13F Filings History of CHARTER RESEARCH & INVESTMENT GROUP, INC.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$149,689,107
Notable people
Paula M. Luciani
Signature - Title
Patrick J. Clark - President
Location
Southport, CT
Summary
This page shows a list of all the recent 13F filings made by CHARTER RESEARCH & INVESTMENT GROUP, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CHARTER RESEARCH & INVESTMENT GROUP, INC. reported 84 stock holdings with total value $149,689,107 as of Q4 2025. Top holdings included AAPL, GOOGL, RTX, JNJ, and IBM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 84 $149,689,107 +$1,593,407 -$4,187,824 -$2,594,417 AAPL, GOOGL, RTX, JNJ, IBM 13F-HR 10 Feb 2026, 14:33
Q3 2025 83 $144,362,954 +$1,199,544 -$2,659,098 -$1,459,554 AAPL, GOOGL, RTX, META, JNJ 13F-HR 12 Nov 2025, 07:08
Q2 2025 83 $133,906,516 +$1,248,436 -$2,767,238 -$1,518,802 AAPL, GOOGL, META, IBM, RTX 13F-HR 08 Aug 2025, 10:48
Q1 2025 79 $130,729,626 +$2,504,229 -$1,147,653 +$1,356,576 AAPL, GOOGL, JNJ, RTX, IBM 13F-HR 12 May 2025, 14:54
Q4 2024 79 $131,297,798 +$317,547 -$5,020,213 -$4,702,666 AAPL, GOOGL, META, JNJ, PEP 13F-HR 12 Feb 2025, 11:47
Q3 2024 84 $135,607,329 +$1,755,168 -$1,978,150 -$222,982 AAPL, GOOGL, JNJ, PEP, META 13F-HR 12 Nov 2024, 10:59
Q2 2024 81 $126,936,975 +$1,448,147 -$2,404,493 -$956,346 AAPL, GOOGL, PEP, JNJ, MRK 13F-HR 14 Aug 2024, 11:36
Q1 2024 84 $126,121,067 +$2,330,788 -$4,653,001 -$2,322,213 AAPL, GOOGL, PEP, JNJ, MRK 13F-HR 13 May 2024, 10:32
Q4 2023 86 $120,479,947 +$3,129,050 -$1,645,985 +$1,483,065 AAPL, GOOGL, JNJ, PEP, MDLZ 13F-HR 12 Feb 2024, 13:07
Q3 2023 74 $111,076,793 +$985,619 -$2,679,869 -$1,694,250 AAPL, GOOGL, JNJ, PEP, MDLZ 13F-HR 13 Nov 2023, 11:59
Q2 2023 77 $119,890,832 +$1,155,128 -$1,584,494 -$429,366 AAPL, GOOGL, JNJ, PEP, MDLZ 13F-HR 10 Aug 2023, 11:32
Q1 2023 76 $114,175,964 +$6,330,249 -$235,606 +$6,094,643 AAPL, PEP, JNJ, GOOGL, MDLZ 13F-HR 08 May 2023, 16:07
Q4 2022 74 $104,254,923 +$720,819 -$2,440,472 -$1,719,653 AAPL, JNJ, PEP, GOOGL, MDLZ 13F-HR 13 Feb 2023, 12:23
Q3 2022 73 $98,912,000 +$6,193,026 -$5,196,297 +$996,729 AAPL, JNJ, PEP, GOOGL, MDLZ 13F-HR 10 Nov 2022, 10:53
Q2 2022 76 $110,006,000 +$4,236,847 -$4,290,203 -$53,356 AAPL, JNJ, GOOGL, PEP, MDLZ 13F-HR 10 Aug 2022, 12:27
Q1 2022 83 $123,295,000 +$1,074,460 -$2,024,121 -$949,661 AAPL, GOOGL, JNJ, PEP, RTX 13F-HR 13 May 2022, 09:31
Q4 2021 85 $127,027,000 +$1,726,808 -$5,393,290 -$3,666,482 AAPL, GOOGL, JNJ, PEP, MDLZ 13F-HR 10 Feb 2022, 17:15
Q3 2021 82 $120,517,000 +$1,687,908 -$1,172,458 +$515,450 AAPL, GOOGL, JNJ, PEP, MDLZ 13F-HR 12 Nov 2021, 14:30
