Notify me when SCHMIDT P J INVESTMENT MANAGEMENT INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 194 | $614,773,228 | +$8,856,183 | -$17,659,798 | -$8,803,615 | AAPL, MSFT, AVGO, GOOG, IGIB | 13F-HR | 28 Jan 2026, 10:58 |
| Q3 2025 | 199 | $605,117,520 | +$12,862,578 | -$22,580,551 | -$9,717,973 | MSFT, AAPL, AVGO, IGIB, GOOG | 13F-HR | 27 Oct 2025, 11:03 |
| Q2 2025 | 187 | $578,394,007 | +$30,897,921 | -$31,455,584 | -$557,663 | MSFT, AAPL, AVGO, IGIB, SNDR | 13F-HR | 01 Aug 2025, 09:56 |
| Q1 2025 | 184 | $546,028,406 | +$6,386,543 | -$13,118,006 | -$6,731,463 | AAPL, MSFT, IGIB, GOVT, SNDR | 13F-HR | 21 May 2025, 10:36 |
| Q4 2024 | 184 | $576,543,188 | +$24,629,105 | -$23,031,827 | +$1,597,278 | AAPL, MSFT, AVGO, SNDR, IGIB | 13F-HR | 27 Jan 2025, 14:36 |
| Q3 2024 | 188 | $579,267,156 | +$31,023,745 | -$15,067,600 | +$15,956,145 | MSFT, AAPL, IGIB, SNDR, GOVT | 13F-HR | 23 Oct 2024, 13:30 |
| Q2 2024 | 182 | $547,498,229 | +$15,935,937 | -$9,575,649 | +$6,360,288 | MSFT, AAPL, IGIB, SNDR, GOVT | 13F-HR | 29 Jul 2024, 09:39 |
| Q1 2024 | 180 | $530,054,382 | +$22,895,630 | -$13,940,804 | +$8,954,826 | MSFT, AAPL, IGIB, SNDR, GOVT | 13F-HR | 26 Apr 2024, 14:07 |
| Q4 2023 | 170 | $499,529,232 | +$40,755,407 | -$52,651,742 | -$11,896,335 | MSFT, AAPL, SNDR, IGIB, GOVT | 13F-HR | 29 Jan 2024, 11:03 |
| Q3 2023 | 167 | $466,572,903 | +$15,092,696 | -$22,490,090 | -$7,397,394 | SNDR, MSFT, AAPL, IGSB, GOOG | 13F-HR | 20 Oct 2023, 12:03 |
| Q2 2023 | 170 | $503,072,518 | +$16,766,410 | -$23,375,582 | -$6,609,172 | SNDR, MSFT, AAPL, IGSB, UNH | 13F-HR | 26 Jul 2023, 11:32 |
| Q1 2023 | 170 | $477,526,462 | +$32,752,963 | -$21,582,992 | +$11,169,971 | SNDR, MSFT, AAPL, IGSB, UNH | 13F-HR | 28 Apr 2023, 15:21 |
| Q4 2022 | 172 | $441,492,571 | +$28,707,334 | -$18,930,139 | +$9,777,195 | SNDR, MSFT, AAPL, IGSB, UNH | 13F-HR | 01 Feb 2023, 15:10 |
| Q3 2022 | 168 | $412,048,000 | +$13,900,008 | -$13,019,040 | +$880,968 | SNDR, AAPL, MSFT, UNH, IGSB | 13F-HR | 24 Oct 2022, 17:17 |
| Q2 2022 | 172 | $390,562,000 | +$54,300,378 | -$48,410,491 | +$5,889,887 | SNDR, MSFT, UNH, NEE, PEP | 13F-HR | 24 Aug 2022, 15:57 |
| Q1 2022 | 169 | $435,892,000 | +$16,285,193 | -$29,114,021 | -$12,828,828 | AAPL, SNDR, MSFT, AGG, UNH | 13F-HR | 06 May 2022, 09:49 |
| Q4 2021 | 173 | $497,367,000 | +$12,668,188 | -$15,775,530 | -$3,107,342 | AAPL, SNDR, MSFT, AGG, GOOG | 13F-HR | 01 Feb 2022, 16:21 |
| Q3 2021 | 172 | $497,212,000 | +$3,829,222 | -$7,941,970 | -$4,112,748 | MSFT, SNDR, AAPL, AGG, GOOG | 13F-HR | 27 Oct 2021, 15:48 |
| Q2 2021 | 174 | $499,491,000 | +$14,435,437 | -$12,787,641 | +$1,647,796 | MSFT, AAPL, SNDR, AGG, AMZN | 13F-HR | 26 Jul 2021, 15:42 |
| Q1 2021 | 172 | $478,344,000 | +$26,963,011 | -$27,160,970 | -$197,959 | SNDR, AAPL, MSFT, AGG, AMZN | 13F-HR | 30 Apr 2021, 12:54 |
| Q4 2020 | 156 | $433,769,000 | +$16,201,715 | -$8,787,721 | +$7,413,994 | AAPL, SNDR, MSFT, AGG, GVI | 13F-HR | 01 Feb 2021, 15:01 |
| Q3 2020 | 149 | $399,954,000 | +$86,286,101 | -$15,178,102 | +$71,107,999 | SNDR, AAPL, MSFT, GVI, AGG | 13F-HR | 28 Oct 2020, 14:35 |
| Q2 2020 | 116 | $333,540,000 | +$13,619,387 | -$19,671,164 | -$6,051,777 | SNDR, MSFT, AAPL, AMZN, V | 13F-HR | 29 Jul 2020, 17:22 |
| Q1 2020 | 118 | $287,590,000 | +$4,555,528 | -$36,746,390 | -$32,190,862 | SNDR, MSFT, AAPL, V, AMZN | 13F-HR | 20 Apr 2020, 17:01 |
| Q4 2019 | 133 | $373,509,000 | +$3,489,252 | -$8,449,981 | -$4,960,729 | SNDR, MSFT, AAPL, IJH, V | 13F-HR | 24 Jan 2020, 14:52 |
| Q3 2019 | 132 | $351,991,000 | +$4,051,932 | -$8,718,544 | -$4,666,612 | SNDR, MSFT, AAPL, IJH, V | 13F-HR | 23 Oct 2019, 16:10 |
| Q2 2019 | 133 | $346,112,000 | +$7,621,622 | -$12,010,397 | -$4,388,775 | SNDR, MSFT, AAPL, IJH, V | 13F-HR | 25 Jul 2019, 09:49 |
| Q1 2019 | 132 | $342,132,000 | +$7,043,967 | -$5,843,200 | +$1,200,767 | SNDR, MSFT, AAPL, IJH, V | 13F-HR | 25 Apr 2019, 12:42 |
| Q4 2018 | 128 | $304,692,000 | +$10,198,509 | -$16,754,454 | -$6,555,945 | SNDR, MSFT, AAPL, IJH, IVV | 13F-HR | 04 Feb 2019, 16:52 |
| Q3 2018 | 136 | $353,004,000 | +$6,758,671 | -$14,336,701 | -$7,578,030 | SNDR, MSFT, AAPL, IJH, IVV | 13F-HR | 23 Oct 2018, 13:15 |
| Q2 2018 | 131 | $342,688,000 | +$9,013,680 | -$15,927,862 | -$6,914,182 | SNDR, MSFT, AAPL, IJH, IVV | 13F-HR | 24 Jul 2018, 15:33 |
| Q1 2018 | 130 | $341,893,000 | +$12,413,109 | -$12,975,676 | -$562,567 | SNDR, MSFT, AAPL, IJH, IVV | 13F-HR | 24 Apr 2018, 14:51 |
