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Home > Institutional Investor > Charter Research & Investment Group, Inc. > Profile

Instuitional Investor - Charter Research & Investment Group, Inc.

Fund Profile
Filing Period:
Fund Name: Charter Research & Investment Group, Inc.
Portfolio Value $164,746,229
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 64,915 $18,783,761 11.4%
2.
Alphabet Inc.
 GOOGL 42,155 $15,064,932 9.14%
3.
Johnson & Johnson
 JNJ 31,433 $7,982,975 4.85%
4.
Rtx Corp
 RTX 36,504 $6,925,858 4.2%
5.
Applied Materials Inc
 AMAT 8,450 $6,109,350 3.71%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.