Charter Research & Investment Group, Inc. Top Holdings and 13F Report (2026)

About Charter Research & Investment Group, Inc.

Investment Activity

Charter Research & Investment Group, Inc. has $150.13 million in total holdings as of March 31, 2026.
Charter Research & Investment Group, Inc. owns shares of 86 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 1.05% of the portfolio was purchased this quarter.
About 0.96% of the portfolio was sold this quarter.
This quarter, Charter Research & Investment Group, Inc. has purchased 84 new stocks and bought additional shares in 21 stocks.
Charter Research & Investment Group, Inc. sold shares of 25 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple: $16,588,184
Alphabet: $12,196,857
Johnson & Johnson: $7,394,004
RTX: $7,089,800
ExxonMobil: $5,057,056

Largest New Holdings this Quarter

46428Q109 - iShares Silver Trust: $282,100 Holding
29446M102 - Equinor ASA: $221,550 Holding
718546104 - Phillips 66: $218,263 Holding
126408103 - CSX: $214,322 Holding

Largest Purchases this Quarter

iShares Silver Trust: 4,140 shares (about $282.10K)
Equinor ASA: 5,250 shares (about $221.55K)
Phillips 66: 1,198 shares (about $218.26K)
CSX: 5,221 shares (about $214.32K)
Altria Group: 1,060 shares (about $69.95K)

Largest Sales this Quarter

International Business Machines: 545 shares (about $132.10K)
Alphabet: 390 shares (about $111.88K)
Johnson & Johnson: 417 shares (about $101.93K)
Verizon Communications: 1,400 shares (about $70.28K)
Meta Platforms: 117 shares (about $66.94K)

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	$16,588,184	$18,273 â–¼	-0.1%	65,362	11.0%	Computer and Technology
GOOGL Alphabet	$12,196,857	$50,323 â–¼	-0.4%	42,415	8.1%	Computer and Technology
JNJ Johnson & Johnson	$7,394,004	$101,931 â–¼	-1.4%	30,249	4.9%	Medical
RTX RTX	$7,089,800	$1,543 â–¼	0.0%	36,754	4.7%	Aerospace
XOM ExxonMobil	$5,057,056	$25,788 â–¼	-0.5%	29,807	3.4%	Energy
GLD SPDR Gold Shares	$4,762,450	$63,253 â–²	1.3%	11,068	3.2%	Finance
IBM International Business Machines	$4,514,775	$132,103 â–¼	-2.8%	18,626	3.0%	Computer and Technology
PEP PepsiCo	$4,468,765	$17,082 â–²	0.4%	28,777	3.0%	Consumer Staples
META Meta Platforms	$4,340,178	$66,939 â–¼	-1.5%	7,586	2.9%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$3,930,005	$3,902 â–¼	-0.1%	6,043	2.6%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$3,916,134	$9,867 â–²	0.3%	6,350	2.6%	ETF
GOOG Alphabet	$3,559,933	$111,875 â–¼	-3.0%	12,410	2.4%	Computer and Technology
BAC Bank of America	$3,469,148	$23,400 â–²	0.7%	71,162	2.3%	Finance
MDLZ Mondelez International	$3,347,155	$29,223 â–²	0.9%	58,070	2.2%	Consumer Staples
MRK Merck & Co., Inc.	$3,158,575	$32,959 â–²	1.1%	26,258	2.1%	Medical
CAT Caterpillar	$3,032,209		0.0%	4,280	2.0%	Industrials
HD Home Depot	$2,934,429	$25,983 â–¼	-0.9%	8,922	2.0%	Retail/Wholesale
AMAT Applied Materials	$2,888,126	$59,813 â–¼	-2.0%	8,450	1.9%	Computer and Technology
MSFT Microsoft	$2,334,662		0.0%	6,307	1.6%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,103,901	$7,151 â–²	0.3%	43,541	1.4%	ETF
BMY Bristol Myers Squibb	$2,000,000		0.0%	32,976	1.3%	Medical
MTB M&T Bank	$1,855,932	$4,755 â–¼	-0.3%	8,978	1.2%	Finance
MET MetLife	$1,674,650	$40,664 â–¼	-2.4%	23,680	1.1%	Finance
PM Philip Morris International	$1,666,627	$47,122 â–²	2.9%	10,080	1.1%	Consumer Staples
DIS Walt Disney	$1,628,739	$32,288 â–¼	-1.9%	16,899	1.1%	Consumer Discretionary
AMZN Amazon.com	$1,580,769		0.0%	7,590	1.1%	Retail/Wholesale
ALB Albemarle	$1,465,503	$64,631 â–¼	-4.2%	8,163	1.0%	Basic Materials
PPL PPL	$1,438,688	$12,415 â–²	0.9%	37,662	1.0%	Utilities
CRM Salesforce	$1,386,025	$32,667 â–¼	-2.3%	7,425	0.9%	Computer and Technology
MCK McKesson	$1,384,576		0.0%	1,600	0.9%	Medical
QQQ Invesco QQQ	$1,352,910	$5,195 â–¼	-0.4%	2,344	0.9%	Finance
PG Procter & Gamble	$1,301,482		0.0%	9,011	0.9%	Consumer Staples
BRK.B Berkshire Hathaway	$1,288,569	$23,960 â–¼	-1.8%	2,689	0.9%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$1,248,823	$7,677 â–¼	-0.6%	6,507	0.8%	ETF
MO Altria Group	$1,232,495	$69,949 â–²	6.0%	18,677	0.8%	Consumer Staples
T AT&T	$1,231,350	$36,237 â–²	3.0%	42,475	0.8%	Computer and Technology
KMI Kinder Morgan	$1,175,025		0.0%	35,044	0.8%	Energy
ABBV AbbVie	$1,086,580	$45,673 â–²	4.4%	4,996	0.7%	Medical
WALMART INC	$1,001,945		0.0%	8,062	0.7%	Common
KO CocaCola	$995,435		0.0%	13,089	0.7%	Consumer Staples
UPS United Parcel Service	$988,061	$1,181 â–¼	-0.1%	10,043	0.7%	Transportation
VZ Verizon Communications	$974,514	$70,279 â–¼	-6.7%	19,413	0.6%	Computer and Technology
MCD McDonald's	$870,212		0.0%	2,800	0.6%	Retail/Wholesale
EPD Enterprise Products Partners	$800,694		0.0%	21,160	0.5%	Energy
V Visa	$761,645		0.0%	2,520	0.5%	Business Services
CVX Chevron	$751,047		0.0%	3,630	0.5%	Energy
HON Honeywell International	$739,570		0.0%	3,272	0.5%	Multi-Sector Conglomerates
JPM JPMorgan Chase & Co.	$707,852	$64,725 â–²	10.1%	2,406	0.5%	Finance
ADP Automatic Data Processing	$672,119		0.0%	3,308	0.4%	Computer and Technology
VGT Vanguard Information Technology ETF	$662,834	$59,306 â–¼	-8.2%	950	0.4%	ETF
COST Costco Wholesale	$644,650		0.0%	647	0.4%	Retail/Wholesale
ED Consolidated Edison	$638,928		0.0%	5,645	0.4%	Utilities
ABT Abbott Laboratories	$631,112	$41,068 â–²	7.0%	6,147	0.4%	Medical
NVDA NVIDIA	$608,656		0.0%	3,490	0.4%	Computer and Technology
ORCL Oracle	$529,449		0.0%	3,599	0.4%	Computer and Technology
NEE NextEra Energy	$513,905	$9,288 â–¼	-1.8%	5,533	0.3%	Utilities
CL Colgate-Palmolive	$511,977	$34,092 â–²	7.1%	6,007	0.3%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$484,102		0.0%	1,509	0.3%	ETF
WAT Waters	$462,186	$23,228 â–¼	-4.8%	1,552	0.3%	Medical
EMR Emerson Electric	$451,757		0.0%	3,448	0.3%	Industrials
GLW Corning	$440,543	$42,287 â–¼	-8.8%	3,240	0.3%	Computer and Technology
SYK Stryker	$438,996		0.0%	1,336	0.3%	Medical
GE GE Aerospace	$428,493		0.0%	1,510	0.3%	Aerospace
RPG Invesco S&P 500 Pure Growth ETF	$424,820		0.0%	9,089	0.3%	ETF
APD Air Products and Chemicals	$402,038		0.0%	1,384	0.3%	Basic Materials
USB U.S. Bancorp	$343,890		0.0%	6,612	0.2%	Finance
EFG iShares MSCI EAFE Growth ETF	$331,548	$7,796 â–²	2.4%	2,977	0.2%	ETF
PPG PPG Industries	$325,984	$53,440 â–²	19.6%	3,050	0.2%	Basic Materials
COP ConocoPhillips	$325,627		0.0%	2,467	0.2%	Energy
PFE Pfizer	$297,732	$34,398 â–²	13.1%	10,603	0.2%	Medical
SLV iShares Silver Trust	$282,100	$282,100 â–²	New Holding	4,140	0.2%	ETF
COF Capital One Financial	$279,848		0.0%	1,534	0.2%	Finance
MMM 3M	$272,306		0.0%	1,875	0.2%	Multi-Sector Conglomerates
GE VERNOVA INC	$270,599		0.0%	310	0.2%	Common
VEU Vanguard FTSE All-World ex-US ETF	$251,585		0.0%	3,350	0.2%	ETF
JMUB JPMorgan Municipal ETF	$249,762	$600 â–²	0.2%	4,996	0.2%	ETF
CB Chubb	$249,336		0.0%	765	0.2%	Finance
WTRG Essential Utilities	$238,801		0.0%	5,930	0.2%	Utilities
WM Waste Management	$235,535	$3,447 â–²	1.5%	1,025	0.2%	Business Services
MLM Martin Marietta Materials	$235,472		0.0%	400	0.2%	Construction
DUK Duke Energy	$233,204		0.0%	1,781	0.2%	Utilities
EQNR Equinor ASA	$221,550	$221,550 â–²	New Holding	5,250	0.1%	Energy
STZ Constellation Brands	$220,650	$3,000 â–²	1.4%	1,471	0.1%	Consumer Staples
PSX Phillips 66	$218,263	$218,263 â–²	New Holding	1,198	0.1%	Energy
CSX CSX	$214,322	$214,322 â–²	New Holding	5,221	0.1%	Transportation
EXR Extra Space Storage	$211,119		0.0%	1,610	0.1%	Finance
AXP American Express	$0	$214,571 â–¼	-100.0%	0	0.0%	Finance
NEU NewMarket	$0	$206,178 â–¼	-100.0%	0	0.0%	Basic Materials

Showing largest 100 holdings. View all holdings.

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Charter Research & Investment Group, Inc. Top Holdings and 13F Report (2026)

About Charter Research & Investment Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Charter Research & Investment Group, Inc. Top Holdings and 13F Report (2026)

About Charter Research & Investment Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

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