Charter Research & Investment Group, Inc. Portfolio Holdings

Charter Research & Investment Group, Inc.

  • $131 Million
  • Q4 2024

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 $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 $136 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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