0001214659-23-006629.txt : 20230508 0001214659-23-006629.hdr.sgml : 20230508 20230508160713 ACCESSION NUMBER: 0001214659-23-006629 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 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: 23897757 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 03-31-2023 03-31-2023 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 05-08-2023 0 76 114175964 INFORMATION TABLE 2 infotable.xml 3M CO Common 88579Y101 219261 2086 SH SOLE 2086 0 0 A T & T INC Common 00206R102 1143104 59382 SH SOLE 59382 0 0 ABBOTT LABS Common 002824100 664974 6567 SH SOLE 6567 0 0 ABBVIE INC Common 00287Y109 961639 6034 SH SOLE 6034 0 0 AIR PRODS & CHEMS INC Common 009158106 397499 1384 SH SOLE 1384 0 0 ALBEMARLE CORP Common 012653101 2748853 12436 SH SOLE 12436 0 0 ALPHABET INC CL A CAP STK CL A 02079K305 4981426 48023 SH SOLE 48023 0 0 ALPHABET INC CL C CAP STK CL C 02079K107 1712880 16470 SH SOLE 16470 0 0 ALTRIA GROUP INC Common 02209S103 966782 21667 SH SOLE 21667 0 0 AMAZON COM INC Common 023135106 768478 7440 SH SOLE 7440 0 0 APPLE INC Common 037833100 13768960 83499 SH SOLE 83499 0 0 APPLIED MATLS INC Common 038222105 1728832 14075 SH SOLE 14075 0 0 AUTOMATIC DATA PROCESSING INC Common 053015103 767628 3448 SH SOLE 3448 0 0 AVANGRID INC Common 05351W103 604700 15163 SH SOLE 15163 0 0 BANK AMERICA CORP Common 060505104 2115285 73961 SH SOLE 73961 0 0 BCE INC COM NEW 05534B760 1876253 41890 SH SOLE 41890 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 750002 2429 SH SOLE 2429 0 0 BRISTOL-MYERS SQUIBB CO Common 110122108 3164417 45656 SH SOLE 45656 0 0 CATERPILLAR INC Common 149123101 1083100 4733 SH SOLE 4733 0 0 CHEVRON CORP NEW Common 166764100 592271 3630 SH SOLE 3630 0 0 COCA COLA CO Common 191216100 858185 13835 SH SOLE 13835 0 0 COLGATE PALMOLIVE CO Common 194162103 498676 6636 SH SOLE 6636 0 0 CONAGRA BRANDS INC Common 205887102 1296759 34525 SH SOLE 34525 0 0 CONOCOPHILLIPS Common 20825C104 219056 2208 SH SOLE 2208 0 0 CONSOLIDATED EDISON INC Common 209115104 540080 5645 SH SOLE 5645 0 0 CONSTELLATION BRANDS INC CL A 21036P108 422640 1871 SH SOLE 1871 0 0 COSTCO WHSL CORP NEW Common 22160K105 271768 547 SH SOLE 547 0 0 CSX CORP Common 126408103 203323 6791 SH SOLE 6791 0 0 DOMINION ENERGY INC Common 25746U109 212458 3800 SH SOLE 3800 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 214646 2225 SH SOLE 2225 0 0 EMERSON ELEC CO Common 291011104 300459 3448 SH SOLE 3448 0 0 ENTERPRISE PRODS PARTNERS LP Common 293792107 548044 21160 SH SOLE 21160 0 0 ESSENTIAL UTILS INC Common 29670G102 258845 5930 SH SOLE 5930 0 0 EXXON MOBIL CORP Common 30231G102 3711333 33844 SH SOLE 33844 0 0 FORD MTR CO DEL Common 345370860 565110 44850 SH SOLE 44850 0 0 HOME DEPOT INC Common 437076102 3151586 10679 SH SOLE 10679 0 0 HONEYWELL INTL INC Common 438516106 625345 3272 SH SOLE 3272 0 0 INTERNATIONAL BUSINESS MACHS Common 459200101 2722215 20766 SH SOLE 20766 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 433256 1350 SH SOLE 1350 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 290548 7190 SH SOLE 7190 0 0 ISHARES TR EXPANDED TECH 464287515 213290 700 SH SOLE 700 0 0 JOHNSON & JOHNSON Common 478160104 5238186 33795 SH SOLE 33795 0 0 JPMORGAN CHASE & CO Common 46625H100 373599 2867 SH SOLE 2867 0 0 KINDER MORGAN INC DEL Common 49456B101 727435 41544 SH SOLE 41544 0 0 LIFE STORAGE INC Common 53223X107 235962 1800 SH SOLE 1800 0 0 M & T BK CORP Common 55261F104 1329140 11116 SH SOLE 11116 0 0 MCDONALDS CORP Common 580135101 782908 2800 SH SOLE 2800 0 0 MCKESSON CORP Common 58155Q103 581786 1634 SH SOLE 1634 0 0 MERCK & CO. INC Common 58933Y105 3783973 35567 SH SOLE 35567 0 0 META PLATFORMS INC CL A 30303M102 1798311 8485 SH SOLE 8485 0 0 METLIFE INC Common 59156R108 1506904 26008 SH SOLE 26008 0 0 MICROSOFT CORP Common 594918104 1856364 6439 SH SOLE 6439 0 0 MONDELEZ INTL INC CL A 609207105 4342650 62287 SH SOLE 62287 0 0 NEXTERA ENERGY INC Common 65339F101 454232 5893 SH SOLE 5893 0 0 ORACLE CORP Common 68389X105 572417 6160 SH SOLE 6160 0 0 PEPSICO INC Common 713448108 5547716 30432 SH SOLE 30432 0 0 PFIZER INC Common 717081103 713674 17492 SH SOLE 17492 0 0 PHILIP MORRIS INTL INC Common 718172109 1259679 12953 SH SOLE 12953 0 0 PPG INDS INC Common 693506107 474209 3550 SH SOLE 3550 0 0 PPL CORP Common 69351T106 1336782 48103 SH SOLE 48103 0 0 PROCTER AND GAMBLE CO Common 742718109 1445256 9720 SH SOLE 9720 0 0 RAYTHEON TECHNOLOGIES CORP Common 75513E101 3812195 38928 SH SOLE 38928 0 0 SALESFORCE INC Common 79466L302 1520725 7612 SH SOLE 7612 0 0 SPDR GOLD TR GOLD SHS 78463V107 2136345 11660 SH SOLE 11660 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2188599 5346 SH SOLE 5346 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&P DCRP 78467Y107 2851428 6220 SH SOLE 6220 0 0 STRYKER CORPORATION Common 863667101 399087 1398 SH SOLE 1398 0 0 US BANCORP DEL COM NEW 902973304 238363 6612 SH SOLE 6612 0 0 UNITED PARCEL SERVICE INC CL B 911312106 3000892 15469 SH SOLE 15469 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 470273 1220 SH SOLE 1220 0 0 VERIZON COMMUNICATIONS INC Common 92343V104 1151802 29617 SH SOLE 29617 0 0 VISA INC COM CL A 92826C839 568159 2520 SH SOLE 2520 0 0 WALMART INC Common 931142103 420822 2854 SH SOLE 2854 0 0 WALT DISNEY CO Common 254687106 1723237 17210 SH SOLE 17210 0 0 WASTE MGMT INC DEL Common 94106L109 232517 1425 SH SOLE 1425 0 0 WATERS CORP Common 941848103 526371 1700 SH SOLE 1700 0 0