§ 13F · FUND PROFILE
CHARTER RESEARCH & INVESTMENT GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $144M (13F)Positions · 83Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$936K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 65K | $17M | 11.0% | ±0% |
| 2 | GOOGL | ALPHABET INC CL A | 42K | $12M | 8.1% | ±0% |
| 3 | JNJ | JOHNSON & JOHNSON | 30K | $7M | 4.9% | −1% |
| 4 | RTX | RTX CORP | 37K | $7M | 4.7% | ±0% |
| 5 | XOM | EXXON MOBIL CORP | 30K | $5M | 3.4% | −1% |
| 6 | GLD | SPDR GOLD TR | 11K | $5M | 3.2% | +1% |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | 19K | $5M | 3.0% | −3% |
| 8 | PEP | PEPSICO INC | 29K | $4M | 3.0% | ±0% |
| 9 | META | META PLATFORMS INC | 8K | $4M | 2.9% | −2% |
| 10 | SPY | SPDR S&P 500 ETF TR | 6K | $4M | 2.6% | ±0% |
§ 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 $144 million in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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