SCHMIDT P J INVESTMENT MANAGEMENT INC
CIK: 0001008895SEC EDGAR →
Portfolio Value
$548K
Holdings
194
As of
Q4 2025
New Positions
194
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 152,206 | $41K | 7.55% |
| 2 | MICROSOFT CORP | 85,342 | $41K | 7.53% |
| 3 | BROADCOM INC | 95,417 | $33K | 6.03% |
| 4 | ALPHABET INC | 99,832 | $31K | 5.72% |
| 5 | ISHARES TR | 514,172 | $28K | 5.06% |
| 6 | SCHNEIDER NATIONAL INC | 854,954 | $23K | 4.14% |
| 7 | ISHARES TR | 818,330 | $19K | 3.44% |
| 8 | AMAZON COM INC | 76,742 | $18K | 3.23% |
| 9 | NVIDIA CORPORATION | 72,575 | $14K | 2.47% |
| 10 | VISA INC | 32,563 | $11K | 2.08% |
Quarterly Changes
New Positions (194)
$41K · 152K shares
$41K · 85K shares
$33K · 95K shares
$31K · 100K shares
$28K · 514K shares
$23K · 855K shares
$19K · 818K shares
$18K · 77K shares
$14K · 73K shares
$11K · 33K shares
$10K · 120K shares
$10K · 38K shares
$9K · 80K shares
$9K · 29K shares
$9K · 74K shares
$9K · 33K shares
$9K · 61K shares
$8K · 182K shares
$8K · 27K shares
$8K · 23K shares
$8K · 34K shares
$7K · 52K shares
$7K · 103K shares
$7K · 34K shares
$7K · 29K shares
$6K · 237K shares
$6K · 18K shares
$6K · 16K shares
$5K · 96K shares
$4K · 23K shares
$4K · 27K shares
$4K · 33K shares
$4K · 15K shares
$4K · 115K shares
$3K · 66K shares
$3K · 21K shares
$3K · 31K shares
$3K · 59K shares
$3K · 58K shares
$3K · 13K shares
$2K · 5K shares
$2K · 7K shares
$2K · 5K shares
$2K · 29K shares
$2K · 12K shares
$2K · 57K shares
$2K · 32K shares
$2K · 9K shares
$2K · 8K shares
$2K · 35K shares
$2K · 18K shares
$2K · 15K shares
$2K · 30K shares
$2K · 16K shares
$2K · 4K shares
$1K · 41K shares
$1K · 61K shares
$1K · 7K shares
$1K · 3K shares
$1K · 6K shares
$1K · 9K shares
$1K · 5K shares
$1K · 23K shares
$1K · 16K shares
$1K · 8K shares
$1K · 23K shares
$1K · 19K shares
$1K · 7K shares
$1K · 15K shares
$1K · 20K shares
$1K · 37K shares
$1K · 6K shares
$957 · 6K shares
$937 · 29K shares
$930 · 2K shares
$922 · 9K shares
$868 · 3K shares
$837 · 1K shares
$759 · 9K shares
$754 · 6K shares
$744 · 10K shares
$721 · 20K shares
$717 · 3K shares
$716 · 6K shares
$714 · 1K shares
$711 · 13K shares
$708 · 26K shares
$703 · 3K shares
$699 · 17K shares
$698 · 6K shares
$697 · 3K shares
$681 · 15K shares
$662 · 2K shares
$638 · 4K shares
$632 · 1K shares
$627 · 10K shares
$627 · 3K shares
$612 · 4K shares
$607 · 12K shares
$596 · 4K shares
$575 · 2K shares
$573 · 2K shares
$573 · 14K shares
$569 · 18K shares
$563 · 2K shares
$554 · 5K shares
$545 · 11K shares
$535 · 402 shares
$526 · 6K shares
$523 · 20K shares
$520 · 5K shares
$509 · 1K shares
$508 · 3K shares
$506 · 767 shares
$501 · 9K shares
$494 · 3K shares
$494 · 3K shares
$490 · 7K shares
$489 · 6K shares
$478 · 9K shares
$475 · 759 shares
$458 · 2K shares
$454 · 13K shares
$452 · 5K shares
$451 · 14K shares
$446 · 5K shares
$444 · 2K shares
$442 · 2K shares
$435 · 8K shares
$434 · 17K shares
$433 · 215 shares
$421 · 17K shares
$399 · 11K shares
$394 · 2K shares
$393 · 9K shares
$388 · 13K shares
$387 · 2K shares
$383 · 900 shares
$382 · 6K shares
$377 · 9K shares
$377 · 805 shares
$374 · 5K shares
$373 · 17K shares
$366 · 4K shares
$356 · 765 shares
$356 · 8K shares
$352 · 15K shares
$342 · 3K shares
$342 · 15K shares
$341 · 13K shares
$339 · 11K shares
$339 · 3K shares
$337 · 7K shares
$336 · 10K shares
$324 · 15K shares
$323 · 13K shares
$322 · 5K shares
$321 · 5K shares
$317 · 2K shares
$296 · 4K shares
$289 · 425 shares
$286 · 6K shares
$285 · 6K shares
$278 · 4K shares
$277 · 7K shares
$275 · 6K shares
$265 · 4K shares
$257 · 2K shares
$253 · 5K shares
$253 · 1K shares
$249 · 11K shares
$248 · 5K shares
$245 · 732 shares
$232 · 645 shares
$230 · 659 shares
$230 · 2K shares
$229 · 1K shares
$227 · 10K shares
$225 · 4K shares
$218 · 9K shares
$216 · 9K shares
$208 · 2K shares
$204 · 2K shares
$202 · 4K shares
$201 · 5K shares
$98 · 11K shares
$21 · 20K shares
$10 · 10K shares
$7 · 8K shares
$6 · 14K shares
$5 · 6K shares
$5 · 8K shares
$5 · 9K shares
$4 · 8K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 104 | $189K | 34.4% |
| Technology | 16 | $145K | 26.4% |
| Industrials | 15 | $46K | 8.5% |
| Healthcare | 14 | $36K | 6.5% |
| Consumer Cyclical | 7 | $35K | 6.4% |
| Communication Services | 4 | $34K | 6.3% |
| Unknown | 13 | $25K | 4.6% |
| Consumer Defensive | 9 | $19K | 3.5% |
| Utilities | 5 | $12K | 2.2% |
| Energy | 4 | $4K | 0.7% |
| Real Estate | 1 | $2K | 0.4% |
| Basic Materials | 2 | $1K | 0.2% |