StockDriftsStockDriftsTop 50 Charter Research & Investment Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.05% | 65.4K | $16.6M | -0.11%(-72) | $28.31(+953.33%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CL A | 8.12% | 42.4K | $12.2M | -0.41%(-175) | $32.46(+1135.60%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 4.93% | 30.2K | $7.4M | -1.36%(-417) | $113.07(+104.13%) | 2026-03-31 | |
| RTX | RTX CORP | 4.72% | 36.8K | $7.1M | -0.02%(-8) | $75.28(+133.35%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.37% | 29.8K | $5.1M | -0.51%(-152) | $86.72(+76.17%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.17% | 11.1K | $4.8M | +1.35%(+147) | $124.13(+244.17%) | 2026-03-31 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 3.01% | 18.6K | $4.5M | -2.84%(-545) | $119.29(+83.05%) | 2026-03-31 | |
| PEP | PEPSICO INC | 2.98% | 28.8K | $4.5M | +0.38%(+110) | $76.33(+94.76%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.89% | 7.6K | $4.3M | -1.52%(-117) | $109.41(+465.24%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 2.62% | 6.0K | $3.9M | -0.10%(-6) | $320.28(+133.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.65% | +54.68% |
| Top 20 Holdings Unweighted | +13.73% | +47.11% |
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