,399	$82,416 ▼	-1.8%	29,570	3.4%	Consumer Staples
RTX RTX	$4,482,039	$35,989 ▼	-0.8%	38,732	3.4%	Aerospace
IBM International Business Machines	$4,365,604	$36,052 ▼	-0.8%	19,859	3.3%	Computer and Technology
HD Home Depot	$3,845,555	$232,227 ▲	6.4%	9,886	2.9%	Retail/Wholesale
MDLZ Mondelez International	$3,775,474	$17,023 ▼	-0.4%	63,209	2.9%	Consumer Staples
MDY SPDR S&P MidCap 400 ETF Trust	$3,538,378	$76,327 ▼	-2.1%	6,212	2.7%	ETF
XOM Exxon Mobil	$3,467,411	$83,797 ▼	-2.4%	32,234	2.6%	Oils/Energy
MRK Merck & Co., Inc.	$3,445,788	$7,461 ▼	-0.2%	34,638	2.6%	Medical
BAC Bank of America	$3,234,017	$8,790 ▼	-0.3%	73,584	2.5%	Finance
SPY SPDR S&P 500 ETF Trust	$3,125,565	$30,476 ▼	-1.0%	5,333	2.4%	Finance
CRM Salesforce	$2,692,025	$16,716 ▼	-0.6%	8,052	2.1%	Computer and Technology
GLD SPDR Gold Shares	$2,667,304	$64,649 ▼	-2.4%	11,016	2.0%	Finance
GOOG Alphabet	$2,605,219	$269,473 ▼	-9.4%	13,680	2.0%	Computer and Technology
MSFT Microsoft	$2,601,498	$9,273 ▼	-0.4%	6,172	2.0%	Computer and Technology
BMY Bristol-Myers Squibb	$2,243,062	$99,659 ▼	-4.3%	39,658	1.7%	Medical
MET MetLife	$2,019,406	$16,376 ▼	-0.8%	24,663	1.5%	Finance
DIS Walt Disney	$1,992,735	$54,228 ▼	-2.6%	17,896	1.5%	Consumer Discretionary
UPS United Parcel Service	$1,865,689		0.0%	14,795	1.4%	Transportation
MTB M&T Bank	$1,778,575	$31,774 ▼	-1.8%	9,460	1.4%	Finance
AMZN Amazon.com	$1,683,818	$21,939 ▲	1.3%	7,675	1.3%	Retail/Wholesale
CAT Caterpillar	$1,614,282		0.0%	4,450	1.2%	Industrial Products
PG Procter & Gamble	$1,551,356		0.0%	9,254	1.2%	Consumer Staples
AMAT Applied Materials	$1,459,604		0.0%	8,975	1.1%	Computer and Technology
PM Philip Morris International	$1,454,189	$22,265 ▼	-1.5%	12,083	1.1%	Consumer Staples
BRK.B Berkshire Hathaway	$1,250,600	$14,052 ▼	-1.1%	2,759	1.0%	Finance
PPL PPL	$1,202,416	$20,288 ▼	-1.7%	37,043	0.9%	Utilities
KMI Kinder Morgan	$1,133,209	$14,823 ▼	-1.3%	41,358	0.9%	Oils/Energy
MO Altria Group	$1,055,840		0.0%	20,192	0.8%	Consumer Staples
T AT&T	$984,438	$46,086 ▲	4.9%	43,234	0.7%	Computer and Technology
ABBV AbbVie	$974,862	$35,185 ▼	-3.5%	5,486	0.7%	Medical
ADP Automatic Data Processing	$968,351		0.0%	3,308	0.7%	Business Services
MCK McKesson	$931,233		0.0%	1,634	0.7%	Medical
VZ Verizon Communications	$866,169	$283,924 ▼	-24.7%	21,660	0.7%	Computer and Technology
ALB Albemarle	$834,201	$42,954 ▼	-4.9%	9,691	0.6%	Basic Materials
KO Coca-Cola	$820,227		0.0%	13,174	0.6%	Consumer Staples
MCD McDonald's	$811,692		0.0%	2,800	0.6%	Retail/Wholesale
V Visa	$796,421		0.0%	2,520	0.6%	Business Services
WMT Walmart	$758,217	$1,807 ▼	-0.2%	8,392	0.6%	Retail/Wholesale
ABT Abbott Laboratories	$740,531		0.0%	6,547	0.6%	Medical
HON Honeywell International	$739,112		0.0%	3,272	0.6%	Multi-Sector Conglomerates
ORCL Oracle	$708,053		0.0%	4,249	0.5%	Computer and Technology
VGT Vanguard Information Technology ETF	$696,416		0.0%	1,120	0.5%	ETF
