P.J. Schmidt Investment Management
Latest statistics and disclosures from Schmidt P J Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AVGO, IGIB, GOOG, and represent 28.28% of Schmidt P J Investment Management's stock portfolio.
- Added to shares of these 10 stocks: FDIS, PPA, MSFT, SCHG, FBCG, FENI, MELI, LLY, VRT, LIN.
- Started 12 new stock positions in PLTR, T, VTI, LIN, VRT, MELI, CGXU, JPIB, BMO, QDF. GPC, SMH.
- Reduced shares in these 10 stocks: JPM, TMO, AVGO, VTEB, GOOG, VIG, V, MGC, IGSB, PEP.
- Schmidt P J Investment Management was a net seller of stock by $-9.7M.
- Schmidt P J Investment Management has $605M in assets under management (AUM), dropping by 4.62%.
- Central Index Key (CIK): 0001008895
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Portfolio Holdings for Schmidt P J Investment Management
Schmidt P J Investment Management holds 199 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.4 | $45M | +2% | 86k | 517.95 |
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| Apple (AAPL) | 6.5 | $39M | 155k | 254.63 |
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| Broadcom (AVGO) | 5.6 | $34M | -4% | 103k | 329.91 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 4.6 | $28M | 517k | 54.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $25M | -4% | 103k | 243.55 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 3.1 | $19M | -2% | 822k | 23.12 |
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| Schneider National CL B (SNDR) | 3.0 | $18M | 855k | 21.16 |
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| Amazon (AMZN) | 2.8 | $17M | 76k | 219.57 |
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| Eli Lilly & Co. (LLY) | 2.6 | $16M | +3% | 20k | 763.01 |
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| NVIDIA Corporation (NVDA) | 2.3 | $14M | 75k | 186.58 |
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| Blackrock (BLK) | 1.9 | $12M | -3% | 9.9k | 1165.85 |
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| Visa Com Cl A (V) | 1.8 | $11M | -6% | 32k | 341.37 |
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| Vanguard World Mega Cap Index (MGC) | 1.6 | $10M | -7% | 41k | 244.09 |
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| Select Sector Spdr Tr Communication (XLC) | 1.6 | $9.6M | 81k | 118.37 |
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| Procter & Gamble Company (PG) | 1.6 | $9.4M | -5% | 61k | 153.65 |
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| Nextera Energy (NEE) | 1.5 | $9.2M | -2% | 121k | 75.49 |
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| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 1.5 | $9.1M | -3% | 75k | 120.66 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $8.9M | -14% | 28k | 315.43 |
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| Stryker Corporation (SYK) | 1.4 | $8.3M | 22k | 369.67 |
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| Analog Devices (ADI) | 1.4 | $8.3M | -2% | 34k | 245.70 |
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| McDonald's Corporation (MCD) | 1.4 | $8.3M | -4% | 27k | 303.89 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.4 | $8.2M | 178k | 46.24 |
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| Abbvie (ABBV) | 1.3 | $8.0M | 34k | 231.54 |
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| Costco Wholesale Corporation (COST) | 1.2 | $7.4M | 8.0k | 925.63 |
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| Pepsi (PEP) | 1.2 | $7.0M | -7% | 50k | 140.44 |
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| Spdr Index Shs Fds S&p North Amer (NANR) | 1.1 | $6.9M | -7% | 106k | 64.60 |
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| Ishares Tr U.s. Tech Etf (IYW) | 1.1 | $6.8M | 35k | 195.86 |
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| Union Pacific Corporation (UNP) | 1.1 | $6.8M | -2% | 29k | 236.37 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $6.7M | +4% | 13k | 502.75 |
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| Home Depot (HD) | 1.1 | $6.7M | -5% | 17k | 405.20 |
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| UnitedHealth (UNH) | 1.1 | $6.7M | -5% | 20k | 345.30 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 1.1 | $6.5M | -7% | 247k | 26.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $5.4M | 9.0k | 600.34 |
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| W.W. Grainger (GWW) | 0.9 | $5.4M | 5.7k | 952.90 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $5.3M | 7.9k | 669.30 |
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| Honeywell International (HON) | 0.8 | $4.8M | -5% | 23k | 210.50 |
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| Ishares Tr Cmbs Etf (CMBS) | 0.8 | $4.7M | +4% | 95k | 49.07 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $4.7M | 8.2k | 568.84 |
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| Intercontinental Exchange (ICE) | 0.8 | $4.6M | 27k | 168.48 |
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| Abbott Laboratories (ABT) | 0.7 | $4.5M | 34k | 133.94 |
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| Illinois Tool Works (ITW) | 0.7 | $4.2M | -6% | 16k | 260.76 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $3.6M | +26% | 112k | 31.91 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $3.4M | -26% | 68k | 50.07 |
