CHARTER RESEARCH & INVESTMENT GROUP, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, CHARTER RESEARCH & INVESTMENT GROUP, INC. held in its portfolio 84 assets valued at $149,689,107 (i.e. $149.69M).
The most valuable assets in the portfolio included: APPLE INC ($17.79M), ALPHABET INC CL A ($13.33M), and RTX CORP ($6.74M).
The chart below shows the top 10 valuable assets, and the table below shows the top 84 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CHARTER RESEARCH & INVESTMENT GROUP, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 65434 | 17788846 | Common |
| ALPHABET INC CL A | 42590 | 13330670 | CAP STK CL A |
| RTX CORP | 36762 | 6742107 | Common |
| JOHNSON & JOHNSON | 30666 | 6346276 | Common |
| INTERNATIONAL BUSINESS MACHS | 19171 | 5678642 | Common |
| META PLATFORMS INC | 7703 | 5084673 | CL A |
| SPDR GOLD TR | 10921 | 4328102 | GOLD SHS |
| SPDR S&P 500 ETF TR | 6049 | 4124934 | TR UNIT |
| PEPSICO INC | 28667 | 4114273 | Common |
| ALPHABET INC CL C | 12800 | 4016640 | CAP STK CL C |
| BANK AMERICA CORP | 70682 | 3887510 | Common |
| SPDR S&P MIDCAP 400 ETF TR | 6334 | 3821091 | UTSER1 S&P DCRP |
| EXXON MOBIL CORP | 29959 | 3605266 | Common |
| MONDELEZ INTL INC | 57563 | 3098616 | CL A |
| HOME DEPOT INC | 9001 | 3097414 | Common |
| MICROSOFT CORP | 6307 | 3050191 | Common |
| MERCK & CO INC | 25984 | 2735076 | Common |
| CATERPILLAR INC | 4280 | 2451884 | Common |
| APPLIED MATLS INC | 8625 | 2216539 | Common |
| SPDR S&P 600 SMALL CAP ETF | 43393 | 2033396 | PORTFOLIO S&P600 |
| SALESFORCE INC | 7600 | 2013316 | Common |
| DISNEY WALT CO | 17234 | 1960728 | Common |
| METLIFE INC | 24255 | 1914690 | Common |
| M & T BK CORP | 9001 | 1813521 | Common |
| BRISTOL-MYERS SQUIBB CO | 32976 | 1778730 | Common |
| AMAZON COM INC | 7590 | 1751924 | Common |
| PHILIP MORRIS INTL INC | 9795 | 1571118 | Common |
| INVESCO QQQ TR | 2353 | 1445471 | UNIT SER 1 |
| BERKSHIRE HATHAWAY INC DEL | 2739 | 1376758 | CL B NEW |
| MCKESSON CORP | 1600 | 1312464 | Common |
| PPL CORP | 37337 | 1307542 | Common |
| PROCTER AND GAMBLE CO | 9011 | 1291300 | Common |
| INVESCO S&P 500 EQL WGHT ETF | 6547 | 1254143 | S&P500 EQL WGT |
| ALBEMARLE CORP | 8523 | 1205493 | Common |
| ABBVIE INC | 4786 | 1093553 | Common |
| A T & T INC | 41225 | 1024029 | Common |
| ALTRIA GROUP INC | 17617 | 1015796 | Common |
| UNITED PARCEL SERVICE INC | 10055 | 997387 | CL B |
| KINDER MORGAN INC DEL | 35044 | 963360 | Common |
| COCA COLA CO | 13089 | 915067 | Common |
| WALMART INC | 8062 | 898187 | Common |
| VISA INC | 2520 | 883789 | COM CL A |
| MCDONALDS CORP | 2800 | 855764 | Common |
| AUTOMATIC DATA PROCESSING INC | 3308 | 850917 | Common |
| VERIZON COMMUNICATIONS INC | 20813 | 847698 | Common |
| VANGUARD WORLD FDS | 1035 | 780162 | INF TECH ETF |
| ABBOTT LABS | 5747 | 720042 | Common |
| JPMORGAN CHASE & CO | 2186 | 704486 | Common |
| ORACLE CORP | 3599 | 701481 | Common |
| ENTERPRISE PRODS PARTNERS LP | 21160 | 678390 | Common |
| NVIDIA CORPORATION | 3490 | 650885 | Common |
| HONEYWELL INTL INC | 3272 | 638334 | Common |
| WATERS CORP | 1630 | 619123 | Common |
| CONSOLIDATED EDISON INC | 5645 | 560685 | Common |
| COSTCO WHSL CORP NEW | 647 | 557899 | Common |
| CHEVRON CORP NEW | 3630 | 553248 | Common |
| VANGUARD INDEX FDS | 1509 | 505922 | TOTAL STK MKT |
| STRYKER CORPORATION | 1336 | 469564 | Common |
| GE AEROSPACE | 1510 | 465125 | COM NEW |
| EMERSON ELEC CO | 3448 | 457619 | Common |
| NEXTERA ENERGY INC | 5633 | 452217 | Common |
| COLGATE PALMOLIVE CO | 5607 | 443065 | Common |
| INVESCO S&P 500 PURE GROWTH ETF | 9089 | 424229 | S&P500 PUR GWT |
| CAPITAL ONE FINL CORP | 1534 | 371780 | Common |
| US BANCORP DEL | 6612 | 352816 | COM NEW |
| AIR PRODS & CHEMS INC | 1384 | 341876 | Common |
| ISHARES TR | 2907 | 331165 | EAFE GRWTH ETF |
| CORNING INC | 3551 | 310926 | Common |
| 3M CO | 1875 | 300188 | Common |
| PPG INDS INC | 2550 | 261273 | Common |
| J P MORGAN EXCHANGE TRADED | 4984 | 251695 | MUNICIPAL ETF |
| MARTIN MARIETTA MATLS INC | 400 | 249064 | Common |
| VANGUARD INTL EQUITY INDEX | 3350 | 246426 | ALLWRLD EX US |
| CHUBB LIMITED | 765 | 238772 | Common |
| PFIZER INC | 9378 | 233512 | Common |
| CONOCOPHILLIPS | 2467 | 230924 | Common |
| ESSENTIAL UTILS INC | 5930 | 227475 | Common |
| WASTE MGMT INC DEL | 1010 | 221907 | Common |
| AMERICAN EXPRESS | 580 | 214571 | Common |
| EXTRA SPACE STORAGE INC | 1610 | 209654 | Common |
| DUKE ENERGY CORP NEW | 1781 | 208751 | COM NEW |
| NEWMARKET CORP | 300 | 206178 | Common |
| GE VERNOVA INC | 310 | 202607 | Common |
| CONSTELLATION BRANDS INC | 1451 | 200180 | CL A |
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