JPM JPMorgan Chase & Co.	$687,093	$26,371 ▼	-3.7%	2,866	0.5%	Finance
QQQ Invesco QQQ	$676,869		0.0%	1,324	0.5%	Finance
EPD Enterprise Products Partners	$663,578		0.0%	21,160	0.5%	Oils/Energy
RSP Invesco S&P 500 Equal Weight ETF	$652,557		0.0%	3,724	0.5%	ETF
CAG Conagra Brands	$629,509	$35,021 ▼	-5.3%	22,685	0.5%	Consumer Staples
WAT Waters	$619,537		0.0%	1,670	0.5%	Medical
CL Colgate-Palmolive	$582,460	$20,818 ▼	-3.5%	6,407	0.4%	Consumer Staples
CVX Chevron	$525,769		0.0%	3,630	0.4%	Oils/Energy
ED Consolidated Edison	$503,725		0.0%	5,645	0.4%	Utilities
COST Costco Wholesale	$501,162		0.0%	547	0.4%	Retail/Wholesale
SYK Stryker	$479,227		0.0%	1,331	0.4%	Medical
VTI Vanguard Total Stock Market ETF	$454,712	$50,717 ▼	-10.0%	1,569	0.3%	ETF
STZ Constellation Brands	$449,956	$95,030 ▼	-17.4%	2,036	0.3%	Consumer Staples
NVDA NVIDIA	$446,514		0.0%	3,325	0.3%	Computer and Technology
EMR Emerson Electric	$427,311		0.0%	3,448	0.3%	Industrial Products
PPG PPG Industries	$424,048		0.0%	3,550	0.3%	Basic Materials
NEE NextEra Energy	$408,848		0.0%	5,703	0.3%	Utilities
APD Air Products and Chemicals	$401,415		0.0%	1,384	0.3%	Basic Materials
USB U.S. Bancorp	$316,252		0.0%	6,612	0.2%	Finance
PFE Pfizer	$313,797	$59,905 ▼	-16.0%	11,828	0.2%	Medical
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$313,542	$17,294 ▲	5.8%	6,980	0.2%	ETF
COF Capital One Financial	$273,543		0.0%	1,534	0.2%	Finance
RPG Invesco S&P 500 Pure Growth ETF	$272,316		0.0%	6,600	0.2%	ETF
GE General Electric	$262,194		0.0%	1,572	0.2%	Transportation
COP ConocoPhillips	$252,375		0.0%	2,545	0.2%	Oils/Energy
MMM 3M	$246,562		0.0%	1,910	0.2%	Multi-Sector Conglomerates
HUBB Hubbell	$240,862		0.0%	575	0.2%	Industrial Products
EXR Extra Space Storage	$240,856		0.0%	1,610	0.2%	Finance
BX Blackstone	$238,802		0.0%	1,385	0.2%	Finance
CB Chubb	$226,566		0.0%	820	0.2%	Finance
WTRG Essential Utilities	$215,378		0.0%	5,930	0.2%	Utilities
WM Waste Management	$211,880		0.0%	1,050	0.2%	Business Services
MLM Martin Marietta Materials	$206,600		0.0%	400	0.2%	Construction
BCE BCE	$0	$1,268,390 ▼	-100.0%	0	0.0%	Utilities
AGR Avangrid	$0	$409,080 ▼	-100.0%	0	0.0%	Utilities
VEU Vanguard FTSE All-World ex-US ETF	$0	$211,050 ▼	-100.0%	0	0.0%	ETF
DUK Duke Energy	$0	$205,349 ▼	-100.0%	0	0.0%	Utilities
TXN Texas Instruments	$0	$201,612 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Charter Research & Investment Group, Inc. Top Holdings and 13F Report (2025)

About Charter Research & Investment Group, Inc.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Charter Research & Investment Group, Inc. Top Holdings and 13F Report (2025)

About Charter Research & Investment Group, Inc.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCharter Research & Investment Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools