CHARTER RESEARCH & INVESTMENT GROUP, INC. - Portfolio overview

CHARTER RESEARCH & INVESTMENT GROUP, INC. has 89 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 10.98%
2. GOOGL - ALPHABET INC CL A, 8.08%
3. JNJ - JOHNSON & JOHNSON, 4.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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