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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
Blend
Small
Growth
31
3
2
2
0
0
19
3
2
CHARTER RESEARCH INVESTMENT GROUP INC

Time Period2017-12-31

Total Holdings72

Total Value ($x1000)89,088
Activities
New

Increased

Unchanged

Decreased

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Top 10 Stock Holdingstotal 37.17%
AAPL4.92

PEP4.79

JNJ4.78

KHC3.64

T3.55

 
GOOGL3.54

WFC3.02

MDLZ3.01

BMY2.99

DIS2.93

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.92%
COM
PEP
4.79%
COM
JNJ
4.78%
COM
KHC
3.64%
COM
T
3.55%
COM
GOOGL
3.54%
CAP STK CL A
WFC
3.02%
COM
MDLZ
3.01%
CL A
BMY
2.99%
COM
DIS
2.93%
COM DISNEY
XOM
2.86%
COM
UTX
2.77%
COM
MRK
2.44%
COM
BCE
2.4%
COM NEW
GOOG
2.1%
CAP STK CL C
GE
2.08%
COM
FB
2.04%
CL A
PPL
1.94%
COM
F
1.94%
COM PAR $0.01
CELG
1.92%
COM
MIK
1.89%
COM
HD
1.86%
COM
CAG
1.81%
COM
GLD
1.79%
GOLD SHS
MET
1.79%
COM
PBCT
1.77%
COM
AMAT
1.68%
COM
WES
1.67%
COM UNIT LP IN
SPY
1.54%
TR UNIT
MDY
1.45%
UTSER1 S&PDCRP
PM
1.42%
COM
AGR
1.41%
COM
VZ
1.39%
COM
AMZN
1.04%
COM
BRK.B
0.99%
CL B NEW
CVX
0.98%
COM
MO
0.86%
COM
PFE
0.77%
COM
MMM
0.7%
COM
PAYX
0.67%
COM
MCK
0.64%
COM
ABBV
0.61%
COM
KO
0.61%
COM
KMI
0.56%
COM
BCR
0.56%
COM
APC
0.51%
COM
PG
0.51%
COM
ED
0.47%
COM
ORCL
0.47%
COM
WDAY
0.47%
CL A
D
0.46%
COM
ALB
0.45%
COM
IBM
0.44%
COM
JPM
0.44%
COM
DVN
0.44%
COM
CL
0.42%
COM
NEU
0.41%
COM
USB
0.4%
COM NEW
WAT
0.37%
COM
ABT
0.36%
COM
TIP
0.32%
TIPS BD ETF
ADP
0.31%
COM
MCD
0.3%
COM
PPG
0.28%
COM
INTC
0.28%
COM
WMT
0.27%
COM
VGT
0.27%
INF TECH ETF
BA
0.26%
COM
WTR
0.26%
COM
ALE
0.25%
COM NEW
QQQ
0.24%
UNIT SER 1
APD
0.22%
COM