SCHMIDT P J INVESTMENT MANAGEMENT INC

Institutional manager (13F) · CIK 1008895

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $494M

#	Issuer	Value	Shares
1	APPLE INC	$38M	151,229
2	MICROSOFT CORP	$33M	89,453
3	ALPHABET INC	$28M	98,443
4	BROADCOM INC	$28M	90,438
5	ISHARES TR	$28M	519,337
6	SCHNEIDER NATIONAL INC	$22M	834,009
7	ISHARES TR	$19M	824,415
8	ELI LILLY & CO	$17M	18,956
9	AMAZON COM INC	$16M	76,993
10	NVIDIA CORPORATION	$13M	71,796
11	NEXTERA ENERGY INC	$11M	119,194
12	ANALOG DEVICES INC	$11M	33,348
13	VISA INC	$10M	32,322
14	BLACKROCK INC	$10M	9,970
15	J P MORGAN EXCHANGE TRADED F	$9M	78,799
16	VANGUARD WORLD FD	$9M	37,786
17	SELECT SECTOR SPDR TR	$9M	80,394
18	FIDELITY MERRIMACK STR TR	$9M	194,437
19	PROCTER & GAMBLE CO	$9M	60,858
20	SPDR INDEX SHS FDS	$9M	101,949
21	JPMORGAN CHASE & CO	$9M	29,005
22	MCDONALDS CORP	$8M	27,044
23	PEPSICO INC	$8M	51,833
24	COSTCO WHOLESALE CORPORATION	$8M	8,042
25	STRYKER CORPORATION	$8M	23,231
26	ABBVIE INC	$8M	34,690
27	ISHARES TR	$7M	92,470
28	UNION PAC CORP	$7M	28,651
29	BERKSHIRE HATHAWAY INC DEL	$7M	13,602
30	SCHWAB STRATEGIC TR	$6M	229,813
31	WW GRAINGER INC	$6M	5,761
32	ISHARES TR	$6M	33,616
33	HOME DEPOT INC	$5M	16,062
34	INVESCO QQQ TR	$5M	8,997
35	ISHARES TR	$5M	7,836
36	HONEYWELL INTL INC	$5M	22,206
37	ISHARES TR	$5M	95,881
38	UNITEDHEALTH GROUP INC	$4M	16,026
39	INTERCONTINENTAL EXCHANGE IN	$4M	26,438
40	MASTERCARD INCORPORATED	$4M	8,034
41	ILLINOIS TOOL WKS INC	$4M	14,963
42	SCHWAB STRATEGIC TR	$4M	126,587
43	INVESCO EXCHANGE TRADED FD T	$3M	20,987
44	VANGUARD MUN BD FDS	$3M	65,530
45	ISHARES TR	$3M	65,719
46	ABBOTT LABORATORIES	$3M	31,322
47	JOHNSON & JOHNSON	$3M	12,781
48	FIDELITY COVINGTON TRUST	$3M	32,025
49	EXXON MOBIL CORP	$3M	15,452
50	ISHARES TR	$3M	56,007

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.