Charter Research & Investment Group, Inc.

13F filer · CIK 0001666624

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$165MU.S. long equity reported on 13F

Positions846 new · 1 closed

Net flow last quarter+$981KBuys minus sells

Top 10 positions weight47.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202684 positions
AAPLApple Inc.	$18.8M	11.40%	0.00%	-0.7%	Q4 2014
GOOGLAlphabet Inc.	$15.1M	9.14%	0.00%	-0.6%	Q4 2015
JNJJohnson & Johnson	$7.98M	4.85%	0.00%	+3.9%	Q4 2014
RTXRTX Corp	$6.93M	4.20%	0.00%	-0.7%	Q2 2020
AMATApplied Materials Inc	$6.11M	3.71%	0.00%	Not reported	Q2 2015
IBMInternational Business Machines Corp	$5.2M	3.16%	0.00%	-0.7%	Q4 2014
CATCaterpillar Inc	$4.56M	2.77%	0.00%	Not reported	Q4 2014
SPYSPDR S&P 500 ETF Trust	$4.49M	2.72%	Not reported	-0.6%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$4.4M	2.67%	Not reported	-1.5%	Q4 2014
GOOGAlphabet Inc.	$4.27M	2.59%	Not reported	-2.5%	Q4 2015
METAMeta Platforms, Inc.	$4.27M	2.59%	Not reported	Not reported	Q4 2015
XOMExxonMobil Holdings Corp	$4.05M	2.46%	0.00%	-0.6%	Q4 2014
GLDSPDR Gold Trust	$4.03M	2.45%	0.00%	-1.1%	Q4 2014
BACBank of America Corp	$4.02M	2.44%	0.00%	-0.9%	Q2 2018
PEPPepsico Inc	$3.88M	2.36%	0.00%	-0.4%	Q4 2014
MRKMerck & Co., Inc.	$3.37M	2.05%	0.00%	Not reported	Q4 2014
MDLZMondelez International, Inc.	$3.34M	2.03%	0.00%	-0.6%	Q4 2014
HDHome Depot, Inc.	$3.15M	1.91%	0.00%	+0.1%	Q4 2014
MSFTMicrosoft Corp	$2.35M	1.43%	0.00%	Not reported	Q1 2019
MTBM&T Bank Corp	$2.1M	1.28%	0.01%	-1.6%	Q2 2022
METMetlife Inc	$1.96M	1.19%	0.00%	-2.3%	Q4 2014
BMYBristol Myers Squibb Co	$1.88M	1.14%	0.00%	-0.9%	Q4 2014
