Charter Research & Investment Group, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $131 Million distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.5M, Alphabet Inc. with a value of $8.78M, Meta Platforms, Inc. with a value of $4.8M, Johnson & Johnson with a value of $4.65M, and Pepsico Inc with a value of $4.5M.
Examining the 13F form we can see an decrease of $4.25M in the current position value, from $136M to 131M.
Charter Research & Investment Group, Inc. is based out at Southport, CT
Below you can find more details about Charter Research & Investment Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$131 Million
Technology: $29.7 Million
Communication Services: $20 Million
Consumer Defensive: $16.1 Million
Healthcare: $14.4 Million
ETFs: $12.4 Million
Industrials: $11.1 Million
Financial Services: $10.8 Million
Consumer Cyclical: $6.34 Million
Other: $10.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
