Schmidt P J Investment Management Inc Purchases in Q3 2025

Schmidt P J Investment Management Inc

  • $587 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
197
+ 9.98%
$234.77 - $292.47 $46.2K - $57.6K
2.17K $612K
TRV
Travelers Companies, Inc.

Financial Services
18
+ 0.92%
$250.62 - $279.43 $4.51K - $5.03K
1.98K $552K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
69
+ 1.07%
$61.56 - $66.95 $4.25K - $4.62K
6.53K $436K
TFLO
Ishares Treasury Floating Rate

ETFs
435
+ 4.8%
$50.45 - $50.65 $21.9K - $22K
9.49K $480K
AMGN
Amgen Inc

Healthcare
51
+ 1.96%
$271.18 - $309.22 $13.8K - $15.8K
2.65K $748K
DE
Deere & CO

Industrials
115
+ 17.69%
$457.26 - $524.37 $52.6K - $60.3K
765 $349K
IBDV
Ishares Tr

Technology
550
+ 4.29%
$21.75 - $22.22 $12K - $12.2K
13.4K $295K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
521
+ 3.21%
$24.14 - $24.34 $12.6K - $12.7K
16.8K $407K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
390
+ 2.75%
N/A
14.6K $346K
NOW
Service Now, Inc.

Technology
66
+ 14.07%
$850.86 - $1044.69 $56.2K - $68.9K
535 $492K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
26
+ 0.5%
$92.18 - $95.14 $2.4K - $2.47K
5.18K $492K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
200
+ 1.85%
$24.11 - $24.94 $4.82K - $4.99K
11K $273K
EUSB
Ishares Tr Esg Advanced Total

Technology
75
+ 1.5%
$42.97 - $44.2 $3.22K - $3.32K
5.07K $222K
META
Meta Platforms, Inc.

Communication Services
8
+ 1.1%
$695.21 - $791.73 $5.56K - $6.33K
738 $541K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
23
+ 0.18%
$22.19 - $22.44 $510 - $516
13.1K $292K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
20
+ 0.19%
$22.36 - $22.52 $447 - $450
10.6K $237K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
24
+ 0.14%
$21.68 - $22.04 $520 - $529
17.5K $384K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
25
+ 0.23%
$22.84 - $22.95 $571 - $574
10.9K $250K
Capital Group International
1.58K
+ 24.23%
N/A
8.09K $0
CGMS
Capital Grp Core Plus Income E
5.24K
+ 17.93%
N/A
34.5K $0
Fidelity Covington Trust
347
+ 5.17%
N/A
7.06K $0
Fidelity Covington Trust
15.5K
+ 49.04%
N/A
47.1K $0
Linde PLC
900
New
N/A
900 $0
BSX
Boston Scientific Corp

Healthcare
918
+ 6.37%
$97.03 - $108.14 $89.1K - $99.3K
15.3K $1.5M
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.03%
$157.77 - $183.27 $158 - $183
2.87K $465K
ABT
Abbott Laboratories

Healthcare
69
+ 0.21%
$120.51 - $136.62 $8.32K - $9.43K
33.5K $4.48M
ISRG
Intuitive Surgical Inc

Healthcare
107
+ 7.66%
$433.66 - $544.47 $46.4K - $58.3K
1.5K $672K
COST
Costco Wholesale Corp

Consumer Defensive
113
+ 1.44%
$915.95 - $994.57 $104K - $112K
7.96K $7.37M
GWW
W.W. Grainger, Inc.

Industrials
89
+ 1.6%
$932.44 - $1059.49 $83K - $94.3K
5.66K $5.4M
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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