AMZNAmazon Com Inc	$1.81M	1.10%	0.00%	Not reported	Q1 2015
PMPhilip Morris International Inc.	$1.77M	1.07%	0.00%	-3.0%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$1.73M	1.05%	Not reported	Not reported	Q2 2018
DISWalt Disney Co	$1.6M	0.97%	0.00%	-1.9%	Q4 2014
PPLPPL Corp	$1.37M	0.83%	0.01%	Not reported	Q4 2014
BRK.BBerkshire Hathaway Inc	$1.35M	0.82%	Not reported	Not reported	Q4 2014
MOAltria Group, Inc.	$1.34M	0.82%	0.00%	Not reported	Q4 2014
PGPROCTER & GAMBLE Co	$1.32M	0.80%	0.00%	Not reported	Q4 2014
ABBVAbbVie Inc.	$1.26M	0.76%	0.00%	Not reported	Q4 2014
MCKMckesson Corp	$1.21M	0.73%	0.00%	Not reported	Q4 2014
CRMSalesforce, Inc.	$1.12M	0.68%	0.00%	-3.4%	Q2 2019
ALBAlbemarle Corp	$1.09M	0.66%	0.01%	-1.1%	Q1 2016
KMIKinder Morgan, Inc.	$1.08M	0.66%	0.00%	-3.4%	Q4 2014
KOCoca Cola Co	$1.06M	0.65%	0.00%	Not reported	Q4 2014
UPSUnited Parcel Service Inc	$1.05M	0.64%	0.00%	-2.6%	Q1 2020
WMTWalmart Inc.	$913K	0.55%	0.00%	Not reported	Q4 2014
VVisa Inc.	$865K	0.52%	0.00%	Not reported	Q4 2020
GLWCorning Inc	$828K	0.50%	0.00%	Not reported	Q3 2025
TAt&T Inc.	$826K	0.50%	0.00%	-6.0%	Q4 2014
VZVerizon Communications Inc	$822K	0.50%	0.00%	Not reported	Q4 2014
JPMJPMorgan Chase & Co	$788K	0.48%	0.00%	Not reported	Q4 2014
EPDEnterprise Products Partners L.P.	$778K	0.47%	0.00%	Not reported	Q4 2014
EQTEQT Corp	$764K	0.46%	0.00%	New	Q2 2026
MCDMcdonalds Corp	$757K	0.46%	0.00%	Not reported	Q4 2015
ADPAutomatic Data Processing Inc	$741K	0.45%	0.00%	Not reported	Q1 2016
NVDANvidia Corp	$694K	0.42%	0.00%	-0.6%	Q1 2024
EDConsolidated Edison Inc	$625K	0.38%	0.00%	Not reported	Q4 2014
COSTCostco Wholesale Corp	$605K	0.37%	0.00%	Not reported	Q3 2020

