StockDriftsStockDriftsTop 50 Charter Research & Investment Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.4% | 64.9K | $18.8M | -0.68%(-447) | $28.31(+978.65%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CL A | 9.14% | 42.2K | $15.1M | -0.61%(-260) | $32.46(+961.99%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 4.85% | 31.4K | $8.0M | +3.91%(+1.18K) | $118.16(+120.43%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 4.2% | 36.5K | $6.9M | -0.68%(-250) | $75.28(+196.96%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 3.71% | 8.4K | $6.1M | +0.00%(+0) | $25.39(+1994.18%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 3.16% | 18.5K | $5.2M | -0.67%(-125) | $119.29(+93.36%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.77% | 4.3K | $4.6M | +0.00%(+0) | $214.62(+305.12%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF TR | 2.72% | 6.0K | $4.5M | -0.60%(-36) | $320.28(+142.09%) | 2026-06-30 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2.67% | 6.3K | $4.4M | -1.53%(-97) | $251.18(+184.78%) | 2026-06-30 | |
| GOOG | ALPHABET INC CL C | 2.59% | 12.1K | $4.3M | -2.54%(-315) | $27.52(+1145.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.76% | +63.30% | +10.57% | +65.23% |
| Top 20 Holdings Unweighted | +18.21% | +65.19% | +10.40% | +63.98% |
Charter Research & Investment Group INC reports $164.75M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (11.4%), GOOGL (9.1%) and JNJ (4.8%). The top 20 holdings account for 68.45% of reported assets. Its disclosed equity book has returned +63.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Charter Research & Investment Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1666624). View Charter Research & Investment Group INC’s 13F filings on SEC