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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
33
3
2
2
0
0
22
3
2
CHARTER RESEARCH INVESTMENT GROUP INC

Time Period2018-09-30

Total Holdings77

Total Value ($x1000)91,700
Activities
New2

Increased5

Unchanged32

Decreased38

Sold Out0

Top 10 Stock Holdingstotal 38.08%
AAPL6.01

JNJ5.58

PEP4.29

GOOGL3.84

XOM3.52

 
DIS3.12

MRK2.99

T2.98

UTX2.89

MDLZ2.86

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
6.01%
COM
JNJ
5.58%
COM
PEP
4.29%
COM
GOOGL
3.84%
CAP STK CL A
XOM
3.52%
COM
DIS
3.12%
COM DISNEY
MRK
2.99%
COM
T
2.98%
COM
UTX
2.89%
COM
MDLZ
2.86%
CL A
BMY
2.82%
COM
BAC
2.52%
COM
KHC
2.49%
COM
GOOG
2.21%
CAP STK CL C
HD
1.97%
COM
MDY
1.93%
UTSER1 S&PDCRP
BCE
1.91%
COM NEW
SPY
1.91%
TR UNIT
FB
1.75%
CL A
PPL
1.74%
COM
AMZN
1.73%
COM
EXPE
1.73%
COM NEW
CAG
1.61%
COM
MET
1.59%
COM
CELG
1.55%
COM
PBCT
1.54%
COM
GLD
1.53%
GOLD SHS
ACN
1.51%
SHS CLASS A
WES
1.46%
COM UNIT LP IN
VZ
1.41%
COM
AGR
1.31%
COM
F
1.3%
COM PAR $0.01
AMAT
1.23%
COM
GE
1.12%
COM
PM
1.06%
COM
BRK.B
1%
CL B NEW
MIK
0.94%
COM
CVX
0.93%
COM
PFE
0.88%
COM
MO
0.7%
COM
PAYX
0.7%
COM
MMM
0.68%
COM
WDAY
0.65%
CL A
KO
0.59%
COM
ABBV
0.57%
COM
MCK
0.53%
COM
KMI
0.52%
COM
ADP
0.5%
COM
APC
0.5%
COM
ED
0.46%
COM
ABT
0.46%
COM
PG
0.45%
COM
ORCL
0.44%
COM
JPM
0.43%
COM
CL
0.42%
COM
NEU
0.4%
COM
D
0.39%
COM
IBM
0.38%
COM
ALB
0.38%
COM
USB
0.38%
COM NEW
WAT
0.36%
COM
DVN
0.35%
COM
VGT
0.32%
INF TECH ETF
TWTR
0.3%
COM
MCD
0.29%
COM
CSX
0.29%
COM
QQQ
0.28%
UNIT SER 1
TIP
0.28%
TIPS BD ETF
INTC
0.26%
COM
PPG
0.26%
COM
APD
0.25%
COM
WMT
0.25%
COM
NEE
0.25%
COM
ALE
0.25%
COM NEW
WTR
0.24%
COM
BA
0.24%
COM
SYK
0.22%
COM