| Q4 2017 | 134 | $353,431,000 | +$11,665,673 | -$15,242,450 | -$3,576,777 | SNDR, MSFT, AAPL, IVV, IJH | 13F-HR | 30 Jan 2018, 11:25 |
| Q3 2017 | 134 | $334,212,000 | +$8,727,713 | -$19,254,864 | -$10,527,151 | SNDR, MSFT, IVV, AAPL, IJH | 13F-HR | 23 Oct 2017, 17:05 |
| Q2 2017 | 129 | $328,424,000 | +$44,664,073 | -$4,670,129 | +$39,993,944 | SNDR, IVV, MSFT, JNJ, AAPL | 13F-HR | 20 Jul 2017, 15:41 |
| Q1 2017 | 122 | $281,873,000 | +$13,686,359 | -$12,725,145 | +$961,214 | IVV, AAPL, MSFT, JNJ, IJH | 13F-HR | 26 Apr 2017, 14:56 |
| Q4 2016 | 123 | $270,367,000 | +$9,077,476 | -$13,215,903 | -$4,138,427 | IVV, MSFT, JNJ, VZ, PEP | 13F-HR | 24 Jan 2017, 14:50 |
| Q3 2016 | 130 | $269,091,000 | +$10,840,172 | -$11,964,934 | -$1,124,762 | JNJ, MSFT, PEP, VZ, IVV | 13F-HR | 21 Oct 2016, 12:46 |
| Q2 2016 | 131 | $269,015,000 | +$14,458,020 | -$7,391,749 | +$7,066,271 | JNJ, BMY, VZ, IVV, PEP | 13F-HR | 09 Aug 2016, 16:00 |
| Q1 2016 | 132 | $254,779,000 | +$15,148,145 | -$16,552,757 | -$1,404,612 | JNJ, BMY, AAPL, IVV, VZ | 13F-HR | 29 Apr 2016, 11:39 |
| Q4 2015 | 136 | $250,009,000 | +$17,093,329 | -$7,802,059 | +$9,291,270 | BMY, JNJ, AAPL, MSFT, IVV | 13F-HR | 29 Jan 2016, 15:12 |
| Q3 2015 | 139 | $229,639,000 | +$13,541,118 | -$21,631,662 | -$8,090,544 | BMY, JNJ, AAPL, IVV, D | 13F-HR | 20 Oct 2015, 12:45 |
| Q2 2015 | 154 | $255,237,000 | +$19,164,363 | -$15,677,684 | +$3,486,679 | BMY, JNJ, AAPL, IVV, ABBV | 13F-HR | 22 Jul 2015, 11:19 |
| Q1 2015 | 152 | $255,661,000 | +$18,001,767 | -$12,793,854 | +$5,207,913 | BMY, JNJ, UNP, IVV, AAPL | 13F-HR | 29 Apr 2015, 15:55 |
| Q4 2014 | 150 | $252,926,000 | +$23,337,132 | -$22,745,213 | +$591,919 | JNJ, BMY, UNP, PG, D | 13F-HR | 22 Jan 2015, 14:41 |
| Q3 2014 | 146 | $244,699,000 | +$12,254,334 | -$18,829,185 | -$6,574,851 | JNJ, CVX, BMY, UNP, VZ | 13F-HR | 24 Oct 2014, 15:02 |
| Q2 2014 | 147 | $255,637,000 | +$14,929,151 | -$15,833,048 | -$903,897 | JNJ, CVX, VZ, BMY, D | Restatement | 23 Jul 2014, 12:41 |
| Q1 2014 | 145 | $252,774,000 | +$21,546,632 | -$8,315,682 | +$13,230,950 | JNJ, CVX, BMY, VZ, D | 13F-HR | 25 Apr 2014, 15:20 |
| Q4 2013 | 130 | $236,626,000 | $0 | $0 | $0 | CVX, JNJ, BMY, VZ, XOM | 13F-HR | 06 Feb 2014, 12:52 |