Charter Research & Investment Group, Inc. Top Holdings and 13F Report (2025) About Charter Research & Investment Group, Inc.Investment ActivityCharter Research & Investment Group, Inc. has $133.91 million in total holdings as of June 30, 2025.Charter Research & Investment Group, Inc. owns shares of 83 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 0.93% of the portfolio was purchased this quarter.About 2.07% of the portfolio was sold this quarter.This quarter, Charter Research & Investment Group, Inc. has purchased 79 new stocks and bought additional shares in 5 stocks.Charter Research & Investment Group, Inc. sold shares of 40 stocks and completely divested from 0 stocks this quarter.Largest Holdings Apple $13,934,785Alphabet $7,857,215Meta Platforms $5,897,339International Business Machines $5,776,509RTX $5,592,823 Largest New Holdings this Quarter 573284106 - Martin Marietta Materials $219,584 Holding443510607 - Hubbell $208,289 Holding651587107 - NewMarket $207,258 Holding882508104 - Texas Instruments $202,637 Holding Largest Purchases this Quarter Martin Marietta Materials 400 shares (about $219.58K)Hubbell 510 shares (about $208.29K)NewMarket 300 shares (about $207.26K)Texas Instruments 976 shares (about $202.64K)Invesco QQQ 353 shares (about $194.73K) Largest Sales this Quarter United Parcel Service 3,355 shares (about $338.66K)Alphabet 1,610 shares (about $283.73K)Apple 1,238 shares (about $254.00K)Oracle 650 shares (about $142.11K)M&T Bank 557 shares (about $108.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCharter Research & Investment Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$13,934,785$254,001 ▼-1.8%67,91810.4%Computer and TechnologyGOOGLAlphabet$7,857,215$283,730 ▼-3.5%44,5855.9%Computer and TechnologyMETAMeta Platforms$5,897,339$99,642 ▼-1.7%7,9904.4%Computer and TechnologyIBMInternational Business Machines$5,776,509$85,781 ▼-1.5%19,5964.3%Computer and TechnologyRTXRTX$5,592,823$56,217 ▼-1.0%38,3024.2%AerospaceJNJJohnson & Johnson$4,823,959$86,150 ▼-1.8%31,5813.6%MedicalMDLZMondelez International$4,208,863$53,952 ▼-1.3%62,4093.1%Consumer StaplesPEPPepsiCo$3,823,865$76,583 ▼-2.0%28,9602.9%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$3,496,170$60,044 ▼-1.7%6,1722.6%ETFHDHome Depot$3,432,958$95,329 ▼-2.7%9,3632.6%Retail/WholesaleBACBank of America$3,401,551$104,104 ▼-3.0%71,8842.5%FinanceXOMExxon Mobil$3,363,791$102,410 ▼-3.0%31,2042.5%EnergyGLDSPDR Gold Shares$3,362,5800.0%11,0312.5%FinanceSPYSPDR S&P 500 ETF Trust$3,294,9940.0%5,3332.5%FinanceMSFTMicrosoft$3,139,652$4,974 ▼-0.2%6,3122.3%Computer and TechnologyMRKMerck & Co., Inc.$2,675,766$66,178 ▼-2.4%33,8022.0%MedicalGOOGAlphabet$2,408,956$17,739 ▼-0.7%13,5801.8%Computer and TechnologyPMPhilip Morris International$2,148,223$43,347 ▼-2.0%11,7951.6%Consumer StaplesCRMSalesforce$2,143,889$51,811 ▼-2.4%7,8621.6%Computer and TechnologyDISWalt Disney$2,132,245$75,647 ▼-3.4%17,1941.6%Consumer DiscretionaryMETMetLife$1,940,535$42,864 ▼-2.2%24,1301.4%FinanceBMYBristol Myers Squibb$1,758,700$77,073 ▼-4.2%37,9931.3%MedicalCATCaterpillar$1,727,5350.0%4,4501.3%IndustrialsMTBM&T Bank$1,722,243$108,052 ▼-5.9%8,8781.3%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,695,693$22,791 ▼-1.3%39,8051.3%ETFAMATApplied Materials$1,643,0530.0%8,9751.2%Computer