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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
33
3
2
2
0
0
20
3
2
CHARTER RESEARCH INVESTMENT GROUP INC

Time Period2018-06-30

Total Holdings75

Total Value ($x1000)87,222
Activities
New5

Increased5

Unchanged40

Decreased25

Sold Out2

Top 10 Stock Holdingstotal 37.1%
AAPL5.25

JNJ5.19

PEP4.43

XOM3.84

GOOGL3.79

 
T3

KHC2.99

DIS2.97

MDLZ2.89

UTX2.75

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.25%
COM
JNJ
5.19%
COM
PEP
4.43%
COM
XOM
3.84%
COM
GOOGL
3.79%
CAP STK CL A
T
3%
COM
KHC
2.99%
COM
DIS
2.97%
COM DISNEY
MDLZ
2.89%
CL A
UTX
2.75%
COM
MRK
2.71%
COM
BMY
2.68%
COM
BAC
2.43%
COM
GOOG
2.24%
CAP STK CL C
FB
2.18%
CL A
BCE
2.03%
COM NEW
HD
1.96%
COM
CAG
1.8%
COM
PPL
1.8%
COM
SPY
1.76%
TR UNIT
PBCT
1.75%
COM
GLD
1.73%
GOLD SHS
F
1.73%
COM PAR $0.01
EXPE
1.71%
COM NEW
WES
1.7%
COM UNIT LP IN
MDY
1.67%
UTSER1 S&PDCRP
MET
1.58%
COM
GE
1.56%
COM
AMAT
1.55%
COM
AMZN
1.55%
COM
AGR
1.52%
COM
CELG
1.49%
COM
VZ
1.41%
COM
MIK
1.2%
COM
PM
1.1%
COM
CVX
1.02%
COM
BRK.B
0.91%
CL B NEW
PFE
0.76%
COM
MO
0.7%
COM
PAYX
0.69%
COM
MMM
0.67%
COM
KO
0.59%
COM
ABBV
0.59%
COM
APC
0.59%
COM
WDAY
0.57%
CL A
MCK
0.56%
COM
KMI
0.55%
COM
ED
0.5%
COM
TWTR
0.49%
COM
PG
0.48%
COM
ADP
0.48%
COM
ORCL
0.45%
COM
CL
0.43%
COM
NEU
0.42%
COM
JPM
0.42%
COM
DVN
0.42%
COM
ABT
0.4%
COM
IBM
0.4%
COM
D
0.4%
COM
USB
0.38%
COM NEW
WAT
0.38%
COM
ALB
0.34%
COM
TIP
0.33%
TIPS BD ETF
VGT
0.3%
INF TECH ETF
INTC
0.29%
COM
MCD
0.28%
COM
QQQ
0.28%
UNIT SER 1
ALE
0.27%
COM NEW
NEE
0.27%
COM
CSX
0.26%
COM
PPG
0.26%
COM
APD
0.25%
COM
WMT
0.24%
COM
WTR
0.24%
COM
BA
0.23%
COM
WFC
2.72%
COM
QQQ
0.27%
UNIT SER 1