Long-term investor
Charter Research & Investment Group, Inc. @charterresearchinvestmen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001666624).
Record
- Tracked since 2025-06-30 (434 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +6.8% · 6 months +12.5% · 1 year +22.6% · all +22.6%
- Max drawdown 0.0% · Sharpe 1.89 · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 11.4% · long · since 2025-06-30
- GOOGL · 9.1% · long · since 2025-06-30
- JNJ · 4.8% · long · since 2025-06-30
- RTX · 4.2% · long · since 2025-06-30
- AMAT · 3.7% · long · since 2025-06-30
- IBM · 3.2% · long · since 2025-06-30
- CAT · 2.8% · long · since 2025-06-30
- SPY · 2.7% · long · since 2025-06-30
- 78467Y107 · 2.7% · long · since 2025-06-30
- 02079K107 · 2.6% · long · since 2025-06-30
- META · 2.6% · long · since 2025-06-30
- XOM · 2.5% · long · since 2025-06-30
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