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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
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Small
Growth
32
3
2
2
0
0
19
2
2
CHARTER RESEARCH INVESTMENT GROUP INC

Time Period2018-03-31

Total Holdings72

Total Value ($x1000)83,779
Activities
New1

Increased19

Unchanged29

Decreased23

Sold Out1

Top 10 Stock Holdingstotal 37.36%
AAPL4.97

PEP4.64

JNJ4.63

GOOGL3.65

XOM3.61

 
T3.47

BMY3.24

KHC3.09

MDLZ3.08

DIS2.98

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.97%
COM
PEP
4.64%
COM
JNJ
4.63%
COM
GOOGL
3.65%
CAP STK CL A
XOM
3.61%
COM
T
3.47%
COM
BMY
3.24%
COM
KHC
3.09%
COM
MDLZ
3.08%
CL A
DIS
2.98%
COM DISNEY
UTX
2.88%
COM
WFC
2.72%
COM
MRK
2.54%
COM
BCE
2.25%
COM NEW
GOOG
2.17%
CAP STK CL C
AMAT
1.94%
COM
CAG
1.93%
COM
FB
1.93%
CL A
GLD
1.91%
GOLD SHS
PBCT
1.88%
COM
HD
1.86%
COM
PPL
1.85%
COM
F
1.81%
COM PAR $0.01
CELG
1.75%
COM
MET
1.73%
COM
GE
1.65%
COM
SPY
1.63%
TR UNIT
MDY
1.62%
UTSER1 S&PDCRP
WES
1.56%
COM UNIT LP IN
AGR
1.51%
COM
PM
1.42%
COM
VZ
1.4%
COM
AMZN
1.37%
COM
MIK
1.29%
COM
BRK.B
1.01%
CL B NEW
CVX
0.95%
COM
PFE
0.8%
COM
MO
0.79%
COM
MMM
0.77%
COM
ABBV
0.65%
COM
PAYX
0.64%
COM
WDAY
0.62%
CL A
MCK
0.61%
COM
KO
0.61%
COM
APC
0.54%
COM
ED
0.52%
COM
PG
0.51%
COM
KMI
0.5%
COM
CL
0.49%
COM
ORCL
0.49%
COM
JPM
0.48%
COM
IBM
0.46%
COM
NEU
0.44%
COM
ADP
0.42%
COM
D
0.42%
COM
ABT
0.41%
COM
WAT
0.4%
COM
USB
0.4%
COM NEW
ALB
0.35%
COM
TIP
0.34%
TIPS BD ETF
DVN
0.33%
COM
INTC
0.32%
COM
BA
0.3%
COM
VGT
0.3%
INF TECH ETF
MCD
0.29%
COM
PPG
0.29%
COM
NEE
0.27%
COM
QQQ
0.27%
UNIT SER 1
APD
0.26%
COM
WMT
0.26%
COM
ALE
0.26%
COM NEW
WTR
0.24%
COM
BCR
0.56%
COM