Q1 2026Reported May 12, 202678 positions
AAPLApple Inc.	$16.6M	11.05%	0.00%	-0.1%	Q4 2014
GOOGLAlphabet Inc.	$12.2M	8.12%	0.00%	-0.4%	Q4 2015
JNJJohnson & Johnson	$7.39M	4.93%	0.00%	-1.4%	Q4 2014
RTXRTX Corp	$7.09M	4.72%	0.00%	0.0%	Q2 2020
XOMExxonMobil Holdings Corp	$5.06M	3.37%	0.00%	-0.5%	Q4 2014
GLDSPDR Gold Trust	$4.76M	3.17%	0.00%	+1.4%	Q4 2014
IBMInternational Business Machines Corp	$4.51M	3.01%	0.00%	-2.8%	Q4 2014
PEPPepsico Inc	$4.47M	2.98%	0.00%	+0.4%	Q4 2014
METAMeta Platforms, Inc.	$4.34M	2.89%	Not reported	-1.5%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$3.93M	2.62%	Not reported	-0.1%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$3.92M	2.61%	Not reported	+0.3%	Q4 2014
GOOGAlphabet Inc.	$3.56M	2.37%	Not reported	-3.1%	Q4 2015
BACBank of America Corp	$3.47M	2.31%	0.00%	+0.7%	Q2 2018
MDLZMondelez International, Inc.	$3.35M	2.23%	0.00%	+0.9%	Q4 2014
MRKMerck & Co., Inc.	$3.16M	2.10%	0.00%	+1.1%	Q4 2014
CATCaterpillar Inc	$3.03M	2.02%	0.00%	Not reported	Q4 2014
HDHome Depot, Inc.	$2.93M	1.95%	0.00%	-0.9%	Q4 2014
AMATApplied Materials Inc	$2.89M	1.92%	0.00%	-2.0%	Q2 2015
MSFTMicrosoft Corp	$2.33M	1.56%	0.00%	Not reported	Q1 2019
BMYBristol Myers Squibb Co	$2M	1.33%	0.00%	Not reported	Q4 2014
MTBM&T Bank Corp	$1.86M	1.24%	0.01%	-0.3%	Q2 2022
METMetlife Inc	$1.67M	1.12%	0.00%	-2.4%	Q4 2014
PMPhilip Morris International Inc.	$1.67M	1.11%	0.00%	+2.9%	Q4 2014
DISWalt Disney Co	$1.63M	1.08%	0.00%	-1.9%	Q4 2014
AMZNAmazon Com Inc	$1.58M	1.05%	0.00%	Not reported	Q1 2015
ALBAlbemarle Corp	$1.47M	0.98%	0.01%	-4.2%	Q1 2016
PPLPPL Corp	$1.44M	0.96%	0.01%	+0.9%	Q4 2014
CRMSalesforce, Inc.	$1.39M	0.92%	0.00%	-2.3%	Q2 2019
MCKMckesson Corp	$1.38M	0.92%	0.00%	Not reported	Q4 2014
QQQInvesco QQQ Trust, Series 1	$1.35M	0.90%	Not reported	-0.4%	Q2 2018
PGPROCTER & GAMBLE Co	$1.3M	0.87%	0.00%	Not reported	Q4 2014
BRK.BBerkshire Hathaway Inc	$1.29M	0.86%	Not reported	-1.8%	Q4 2014
MOAltria Group, Inc.	$1.23M	0.82%	0.00%	+6.0%	Q4 2014
TAt&T Inc.	$1.23M	0.82%	0.00%	+3.0%	Q4 2014
KMIKinder Morgan, Inc.	$1.18M	0.78%	0.00%	Not reported	Q4 2014
ABBVAbbVie Inc.	$1.09M	0.72%	0.00%	+4.4%	Q4 2014
WMTWalmart Inc.	$1M	0.67%	0.00%	Not reported	Q4 2014
KOCoca Cola Co	$995K	0.66%	0.00%	Not reported	Q4 2014
UPSUnited Parcel Service Inc	$988K	0.66%	0.00%	-0.1%	Q1 2020
VZVerizon Communications Inc	$975K	0.65%	0.00%	-6.7%	Q4 2014
MCDMcdonalds Corp	$870K	0.58%	0.00%	Not reported	Q4 2015
EPDEnterprise Products Partners L.P.	$801K	0.53%	0.00%	Not reported	Q4 2014
VVisa Inc.	$762K	0.51%	0.00%	Not reported	Q4 2020
CVXChevron Corp	$751K	0.50%	0.00%	Not reported	Q4 2014
HONHoneywell International Inc	$740K	0.49%	0.00%	Not reported	Q2 2019
JPMJPMorgan Chase & Co	$708K	0.47%	0.00%	+10.1%	Q4 2014
ADPAutomatic Data Processing Inc	$672K	0.45%	0.00%	Not reported	Q1 2016
COSTCostco Wholesale Corp	$645K	0.43%	0.00%	Not reported	Q3 2020
EDConsolidated Edison Inc	$639K	0.43%	0.00%	Not reported	Q4 2014
ABTAbbott Laboratories	$631K	0.42%	0.00%	+7.0%	Q4 2014

