President

0001214659-24-008860.txt : 20240513 0001214659-24-008860.hdr.sgml : 20240513 20240513103254 ACCESSION NUMBER: 0001214659-24-008860 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CHARTER RESEARCH & INVESTMENT GROUP, INC. CENTRAL INDEX KEY: 0001666624 ORGANIZATION NAME: IRS NUMBER: 061250037 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17333 FILM NUMBER: 24937423 BUSINESS ADDRESS: STREET 1: 2507 POST ROAD STREET 2: 1ST FLOOR CITY: SOUTHPORT STATE: CT ZIP: 06890 BUSINESS PHONE: 203-259-4004 MAIL ADDRESS: STREET 1: 2507 POST ROAD STREET 2: 1ST FLOOR CITY: SOUTHPORT STATE: CT ZIP: 06890 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001666624 XXXXXXXX 03-31-2024 03-31-2024 false CHARTER RESEARCH & INVESTMENT GROUP, INC.

2507 POST ROAD 1ST FLOOR SOUTHPORT CT 06890

13F HOLDINGS REPORT 028-17333 000106452 801-37458 N Patrick J. Clark President 203-259-4004 /s/ Patrick J. Clark Southport CT 05-13-2024 0 84 126121067 INFORMATION TABLE 2 infotable.xml 3M CO Common 88579Y101 213308 2011 SH SOLE 2011 0 0 A T & T INC Common 00206R102 785206 44614 SH SOLE 44614 0 0 ABBOTT LABS Common 002824100 689007 6062 SH SOLE 6062 0 0 ABBVIE INC Common 00287Y109 1035056 5684 SH SOLE 5684 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 203460 587 SH SOLE 587 0 0 AIR PRODS & CHEMS INC Common 009158106 335302 1384 SH SOLE 1384 0 0 ALBEMARLE CORP Common 012653101 1408959 10695 SH SOLE 10695 0 0 ALPHABET INC CL A CAP STK CL A 02079K305 7029716 46576 SH SOLE 46576 0 0 ALPHABET INC CL C CAP STK CL C 02079K107 2330339 15305 SH SOLE 15305 0 0 ALTRIA GROUP INC Common 02209S103 945115 21667 SH SOLE 21667 0 0 AMAZON COM INC Common 023135106 1356458 7520 SH SOLE 7520 0 0 APPLE INC Common 037833100 12934778 75430 SH SOLE 75430 0 0 APPLIED MATLS INC Common 038222105 2260281 10960 SH SOLE 10960 0 0 AUTOMATIC DATA PROCESSING INC Common 053015103 861104 3448 SH SOLE 3448 0 0 AVANGRID INC Common 05351W103 482211 13233 SH SOLE 13233 0 0 BANK AMERICA CORP Common 060505104 2704909 71332 SH SOLE 71332 0 0 BCE INC COM NEW 05534B760 1251721 36837 SH SOLE 36837 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1242216 2954 SH SOLE 2954 0 0 BRISTOL-MYERS SQUIBB CO Common 110122108 2310637 42608 SH SOLE 42608 0 0 CAPITAL ONE FINL CORP Common 14040H105 228397 1534 SH SOLE 1534 0 0 CATERPILLAR INC Common 149123101 1630614 4450 SH SOLE 4450 0 0 CHEVRON CORP NEW Common 166764100 572596 3630 SH SOLE 3630 0 0 CHUBB LIMITED Common H1467J104 212487 820 SH SOLE 820 0 0 COCA COLA CO Common 191216100 861550 14082 SH SOLE 14082 0 0 COLGATE PALMOLIVE CO Common 194162103 597548 6636 SH SOLE 6636 0 0 CONAGRA BRANDS INC Common 205887102 742778 25060 SH SOLE 25060 0 0 CONOCOPHILLIPS Common 20825C104 323911 2545 SH SOLE 2545 0 0 CONSOLIDATED EDISON INC Common 209115104 512644 5645 SH SOLE 5645 0 0 CONSTELLATION BRANDS INC CL A 21036P108 551945 2031 SH SOLE 2031 0 0 COSTCO WHSL CORP NEW Common 22160K105 400719 547 SH SOLE 547 0 0 EMERSON ELEC CO Common 291011104 391072 3448 SH SOLE 3448 0 0 ENTERPRISE PRODS PARTNERS LP Common 293792107 617449 21160 SH SOLE 21160 0 0 ESSENTIAL UTILS INC Common 29670G102 219707 5930 SH SOLE 5930 0 0 EXTRA SPACE STORAGE INC Common 30225T102 236670 1610 SH SOLE 1610 0 0 EXXON MOBIL CORP Common 30231G102 3838826 33025 SH SOLE 