The Analysis of CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Holdings
Currently, CHARTER RESEARCH & INVESTMENT GROUP, INC. holds 84 types of securities in its portfolio with a total value $149.7M. In the most recent quarter, they have increased their positions in SPY (+684 shares, valued at $466.4K), JMUB (+5.0K shares, valued at $251.7K), AXP (+580 shares, valued at $214.6K); decreased their positions in AAPL (-1.5K shares, valued at $407.8K), N/A (-1.3K shares, valued at $399.1K), PM (-1.6K shares, valued at $251.8K); initiated new positions in JMUB (+5.0K shares, valued at $251.7K), AXP (+580 shares, valued at $214.6K), GEV (+310 shares, valued at $202.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC65.4K shares-2.24%2025-12-312026-02-10
RTX RTX CORP36.8K shares-3.06%2025-12-312026-02-10 JNJ JOHNSON & JOHNSON30.7K shares-0.75%2025-12-312026-02-10 IBM INTERNATIONAL BUSINESS MACHS19.2K shares-1.16%2025-12-312026-02-10 META META PLATFORMS INC7.7K shares-1.53%2025-12-312026-02-10 GLD SPDR GOLD TR10.9K shares-0.18%2025-12-312026-02-10 SPY SPDR S&P 500 ETF TR6.0K shares12.75%2025-12-312026-02-10 PEP PEPSICO INC28.7K shares-1.08%2025-12-312026-02-10 BAC BANK AMERICA CORP70.7K shares-0.74%2025-12-312026-02-10 MDY SPDR S&P MIDCAP 400 ETF TR6.3K shares1.38%2025-12-312026-02-10 XOM EXXON MOBIL CORP30.0K shares-2.21%2025-12-312026-02-10 MDLZ MONDELEZ INTL INC57.6K shares-7.12%2025-12-312026-02-10 HD HOME DEPOT INC9.0K shares-0.42%2025-12-312026-02-10 MSFT MICROSOFT CORP6.3K shares-0.08%2025-12-312026-02-10 CAT CATERPILLAR INC4.3K shares-3.82%2025-12-312026-02-10 AMAT APPLIED MATLS INC8.6K shares-3.90%2025-12-312026-02-10 SPSM SPDR S&P 600 SMALL CAP ETF43.4K shares2.58%2025-12-312026-02-10 CRM SALESFORCE INC7.6K shares-2.09%2025-12-312026-02-10 DIS DISNEY WALT CO17.2K shares-0.14%2025-12-312026-02-10 MET METLIFE INC24.3K shares0.52%2025-12-312026-02-10 MTB M & T BK CORP9.0K shares0.33%2025-12-312026-02-10 BMY BRISTOL-MYERS SQUIBB CO33.0K shares-6.25%2025-12-312026-02-10 AMZN AMAZON COM INC7.6K shares0.00%2025-12-312026-02-10 PM PHILIP MORRIS INTL INC9.8K shares-13.81%2025-12-312026-02-10 MCK MCKESSON CORP1.6K shares0.00%2025-12-312026-02-10 PPL PPL CORP37.3K shares0.67%2025-12-312026-02-10 PG PROCTER AND GAMBLE CO9.0K shares-1.64%2025-12-312026-02-10 ALB ALBEMARLE CORP8.5K shares-0.90%2025-12-312026-02-10 ABBV ABBVIE INC4.8K shares-12.76%2025-12-312026-02-10 T A T & T INC41.2K shares-3.98%2025-12-312026-02-10 MO ALTRIA GROUP INC17.6K shares-11.66%2025-12-312026-02-10 UPS UNITED PARCEL SERVICE INC10.1K shares-4.37%2025-12-312026-02-10 KMI KINDER MORGAN INC DEL35.0K shares-4.48%2025-12-312026-02-10 KO COCA COLA CO13.1K shares-0.65%2025-12-312026-02-10 WMT WALMART INC8.1K shares-2.42%2025-12-312026-02-10 V VISA INC2.5K shares0.00%2025-12-312026-02-10 MCD MCDONALDS CORP2.8K shares0.00%2025-12-312026-02-10 ADP AUTOMATIC DATA PROCESSING INC3.3K shares0.00%2025-12-312026-02-10 VZ VERIZON COMMUNICATIONS INC20.8K shares-2.35%2025-12-312026-02-10 VGT VANGUARD WORLD FDS1.0K shares0.00%2025-12-312026-02-10 ABT ABBOTT LABS5.7K shares-12.22%2025-12-312026-02-10 JPM JPMORGAN CHASE & CO2.2K shares-21.96%2025-12-312026-02-10 ORCL ORACLE CORP3.6K shares0.00%2025-12-312026-02-10 EPD ENTERPRISE PRODS PARTNERS LP21.2K shares0.00%2025-12-312026-02-10 NVDA NVIDIA CORPORATION3.5K shares0.00%2025-12-312026-02-10 HON HONEYWELL INTL INC3.3K shares0.00%2025-12-312026-02-10 WAT WATERS CORP1.6K shares0.00%2025-12-312026-02-10 ED CONSOLIDATED EDISON INC5.6K shares0.00%2025-12-312026-02-10 COST COSTCO WHSL CORP NEW647 shares0.00%2025-12-312026-02-10 CVX CHEVRON CORP NEW3.6K shares0.00%2025-12-312026-02-10 VTI VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-02-10 SYK STRYKER CORPORATION1.3K shares0.38%2025-12-312026-02-10 GE AEROSPACE GE AEROSPACE1.5K shares0.00%2025-12-312026-02-10 EMR EMERSON ELEC CO3.4K shares0.00%2025-12-312026-02-10 NEE NEXTERA ENERGY INC5.6K shares0.00%2025-12-312026-02-10 CL COLGATE PALMOLIVE CO5.6K shares-12.49%2025-12-312026-02-10 COF CAPITAL ONE FINL CORP1.5K shares0.00%2025-12-312026-02-10 USB US BANCORP DEL6.6K shares0.00%2025-12-312026-02-10 APD AIR PRODS & CHEMS INC1.4K shares0.00%2025-12-312026-02-10 EFG ISHARES TR2.9K shares11.94%2025-12-312026-02-10 GLW CORNING INC3.6K shares0.00%2025-12-312026-02-10 MMM 3M CO1.9K shares-1.83%2025-12-312026-02-10 PPG PPG INDS INC2.5K shares-28.17%2025-12-312026-02-10 JMUB J P MORGAN EXCHANGE TRADED5.0K sharesnew addition2025-12-312026-02-10 MLM MARTIN MARIETTA MATLS INC400 shares0.00%2025-12-312026-02-10 VEU VANGUARD INTL EQUITY INDEX3.4K shares0.00%2025-12-312026-02-10 CB CHUBB LIMITED765 shares0.00%2025-12-312026-02-10 PFE PFIZER INC9.4K shares-20.71%2025-12-312026-02-10 COP CONOCOPHILLIPS2.5K shares-3.06%2025-12-312026-02-10 WTRG ESSENTIAL UTILS INC5.9K shares0.00%2025-12-312026-02-10 WM WASTE MGMT INC DEL1.0K shares0.00%2025-12-312026-02-10 AXP AMERICAN EXPRESS580 sharesnew addition2025-12-312026-02-10 EXR EXTRA SPACE STORAGE INC1.6K shares0.00%2025-12-312026-02-10 NEU NEWMARKET CORP300 shares0.00%2025-12-312026-02-10 GEV GE VERNOVA INC310 sharesnew addition2025-12-312026-02-10 STZ CONSTELLATION BRANDS INC1.5K shares-11.58%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available