0001214659-23-002038.txt : 20230213 0001214659-23-002038.hdr.sgml : 20230213 20230213122327 ACCESSION NUMBER: 0001214659-23-002038 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CHARTER RESEARCH & INVESTMENT GROUP, INC. CENTRAL INDEX KEY: 0001666624 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: 23616119 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 12-31-2022 12-31-2022 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 203-259-4004 /s/ Patrick J. Clark Southport CT 02-13-2023 0 74 104254923 INFORMATION TABLE 2 infotable.xml 3M CO Common 88579Y101 259148 2161 SH SOLE 2161 0 0 A T & T INC Common 00206R102 1097365 59607 SH SOLE 59607 0 0 ABBOTT LABS Common 002824100 720991 6567 SH SOLE 6567 0 0 ABBVIE INC Common 00287Y109 942833 5834 SH SOLE 5834 0 0 AIR PRODS & CHEMS INC Common 009158106 426632 1384 SH SOLE 1384 0 0 ALBEMARLE CORP Common 012653101 2700991 12455 SH SOLE 12455 0 0 ALPHABET INC CAP STK CL A 02079K305 4239893 48055 SH SOLE 48055 0 0 ALPHABET INC CAP STK CL C 02079K107 1461383 16470 SH SOLE 16470 0 0 ALTRIA GROUP INC Common 02209S103 990399 21667 SH SOLE 21667 0 0 AMAZON COM INC Common 023135106 507360 6040 SH SOLE 6040 0 0 APPLE INC Common 037833100 10718556 82495 SH SOLE 82495 0 0 APPLIED MATLS INC Common 038222105 1275678 13100 SH SOLE 13100 0 0 AUTOMATIC DATA PROCESSING INC Common 053015103 656387 2748 SH SOLE 2748 0 0 AVANGRID INC Common 05351W103 638812 14863 SH SOLE 14863 0 0 BK AMERICA CORP Common 060505104 2225730 67202 SH SOLE 67202 0 0 BCE INC COM NEW 05534B760 1836451 41785 SH SOLE 41785 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 418251 1354 SH SOLE 1354 0 0 BRISTOL-MYERS SQUIBB CO Common 110122108 3284949 45656 SH SOLE 45656 0 0 CATERPILLAR INC Common 149123101 814504 3400 SH SOLE 3400 0 0 CHEVRON CORP NEW Common 166764100 651549 3630 SH SOLE 3630 0 0 COCA COLA CO Common 191216100 816434 12835 SH SOLE 12835 0 0 COLGATE PALMOLIVE CO Common 194162103 522830 6636 SH SOLE 6636 0 0 CONAGRA BRANDS INC Common 205887102 1345793 34775 SH SOLE 34775 0 0 CONOCOPHILLIPS Common 20825C104 260544 2208 SH SOLE 2208 0 0 CONSOLIDATED EDISON INC Common 209115104 538048 5645 SH SOLE 5645 0 0 CONSTELLATION BRANDS INC CL A 21036P108 433604 1871 SH SOLE 1871 0 0 COSTCO WHSL CORP NEW Common 22160K105 249687 547 SH SOLE 547 0 0 CSX CORP Common 126408103 210385 6791 SH SOLE 6791 0 0 DOMINION ENERGY INC Common 25746U109 265822 4335 SH SOLE 4335 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 229153 2225 SH SOLE 2225 0 0 EMERSON ELEC CO Common 291011104 225549 2348 SH SOLE 2348 0 0 ENTERPRISE PRODS PARTNERS LP Common 293792107 510379 21160 SH SOLE 21160 0 0 ESSENTIAL UTILS INC Common 29670G102 283039 5930 SH SOLE 5930 0 0 EXXON MOBIL CORP Common 30231G102 3727589 33795 SH SOLE 33795 0 0 FORD MTR CO DEL Common 345370860 515791 44350 SH SOLE 44350 0 0 HOME DEPOT INC Common 437076102 3275784 10371 SH SOLE 10371 0 0 HONEYWELL INTL INC Common 438516106 287162 1340 SH SOLE 1340 0 0 INTERNATIONAL BUSINESS MACHS Common 459200101 2885005 20477 SH SOLE 20477 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 319536 1200 SH SOLE 1200 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 275593 7190 SH SOLE 7190 0 0 JOHNSON & JOHNSON Common 478160104 5805734 32866 SH SOLE 32866 0 0 JPMORGAN CHASE & CO Common 46625H100 381649 2846 SH SOLE 2846 0 0 KINDER MORGAN INC DEL Common 49456B101 751116 41544 SH SOLE 41544 0 0 M & T BK CORP Common 55261F104 1668045 11499 SH SOLE 11499 0 0 MCDONALDS CORP Common 580135101 474354 1800 SH SOLE 1800 0 0 MCKESSON CORP Common 58155Q103 612946 1634 SH SOLE 1634 0 0 MERCK & CO. INC Common 58933Y105 3942830 35537 SH SOLE 35537 0 0 META PLATFORMS INC CL A 30303M102 1026621 8531 SH SOLE 8531 0 0 METLIFE INC Common 59156R108 1882199 26008 SH SOLE 26008 0 0 MICROSOFT CORP Common 594918104 512256 2136 SH SOLE 2136 0 0 MONDELEZ INTL INC CL A 609207105 4108106 61637 SH SOLE 61637 0 0 NEXTERA ENERGY INC Common 65339F101 392335 4693 SH SOLE 4693 0 0 ORACLE CORP Common 68389X105 517440 6330 SH SOLE 6330 0 0 PEPSICO INC Common 713448108 5541708 30675 SH SOLE 30675 0 0 PFIZER INC Common 717081103 896290 17492 SH SOLE 17492 0 0 PHILIP MORRIS INTL INC Common 718172109 1310973 12953 SH SOLE 12953 0 0 PPG INDS INC Common 693506107 446377 3550 SH SOLE 3550 0 0 PPL CORP Common 69351T106 1401917 47978 SH SOLE 47978 0 0 PROCTER AND GAMBLE CO Common 742718109 866912 5720 SH SOLE 5720 0 0 RAYTHEON TECHNOLOGIES CORP Common 75513E101 3933635 38978 SH SOLE 38978 0 0 SALESFORCE INC Common 79466L302 1011927 7632 SH SOLE 7632 0 0 SPDR GOLD TR GOLD SHS 78463V107 1926771 11358 SH SOLE 11358 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1468914 3841 SH SOLE 3841 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&P DCRP 78467Y107 2652426 5990 SH SOLE 5990 0 0 STRYKER CORPORATION Common 863667101 263316 1077 SH SOLE 1077 0 0 US BANCORP DEL COM NEW 902973304 288349 6612 SH SOLE 6612 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2647638 15230 SH SOLE 15230 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 432801 1355 SH SOLE 1355 0 0 VERIZON COMMUNICATIONS INC Common 92343V104 1133141 28760 SH SOLE 28760 0 0 VISA INC COM CL A 92826C839 210876 1015 SH SOLE 1015 0 0 WALMART INC Common 931142103 404669 2854 SH SOLE 2854 0 0 DISNEY WALT CO Common 254687106 1489123 17140 SH SOLE 17140 0 0 WASTE MGMT INC DEL Common 94106L109 223554 1425 SH SOLE 1425 0 0 WATERS CORP Common 941848103 582386 1700 SH SOLE 1700 0 0