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 51–100 of 194
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSLA | TESLA INC | 5K | $1M+ | SH |
| SMLF | ISHARES TR | 29K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 12K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 57K | $1M+ | SH |
| IJH | ISHARES TR | 32K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 9K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 8K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 35K | $1M+ | SH |
| MRK | MERCK & CO INC | 18K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 15K | $1M+ | SH |
| IGSB | ISHARES TR | 30K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 16K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| PHYL | PGIM ETF TR | 41K | $1M+ | SH |
| SUSC | ISHARES TR | 61K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 7K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 3K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 6K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| CRM | SALESFORCE INC | 5K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 23K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 16K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 8K | $1M+ | SH |
| JPSE | J P MORGAN EXCHANGE TRADED F | 23K | $1M+ | SH |
| PTLC | PACER FDS TR | 19K | $1M+ | SH |
| BX | BLACKSTONE INC | 7K | $1M+ | SH |
| FVAL | FIDELITY COVINGTON TRUST | 15K | $1M+ | SH |
| JMTG | J P MORGAN EXCHANGE TRADED F | 20K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 37K | $1M+ | SH |
| IUSG | ISHARES TR | 6K | $1M+ | SH |
| YUM | YUM BRANDS INC | 6K | $500K+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 29K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 2K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 9K | $500K+ | SH |
| AMGN | AMGEN INC | 3K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 9K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 6K | $500K+ | SH |
| SYY | SYSCO CORP | 10K | $500K+ | SH |
| COWG | PACER FDS TR | 20K | $500K+ | SH |
| ALL | ALLSTATE CORP | 3K | $500K+ | SH |
| IGM | ISHARES TR | 6K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 1K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 26K | $500K+ | SH |
| RGLD | ROYAL GOLD INC | 3K | $500K+ | SH |
| GCOW | PACER FDS TR | 17K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| ITA | ISHARES TR | 3K | $500K+ | SH |
| IUSB | ISHARES TR | 15K | $500K+ | SH |