Holdings

Schmidt P J Investment Management Inc

As of Jun 30, 2026, Schmidt P J Investment Management Inc reported 96 positions worth US$418M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc149KUS$43.1M−2,246Jun 30, 2026
Alphabet Inc (google) Class C94,701US$33.8M−10,600Jun 30, 2026
Microsoft Corp.88,906US$33.2M−547Jun 30, 2026
Broadcom Inc.80,394US$30.4M−10,044Jun 30, 2026
Schneider National, Inc.814KUS$29.7M−19,760Jun 30, 2026
Eli Lilly And Company18,753US$22.5M−203Jun 30, 2026
Amazon.com, Inc.73,026US$17.4M−3,967Jun 30, 2026
Nvidia Corporation63,823US$12.8M−7,973Jun 30, 2026
Analog Devices, Inc.28,774US$11.4M−4,574Jun 30, 2026
Visa Inc.32,290US$11.1M−32Jun 30, 2026