§ 13F · FUND PROFILE
SCHMIDT P J INVESTMENT MANAGEMENT INC.
AUM · $643M (13F)Positions · 215Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 149K | $43M | 6.7% | −1% |
| 2 | MSFT | MICROSOFT CORP | 89K | $33M | 5.2% | −1% |
| 3 | GOOG | ALPHABET INC | 89K | $31M | 4.9% | −10% |
| 4 | AVGO | BROADCOM INC | 80K | $30M | 4.7% | −11% |
| 5 | SNDR | SCHNEIDER NATIONAL INC | 814K | $30M | 4.6% | −2% |
| 6 | IGIB | ISHARES TR | 536K | $28M | 4.4% | +3% |
| 7 | LLY | ELI LILLY & CO | 19K | $22M | 3.5% | −1% |
| 8 | GOVT | ISHARES TR | 830K | $19M | 2.9% | +1% |
| 9 | AMZN | AMAZON COM INC | 73K | $17M | 2.7% | −5% |
| 10 | NVDA | NVIDIA CORPORATION | 64K | $13M | 2.0% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCHMIDT SIGNAL
AC read
SCHMIDT P J INVESTMENT MANAGEMENT INC is a Other fund managing $643 million in assets. The fund runs a broad portfolio of 215 positions.
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