Institutions / Schmidt P J Investment Management Inc
Schmidt P J Investment Management Inc
CIK 1008895 · Institution · as of Mar 31, 2026
Portfolio value
$594.62M
Positions
212
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$594.62M-3.3%Positions
212+9.3%Top holdings
Mar 31, 2026View all 212 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $38.38M | 6.5% |
| Microsoft Corp | $33.11M | 5.6% |
| Alphabet Inc. | $28.24M | 4.7% |
| Broadcom Inc. | $27.99M | 4.7% |
| iShares Tr | $27.64M | 4.6% |
| Schneider National, Inc.SNDR | $21.98M | 3.7% |
| iShares MSCI UAE ETF | $18.89M | 3.2% |
| ELI LILLY & Co | $17.43M | 2.9% |
| Amazon.com Inc | $16.04M | 2.7% |
| NVIDIA Corp | $12.52M | 2.1% |
| Nextera Energy Inc | $11.07M | 1.9% |
| Analog Devices Inc | $10.61M | 1.8% |
| Visa Inc | $9.77M | 1.6% |
| BlackRock, Inc. | $9.59M | 1.6% |
| J P Morgan Exchange Traded F | $9.23M | 1.6% |
| Vanguard World Fd | $8.93M | 1.5% |
| Select Sector SPDR Tr | $8.91M | 1.5% |
| Fidelity Merrimack Str Tr | $8.87M | 1.5% |
| PROCTER & GAMBLE Co | $8.79M | 1.5% |
| SPDR Index Shs Fds | $8.56M | 1.4% |
| JPMorgan Chase & Co | $8.53M | 1.4% |
| Mcdonald'S Corp | $8.41M | 1.4% |
| Pepsico Inc | $8.05M | 1.4% |
| Costco Wholesale Corp /New | $8.01M | 1.3% |
| Stryker Corp | $7.63M | 1.3% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 46434V290 Common stock | $4.76M | +63K +213.92% | 92,470 1.17% of portfolio | low |
| Q1 2026 as of | Trim | Roper Technologies Inc Common stock | $-1.67M | -5K -88.89% | 590 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Broadcom Inc. Common stock | $-1.54M | -5K -5.22% | 90,438 4.71% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $1.52M | +4K +4.82% | 89,453 5.57% of portfolio | low |
| Q1 2026 as of | Trim | 921908844 Common stock | $-1.03M | -5K -51.22% | 4,563 0.17% of portfolio | low |
| Q1 2026 as of | New | 14020Y805 Common stock | $1.01M | +40K | 40,047 0.17% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-752.4K | -818 -4.14% | 18,956 2.93% of portfolio | low |
| Q1 2026 as of | Add | 316188309 Common stock | $572.7K | +13K +6.90% | 194,437 1.49% of portfolio | low |
| Q1 2026 as of | Add | 46641Q399 Common stock | $562.6K | +5K +6.49% | 78,799 1.55% of portfolio | low |
| Q1 2026 as of | Trim | SNDR Schneider National, Inc. Common Stock | $-552.1K | -21K -2.45% | 834,009 3.70% of portfolio | low |