Q2 2021 80 $120,672,000 +$893,962 -$2,146,364 -$1,252,402 AAPL, GOOGL, JNJ, PEP, MDLZ 13F-HR 10 Aug 2021, 11:59
Q1 2021 80 $114,492,000 +$6,090,509 -$1,131,308 +$4,959,201 AAPL, GOOGL, JNJ, PEP, MDLZ 13F-HR 14 May 2021, 16:07
Q4 2020 78 $103,949,000 +$5,119,939 -$1,721,333 +$3,398,606 AAPL, JNJ, GOOGL, PEP, MDLZ 13F-HR 12 Feb 2021, 14:07
Q3 2020 76 $91,303,000 +$8,775,932 -$3,589,187 +$5,186,745 AAPL, JNJ, PEP, GOOGL, MDLZ 13F-HR 10 Nov 2020, 15:40
Q2 2020 75 $86,692,000 +$2,699,239 -$3,804,996 -$1,105,757 AAPL, JNJ, PEP, GOOGL, BMY 13F-HR 12 Aug 2020, 15:50
Q1 2020 72 $75,896,000 +$2,584,551 -$5,086,169 -$2,501,618 AAPL, JNJ, PEP, GOOGL, MDLZ 13F-HR 15 May 2020, 09:33
Q4 2019 78 $98,326,000 +$2,943,786 -$3,671,008 -$727,222 AAPL, JNJ, PEP, GOOGL, BMY 13F-HR 30 Jan 2020, 10:07
Q3 2019 75 $92,322,000 +$3,817,779 -$2,904,783 +$912,996 AAPL, JNJ, PEP, MDLZ, GOOGL 13F-HR 14 Nov 2019, 10:09
Q2 2019 78 $89,913,000 +$1,295,484 -$4,281,897 -$2,986,413 JNJ, AAPL, PEP, MDLZ, GOOGL 13F-HR 14 Aug 2019, 09:31
Q1 2019 82 $90,410,000 +$3,998,223 -$1,974,301 +$2,023,922 JNJ, AAPL, PEP, GOOGL, MRK 13F-HR 15 May 2019, 10:01
Q4 2018 76 $79,182,000 +$2,826,510 -$4,108,468 -$1,281,958 JNJ, PEP, AAPL, GOOGL, MRK 13F-HR 14 Feb 2019, 11:14
Q3 2018 77 $91,700,000 +$2,091,756 -$1,210,786 +$880,970 AAPL, JNJ, PEP, GOOGL, XOM 13F-HR 14 Nov 2018, 10:24
Q2 2018 75 $87,222,000 +$5,562,681 -$2,968,600 +$2,594,081 AAPL, JNJ, PEP, XOM, GOOGL 13F-HR 10 Aug 2018, 14:29
Q1 2018 72 $83,779,000 +$1,630,641 -$1,559,391 +$71,250 AAPL, PEP, JNJ, GOOGL, XOM 13F-HR 15 May 2018, 10:13
Q4 2017 72 $89,088,000 $0 $0 $0 AAPL, PEP, JNJ, KHC, T 13F-HR 02 Feb 2018, 14:24
Q3 2016 70 $85,209,000 +$492,931 -$3,331,850 -$2,838,919 GE, PEP, KHC, AAPL, JNJ Restatement 09 Dec 2016, 11:27
Q2 2016 72 $87,465,000 +$1,063,954 -$4,072,519 -$3,008,565 GE, PEP, JNJ, KHC, T Restatement 09 Dec 2016, 11:26
Q1 2016 70 $87,256,000 +$2,019,005 -$2,150,768 -$131,763 GE, KHC, PEP, AAPL, JNJ Restatement 09 Dec 2016, 11:24
Q4 2015 70 $86,129,000 +$13,545,732 -$6,614,522 +$6,931,210 GE, PEP, KHC, AAPL, JNJ Restatement 09 Dec 2016, 11:23
Q3 2015 66 $75,767,000 +$3,771,968 -$11,269,100 -$7,497,132 GE, KHC, AAPL, PEP, JNJ Restatement 09 Dec 2016, 11:20
Q2 2015 72 $90,039,000 +$5,187,386 -$4,722,468 +$464,918 KRFT, AAPL, GE, PEP, MDLZ Restatement 09 Dec 2016, 11:16
Q1 2015 72 $90,403,000 +$1,298,594 -$3,960,279 -$2,661,685 KRFT, AAPL, PEP, GE, JNJ Restatement 09 Dec 2016, 11:14
Q4 2014 73 $91,343,000 $0 $0 $0 GE, PEP, AAPL, KRFT, JNJ Restatement 09 Dec 2016, 11:13