CR

CHARTER RESEARCH & INVESTMENT GROUP, INC.

13F
CHARTER RESEARCH & INVESTMENT GROUP, INC.
Last update 2025-05-12 79 Stocks (3 new)
Value $131.00 Mil Turnover 2 %
Countries:
CHARTER RESEARCH & INVESTMENT ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
69,156
15,361.7
-0.82%
11.750
-0.11%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
GOOGL
Alphabet Inc
46,195
7,143.6
-0.38%
5.460
-0.03%
0.000
+26.47%
+1.32%
2,326,066.7
Interactive Media
JNJ
Johnson & Johnson
32,145
5,330.9
-0.09%
4.080
0%
0.000
+7.37%
+18.05%
404,051.9
Drug Manufacturers
RTX
RTX Corp
38,687
5,124.4
-0.12%
3.920
0%
0.000
+31.81%
+30.22%
199,284.2
Aerospace & Defense
IBM
International Business Machines Corp
International Business Machines Corp
19,887
4,945.1
+0.14%
3.780
+0.01%
0.000
+17.82%
+29.98%
262,052.7
Software
META
Meta Platforms Inc
8,125
4,682.9
-0.10%
3.580
0%
0.000
+40.99%
+20.58%
1,772,123.0
Interactive Media
PEP
PepsiCo Inc
29,540
4,429.2
-0.10%
3.390
0%
0.000
+2.92%
-2.05%
199,940.0
Beverages - Non-Alcoholic
MDLZ
Mondelez International Inc
63,209
4,288.7
0%
3.280
0%
0.000
+4.33%
+20.11%
91,608.2
Consumer Packaged Goods
XOM
Exxon Mobil Corp
32,154
3,824.1
-0.25%
2.930
-0.01%
0.000
+1.14%
+2.74%
467,768.2
Oil & Gas
HD
The Home Depot Inc
9,623
3,526.6
-2.66%
2.700
-0.08%
0.000
+5.33%
-3.42%
369,128.2
Retail - Cyclical

CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Historical Top Holdings Breakdowns

CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-03-31
Add
Add
+1.04%
40.03 ($44.05) 46.81
$43.99
-0.14%
Add 477.94%
40,340
33,360
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
New Buy
New Buy
+0.19%
96.1 ($101.94) 106.32
$110.57
8.47%
New holding
2,540
2,540
BX
Blackstone Inc
2025-03-31
Sold Out
Sold Out
-0.18%
136.53 ($162.31) 186.74
$169.38
4.36%
Sold Out
0
-1,385
HUBB
Hubbell Inc
2025-03-31
Sold Out
Sold Out
-0.18%
330.91 ($387.24) 456.86
$428.55
10.67%
Sold Out
0
-575
DUK
Duke Energy Corp
2025-03-31
New Buy
New Buy
+0.17%
105.87 ($113.99) 121.97
$120.73
5.91%
New holding
1,781
1,781
VEU
Vanguard FTSE All-World ex-US ETF
2025-03-31
New Buy
New Buy
+0.16%
56.51 ($60.25) 62.98
$67.84
12.60%
New holding
3,350
3,350
MLM
Martin Marietta Materials Inc
2025-03-31
Sold Out
Sold Out
-0.16%
460.39 ($507.84) 552.64
$570.98
12.43%
Sold Out
0
-400
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.15%
468.34 ($508.07) 539.52
$561.25
10.47%
Add 30.74%
1,731
407
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.11%
209.68 ($231.67) 247.1
$214.40
-7.45%
Reduce -0.82%
69,156
-575
HD
The Home Depot Inc
2025-03-31
Reduce
Reduce
-0.08%
347.25 ($389.72) 424.87
$371.01
-4.80%
Reduce -2.66%
9,623
-263

CHARTER RESEARCH & INVESTMENT GROUP, INC. Total Holding History ($B)

To

CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Asset Allocation

To

CHARTER RESEARCH & INVESTMENT GROUP, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Hypothetical Growth since 2025-03-31

CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Holdings Heat Map

Size field:

CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Holdings Bubble Chart

CHARTER RESEARCH & INVESTMENT GROUP, INC. News

  • 1

Discussions on CHARTER RESEARCH & INVESTMENT GROUP, INC.

No discussions yet.