33025 0 0 FORD MTR CO DEL Common 345370860 594851 44793 SH SOLE 44793 0 0 GENERAL ELECTRIC CO COM NEW 369604301 275933 1572 SH SOLE 1572 0 0 HOME DEPOT INC Common 437076102 2684049 6997 SH SOLE 6997 0 0 HONEYWELL INTL INC Common 438516106 671578 3272 SH SOLE 3272 0 0 HUBBELL INC Common 443510607 258576 623 SH SOLE 623 0 0 INTEL CORP Common 458140100 207045 4687 SH SOLE 4687 0 0 INTERNATIONAL BUSINESS MACHS Common 459200101 3833713 20076 SH SOLE 20076 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 587869 1324 SH SOLE 1324 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 592118 3496 SH SOLE 3496 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 242352 6600 SH SOLE 6600 0 0 JOHNSON & JOHNSON Common 478160104 5118039 32354 SH SOLE 32354 0 0 JPMORGAN CHASE & CO Common 46625H100 596163 2976 SH SOLE 2976 0 0 KINDER MORGAN INC DEL Common 49456B101 750088 40899 SH SOLE 40899 0 0 M & T BK CORP Common 55261F104 1510394 10385 SH SOLE 10385 0 0 MARTIN MARIETTA MATLS INC Common 573284106 245576 400 SH SOLE 400 0 0 MCDONALDS CORP Common 580135101 789460 2800 SH SOLE 2800 0 0 MCKESSON CORP Common 58155Q103 877213 1634 SH SOLE 1634 0 0 MERCK & CO. INC Common 58933Y105 4671558 35404 SH SOLE 35404 0 0 META PLATFORMS INC CL A 30303M102 4045367 8331 SH SOLE 8331 0 0 METLIFE INC Common 59156R108 1883357 25413 SH SOLE 25413 0 0 MICROSOFT CORP Common 594918104 2589111 6154 SH SOLE 6154 0 0 MONDELEZ INTL INC CL A 609207105 4523680 64624 SH SOLE 64624 0 0 NEXTERA ENERGY INC Common 65339F101 368952 5773 SH SOLE 5773 0 0 NVIDIA CORPORATION Common 67066G104 249383 276 SH SOLE 276 0 0 ORACLE CORP Common 68389X105 718529 5720 SH SOLE 5720 0 0 PEPSICO INC Common 713448108 5350213 30571 SH SOLE 30571 0 0 PFIZER INC Common 717081103 434593 15661 SH SOLE 15661 0 0 PHILIP MORRIS INTL INC Common 718172109 1126285 12293 SH SOLE 12293 0 0 PHILLIPS 66 Common 718546104 207942 1273 SH SOLE 1273 0 0 PPG INDS INC Common 693506107 514395 3550 SH SOLE 3550 0 0 PPL CORP Common 69351T106 1033504 37541 SH SOLE 37541 0 0 PROCTER AND GAMBLE CO Common 742718109 1598737 9854 SH SOLE 9854 0 0 RTX CORP Common 75513E101 3867236 39652 SH SOLE 39652 0 0 SALESFORCE INC Common 79466L302 2087780 6932 SH SOLE 6932 0 0 SPDR GOLD TR GOLD SHS 78463V107 2406101 11696 SH SOLE 11696 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2794240 5342 SH SOLE 5342 0 0 SPDR S&P 600 SMALL CAP ETF PORTFOLIO S&P600 78468R853 222086 5160 SH SOLE 5160 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&P DCRP 78467Y107 3520486 6327 SH SOLE 6327 0 0 STRYKER CORPORATION Common 863667101 494218 1381 SH SOLE 1381 0 0 US BANCORP DEL COM NEW 902973304 295556 6612 SH SOLE 6612 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2250751 15143 SH SOLE 15143 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 587261 1120 SH SOLE 1120 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 531236 2044 SH SOLE 2044 0 0 VERIZON COMMUNICATIONS INC Common 92343V104 1201299 28630 SH SOLE 28630 0 0 VISA INC COM CL A 92826C839 703282 2520 SH SOLE 2520 0 0 WALMART INC Common 931142103 509760 8472 SH SOLE 8472 0 0 DISNEY WALT CO Common 254687106 2301853 18812 SH SOLE 18812 0 0 WASTE MGMT INC DEL Common 94106L109 303739 1425 SH SOLE 1425 0 0 WATERS CORP Common 941848103 574864 1670 SH SOLE 1670 0 0