DOSSIER · 13F-HR · Q1 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC

SCHMIDT P J INVESTMENT's holding co. based in San Francisco, CA $595M in tracked AUM across 212 positions as of Q1 2026.

SP
SCHMIDT P J INVESTMENT·San Francisco, CA·Holding Co.
CIK 0001008895 · last filed Mar 31, 2026
Total AUM
$595M
18.0%
vs prior
Holdings
212
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$38M151K6.5%
02
MSFT
MICROSOFT CORP
$33M89K5.6%
03
GOOG
ALPHABET INC
$28M98K4.7%
04
AVGO
BROADCOM INC
$28M90K4.7%
05
IGIB
ISHARES TR
$28M519K4.6%
06
SNDR
SCHNEIDER NATIONAL INC
$22M834K3.7%
07
GOVT
ISHARES TR
$19M824K3.2%
08
LLY
ELI LILLY & CO
$17M19K2.9%
09
AMZN
AMAZON COM INC
$16M77K2.7%
10
NVDA
NVIDIA CORPORATION
$13M72K2.1%

Filing history

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