account_balance
Investment manager · 13F filer · SEC CIK 1666624
Charter Research & Investment Group, Inc.
Reported value$162Mas of Sep 30, 2026
Positions89 2 new, 5 sold out
Top 10 weight47.8%AAPL alone is 13%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
13.2%
GOOGLAlphabet Inc.
8.8%
JNJJohnson & Johnson
5.1%
RTXRTX Corp
4.1%
METAMeta Platforms, Inc.
3.4%
XOMExxonMobil Holdings Corp
2.9%
SPYSPDR S&P 500 ETF Trust
2.8%
GLDSPDR Gold Trust
2.6%
MDYSPDR S&P Midcap 400 ETF Trust
2.5%Trimmed −3%
IBMInternational Business Machines Corp
2.4%
GOOGAlphabet Inc.
2.4%
BACBank of America Corp
2.4%
AAPLApple Inc.
13.2%
GOOGLAlphabet Inc.
8.8%
JNJJohnson & Johnson
5.1%
RTXRTX Corp
4.1%
METAMeta Platforms, Inc.
3.4%
XOM2.9%SPY2.8%GLD2.6%MDY2.5%IBM2.4%GOOGBAC2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 13.2% HeldGOOGL Alphabet Inc. 8.8% HeldJNJ Johnson & Johnson 5.1% HeldRTX RTX Corp 4.1% HeldMETA Meta Platforms, Inc. 3.4% HeldXOM ExxonMobil Holdings Corp 2.9% HeldSPY SPDR S&P 500 ETF Trust 2.8% HeldGLD SPDR Gold Trust 2.6% HeldMDY SPDR S&P Midcap 400 ETF Trust 2.5% Trimmed −3%IBM International Business Machines Corp 2.4% Trimmed −3%GOOG Alphabet Inc. 2.4% Trimmed −4%BAC Bank of America Corp 2.4% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.