Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SCHMIDT P J INVESTMENT MANAGEMENT INC (CIK 1008895) reported $594.6M across 212 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($38.4M, 6.45%), MSFT ($33.1M, 5.57%), GOOG ($28.2M, 4.75%), AVGO ($28.0M, 4.71%), IGIB ($27.6M, 4.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $38.4M | 6.45% | 151,229 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $33.1M | 5.57% | 89,453 | Added |
| 3 | GOOG | ALPHABET INC | $28.2M | 4.75% | 98,443 | Trimmed |
| 4 | AVGO | BROADCOM INC | $28.0M | 4.71% | 90,438 | Trimmed |
| 5 | IGIB | ISHARES TR | $27.6M | 4.65% | 519,337 | Added |
| 6 | SNDR | SCHNEIDER NATIONAL INC | $22.0M | 3.70% | 834,009 | Trimmed |
| 7 | GOVT | ISHARES TR | $18.9M | 3.18% | 824,415 | Added |
| 8 | LLY | ELI LILLY & CO | $17.4M | 2.93% | 18,956 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $16.0M | 2.70% | 76,993 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $12.5M | 2.11% | 71,796 | Trimmed |
| 11 | NEE | NEXTERA ENERGY INC | $11.1M | 1.86% | 119,194 | Trimmed |
| 12 | ADI | ANALOG DEVICES INC | $10.6M | 1.78% | 33,348 | Trimmed |
| 13 | V | VISA INC | $9.8M | 1.64% | 32,322 | Trimmed |
| 14 | BLK | BLACKROCK INC | $9.6M | 1.61% | 9,970 | Added |
| 15 | BBUS | J P MORGAN EXCHANGE TRADED F | $9.2M | 1.55% | 78,799 | Added |
| 16 | XLC | SELECT SECTOR SPDR TR | $8.9M | 1.50% | 80,394 | Added |
| 17 | MGC | VANGUARD WORLD FD | $8.9M | 1.50% | 37,786 | Trimmed |
| 18 | FBND | FIDELITY MERRIMACK STR TR | $8.9M | 1.49% | 194,437 | Added |
| 19 | PG | PROCTER & GAMBLE CO | $8.8M | 1.48% | 60,858 | Added |
| 20 | NANR | SPDR INDEX SHS FDS | $8.6M | 1.44% | 101,949 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $8.5M | 1.43% | 29,005 | Added |
| 22 | MCD | MCDONALDS CORP | $8.4M | 1.41% | 27,044 | Added |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $8.0M | 1.35% | 8,042 | Trimmed |
| 24 | PEP | PEPSICO INC | $8.0M | 1.35% | 51,833 | Trimmed |
| 25 | SYK | STRYKER CORPORATION | $7.6M | 1.28% | 23,231 | Added |
Source: SEC Form 13F filings · as of 2026-03-31