Institutions / Charter Research & Investment Group, Inc.
Charter Research & Investment Group, Inc.
CIK 1666624 · Institution · as of Dec 31, 2025
Portfolio value
$149.69M
Positions
84
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 84 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $17.79M | 11.9% |
| Alphabet Inc. | $13.33M | 8.9% |
| RTX Corp | $6.74M | 4.5% |
| Johnson & Johnson | $6.35M | 4.2% |
| International Business Machines Corp | $5.68M | 3.8% |
| Meta Platforms Inc | $5.08M | 3.4% |
| SPDR Gold Tr | $4.33M | 2.9% |
| SPDR S&P 500 ETF Tr | $4.12M | 2.8% |
| Pepsico Inc | $4.11M | 2.7% |
| Alphabet Inc. | $4.02M | 2.7% |
| Bank of America Corp /De | $3.89M | 2.6% |
| SPDR S&P Midcap 400 ETF Tr | $3.82M | 2.6% |
| Exxon Mobil Corp | $3.61M | 2.4% |
| Mondelez International, Inc. | $3.10M | 2.1% |
| Home Depot, Inc. | $3.10M | 2.1% |
| Microsoft Corp | $3.05M | 2.0% |
| Merck & Co., Inc. | $2.74M | 1.8% |
| Caterpillar Inc | $2.45M | 1.6% |
| Applied Materials Inc /De | $2.22M | 1.5% |
| SPDR S&P 600 Small Cap ETF | $2.03M | 1.4% |
| Salesforce Inc | $2.01M | 1.3% |
| Walt Disney Co | $1.96M | 1.3% |
| MetLife Inc | $1.91M | 1.3% |
| M&T Bank Corp | $1.81M | 1.2% |
| Bristol Myers Squibb Co | $1.78M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.