CIK 1008895
SCHMIDT P J INVESTMENT MANAGEMENT INC
Institutional 13F holdings & portfolio
Holdings
194
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
7
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 194
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 152K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 85K | $1M+ | SH |
| AVGO | BROADCOM INC | 95K | $1M+ | SH |
| GOOG | ALPHABET INC | 100K | $1M+ | SH |
| IGIB | ISHARES TR | 514K | $1M+ | SH |
| SNDR | SCHNEIDER NATIONAL INC | 855K | $1M+ | SH |
| LLY | ELI LILLY & CO | 20K | $1M+ | SH |
| GOVT | ISHARES TR | 818K | $1M+ | SH |
| AMZN | AMAZON COM INC | 77K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 73K | $1M+ | SH |
| V | VISA INC | 33K | $1M+ | SH |
| BLK | BLACKROCK INC | 10K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 120K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 38K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 80K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 29K | $1M+ | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 74K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 33K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 61K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 182K | $1M+ | SH |
| MCD | MCDONALDS CORP | 27K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 23K | $1M+ | SH |
| ABBV | ABBVIE INC | 34K | $1M+ | SH |
| PEP | PEPSICO INC | 52K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 8K | $1M+ | SH |
| NANR | SPDR INDEX SHS FDS | 103K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 14K | $1M+ | SH |
| IYW | ISHARES TR | 34K | $1M+ | SH |
| UNP | UNION PAC CORP | 29K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 237K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 18K | $1M+ | SH |
| GWW | WW GRAINGER INC | 6K | $1M+ | SH |
| HD | HOME DEPOT INC | 16K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 9K | $1M+ | SH |
| IVV | ISHARES TR | 8K | $1M+ | SH |
| CMBS | ISHARES TR | 96K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 8K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 23K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 27K | $1M+ | SH |
| ABT | ABBOTT LABS | 33K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 15K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 115K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 66K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 21K | $1M+ | SH |
| FDIS | FIDELITY COVINGTON TRUST | 31K | $1M+ | SH |
| ILTB | ISHARES TR | 59K | $1M+ | SH |
| IQLT | ISHARES TR | 58K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 13K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 5K | $1M+ | SH |
| GOOGL | ALPHABET INC | 7K | $1M+ | SH |