$114 Million is the total value of CHARTER RESEARCH & INVESTMENT GROUP, INC.'s 76 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC. | 35 | Q2 2024 | 13.2% |
| JOHNSON & JOHNSON | 35 | Q2 2024 | 5.9% |
| PEPSICO INC. | 35 | Q2 2024 | 5.3% |
| MONDELEZ INTL. INC. CL. A | 35 | Q2 2024 | 4.1% |
| MERCK & CO. INC | 35 | Q2 2024 | 3.8% |
| EXXON MOBIL CORP. | 35 | Q2 2024 | 3.8% |
| BRISTOL-MYERS SQUIBB CO. | 35 | Q2 2024 | 4.0% |
| AT&T INC | 35 | Q2 2024 | 4.1% |
| HOME DEPOT INC | 35 | Q2 2024 | 3.1% |
| WALT DISNEY CO | 35 | Q2 2024 | 3.3% |
View CHARTER RESEARCH & INVESTMENT GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-10 |
View CHARTER RESEARCH & INVESTMENT GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.