account_balance
Investment manager · 13F filer · SEC CIK 1008895
Schmidt P J Investment Management Inc
Reported value$656Mas of Sep 30, 2026
Positions220 15 new, 10 sold out
Top 10 weight42.3%AAPL alone is 7%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.5%
MSFTMicrosoft Corp
6.9%
GOOGAlphabet Inc.
4.6%
AVGOBroadcom Inc.
4.3%
IGIBiShares Tr
4.1%
SNDRSchneider National, Inc.
4.0%
LLYELI Lilly & Co
3.3%
AMZNAmazon.com Inc
2.8%
GOVTiShares Tr
2.7%
NVDANVIDIA Corp
2.2%
ADIAnalog Devices Inc
1.8%
VVisa Inc.
1.7%
AAPLApple Inc.
7.5%
MSFTMicrosoft Corp
6.9%
GOOGAlphabet Inc.
4.6%
AVGOBroadcom Inc.
4.3%
IGIBiShares Tr
4.1%
SNDRSchneider National, Inc.
4.0%
LLYELI Lilly & Co
3.3%
AMZNAmazon.com Inc
2.8%
GOVTiShares Tr
2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.5% HeldMSFT Microsoft Corp 6.9% HeldGOOG Alphabet Inc. 4.6% HeldAVGO Broadcom Inc. 4.3% Held
IGIB iShares Tr 4.1% Held
SNDR Schneider National, Inc. 4.0% HeldLLY ELI Lilly & Co 3.3% HeldAMZN Amazon.com Inc 2.8% HeldGOVT iShares Tr 2.7% Held
NVDA NVIDIA Corp 2.2% HeldADI Analog Devices Inc 1.8% HeldV Visa Inc. 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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