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| Roper Industries (ROP) | 0.5 | $3.2M | -3% | 6.4k | 498.72 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.5 | $3.0M | +107% | 30k | 102.87 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.5 | $3.0M | +80% | 19k | 155.45 |
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| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.5 | $2.7M | +7% | 54k | 50.49 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $2.6M | -9% | 58k | 44.19 |
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| American Tower Reit (AMT) | 0.4 | $2.5M | 13k | 192.32 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.4M | -17% | 13k | 185.41 |
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| Automatic Data Processing (ADP) | 0.4 | $2.4M | -10% | 8.1k | 293.49 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $2.3M | -29% | 11k | 215.79 |
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| Tesla Motors (TSLA) | 0.4 | $2.3M | -14% | 5.1k | 444.73 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.2M | 33k | 65.26 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.3 | $2.0M | +16% | 36k | 55.71 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.3 | $2.0M | +5% | 27k | 74.35 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.8M | -10% | 16k | 112.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.8M | 7.3k | 243.11 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $1.8M | -25% | 33k | 53.03 |
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| Merck & Co (MRK) | 0.3 | $1.7M | -9% | 21k | 83.93 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.3 | $1.7M | +49% | 47k | 35.28 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.3 | $1.6M | +65% | 29k | 53.66 |
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| Palo Alto Networks (PANW) | 0.3 | $1.5M | -7% | 7.5k | 203.62 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.5M | +6% | 15k | 97.63 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | -14% | 2.9k | 499.28 |
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| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.2 | $1.4M | +8% | 39k | 35.75 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.4M | 3.8k | 355.47 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.3M | 4.7k | 281.86 |
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| PNC Financial Services (PNC) | 0.2 | $1.3M | 6.5k | 200.92 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $1.2M | +2% | 52k | 23.56 |
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| salesforce (CRM) | 0.2 | $1.2M | -6% | 5.2k | 237.00 |
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| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.2 | $1.2M | -5% | 24k | 51.00 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.2M | 16k | 74.37 |
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| Chevron Corporation (CVX) | 0.2 | $1.2M | 7.7k | 155.29 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.1M | 6.7k | 170.85 |
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| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.2 | $1.1M | -2% | 23k | 49.81 |
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| Wec Energy Group (WEC) | 0.2 | $1.1M | -26% | 9.7k | 114.59 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.2 | $1.1M | +6% | 46k | 23.36 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.2 | $1.0M | 18k | 54.76 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $990k | 6.0k | 164.54 |
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| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.2 | $976k | +6% | 14k | 68.87 |
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| Yum! Brands (YUM) | 0.2 | $962k | -13% | 6.3k | 152.00 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.2 | $956k | +17% | 35k | 27.75 |
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| S&p Global (SPGI) | 0.1 | $892k | -9% | 1.8k | 486.71 |
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| SYSCO Corporation (SYY) | 0.1 | $848k | 10k | 82.34 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $825k | -2% | 6.6k | 125.96 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $810k | 2.1k | 391.64 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $800k | +2% | 6.5k | 123.75 |
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| Amgen (AMGN) | 0.1 | $749k | 2.7k | 282.17 |
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| Allstate Corporation (ALL) | 0.1 | $740k | 3.4k | 214.65 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $729k | -5% | 27k | 27.30 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.1 | $719k | -9% | 20k | 36.30 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $704k | 3.4k | 209.24 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $674k | +17% | 9.3k | 72.77 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $673k | +7% | 1.5k | 447.23 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $662k | -8% | 13k | 51.09 |
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| Wal-Mart Stores (WMT) | 0.1 | $646k | 6.3k | 103.06 |
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| Cadence Design Systems (CDNS) | 0.1 | $641k | 1.8k | 351.26 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $641k | +5% | 14k | 46.71 |
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| First Tr Exchange-traded SHS (QQEW) | 0.1 | $634k | 4.5k | 141.11 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $628k | 3.0k | 209.34 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $623k | -7% | 11k | 57.47 |
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| Crown Castle Intl (CCI) | 0.1 | $619k | 6.4k | 96.49 |
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| International Business Machines (IBM) | 0.1 | $612k | +9% | 2.2k | 282.16 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $605k | -71% | 1.2k | 485.02 |
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| Verizon Communications (VZ) | 0.1 | $594k | +7% | 14k | 43.95 |
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| Emerson Electric (EMR) | 0.1 | $590k | +21% | 4.5k | 131.18 |
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| Varonis Sys (VRNS) | 0.1 | $589k | 10k | 57.47 |
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| General Dynamics Corporation (GD) | 0.1 | $582k | +16% | 1.7k | 341.00 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) | 0.1 | $567k | +6% | 3.3k | 172.76 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $559k | 21k | 26.84 |
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| Enterprise Products Partners (EPD) | 0.1 | $555k | 18k | 31.27 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $555k | +2% | 4.7k | 118.43 |
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| Travelers Companies (TRV) | 0.1 | $552k | 2.0k | 279.22 |
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| Oracle Corporation (ORCL) | 0.1 | $551k | 2.0k | 281.24 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $547k | -13% | 11k | 50.75 |
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| Meta Platforms Cl A (META) | 0.1 | $542k | 738.00 | 734.54 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $523k | 21k | 25.31 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $521k | 5.5k | 95.15 |
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| General Mills (GIS) | 0.1 | $513k | -13% | 10k | 50.42 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $501k | +27% | 380.00 | 1319.47 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $501k | 9.3k | 53.87 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $499k | +14% | 1.3k | 378.94 |
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| Altria (MO) | 0.1 | $499k | 7.5k | 66.06 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $492k | 5.2k | 95.14 |
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| Servicenow (NOW) | 0.1 | $492k | +14% | 535.00 | 920.28 |
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| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $491k | 6.0k | 81.94 |
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| Spdr Series Trust Spdr S&p 500 Etf (SPYX) | 0.1 | $490k | 8.9k | 54.85 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $487k | 13k | 37.62 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $486k | -9% | 3.5k | 139.17 |
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| MercadoLibre (MELI) | 0.1 | $486k | NEW | 208.00 | 2336.94 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $480k | +4% | 9.5k | 50.59 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $466k | 5.5k | 84.11 |
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| Philip Morris International (PM) | 0.1 | $465k | 2.9k | 162.19 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $465k | -10% | 759.00 | 612.38 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $462k | 5.2k | 89.34 |
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| Royal Gold (RGLD) | 0.1 | $456k | -2% | 2.3k | 200.58 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $447k | NEW | 3.0k | 150.86 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $441k | -2% | 18k | 25.19 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $437k | 6.5k | 66.87 |
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| Linde SHS (LIN) | 0.1 | $428k | NEW | 900.00 | 475.00 |
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| Church & Dwight (CHD) | 0.1 | $421k | 4.8k | 87.63 |
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| Paychex (PAYX) | 0.1 | $416k | 3.3k | 126.76 |
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| Ametek (AME) | 0.1 | $414k | 2.2k | 188.00 |
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| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.1 | $410k | 5.1k | 79.99 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $408k | +3% | 17k | 24.34 |
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| Ishares Tr Us Consm Staples (IYK) | 0.1 | $405k | -8% | 5.9k | 68.39 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $405k | 825.00 | 490.38 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $397k | -6% | 13k | 31.62 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.1 | $385k | 18k | 21.96 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $383k | 2.3k | 167.33 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $354k | +2% | 15k | 24.30 |
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| Deere & Company (DE) | 0.1 | $350k | +17% | 765.00 | 457.26 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.1 | $350k | +7% | 8.8k | 39.62 |
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| Nike CL B (NKE) | 0.1 | $344k | -3% | 4.9k | 69.73 |
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| Walt Disney Company (DIS) | 0.1 | $343k | 3.0k | 114.49 |
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| Fiserv (FI) | 0.1 | $337k | -8% | 2.6k | 128.93 |
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| Dominion Resources (D) | 0.1 | $335k | +7% | 5.5k | 61.17 |
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| First Solar (FSLR) | 0.1 | $333k | +22% | 1.5k | 220.48 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $318k | 14k | 23.47 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $318k | 12k | 25.52 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $317k | +12% | 3.6k | 87.21 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $313k | -47% | 6.7k | 46.96 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $306k | -5% | 460.00 | 666.18 |
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| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.1 | $306k | +7% | 9.9k | 30.88 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $303k | 5.1k | 59.92 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $298k | -40% | 2.8k | 106.49 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $296k | +4% | 13k | 22.15 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $295k | 2.3k | 128.24 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.0 | $293k | 13k | 22.39 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $281k | NEW | 9.5k | 29.62 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.0 | $276k | NEW | 5.6k | 49.03 |
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| Spdr Series Trust Nuveen Ice High (HYMB) | 0.0 | $274k | 11k | 24.93 |
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| Capital Group International SHS (CGIE) | 0.0 | $273k | +24% | 8.1k | 33.72 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $271k | 5.1k | 52.82 |
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| Fidelity Covington Trust Enhanced Large (FELC) | 0.0 | $263k | +5% | 7.1k | 37.27 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $256k | 4.1k | 62.46 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $254k | -25% | 4.5k | 56.47 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $250k | 11k | 22.95 |
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| American Electric Power Company (AEP) | 0.0 | $249k | 2.2k | 112.50 |
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| Qualcomm (QCOM) | 0.0 | $246k | 1.5k | 166.36 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $243k | -16% | 690.00 | 352.75 |
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| Pfizer (PFE) | 0.0 | $241k | +11% | 9.4k | 25.48 |
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| Iron Mountain (IRM) | 0.0 | $241k | 2.4k | 101.94 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $240k | NEW | 732.00 | 328.17 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $238k | 11k | 22.52 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $231k | NEW | 1.8k | 130.25 |
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| At&t (T) | 0.0 | $229k | NEW | 8.1k | 28.24 |
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| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.0 | $223k | 5.1k | 43.92 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $220k | 8.6k | 25.64 |
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| Spdr Series Trust S&p 500 Esg Etf (EFIV) | 0.0 | $219k | 3.4k | 63.59 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $217k | -47% | 852.00 | 254.28 |
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| Genuine Parts Company (GPC) | 0.0 | $215k | NEW | 1.6k | 138.60 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $215k | NEW | 2.7k | 79.40 |
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| Coca-Cola Company (KO) | 0.0 | $212k | 3.2k | 66.32 |
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| Starbucks Corporation (SBUX) | 0.0 | $209k | 2.5k | 84.60 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $209k | NEW | 641.00 | 326.36 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $205k | NEW | 1.1k | 182.42 |
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| Nuveen Muni Value Fund (NUV) | 0.0 | $98k | 11k | 8.98 |
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Past Filings by Schmidt P J Investment Management
SEC 13F filings are viewable for Schmidt P J Investment Management going back to 2011
- Schmidt P J Investment Management 2025 Q3 filed Oct. 27, 2025
- Schmidt P J Investment Management 2025 Q2 filed Aug. 1, 2025
- Schmidt P J Investment Management 2025 Q1 filed May 21, 2025
- Schmidt P J Investment Management 2024 Q4 filed Jan. 27, 2025
- Schmidt P J Investment Management 2024 Q3 filed Oct. 23, 2024
- Schmidt P J Investment Management 2024 Q2 filed July 29, 2024
- Schmidt P J Investment Management 2024 Q1 filed April 26, 2024
- Schmidt P J Investment Management 2023 Q4 filed Jan. 29, 2024
- Schmidt P J Investment Management 2023 Q3 filed Oct. 20, 2023
- Schmidt P J Investment Management 2023 Q2 filed July 26, 2023
- Schmidt P J Investment Management 2023 Q1 filed April 28, 2023
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- Schmidt P J Investment Management 2022 Q1 filed May 6, 2022
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