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

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$144,362,954
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 83 stock holdings with total value $144,362,954 as of Q3 2025. Top holdings included AAPL, GOOGL, RTX, META, and JNJ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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 +$2,504,230 -$1,147,654 +$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 -$2,404,494 -$956,347 AAPL, GOOGL, PEP, JNJ, MRK 13F-HR 14 Aug 2024, 11:36
Q1 2024 84 $126,121,067 +$2,330,788 -$4,653,000 -$2,322,212 AAPL, GOOGL, PEP, JNJ, MRK 13F-HR 13 May 2024, 10:32
Q4 2023 86 $120,479,947 +$3,129,049 -$1,645,985 +$1,483,064 AAPL, GOOGL, JNJ, PEP, MDLZ 13F-HR 12 Feb 2024, 13:07
Q3 2023 77 $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 76 $119,890,832 +$1,155,128 -$1,157,390 -$2,262 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 +$720,820 -$1,410,472 -$689,652 AAPL, JNJ, PEP, GOOGL, MDLZ 13F-HR 13 Feb 2023, 11:23
Q3 2022 73 $98,912,000 +$6,193,028 -$1,226,298 +$4,966,730 AAPL, JNJ, PEP, GOOGL, MDLZ 13F-HR 10 Nov 2022, 09:53
Q2 2022 76 $110,006,000 +$4,236,848 -$637,203 +$3,599,645 AAPL, JNJ, GOOGL, PEP, MDLZ 13F-HR 10 Aug 2022, 12:27
Q1 2022 83 $123,295,000 +$1,074,461 -$1,171,121 -$96,660 AAPL, GOOGL, JNJ, PEP, RTX 13F-HR 13 May 2022, 09:31
Q4 2021 85 $127,027,000 +$1,726,808 -$4,925,290 -$3,198,482 AAPL, GOOGL, JNJ, PEP, MDLZ 13F-HR 10 Feb 2022, 16:15
Q3 2021 82 $120,517,000 +$1,687,907 -$1,172,457 +$515,450 AAPL, GOOGL, JNJ, PEP, MDLZ 13F-HR 12 Nov 2021, 14:30
Q2 2021 80 $120,672,000 +$893,963 -$2,146,364 -$1,252,401 AAPL, GOOGL, JNJ, PEP, MDLZ 13F-HR 10 Aug 2021, 11:59
Q1 2021 80 $114,492,000 +$6,090,511 -$1,131,308 +$4,959,203 AAPL, GOOGL, JNJ, PEP, MDLZ 13F-HR 14 May 2021, 16:07
Q4 2020 77 $103,949,000 +$5,119,938 -$658,333 +$4,461,605 AAPL, JNJ, GOOGL, PEP, MDLZ 13F-HR 12 Feb 2021, 13:07
Q3 2020 75 $91,303,000 +$8,775,933 -$2,798,187 +$5,977,746 AAPL, JNJ, PEP, GOOGL, MDLZ 13F-HR 10 Nov 2020, 14:40
Q2 2020 74 $86,692,000 +$2,699,240 -$1,732,997 +$966,243 AAPL, JNJ, PEP, GOOGL, BMY 13F-HR 12 Aug 2020, 15:50
Q1 2020 71 $75,896,000 +$2,584,552 -$2,733,169 -$148,617 AAPL, JNJ, PEP, GOOGL, MDLZ 13F-HR 15 May 2020, 09:33
Q4 2019 77 $98,326,000 +$2,943,785 -$2,041,010 +$902,775 AAPL, JNJ, PEP, GOOGL, BMY 13F-HR 30 Jan 2020, 09:07
Q3 2019 75 $92,322,000 +$3,817,780 -$1,853,783 +$1,963,997 AAPL, JNJ, PEP, MDLZ, GOOGL 13F-HR 14 Nov 2019, 09:09
Q2 2019 78 $89,913,000 +$1,295,484 -$2,354,897 -$1,059,413 JNJ, AAPL, PEP, MDLZ, GOOGL 13F-HR 14 Aug 2019, 09:31
Q1 2019 82 $90,410,000 +$3,998,224 -$702,301 +$3,295,923 JNJ, AAPL, PEP, GOOGL, MRK 13F-HR 15 May 2019, 10:01
Q4 2018 76 $79,182,000 +$2,826,510 -$2,244,469 +$582,041 JNJ, PEP, AAPL, GOOGL, MRK 13F-HR 14 Feb 2019, 10:14
Q3 2018 77 $91,700,000 +$2,091,756 -$1,210,786 +$880,970 AAPL, JNJ, PEP, GOOGL, XOM 13F-HR 14 Nov 2018, 09:24
Q2 2018 75 $87,222,000 +$5,562,685 -$462,600 +$5,100,085 AAPL, JNJ, PEP, XOM, GOOGL 13F-HR 10 Aug 2018, 14:29
Q1 2018 72 $83,779,000 +$1,630,641 -$1,062,391 +$568,250 AAPL, PEP, JNJ, GOOGL, XOM 13F-HR 15 May 2018, 10:13
Q4 2017 72 $89,088,000 $0 AAPL, PEP, JNJ, KHC, T 13F-HR 02 Feb 2018, 13:24
Q3 2016 70 $85,209,000 +$492,931 -$1,198,850 -$705,919 GEXXXX, PEP, KHC, AAPL, JNJ Restatement 09 Dec 2016, 10:27
Q2 2016 72 $87,465,000 +$1,063,954 -$4,072,517 -$3,008,563 GEXXXX, PEP, JNJ, KHC, T Restatement 09 Dec 2016, 10:26
Q1 2016 70 $87,256,000 +$2,019,005 -$1,733,768 +$285,237 GEXXXX, KHC, PEP, AAPL, JNJ Restatement 09 Dec 2016, 10:24
Q4 2015 70 $86,129,000 +$13,545,733 -$903,522 +$12,642,211 GEXXXX, PEP, KHC, AAPL, JNJ Restatement 09 Dec 2016, 10:23
Q3 2015 66 $75,767,000 +$3,771,968 -$3,026,100 +$745,868 GEXXXX, KHC, AAPL, PEP, JNJ Restatement 09 Dec 2016, 10:20
Q2 2015 72 $90,039,000 +$5,187,390 -$1,607,468 +$3,579,922 KRFT, AAPL, GEXXXX, PEP, MDLZ Restatement 09 Dec 2016, 10:16
Q1 2015 72 $90,403,000 +$1,298,594 -$488,279 +$810,315 KRFT, AAPL, PEP, GEXXXX, JNJ Restatement 09 Dec 2016, 10:14
Q4 2014 73 $91,343,000 $0 GEXXXX, PEP, AAPL, KRFT, JNJ Restatement 09 Dec 2016, 10:13