CHARTER RESEARCH & INVESTMENT GROUP, INC.: 13F holdings
CIK 16666242026Q2
| Positions | 92 |
|---|---|
| Reported value | $164.7m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 64,915 | $18.8m | 11.4% |
| GOOGL ALPHABET INC CL A | 42,155 | $15.1m | 9.1% |
| JNJ JOHNSON & JOHNSON | 31,433 | $8.0m | 4.8% |
| RTX RTX CORPORATION | 36,504 | $6.9m | 4.2% |
| AMAT APPLIED MATLS INC | 8,450 | $6.1m | 3.7% |
| IBM INTERNATIONAL BUSINESS MACHS | 18,501 | $5.2m | 3.2% |
| CAT CATERPILLAR INC | 4,280 | $4.6m | 2.8% |
| SPY SPDR S&P 500 ETF TR | 6,007 | $4.5m | 2.7% |
| MDY SPDR S&P MIDCAP 400 ETF TR | 6,253 | $4.4m | 2.7% |
| GOOG ALPHABET INC CL C | 12,095 | $4.3m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1666624")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.