§ 13F · FUND PROFILE
SCHMIDT P J INVESTMENT MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $578.4T (13F)Positions · 187Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 152K | $41.4T | 6.7% | −2% |
| 2 | MSFT | MICROSOFT CORP | 85K | $41.3T | 6.7% | −1% |
| 3 | AVGO | BROADCOM INC | 95K | $33.0T | 5.4% | −7% |
| 4 | GOOG | ALPHABET INC | 100K | $31.3T | 5.1% | −3% |
| 5 | IGIB | ISHARES TR | 514K | $27.7T | 4.5% | −1% |
| 6 | SNDR | SCHNEIDER NATIONAL INC | 855K | $22.7T | 3.7% | ±0% |
| 7 | LLY | ELI LILLY & CO | 20K | $21.3T | 3.5% | −3% |
| 8 | GOVT | ISHARES TR | 818K | $18.8T | 3.1% | ±0% |
| 9 | AMZN | AMAZON COM INC | 77K | $17.7T | 2.9% | +1% |
| 10 | NVDA | NVIDIA CORPORATION | 73K | $13.5T | 2.2% | −3% |
§ 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 $578394.0 trillion in assets. The fund runs a portfolio of 187 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed