Universe · entity
CHARTER RESEARCH & INVESTMENT GROUP, INC.
Institutional manager (13F) · CIK 1666624
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $137M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $17M | 65,362 |
| 2 | ALPHABET INC CL A | $12M | 42,415 |
| 3 | JOHNSON & JOHNSON | $7M | 30,249 |
| 4 | RTX CORP | $7M | 36,754 |
| 5 | EXXON MOBIL CORP | $5M | 29,807 |
| 6 | SPDR GOLD TR | $5M | 11,068 |
| 7 | INTERNATIONAL BUSINESS MACHS | $5M | 18,626 |
| 8 | PEPSICO INC | $4M | 28,777 |
| 9 | META PLATFORMS INC | $4M | 7,586 |
| 10 | SPDR S&P 500 ETF TR | $4M | 6,043 |
| 11 | SPDR S&P MIDCAP 400 ETF TR | $4M | 6,350 |
| 12 | ALPHABET INC CL C | $4M | 12,410 |
| 13 | BANK AMERICA CORP | $3M | 71,162 |
| 14 | MONDELEZ INTL INC | $3M | 58,070 |
| 15 | MERCK & CO INC | $3M | 26,258 |
| 16 | CATERPILLAR INC | $3M | 4,280 |
| 17 | HOME DEPOT INC | $3M | 8,922 |
| 18 | APPLIED MATLS INC | $3M | 8,450 |
| 19 | MICROSOFT CORP | $2M | 6,307 |
| 20 | SPDR S&P 600 SMALL CAP ETF | $2M | 43,541 |
| 21 | BRISTOL-MYERS SQUIBB CO | $2M | 32,976 |
| 22 | M & T BK CORP | $2M | 8,978 |
| 23 | METLIFE INC | $2M | 23,680 |
| 24 | PHILIP MORRIS INTL INC | $2M | 10,080 |
| 25 | DISNEY WALT CO | $2M | 16,899 |
| 26 | AMAZON COM INC | $2M | 7,590 |
| 27 | ALBEMARLE CORP | $1M | 8,163 |
| 28 | PPL CORP | $1M | 37,662 |
| 29 | SALESFORCE INC | $1M | 7,425 |
| 30 | MCKESSON CORP | $1M | 1,600 |
| 31 | INVESCO QQQ TR | $1M | 2,344 |
| 32 | PROCTER AND GAMBLE CO | $1M | 9,011 |
| 33 | BERKSHIRE HATHAWAY INC DEL | $1M | 2,689 |
| 34 | INVESCO S&P 500 EQL WGHT ETF | $1M | 6,507 |
| 35 | ALTRIA GROUP INC | $1M | 18,677 |
| 36 | A T & T INC | $1M | 42,475 |
| 37 | KINDER MORGAN INC DEL | $1M | 35,044 |
| 38 | ABBVIE INC | $1M | 4,996 |
| 39 | WALMART INC | $1M | 8,062 |
| 40 | COCA COLA CO | $995k | 13,089 |
| 41 | UNITED PARCEL SERVICE INC | $988k | 10,043 |
| 42 | VERIZON COMMUNICATIONS INC | $975k | 19,413 |
| 43 | MCDONALDS CORP | $870k | 2,800 |
| 44 | ENTERPRISE PRODS PARTNERS LP | $801k | 21,160 |
| 45 | VISA INC | $762k | 2,520 |
| 46 | CHEVRON CORP | $751k | 3,630 |
| 47 | HONEYWELL INTL INC | $740k | 3,272 |
| 48 | JPMORGAN CHASE & CO | $708k | 2,406 |
| 49 | AUTOMATIC DATA PROCESSING INC | $672k | 3,308 |
| 50 | VANGUARD WORLD FDS | $663k | 950 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.