The Analysis of CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Holdings
Currently, CHARTER RESEARCH & INVESTMENT GROUP, INC. holds 83 types of securities in its portfolio with a total value $144.4M. In the most recent quarter, they have increased their positions in GLW (+3.6K shares, valued at $291.3K), ALNY (+585 shares, valued at $266.8K), RSP (+761 shares, valued at $144.4K); decreased their positions in MRK (-7.4K shares, valued at $619.0K), AAPL (-984 shares, valued at $250.6K), GOOGL (-720 shares, valued at $175.0K); initiated new positions in GLW (+3.6K shares, valued at $291.3K), ALNY (+585 shares, valued at $266.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC66.9K shares-1.45%2025-09-302025-11-12
GOOGL ALPHABET INC CL A43.9K shares-1.61%2025-09-302025-11-12 RTX RTX CORP37.9K shares-0.99%2025-09-302025-11-12 META META PLATFORMS INC7.8K shares-2.09%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON30.9K shares-2.16%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS19.4K shares-1.02%2025-09-302025-11-12 PEP PEPSICO INC29.0K shares0.07%2025-09-302025-11-12 GLD SPDR GOLD TR10.9K shares-0.82%2025-09-302025-11-12 MDLZ MONDELEZ INTL INC62.0K shares-0.70%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TR6.2K shares1.23%2025-09-302025-11-12 BAC BANK AMERICA CORP71.2K shares-0.94%2025-09-302025-11-12 HD HOME DEPOT INC9.0K shares-3.46%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR5.4K shares0.60%2025-09-302025-11-12 XOM EXXON MOBIL CORP30.6K shares-1.82%2025-09-302025-11-12 GOOG ALPHABET INC CL C13.5K shares-0.92%2025-09-302025-11-12 MSFT MICROSOFT CORP6.3K shares0.00%2025-09-302025-11-12 MRK MERCK & CO INC26.4K shares-21.82%2025-09-302025-11-12 CAT CATERPILLAR INC4.5K shares0.00%2025-09-302025-11-12 MET METLIFE INC24.1K shares0.00%2025-09-302025-11-12 DIS DISNEY WALT CO17.3K shares0.38%2025-09-302025-11-12 SPSM SPDR S&P 600 SMALL CAP ETF42.3K shares6.27%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC11.4K shares-3.65%2025-09-302025-11-12 CRM SALESFORCE INC7.8K shares-1.27%2025-09-302025-11-12 AMAT APPLIED MATLS INC9.0K shares0.00%2025-09-302025-11-12 MTB M & T BK CORP9.0K shares1.05%2025-09-302025-11-12 AMZN AMAZON COM INC7.6K shares2.43%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO35.2K shares-7.42%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO9.2K shares-0.47%2025-09-302025-11-12 PPL PPL CORP37.1K shares-1.33%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL2.7K shares0.00%2025-09-302025-11-12 MO ALTRIA GROUP INC19.9K shares-1.24%2025-09-302025-11-12 QQQ INVESCO QQQ TR2.2K shares3.89%2025-09-302025-11-12 ABBV ABBVIE INC5.5K shares0.00%2025-09-302025-11-12 MCK MCKESSON CORP1.6K shares0.00%2025-09-302025-11-12 T A T & T INC42.9K shares0.87%2025-09-302025-11-12 RSP INVESCO S&P 500 EQL WGHT ETF5.8K shares15.04%2025-09-302025-11-12 KMI KINDER MORGAN INC DEL36.7K shares-5.23%2025-09-302025-11-12 ORCL ORACLE CORP3.6K shares0.00%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING INC3.3K shares0.00%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC21.3K shares-0.32%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO2.8K shares-2.27%2025-09-302025-11-12 UPS UNITED PARCEL SERVICE INC10.5K shares-1.91%2025-09-302025-11-12 ABT ABBOTT LABS6.5K shares0.00%2025-09-302025-11-12 KO COCA COLA CO13.2K shares0.00%2025-09-302025-11-12 V VISA INC2.5K shares0.00%2025-09-302025-11-12 WMT WALMART INC8.3K shares0.00%2025-09-302025-11-12 MCD MCDONALDS CORP2.8K shares0.00%2025-09-302025-11-12 VGT VANGUARD WORLD FDS1.0K shares-7.59%2025-09-302025-11-12 ALB ALBEMARLE CORP8.6K shares-2.82%2025-09-302025-11-12 HON HONEYWELL INTL INC3.3K shares0.00%2025-09-302025-11-12 EPD ENTERPRISE PRODS PARTNERS LP21.2K shares0.00%2025-09-302025-11-12 NVDA NVIDIA CORPORATION3.5K shares0.00%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW647 shares18.28%2025-09-302025-11-12 ED CONSOLIDATED EDISON INC5.6K shares0.00%2025-09-302025-11-12 CVX CHEVRON CORP NEW3.6K shares0.00%2025-09-302025-11-12 CL COLGATE PALMOLIVE CO6.4K shares0.00%2025-09-302025-11-12 VTI VANGUARD INDEX FDS1.5K shares-3.82%2025-09-302025-11-12 SYK STRYKER CORPORATION1.3K shares0.00%2025-09-302025-11-12 WAT WATERS CORP1.6K shares0.00%2025-09-302025-11-12 GE GE AEROSPACE1.5K shares0.00%2025-09-302025-11-12 EMR EMERSON ELEC CO3.4K shares0.00%2025-09-302025-11-12 NEE NEXTERA ENERGY INC5.6K shares0.00%2025-09-302025-11-12 RPG INVESCO S&P 500 PURE GROWTH ETF8.3K shares13.57%2025-09-302025-11-12 APD AIR PRODS & CHEMS INC1.4K shares0.00%2025-09-302025-11-12 PPG PPG INDS INC3.5K shares0.00%2025-09-302025-11-12 CAG CONAGRA BRANDS INC19.8K shares-6.37%2025-09-302025-11-12 COF CAPITAL ONE FINL CORP1.5K shares0.00%2025-09-302025-11-12 USB US BANCORP DEL6.6K shares0.00%2025-09-302025-11-12 PFE PFIZER INC11.8K shares0.00%2025-09-302025-11-12 MMM 3M CO1.9K shares0.00%2025-09-302025-11-12 EFG ISHARES TR2.6K shares19.40%2025-09-302025-11-12 GLW CORNING INC3.6K sharesnew addition2025-09-302025-11-12 ALNY ALNYLAM PHARMACEUTICALS INC585 sharesnew addition2025-09-302025-11-12 MLM MARTIN MARIETTA MATLS INC400 shares0.00%2025-09-302025-11-12 NEU NEWMARKET CORP300 shares0.00%2025-09-302025-11-12 COP CONOCOPHILLIPS2.5K shares0.00%2025-09-302025-11-12 VEU VANGUARD INTL EQUITY INDEX3.4K shares0.00%2025-09-302025-11-12 WTRG ESSENTIAL UTILS INC5.9K shares0.00%2025-09-302025-11-12 EXR EXTRA SPACE STORAGE INC1.6K shares0.00%2025-09-302025-11-12 WM WASTE MGMT INC DEL1.0K shares0.00%2025-09-302025-11-12 STZ CONSTELLATION BRANDS INC1.6K shares-4.65%2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW1.8K shares0.00%2025-09-302025-11-12 CB CHUBB LIMITED765 shares-6.71%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available