Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CHARTER RESEARCH & INVESTMENT GROUP, INC. (CIK 1666624) reported $150.1M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($16.6M, 11.05%), GOOGL ($12.2M, 8.12%), JNJ ($7.4M, 4.93%), RTX ($7.1M, 4.72%), XOM ($5.1M, 3.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $16.6M | 11.05% | 65,362 | Trimmed |
| 2 | GOOGL | ALPHABET INC CL A | $12.2M | 8.12% | 42,415 | Trimmed |
| 3 | JNJ | JOHNSON & JOHNSON | $7.4M | 4.93% | 30,249 | Trimmed |
| 4 | RTX | RTX CORP | $7.1M | 4.72% | 36,754 | Trimmed |
| 5 | XOM | EXXON MOBIL CORP | $5.1M | 3.37% | 29,807 | Trimmed |
| 6 | GLD | SPDR GOLD TR | $4.8M | 3.17% | 11,068 | Added |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | $4.5M | 3.01% | 18,626 | Trimmed |
| 8 | PEP | PEPSICO INC | $4.5M | 2.98% | 28,777 | Added |
| 9 | META | META PLATFORMS INC | $4.3M | 2.89% | 7,586 | Trimmed |
| 10 | SPY | SPDR S&P 500 ETF TR | $3.9M | 2.62% | 6,043 | Trimmed |
| 11 | MDY | SPDR S&P MIDCAP 400 ETF TR | $3.9M | 2.61% | 6,350 | Added |
| 12 | GOOG | ALPHABET INC CL C | $3.6M | 2.37% | 12,410 | Trimmed |
| 13 | BAC | BANK AMERICA CORP | $3.5M | 2.31% | 71,162 | Added |
| 14 | MDLZ | MONDELEZ INTL INC | $3.3M | 2.23% | 58,070 | Added |
| 15 | MRK | MERCK & CO INC | $3.2M | 2.10% | 26,258 | Added |
| 16 | CAT | CATERPILLAR INC | $3.0M | 2.02% | 4,280 | Hold |
| 17 | HD | HOME DEPOT INC | $2.9M | 1.95% | 8,922 | Trimmed |
| 18 | AMAT | APPLIED MATLS INC | $2.9M | 1.92% | 8,450 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $2.3M | 1.56% | 6,307 | Hold |
| 20 | SPSM | SPDR S&P 600 SMALL CAP ETF | $2.1M | 1.40% | 43,541 | Added |
| 21 | BMY | BRISTOL-MYERS SQUIBB CO | $2.0M | 1.33% | 32,976 | Hold |
| 22 | MTB | M & T BK CORP | $1.9M | 1.24% | 8,978 | Trimmed |
| 23 | MET | METLIFE INC | $1.7M | 1.12% | 23,680 | Trimmed |
| 24 | PM | PHILIP MORRIS INTL INC | $1.7M | 1.11% | 10,080 | Added |
| 25 | DIS | DISNEY WALT CO | $1.6M | 1.08% | 16,899 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31