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Disclosery

13F-HR filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.

CHARTER RESEARCH & INVESTMENT GROUP, INC. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-12, with 79 holding rows worth $130,729,626.

Accession
0001214659-25-007379
Filer
CIK 1666624
Filed
2025-05-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 79 entries on the cover page, a total value of $130,729,626 stated on the cover page (in dollars after the unit check, H1), rows summing to $130,729,626 with VALUE read as dollars as filed, 13F file number 028-17333. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM69,156$15,361,676dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM46,195$7,143,595dollars as filed
Johnson & Johnson478160104COM32,145$5,330,885dollars as filed
Raytheon Technologies Corporation75513E101COM38,687$5,124,448dollars as filed
International Business Machines Corporation459200101COM19,887$4,945,101dollars as filed
META PLATFORMS INC CL A30303M102COM8,125$4,682,925dollars as filed
PepsiCo,Inc.713448108COM29,540$4,429,213dollars as filed
Mondelez International,Inc. Class A609207105COM63,209$4,288,731dollars as filed
EXXON MOBIL CORP30231G102COM32,154$3,824,075dollars as filed
Home Depot, Inc437076102COM9,623$3,526,598dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS6,278$3,349,325dollars as filed
SPDR GOLD TR78463V107GOLD SHS11,031$3,178,472dollars as filed
Merck & Co.,Inc.58933Y105COM34,638$3,109,107dollars as filed
Bank of America Corp060505104COM74,084$3,091,525dollars as filed
SPY78462F103SHS5,333$2,983,227dollars as filed
Bristol-Myers Squibb Company110122108COM39,658$2,418,747dollars as filed
Microsoft Corp594918104COM6,322$2,373,216dollars as filed
Salesforce.com, Inc79466L302COM8,052$2,160,835dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM13,680$2,137,226dollars as filed
METLIFE INC COM59156R108Stock24,663$1,980,192dollars as filed
Philip Morris International Inc.718172109COM12,033$1,909,998dollars as filed
Walt Disney Co254687106COM17,804$1,757,268dollars as filed
M & T BK CORP COM55261F104Stock9,435$1,686,506dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS40,340$1,644,258dollars as filed
Procter & Gamble Co742718109COM9,239$1,574,432dollars as filed
United Parcel Service,Inc. Class B911312106COM14,075$1,548,144dollars as filed
Caterpillar Inc.149123101COM4,450$1,467,610dollars as filed
Berkshire Hathaway Inc084670702COM2,749$1,464,062dollars as filed
Amazon.com, Inc023135106COM7,675$1,460,246dollars as filed
PPL CORP COM69351T106Stock37,043$1,337,623dollars as filed
Applied Materials,Inc.038222105COM8,975$1,302,452dollars as filed
AT&T Inc00206R102COM43,449$1,228,738dollars as filed
Altria Group Inc02209S103COM20,192$1,211,924dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock41,158$1,174,238dollars as filed
AbbVie,Inc.00287Y109COM5,486$1,149,427dollars as filed
MCKESSON CORP COM58155Q103Stock1,600$1,076,784dollars as filed
Automatic Data Processing,Inc.053015103COM3,308$1,010,693dollars as filed
Verizon Communications Inc92343V104COM21,660$982,481dollars as filed
Coca-Cola Company191216100COM13,174$943,538dollars as filed
McDonalds Corporation580135101COM2,907$908,060dollars as filed
Visa Inc92826C839COM2,520$883,159dollars as filed
Abbott Laboratories002824100COM6,547$868,460dollars as filed
INVESCO QQQ TR46090E103COM1,731$811,701dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM4,328$749,739dollars as filed
Walmart Inc.931142103COM8,322$730,588dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM21,160$722,402dollars as filed
JPMorgan Chase & Co46625H100COM2,866$703,116dollars as filed
ALBEMARLE CORP012653101COM9,637$694,057dollars as filed
Honeywell Technologies438516106COM3,272$692,846dollars as filed
CONSOLIDATED EDISON INC209115104COM5,645$624,307dollars as filed
VGT92204A702SHS1,120$607,466dollars as filed
Chevron Corporation166764100COM3,630$607,263dollars as filed
WATERS CORP COM941848103Stock1,630$600,769dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock6,407$600,336dollars as filed
CONAGRA FOODS INC205887102COM22,385$597,008dollars as filed
Oracle Corporation68389X105COM4,249$594,053dollars as filed
Costco Wholesale Corporation22160K105COM547$517,303dollars as filed
Stryker Corporation863667101COM1,331$495,465dollars as filed
VTI922908769COM1,569$431,224dollars as filed
AIR PRODS & CHEMS INC009158106COM1,384$408,169dollars as filed
NextEra Energy,Inc.65339F101COM5,633$399,323dollars as filed
PPG INDS INC COM693506107Stock3,550$388,193dollars as filed
EMERSON ELEC CO COM291011104Stock3,448$378,039dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock2,036$373,647dollars as filed
NVIDIA Corp67066G104COM3,300$357,654dollars as filed
General Electric Company369604301COM1,572$314,636dollars as filed
Pfizer Inc.717081103COM11,941$302,585dollars as filed
3M CO COM88579Y101Stock1,968$289,020dollars as filed
USBANCORPDEL902973304COM NEW6,612$279,159dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,534$275,046dollars as filed
ConocoPhillips20825C104COM2,545$267,262dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF2,540$254,000dollars as filed
INVESCO EXCHANGE TRADED FD T46137V266S&P500 PUR GWT6,520$249,390dollars as filed
Chubb LimitedH1467J104COM820$247,632dollars as filed
Waste Management, Inc.94106L109COM1,050$243,086dollars as filed
EXTRA SPACE STORAGE INC COM30225T102REIT1,610$239,069dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock5,930$234,413dollars as filed
Duke Energy Corporation26441C204COM1,781$217,229dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS3,350$203,211dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-25-007379this filing2025-05-12acceptance time not in the bulk data set