Q4 2025Reported Feb 10, 202676 positions
AAPLApple Inc.	$17.8M	11.88%	0.00%	-2.2%	Q4 2014
GOOGLAlphabet Inc.	$13.3M	8.91%	0.00%	-2.9%	Q4 2015
RTXRTX Corp	$6.74M	4.50%	0.00%	-3.1%	Q2 2020
JNJJohnson & Johnson	$6.35M	4.24%	0.00%	-0.8%	Q4 2014
IBMInternational Business Machines Corp	$5.68M	3.79%	0.00%	-1.2%	Q4 2014
METAMeta Platforms, Inc.	$5.08M	3.40%	Not reported	-1.5%	Q4 2015
GLDSPDR Gold Trust	$4.33M	2.89%	0.00%	-0.2%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$4.12M	2.76%	Not reported	+12.8%	Q4 2014
PEPPepsico Inc	$4.11M	2.75%	0.00%	-1.1%	Q4 2014
GOOGAlphabet Inc.	$4.02M	2.68%	Not reported	-4.9%	Q4 2015
BACBank of America Corp	$3.89M	2.60%	0.00%	-0.7%	Q2 2018
MDYSPDR S&P Midcap 400 ETF Trust	$3.82M	2.55%	Not reported	+1.4%	Q4 2014
XOMExxonMobil Holdings Corp	$3.61M	2.41%	0.00%	-2.2%	Q4 2014
MDLZMondelez International, Inc.	$3.1M	2.07%	0.00%	-7.1%	Q4 2014
HDHome Depot, Inc.	$3.1M	2.07%	0.00%	-0.4%	Q4 2014
MSFTMicrosoft Corp	$3.05M	2.04%	0.00%	-0.1%	Q1 2019
MRKMerck & Co., Inc.	$2.74M	1.83%	0.00%	-1.7%	Q4 2014
CATCaterpillar Inc	$2.45M	1.64%	0.00%	-3.8%	Q4 2014
AMATApplied Materials Inc	$2.22M	1.48%	0.00%	-3.9%	Q2 2015
CRMSalesforce, Inc.	$2.01M	1.34%	0.00%	-2.1%	Q2 2019
DISWalt Disney Co	$1.96M	1.31%	0.00%	-0.1%	Q4 2014
METMetlife Inc	$1.91M	1.28%	0.00%	+0.5%	Q4 2014
MTBM&T Bank Corp	$1.81M	1.21%	0.01%	+0.3%	Q2 2022
BMYBristol Myers Squibb Co	$1.78M	1.19%	0.00%	-6.3%	Q4 2014
AMZNAmazon Com Inc	$1.75M	1.17%	0.00%	Not reported	Q1 2015
PMPhilip Morris International Inc.	$1.57M	1.05%	0.00%	-13.8%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$1.45M	0.97%	Not reported	+8.7%	Q2 2018
BRK.BBerkshire Hathaway Inc	$1.38M	0.92%	Not reported	Not reported	Q4 2014
MCKMckesson Corp	$1.31M	0.88%	0.00%	Not reported	Q4 2014
PPLPPL Corp	$1.31M	0.87%	0.01%	+0.7%	Q4 2014
PGPROCTER & GAMBLE Co	$1.29M	0.86%	0.00%	-1.6%	Q4 2014
ALBAlbemarle Corp	$1.21M	0.81%	0.01%	-0.9%	Q1 2016
ABBVAbbVie Inc.	$1.09M	0.73%	0.00%	-12.8%	Q4 2014
TAt&T Inc.	$1.02M	0.68%	0.00%	-4.0%	Q4 2014
MOAltria Group, Inc.	$1.02M	0.68%	0.00%	-11.7%	Q4 2014
UPSUnited Parcel Service Inc	$997K	0.67%	0.00%	-4.4%	Q1 2020
KMIKinder Morgan, Inc.	$963K	0.64%	0.00%	-4.5%	Q4 2014
KOCoca Cola Co	$915K	0.61%	0.00%	-0.7%	Q4 2014
WMTWalmart Inc.	$898K	0.60%	0.00%	-2.4%	Q4 2014
VVisa Inc.	$884K	0.59%	0.00%	Not reported	Q4 2020
MCDMcdonalds Corp	$856K	0.57%	0.00%	Not reported	Q4 2015
ADPAutomatic Data Processing Inc	$851K	0.57%	0.00%	Not reported	Q1 2016
VZVerizon Communications Inc	$848K	0.57%	0.00%	-2.4%	Q4 2014
ABTAbbott Laboratories	$720K	0.48%	0.00%	-12.2%	Q4 2014
JPMJPMorgan Chase & Co	$704K	0.47%	0.00%	-22.0%	Q4 2014
ORCLOracle Corp	$701K	0.47%	0.00%	Not reported	Q4 2014
EPDEnterprise Products Partners L.P.	$678K	0.45%	0.00%	Not reported	Q4 2014
NVDANvidia Corp	$651K	0.43%	0.00%	Not reported	Q1 2024
HONHoneywell International Inc	$638K	0.43%	0.00%	Not reported	Q2 2019
WATWaters Corp	$619K	0.41%	0.00%	Not reported	Q1 2015

