SCHMIDT P J INVESTMENT MANAGEMENT INC: 13F holdings
CIK 10088952026Q2
| Positions | 215 |
|---|
| Reported value | $643.3m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 215 (+3 vs prior quarter) |
|---|
| Reported value | $643.3m (+8.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 148,983 | $43.1m | 6.7% |
| MSFT MICROSOFT CORP | 88,906 | $33.2m | 5.2% |
| GOOG ALPHABET INC | 88,630 | $31.3m | 4.9% |
| AVGO BROADCOM INC | 80,394 | $30.4m | 4.7% |
| SNDR SCHNEIDER NATIONAL INC | 814,249 | $29.7m | 4.6% |
| IGIB ISHARES TR | 535,661 | $28.5m | 4.4% |
| LLY ELI LILLY & CO | 18,753 | $22.5m | 3.5% |
| GOVT ISHARES TR | 830,475 | $18.9m | 2.9% |
| AMZN AMAZON COM INC | 73,026 | $17.4m | 2.7% |
| NVDA NVIDIA CORPORATION | 63,823 | $12.8m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1008895")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples