Charter Research & Investment Group, Inc. Portfolio Holdings

Charter Research & Investment Group, Inc.

  • $131 Million
  • Q1 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $131 Million
  • Prior Value $131 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Charter Research & Investment Group, Inc. Portfolio

Follow Charter Research & Investment Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charter Research & Investment Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Charter Research & Investment Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email