StockDriftsStockDriftsTop 50 Schmidt P J Investment Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.7% | 149.0K | $43.1M | -1.49%(-2.25K) | $35.30(+765.16%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.15% | 88.9K | $33.2M | -0.61%(-547) | $69.79(+596.48%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.87% | 88.6K | $31.3M | -9.97%(-9.81K) | $124.85(+174.44%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.72% | 80.4K | $30.4M | -11.11%(-10.04K) | $52.52(+649.67%) | 2026-06-30 | |
| SNDR | SCHNEIDER NATIONAL INC | 4.62% | 814.2K | $29.7M | -2.37%(-19.76K) | $22.37(+62.36%) | 2026-06-30 | |
| IGIB | ISHARES TR | 4.43% | 535.7K | $28.5M | +3.14%(+16.32K) | $52.02(+0.14%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.5% | 18.8K | $22.5M | -1.07%(-203) | $174.95(+574.11%) | 2026-06-30 | |
| GOVT | ISHARES TR | 2.94% | 830.5K | $18.9M | +0.74%(+6.06K) | $22.78(-1.41%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.71% | 73.0K | $17.4M | -5.15%(-3.97K) | $64.46(+307.28%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.99% | 63.8K | $12.8M | -11.11%(-7.97K) | $52.82(+327.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.79% | +51.27% | +10.52% | +64.88% |
| Top 20 Holdings Unweighted | +15.43% | +53.78% | +10.32% | +63.38% |
Schmidt P J Investment Management INC reports $643.33M in US-listed equity holdings across 215 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.7%), MSFT (5.2%) and GOOG (4.9%). The top 20 holdings account for 57.13% of reported assets. Its disclosed equity book has returned +51.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Schmidt P J Investment Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1008895). View Schmidt P J Investment Management INC’s 13F filings on SEC