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The Analysis of CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Holdings & P&L

Currently, CHARTER RESEARCH & INVESTMENT GROUP, INC. holds 86 types of securities in its portfolio with a total value $150.1M. In the most recent quarter, they have increased their positions in SLV (+4.1K shares, valued at $282.1K), EQNR (+5.3K shares, valued at $221.6K), PSX (+1.2K shares, valued at $218.3K); decreased their positions in IBM (-545 shares, valued at $132.1K), N/A (-390 shares, valued at $111.9K), JNJ (-417 shares, valued at $101.9K); initiated new positions in SLV (+4.1K shares, valued at $282.1K), EQNR (+5.3K shares, valued at $221.6K), PSX (+1.2K shares, valued at $218.3K).

1M P&L

+3.6M+2.91%

3M P&L

-3.3M-2.52%

HY P&L

+6.0M+4.87%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Consumer Electronics17.8M

14.3%

2N/A16.4M

13.2%

3Drug Manufacturers - General9.5M

7.6%

Top Industries by Stock Count

1N/A9 stocks

12.0%

2Drug Manufacturers - General4 stocks

5.3%

3Specialty Chemicals4 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC65.4K shares-0.11%2026-03-312026-05-12

ALPHABET INC CL A ALPHABET INC CL A42.4K shares-0.41%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON30.2K shares-1.36%2026-03-312026-05-12

RTX RTX CORP36.8K shares-0.02%2026-03-312026-05-12

XOM EXXON MOBIL CORP29.8K shares-0.51%2026-03-312026-05-12

GLD SPDR GOLD TR11.1K shares1.35%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS18.6K shares-2.84%2026-03-312026-05-12

PEP PEPSICO INC28.8K shares0.38%2026-03-312026-05-12

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META META PLATFORMS INC7.6K shares-1.52%2026-03-312026-05-12

SPY SPDR S&P 500 ETF TR6.0K shares-0.10%2026-03-312026-05-12

MDY SPDR S&P MIDCAP 400 ETF TR6.3K shares0.25%2026-03-312026-05-12

ALPHABET INC CL C ALPHABET INC CL C12.4K shares-3.05%2026-03-312026-05-12

BAC BANK AMERICA CORP71.2K shares0.68%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC58.1K shares0.88%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC26.3K shares1.05%2026-03-312026-05-12

CAT CATERPILLAR INC4.3K shares0.00%2026-03-312026-05-12

Sponsored

HD HOME DEPOT INC8.9K shares-0.88%2026-03-312026-05-12

AMAT APPLIED MATLS INC8.4K shares-2.03%2026-03-312026-05-12

MSFT MICROSOFT CORP6.3K shares0.00%2026-03-312026-05-12

SPSM SPDR S&P 600 SMALL CAP ETF43.5K shares0.34%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO33.0K shares0.00%2026-03-312026-05-12

MTB M & T BK CORP9.0K shares-0.26%2026-03-312026-05-12

MET METLIFE INC23.7K shares-2.37%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC10.1K shares2.91%2026-03-312026-05-12

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DIS DISNEY WALT CO16.9K shares-1.94%2026-03-312026-05-12

AMZN AMAZON COM INC7.6K shares0.00%2026-03-312026-05-12

ALB ALBEMARLE CORP8.2K shares-4.22%2026-03-312026-05-12

PPL PPL CORP37.7K shares0.87%2026-03-312026-05-12

CRM SALESFORCE INC7.4K shares-2.30%2026-03-312026-05-12

MCK MCKESSON CORP1.6K shares0.00%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR2.3K shares-0.38%2026-03-312026-05-12

PG PROCTER AND GAMBLE CO9.0K shares0.00%2026-03-312026-05-12

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.7K shares-1.83%2026-03-312026-05-12

INVESCO S&P 500 EQL WGHT ETF INVESCO S&P 500 EQL WGHT ETF6.5K shares-0.61%2026-03-312026-05-12

MO ALTRIA GROUP INC18.7K shares6.02%2026-03-312026-05-12

T A T & T INC42.5K shares3.03%2026-03-312026-05-12

KMI KINDER MORGAN INC DEL35.0K shares0.00%2026-03-312026-05-12

ABBV ABBVIE INC5.0K shares4.39%2026-03-312026-05-12

WMT WALMART INC8.1K shares0.00%2026-03-312026-05-12

KO COCA COLA CO13.1K shares0.00%2026-03-312026-05-12

Sponsored

UPS UNITED PARCEL SERVICE INC10.0K shares-0.12%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC19.4K shares-6.73%2026-03-312026-05-12

