Charter Research & Investment Group, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 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 $15.4M, Alphabet Inc. with a value of $7.14M, Johnson & Johnson with a value of $5.33M, Raytheon Technologies Corp with a value of $5.12M, and International Business Machines Corp with a value of $4.95M.
Examining the 13F form we can see an decrease of $599K in the current position value, from $131M 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: $27.1 Million
Communication Services: $17.9 Million
Consumer Defensive: $17.2 Million
Healthcare: $15.3 Million
ETFs: $14.5 Million
Industrials: $11.1 Million
Financial Services: $10.6 Million
Energy: $6.59 Million
Other: $10.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
