CHARTER RESEARCH & INVESTMENT GROUP, INC.
All 13F Filings
- Location
- Southport, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 164,746
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 92 | 164,746 | 13F-HR | CHARTER RESEARCH & INVESTMENT GROUP, INC. |
| Q1 2026 | 5/12/2026 | 86 | 150,132 | 13F-HR | CHARTER RESEARCH & INVESTMENT GROUP, INC. |
| Q4 2025 | 2/10/2026 | 84 | 149,689 | 13F-HR | CHARTER RESEARCH & INVESTMENT GROUP, INC. |
| Q3 2025 | 11/12/2025 | 83 | 144,363 | 13F-HR | CHARTER RESEARCH & INVESTMENT GROUP, INC. |
| Q2 2025 | 8/8/2025 | 83 | 133,907 | 13F-HR | CHARTER RESEARCH & INVESTMENT GROUP, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 143 K | 86.8% | 12.91 K | 0 | 12.91 K |
| ETFs | 21.7 K | 13.2% | 1.702 K | 0 | 1.702 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
164,746
Holdings
92
QoQ value change ($000)
14,614
(9.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.