MCD MCDONALDS CORP2.8K shares0.00%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS LP21.2K shares0.00%2026-03-312026-05-12

V VISA INC2.5K shares0.00%2026-03-312026-05-12

CVX CHEVRON CORP3.6K shares0.00%2026-03-312026-05-12

HON HONEYWELL INTL INC3.3K shares0.00%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO2.4K shares10.06%2026-03-312026-05-12

Sponsored

ADP AUTOMATIC DATA PROCESSING INC3.3K shares0.00%2026-03-312026-05-12

VGT VANGUARD WORLD FDS950 shares-8.21%2026-03-312026-05-12

COST COSTCO WHSL CORP NEW647 shares0.00%2026-03-312026-05-12

ED CONSOLIDATED EDISON INC5.6K shares0.00%2026-03-312026-05-12

ABT ABBOTT LABS6.1K shares6.96%2026-03-312026-05-12

NVDA NVIDIA CORPORATION3.5K shares0.00%2026-03-312026-05-12

ORCL ORACLE CORP3.6K shares0.00%2026-03-312026-05-12

NEE NEXTERA ENERGY INC5.5K shares-1.78%2026-03-312026-05-12

Sponsored

CL COLGATE PALMOLIVE CO6.0K shares7.13%2026-03-312026-05-12

VTI VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-12

WAT WATERS CORP1.6K shares-4.79%2026-03-312026-05-12

EMR EMERSON ELEC CO3.4K shares0.00%2026-03-312026-05-12

GLW CORNING INC3.2K shares-8.76%2026-03-312026-05-12

SYK STRYKER CORPORATION1.3K shares0.00%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE1.5K shares0.00%2026-03-312026-05-12

INVESCO S&P 500 PURE GROWTH ETF INVESCO S&P 500 PURE GROWTH ETF9.1K shares0.00%2026-03-312026-05-12

Sponsored

APD AIR PRODS & CHEMS INC1.4K shares0.00%2026-03-312026-05-12

USB US BANCORP DEL6.6K shares0.00%2026-03-312026-05-12

EFG ISHARES TR3.0K shares2.41%2026-03-312026-05-12

PPG PPG INDS INC3.0K shares19.61%2026-03-312026-05-12

COP CONOCOPHILLIPS2.5K shares0.00%2026-03-312026-05-12

PFE PFIZER INC10.6K shares13.06%2026-03-312026-05-12

SLV I-SHARES SILVER ETF4.1K sharesnew addition2026-03-312026-05-12

COF CAPITAL ONE FINL CORP1.5K shares0.00%2026-03-312026-05-12

Sponsored

MMM 3M CO1.9K shares0.00%2026-03-312026-05-12

GEV GE VERNOVA INC310 shares0.00%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX3.4K shares0.00%2026-03-312026-05-12

JMUB J P MORGAN EXCHANGE TRADED5.0K shares0.24%2026-03-312026-05-12

CB CHUBB LIMITED765 shares0.00%2026-03-312026-05-12

WTRG ESSENTIAL UTILS INC5.9K shares0.00%2026-03-312026-05-12

WM WASTE MGMT INC DEL1.0K shares1.49%2026-03-312026-05-12

MLM MARTIN MARIETTA MATLS INC400 shares0.00%2026-03-312026-05-12

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K shares0.00%2026-03-312026-05-12

EQNR EQUINOR ASA5.3K sharesnew addition2026-03-312026-05-12

STZ CONSTELLATION BRANDS INC1.5K shares1.38%2026-03-312026-05-12

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-05-12

CSX CSX CORP5.2K sharesnew addition2026-03-312026-05-12

EXR EXTRA SPACE STORAGE INC1.6K shares0.00%2026-03-312026-05-12

AAPL

APPLE INC

-0.11%

Shares65.4K

Event2026-03-31

Filed2026-05-12

ALPHABET INC CL A

-0.41%

Shares42.4K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-1.36%

Shares30.2K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORP

-0.02%

Shares36.8K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-0.51%

Shares29.8K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

1.35%

Shares11.1K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

-2.84%

Shares18.6K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

0.38%

Shares28.8K

Event2026-03-31

Filed2026-05-12