§ 13F · FUND PROFILE
CHARTER RESEARCH & INVESTMENT GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133.9T (13F)Positions · 83Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$668.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 65K | $17.8T | 11.9% | −2% |
| 2 | GOOGL | ALPHABET INC CL A | 43K | $13.3T | 8.9% | −3% |
| 3 | RTX | RTX CORP | 37K | $6.7T | 4.5% | −3% |
| 4 | JNJ | JOHNSON & JOHNSON | 31K | $6.3T | 4.2% | −1% |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | 19K | $5.7T | 3.8% | −1% |
| 6 | META | META PLATFORMS INC | 8K | $5.1T | 3.4% | −2% |
| 7 | GLD | SPDR GOLD TR | 11K | $4.3T | 2.9% | ±0% |
| 8 | SPY | SPDR S&P 500 ETF TR | 6K | $4.1T | 2.8% | +13% |
| 9 | PEP | PEPSICO INC | 29K | $4.1T | 2.7% | −1% |
| 10 | GOOG | ALPHABET INC CL C | 13K | $4.0T | 2.7% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHARTER SIGNAL
AC read
CHARTER RESEARCH & INVESTMENT GROUP, INC. is a Other fund managing $133906.5 trillion in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed