CHARTER RESEARCH & INVESTMENT GROUP, INC.
•CIK: 1666624•Filing: Q4 2025
**CHARTER RESEARCH & INVESTMENT GROUP, INC.** manages $150M across a diversified portfolio of 84 positions. The fund exhibits significant concentration in mega-cap technology and industrials, with top holdings including AAPL at $17.8M and GOOGL at $13.3M. Further notable allocations include RTX ($6.7M), JNJ ($6.3M), and IBM ($5.7M). This positioning suggests a core focus on established market leaders within technology and defense sectors.
Total AUM
$149.7M
QoQ Performance
+3.7%
Positions
84
Top 10 Concentration
47.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOGL
AAPL11.9%
GOOGL8.9%
RTX4.5%
JNJ4.2%
IBM3.8%
META3.4%
GQ92.9%
SPY2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology34.9%
Other23.7%
Healthcare8.6%
Industrial7.7%
Consumer Staples6.1%
Financial5.7%
Consumer4.8%
ETF2.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑11 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023