Q3 2025Reported Nov 12, 202576 positions
AAPLApple Inc.	$17M	11.81%	0.00%	-1.5%	Q4 2014
GOOGLAlphabet Inc.	$10.7M	7.39%	0.00%	-1.6%	Q4 2015
RTXRTX Corp	$6.35M	4.40%	0.00%	-1.0%	Q2 2020
METAMeta Platforms, Inc.	$5.75M	3.98%	Not reported	-2.1%	Q4 2015
JNJJohnson & Johnson	$5.73M	3.97%	0.00%	-2.2%	Q4 2014
IBMInternational Business Machines Corp	$5.47M	3.79%	0.00%	-1.0%	Q4 2014
PEPPepsico Inc	$4.07M	2.82%	0.00%	+0.1%	Q4 2014
GLDSPDR Gold Trust	$3.89M	2.69%	0.00%	-0.8%	Q4 2014
MDLZMondelez International, Inc.	$3.87M	2.68%	0.00%	-0.7%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$3.72M	2.58%	Not reported	+1.2%	Q4 2014
BACBank of America Corp	$3.67M	2.54%	0.00%	-0.9%	Q2 2018
HDHome Depot, Inc.	$3.66M	2.54%	0.00%	-3.5%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$3.57M	2.48%	Not reported	+0.6%	Q4 2014
XOMExxonMobil Holdings Corp	$3.45M	2.39%	0.00%	-1.8%	Q4 2014
GOOGAlphabet Inc.	$3.28M	2.27%	Not reported	-0.9%	Q4 2015
MSFTMicrosoft Corp	$3.27M	2.26%	0.00%	Not reported	Q1 2019
MRKMerck & Co., Inc.	$2.22M	1.54%	0.00%	-21.8%	Q4 2014
CATCaterpillar Inc	$2.12M	1.47%	0.00%	Not reported	Q4 2014
METMetlife Inc	$1.99M	1.38%	0.00%	Not reported	Q4 2014
DISWalt Disney Co	$1.98M	1.37%	0.00%	+0.4%	Q4 2014
PMPhilip Morris International Inc.	$1.84M	1.28%	0.00%	-3.7%	Q4 2014
CRMSalesforce, Inc.	$1.84M	1.27%	0.00%	-1.3%	Q2 2019
AMATApplied Materials Inc	$1.84M	1.27%	0.00%	Not reported	Q2 2015
MTBM&T Bank Corp	$1.77M	1.23%	0.01%	+1.1%	Q2 2022
AMZNAmazon Com Inc	$1.67M	1.15%	0.00%	+2.4%	Q1 2015
BMYBristol Myers Squibb Co	$1.59M	1.10%	0.00%	-7.4%	Q4 2014
PGPROCTER & GAMBLE Co	$1.41M	0.97%	0.00%	-0.5%	Q4 2014
PPLPPL Corp	$1.38M	0.95%	0.01%	-1.3%	Q4 2014
BRK.BBerkshire Hathaway Inc	$1.38M	0.95%	Not reported	Not reported	Q4 2014
MOAltria Group, Inc.	$1.32M	0.91%	0.00%	-1.2%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$1.3M	0.90%	Not reported	+3.9%	Q2 2018
ABBVAbbVie Inc.	$1.27M	0.88%	0.00%	Not reported	Q4 2014
MCKMckesson Corp	$1.24M	0.86%	0.00%	Not reported	Q4 2014
TAt&T Inc.	$1.21M	0.84%	0.00%	+0.9%	Q4 2014
KMIKinder Morgan, Inc.	$1.04M	0.72%	0.00%	-5.2%	Q4 2014
ORCLOracle Corp	$1.01M	0.70%	0.00%	Not reported	Q4 2014
ADPAutomatic Data Processing Inc	$971K	0.67%	0.00%	Not reported	Q1 2016
VZVerizon Communications Inc	$937K	0.65%	0.00%	-0.3%	Q4 2014
JPMJPMorgan Chase & Co	$884K	0.61%	0.00%	-2.3%	Q4 2014
UPSUnited Parcel Service Inc	$878K	0.61%	0.00%	-1.9%	Q1 2020
ABTAbbott Laboratories	$877K	0.61%	0.00%	Not reported	Q4 2014
KOCoca Cola Co	$874K	0.61%	0.00%	Not reported	Q4 2014
VVisa Inc.	$860K	0.60%	0.00%	Not reported	Q4 2020
WMTWalmart Inc.	$851K	0.59%	0.00%	Not reported	Q4 2014
MCDMcdonalds Corp	$851K	0.59%	0.00%	Not reported	Q4 2015
ALBAlbemarle Corp	$697K	0.48%	0.01%	-2.8%	Q1 2016
HONHoneywell International Inc	$689K	0.48%	0.00%	Not reported	Q2 2019
EPDEnterprise Products Partners L.P.	$662K	0.46%	0.00%	Not reported	Q4 2014
NVDANvidia Corp	$651K	0.45%	0.00%	Not reported	Q1 2024
COSTCostco Wholesale Corp	$599K	0.41%	0.00%	+18.3%	Q3 2020

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