SP

SCHMIDT P J INVESTMENT MANAGEMENT INC

13F
SCHMIDT P J INVESTMENT MANAGEMENT INC
Last update 2025-05-21 184 Stocks (6 new)
Value $546.00 Mil Turnover 1 %
Countries:
SCHMIDT P J INVESTMENT MANAGEM... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
153,402
34,075.1
-1.09%
6.240
-0.07%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
MSFT
Microsoft Corp
86,036
32,297.2
+0.68%
5.910
+0.04%
0.000
+35.37%
+20.48%
3,759,901.0
Software
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
493,742
25,931.3
+0.07%
4.750
0%
0.180
+3.79%
+5.39%
15,555.8
 
GOVT
iShares U.S. Treasury Bond ETF
1,057,469
24,305.9
+0.16%
4.450
+0.01%
0.090
+0.85%
+0.80%
27,468.0
 
SNDR
Schneider National Inc
875,783
20,011.6
0%
3.660
0%
0.500
+16.09%
-10.91%
4,534.1
Transportation
AVGO
Broadcom Inc
111,012
18,586.7
-0.92%
3.400
-0.04%
0.000
+60.74%
+23.02%
1,334,327.7
Semiconductors
GOOG
Alphabet Inc
107,833
16,846.8
+6.53%
3.090
+0.19%
0.000
+21.57%
+0.80%
2,309,505.8
Interactive Media
LLY
Eli Lilly and Co
19,282
15,925.5
-1.06%
2.920
-0.03%
0.000
-3.48%
+3.87%
717,192.0
Drug Manufacturers
AMZN
Amazon.com Inc
75,563
14,376.6
+0.45%
2.630
+0.01%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
UNH
UnitedHealth Group Inc
24,387
12,772.4
-1.76%
2.340
-0.04%
0.000
-31.16%
-41.52%
265,347.7
Healthcare Plans

SCHMIDT P J INVESTMENT MANAGEMENT INC's Historical Top Holdings Breakdowns

SCHMIDT P J INVESTMENT MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOG
Alphabet Inc
2025-03-31
Add
Add
+0.19%
156.06 ($183.12) 207.71
$191.51
4.58%
Add 6.53%
107,833
6,614
IYK
iShares U.S. Consumer Staples ETF
2025-03-31
Reduce
Reduce
-0.11%
63.29 ($67.9) 71.8
$70.51
3.84%
Reduce -45.07%
11,957
-9,809
IGSB
iShares 1-3 Year Credit Bond ETF
2025-03-31
Reduce
Reduce
-0.11%
51.52 ($51.99) 52.37
$52.61
1.19%
Reduce -21.23%
46,170
-12,444
PXE
Invesco Energy Exploration & Production ETF
Invesco Energy Exploration & Production ETF
2025-03-31
Sold Out
Sold Out
-0.11%
26.71 ($29.9) 32.52
$28.67
-4.11%
Sold Out
0
-20,921
BAB
Invesco Taxable Municipal Bond ETF
2025-03-31
Reduce
Reduce
-0.09%
25.83 ($26.46) 27.09
$26.32
-0.53%
Reduce -8.53%
212,869
-19,840
MGC
Vanguard Mega Cap 300 Index ETF
2025-03-31
Reduce
Reduce
-0.09%
199.2 ($212.96) 222.69
$230.50
8.24%
Reduce -5.24%
46,021
-2,547
COWZ
Pacer US Cash Cows 100 ETF
2025-03-31
Reduce
Reduce
-0.08%
53.6 ($56.92) 58.97
$57.41
0.86%
Reduce -11.92%
57,753
-7,813
TMO
Thermo Fisher Scientific Inc
2025-03-31
Reduce
Reduce
-0.08%
497.6 ($541.6) 606.74
$466.71
-13.83%
Reduce -8.83%
8,542
-827
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.07%
209.68 ($231.67) 247.1
$214.15
-7.56%
Reduce -1.09%
153,402
-1,694
BRK.B
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-0.07%
442.66 ($486.15) 534.52
$482.63
-0.72%
Reduce -6.17%
12,754
-839

SCHMIDT P J INVESTMENT MANAGEMENT INC Total Holding History ($B)

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SCHMIDT P J INVESTMENT MANAGEMENT INC's Asset Allocation

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SCHMIDT P J INVESTMENT MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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SCHMIDT P J INVESTMENT MANAGEMENT INC's Hypothetical Growth since 2025-03-31

SCHMIDT P J INVESTMENT MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

SCHMIDT P J INVESTMENT MANAGEMENT INC's Holdings Heat Map

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