Schmidt P J Investment Management Inc holds a diversified book of 215 stocks worth $643.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the equity book.
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Use Arkolith to show SCHMIDT P J INVESTMENT MANAGEMENT INC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Schmidt P J Investment Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 78 / 80 | $549.1B |
| JPMORGAN CHASE & CO | 78 / 80 | $519.7B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $163.7B |
| ROYAL BANK OF CANADA | 78 / 80 | $162.5B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $86.4B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $81.9B |
| LPL Financial LLC | 78 / 80 | $78.6B |
| Cetera Investment Advisers | 78 / 80 | $20.5B |
Ranked by how many of Schmidt P J Investment Management Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $43.1M | 149.0K | 6.7% | ▼−1.5% Reduced · −2K sh | |
| 2 | Microsoft Corp COM | $33.2M | 88.9K | 5.2% | ▼−0.6% Reduced · −547 sh | |
| 3 | Alphabet Inc CAP STK CL C | $31.3M | 88.6K | 4.9% | ▼−10.0% Reduced · −10K sh | |
| 4 | Broadcom Inc COM | $30.4M | 80.4K | 4.7% | ▼−11% Reduced · −10K sh | |
| 5 | Schneider National Inc CL B | $29.7M | 814.2K | 4.6% | ▼−2.4% Reduced · −20K sh | |
| 6 | Ishares TR ISHS 5-10YR INVT | $28.5M | 535.7K | 4.4% | ▲+3.1% Added · +16K sh | |
| 7 | Eli Lilly & Co COM | $22.5M | 18.8K | 3.5% | ▼−1.1% Reduced · −203 sh | |
| 8 | Ishares TR US TREAS BD ETF | $18.9M | 830.5K | 2.9% | ▲+0.7% Added · +6K sh | |
| 9 | Amazon Com Inc COM | $17.4M | 73.0K | 2.7% | ▼−5.2% Reduced · −4K sh | |
| 10 | Nvidia Corporation COM | $12.8M | 63.8K | 2.0% | ▼−11% Reduced · −8K sh | |
| 11 | Analog Devices Inc COM | $11.4M | 28.8K | 1.8% | ▼−14% Reduced · −5K sh | |
| 12 | Visa Inc COM CL A | $11.1M | 32.3K | 1.7% | ▼−0.1% Reduced · −32 sh | |
| 13 | J P Morgan Exchange Traded F BETABUILDRS US | $10.5M | 77.7K | 1.6% | ▼−1.3% Reduced · −1K sh | |
| 14 | NextEra Energy Inc COM | $10.4M | 119.1K | 1.6% | ▼−0.1% Reduced · −134 sh | |
| 15 | Vanguard World FD MEGA CAP INDEX | $10.0M | 36.4K | 1.5% | ▼−3.7% Reduced · −1K sh | |
| 16 | Fidelity Merrimack STR TR TOTAL BD ETF | $9.6M | 211.4K | 1.5% | ▲+8.7% Added · +17K sh | |
| 17 | BlackRock Inc COM | $9.6M | 9.9K | 1.5% | ▼−0.3% Reduced · −29 sh | |
| 18 | JPMorgan Chase & Co COM | $9.5M | 29.0K | 1.5% | ▼−0.1% Reduced · −29 sh | |
| 19 | Procter & Gamble Co COM | $8.9M | 60.5K | 1.4% | ▼−0.6% Reduced · −345 sh | |
| 20 | Select Sector SPDR TR ST STR SVC ETF | $8.8M | 82.2K | 1.4% | ▲+2.2% Added · +2K sh | |
| 21 | Ishares TR US SML CAP EQT | $8.6M | 96.5K | 1.3% | ▲+4.4% Added · +4K sh | |
| 22 | Abbvie Inc COM | $8.5M | 34.0K | 1.3% | ▼−2.1% Reduced · −733 sh | |
| 23 | Ishares TR U.S. TECH ETF | $8.3M | 32.9K | 1.3% | ▼−2.0% Reduced · −685 sh | |
| 24 | WW Grainger Inc COM | $7.8M | 5.7K | 1.2% | ▼−0.5% Reduced · −26 sh | |
