13F Insight
DOSSIER · 13F-HR · Q2 2026

CHARTER RESEARCH & INVESTMENT GROUP, INC.

$165M in tracked AUM across 92 positions as of Q2 2026.

CR
CIK 0001666624 · last filed Jun 30, 2026
Total AUM
$165M
as of Q2 2026
Holdings
92
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CHARTER RESEARCH & INVESTMENT GROUP, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$19M65K11.4%02
GOOGL
ALPHABET INC CL A
$15M42K9.1%03
JNJ
JOHNSON & JOHNSON
$8M31K4.8%04
RTX
RTX CORPORATION
$7M37K4.2%05
AMAT
APPLIED MATLS INC
$6M8K3.7%06
IBM
INTERNATIONAL BUSINESS MACHS
$5M19K3.2%07
CAT
CATERPILLAR INC
$5M4K2.8%08
SPY
SPDR S&P 500 ETF TR
$4M6K2.7%09
MDY
SPDR S&P MIDCAP 400 ETF TR
$4M6K2.7%10
GOOG
ALPHABET INC CL C
$4M12K2.6%

Filing history

2026Q2Jun 30
$165M▲ 9.7%
92 positionsView →2026Q1Mar 31
$150M▲ 0.3%
86 positionsView →2025Q4Dec 31
$150M▲ 3.7%
84 positionsView →2025Q3Sep 30
$144M▲ 7.8%
83 positionsView →2025Q2Jun 30
$134M▲ 2.4%
83 positionsLocked2025Q1Mar 31
$131M▼ 0.4%
79 positionsLocked2024Q4Dec 31
$131M▼ 3.2%
79 positionsLocked2024Q3Sep 30
$136M▲ 6.8%
84 positionsLocked2024Q2Jun 30
$127M▲ 0.6%
81 positionsLocked2024Q1Mar 31
$126M▲ 4.7%
84 positionsLocked2023Q4Dec 31
$120M▲ 8.5%
86 positionsLocked2023Q3Sep 30
$111M▼ 7.9%
74 positionsLocked
Showing 12 of 40