CHARTER RESEARCH & INVESTMENT GROUP, INC. — 13F holdings

CHARTER RESEARCH & INVESTMENT GROUP, INC. reported 92 holdings worth $165M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. AAPL APPLE INC — $18.8M (11.4%)
2. GOOGL ALPHABET INC — $15.1M (9.1%)
3. JNJ Johnson & Johnson — $7.98M (4.8%)
4. RTX RTX CORPORATION — $6.93M (4.2%)
5. AMAT APPLIED MATLS INC — $6.11M (3.7%)
6. IBM INTERNATIONAL BUSINESS MACHS — $5.20M (3.2%)
7. CAT CATERPILLAR INC — $4.56M (2.8%)
8. SPY SPDR S&P 500 ETF TR — $4.49M (2.7%)
9. MDY SPDR S&P MIDCAP 400 ETF TR — $4.40M (2.7%)
10. GOOG ALPHABET INC — $4.27M (2.6%)