| 25 | Union Pac Corp COM | $7.7M | 28.4K | 1.2% | ▼−1.0% Reduced · −289 sh | |
| 26 | SPDR Index SHS FDS ST STR SP N AM | $7.6M | 100.0K | 1.2% | ▼−1.9% Reduced · −2K sh | |
| 27 | Costco Wholesale Corporation COM | $7.5M | 8.0K | 1.2% | ▼−0.2% Reduced · −13 sh | |
| 28 | Stryker Corporation COM | $7.2M | 22.8K | 1.1% | ▼−1.7% Reduced · −399 sh | |
| 29 | McDonalds Corp COM | $7.2M | 26.6K | 1.1% | ▼−1.7% Reduced · −454 sh | |
| 30 | Schwab Strategic TR FUNDAMENTAL US L | $7.1M | 226.9K | 1.1% | ▼−1.3% Reduced · −3K sh | |
| 31 | Pepsico Inc COM | $7.0M | 51.5K | 1.1% | ▼−0.6% Reduced · −320 sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $6.8M | 13.7K | 1.1% | ▲+0.5% Added · +71 sh | |
| 33 | Invesco QQQ TR UNIT SER 1 | $6.6M | 9.0K | 1.0% | —Held | |
| 34 | Unitedhealth Group Inc COM | $6.2M | 15.0K | 1.0% | ▼−6.7% Reduced · −1K sh | |
| 35 | Ishares TR CORE S&P500 ETF | $5.7M | 7.7K | 0.9% | ▼−2.4% Reduced · −186 sh | |
| 36 | Home Depot Inc COM | $5.6M | 15.8K | 0.9% | ▼−1.4% Reduced · −222 sh | |
| 37 | Ishares TR CMBS ETF | $4.8M | 99.1K | 0.7% | ▲+3.3% Added · +3K sh | |
| 38 | Schwab Strategic TR US LCAP GR ETF | $4.4M | 131.3K | 0.7% | ▲+3.7% Added · +5K sh | |
| 39 | Illinois Tool WKS Inc COM | $4.1M | 15.0K | 0.6% | ▲+0.1% Added · +12 sh | |
| 40 | Mastercard Incorporated CL A | $4.0M | 7.9K | 0.6% | ▼−2.2% Reduced · −179 sh | |
| 41 | Invesco Exchange Traded FD T AEROSPACE DEFN | $3.9M | 21.9K | 0.6% | ▲+4.4% Added · +924 sh | |
| 42 | Vanguard Mun BD FDS TAX EXEMPT BD | $3.5M | 69.2K | 0.5% | ▲+5.6% Added · +4K sh | |
| 43 | Ishares TR CORE LT USDB ETF | $3.4M | 68.8K | 0.5% | ▲+4.6% Added · +3K sh | |
| 44 | Fidelity Covington Trust MSCI CONSM DIS | $3.4M | 32.6K | 0.5% | ▲+1.8% Added · +565 sh | |
| 45 | Intercontinental Exchange In COM | $3.3M | 26.9K | 0.5% | ▲+1.6% Added · +427 sh | |
| 46 | Johnson & Johnson COM | $3.2M | 12.5K | 0.5% | ▼−2.3% Reduced · −288 sh | |
| 47 | Fidelity Covington Trust ENHANCED INTL | $2.9M | 72.1K | 0.4% | ▲+18% Added · +11K sh | |
| 48 | Ishares TR MSCI INTL QUALTY | $2.7M | 53.8K | 0.4% | ▼−3.9% Reduced · −2K sh | |
| 49 | Ishares TR CORE S&P MCP ETF | $2.6M | 34.2K | 0.4% | ▲+1.6% Added · +541 sh | |
| 50 | Alphabet Inc CAP STK CL A | $2.5M | 7.1K | 0.4% | ▼−0.3% Reduced · −25 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 215 | $643.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 212 | $594.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 194 | $614.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 199 | $605.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 187 | $578.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 21, 2025 | 184 | $546.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 184 | $576.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 188 | $579.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.