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 101–150 of 194
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 4K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 1K | $500K+ | SH |
| COWZ | PACER FDS TR | 10K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| PRN | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| FLOT | ISHARES TR | 12K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 4K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 14K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 18K | $500K+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 2K | $500K+ | SH |
| ESGV | VANGUARD WORLD FD | 5K | $500K+ | SH |
| ICSH | ISHARES TR | 11K | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC | 402 | $500K+ | SH |
| USMV | ISHARES TR | 6K | $500K+ | SH |
| PYLD | PIMCO ETF TR | 20K | $500K+ | SH |
| MBB | ISHARES TR | 5K | $500K+ | SH |
| IWV | ISHARES TR | 1K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $500K+ | SH |
| META | META PLATFORMS INC | 767 | $500K+ | SH |
| SPYX | SPDR SERIES TRUST | 9K | $500K+ | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 3K | $100K–$500K | SH |
| FHLC | FIDELITY COVINGTON TRUST | 7K | $100K–$500K | SH |
| FIDU | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| TFLO | ISHARES TR | 9K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 759 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| NUDM | NUSHARES ETF TR | 13K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| RLY | SSGA ACTIVE ETF TR | 14K | $100K–$500K | SH |
| CCI | CROWN CASTLE INC | 5K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| AME | AMETEK INC | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 8K | $100K–$500K | SH |
| SUSB | ISHARES TR | 17K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 215 | $100K–$500K | SH |
| IBDS | ISHARES TR | 17K | $100K–$500K | SH |
| CGIE | CAPITAL GROUP INTERNATIONAL | 11K | $100K–$500K | SH |
| FSLR | FIRST SOLAR INC | 2K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| PFF | ISHARES TR | 13K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| LIN | LINDE PLC | 900 | $100K–$500K | SH |
| IYK | ISHARES TR | 6K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 805 | $100K–$500K | SH |
| QDEF | FLEXSHARES TR | 5K | $100K–$500K | SH |