and TechnologyAMZNAmazon.com$1,625,680$58,138 ▼-3.5%7,4101.2%Retail/WholesalePGProcter & Gamble$1,466,308$5,576 ▼-0.4%9,2041.1%Consumer StaplesBRK.BBerkshire Hathaway$1,330,524$4,858 ▼-0.4%2,7391.0%FinancePPLPPL$1,273,857$18,470 ▲1.5%37,5881.0%UtilitiesTAT&T$1,231,831$25,583 ▼-2.0%42,5650.9%Computer and TechnologyMOAltria Group$1,183,8570.0%20,1920.9%Consumer StaplesMCKMcKesson$1,172,4480.0%1,6000.9%MedicalQQQInvesco QQQ$1,149,618$194,729 ▲20.4%2,0840.9%FinanceKMIKinder Morgan$1,138,045$72,001 ▼-6.0%38,7090.8%EnergyUPSUnited Parcel Service$1,082,109$338,664 ▼-23.8%10,7200.8%TransportationADPAutomatic Data Processing$1,020,1870.0%3,3080.8%Computer and TechnologyABBVAbbVie$1,018,3110.0%5,4860.8%MedicalKOCocaCola$932,0760.0%13,1740.7%Consumer StaplesVZVerizon Communications$925,140$12,072 ▼-1.3%21,3810.7%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$919,786$133,215 ▲16.9%5,0610.7%ETFVVisa$894,7260.0%2,5200.7%Business ServicesABTAbbott Laboratories$890,4570.0%6,5470.7%MedicalJPMJPMorgan Chase & Co.$830,9840.0%2,8660.6%FinanceMCDMcDonald's$818,076$31,262 ▼-3.7%2,8000.6%Retail/WholesaleWMTWalmart$807,858$5,867 ▼-0.7%8,2620.6%Retail/WholesaleORCLOracle$786,849$142,109 ▼-15.3%3,5990.6%Computer and TechnologyHONHoneywell International$761,9830.0%3,2720.6%Multi-Sector ConglomeratesVGTVanguard Information Technology ETF$742,8740.0%1,1200.6%ETFEPDEnterprise Products Partners$656,1720.0%21,1600.5%EnergyCLColgate-Palmolive$582,3960.0%6,4070.4%Consumer StaplesWATWaters$568,9350.0%1,6300.4%MedicalEDConsolidated Edison$566,5000.0%5,6450.4%UtilitiesALBAlbemarle$554,630$49,321 ▼-8.2%8,8500.4%Basic MaterialsNVDANVIDIA$551,385$30,018 ▲5.8%3,4900.4%Computer and TechnologyCOSTCostco Wholesale$541,4570.0%5470.4%Retail/WholesaleSYKStryker$526,5840.0%1,3310.4%MedicalCVXChevron$519,7800.0%3,6300.4%EnergyVTIVanguard Total Stock Market ETF$476,8660.0%1,5690.4%ETFEMREmerson Electric$459,7220.0%3,4480.3%IndustrialsCAGConagra Brands$433,657$24,564 ▼-5.4%21,1850.3%Consumer StaplesPPGPPG Industries$403,8130.0%3,5500.3%Basic MaterialsNEENextEra Energy$391,0430.0%5,6330.3%UtilitiesAPDAir Products and Chemicals$390,3710.0%1,3840.3%Basic MaterialsGEGE Aerospace$388,659$15,958 ▼-3.9%1,5100.3%AerospaceRPGInvesco S&P 500 Pure Growth ETF$332,656$34,236 ▲11.5%7,2680.2%ETFCOFCapital One Financial$326,3740.0%1,5340.2%FinanceUSBU.S. Bancorp$299,1930.0%6,6120.2%FinanceMMM3M$290,778$8,830 ▼-2.9%1,9100.2%Multi-Sector ConglomeratesPFEPfizer$286,711$2,739 ▼-0.9%11,8280.2%MedicalSTZConstellation Brands$279,972$51,244 ▼-15.5%1,7210.2%Consumer StaplesEFGiShares MSCI EAFE Growth ETF$243,600$40,880 ▼-14.4%2,1750.2%ETFCBChubb$237,5700.0%8200.2%FinanceEXRExtra Space Storage$237,3780.0%1,6100.2%FinanceWMWaste Management$231,108$9,153 ▼-3.8%1,0100.2%Business ServicesCOPConocoPhillips$228,3770.0%2,5450.2%EnergyVEUVanguard FTSE All-World ex-US ETF$225,1870.0%3,3500.2%ETFWTRGEssential Utilities$220,2400.0%5,9300.2%UtilitiesMLMMartin Marietta Materials$219,584$219,584 ▲New Holding4000.2%ConstructionDUKDuke Energy$210,1580.0%1,7810.2%UtilitiesHUBBHubbell$208,289$208,289 ▲New Holding5100.2%IndustrialsNEUNewMarket$207,258$207,258 ▲New Holding3000.2%Basic MaterialsTXNTexas Instruments$202,637$202,637 ▲New Holding9760.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.