§ 13F · FUND PROFILE
SCHMIDT P J INVESTMENT MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $605M (13F)Positions · 199Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 151K | $38M | 6.5% | −1% |
| 2 | MSFT | MICROSOFT CORP | 89K | $33M | 5.6% | +5% |
| 3 | GOOG | ALPHABET INC | 98K | $28M | 4.7% | −1% |
| 4 | AVGO | BROADCOM INC | 90K | $28M | 4.7% | −5% |
| 5 | IGIB | ISHARES TR | 519K | $28M | 4.6% | +1% |
| 6 | SNDR | SCHNEIDER NATIONAL INC | 834K | $22M | 3.7% | −2% |
| 7 | GOVT | ISHARES TR | 824K | $19M | 3.2% | +1% |
| 8 | LLY | ELI LILLY & CO | 19K | $17M | 2.9% | −4% |
| 9 | AMZN | AMAZON COM INC | 77K | $16M | 2.7% | ±0% |
| 10 | NVDA | NVIDIA CORPORATION | 72K | $13M | 2.1% | −1% |
§ 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 $605 million in assets. The fund runs a portfolio of 199 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed