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 151–194 of 194
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBTJ | ISHARES TR | 17K | $100K–$500K | SH |
| CHD | CHURCH & DWIGHT CO INC | 4K | $100K–$500K | SH |
| EUSB | ISHARES TR | 8K | $100K–$500K | SH |
| DE | DEERE & CO | 765 | $100K–$500K | SH |
| IBDR | ISHARES TR | 15K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| IBDU | ISHARES TR | 15K | $100K–$500K | SH |
| IBDT | ISHARES TR | 13K | $100K–$500K | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 11K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 7K | $100K–$500K | SH |
| VRNS | VARONIS SYS INC | 10K | $100K–$500K | SH |
| IBDV | ISHARES TR | 15K | $100K–$500K | SH |
| HYMB | SPDR SERIES TRUST | 13K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 5K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 5K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| FCOM | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 425 | $100K–$500K | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| HYXF | ISHARES TR | 6K | $100K–$500K | SH |
| EFIV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| FELC | FIDELITY COVINGTON TRUST | 7K | $100K–$500K | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| FUTY | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| IBTI | ISHARES TR | 11K | $100K–$500K | SH |
| IFRA | ISHARES TR | 5K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 732 | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 645 | $100K–$500K | SH |
| ADBE | ADOBE INC | 659 | $100K–$500K | SH |
| BMO | BANK MONTREAL QUE | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| IBTG | ISHARES TR | 10K | $100K–$500K | SH |
| NKE | NIKE INC | 4K | $100K–$500K | SH |
| IBMQ | ISHARES TR | 9K | $100K–$500K | SH |
| PFE | PFIZER INC | 9K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 2K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| FELG | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| NUV | NUVEEN MUN VALUE FD INC | 11K | $50K–$100K | SH |