Schmidt P J Investment Management Inc Reduced Holdings in Q2 2025

Schmidt P J Investment Management Inc

  • $562 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-3.73K
- 15.3%
$274.35 - $599.47 $1.02M - $2.24M
20.7K $6.44M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-213K
- 20.16%
$22.54 - $23.17 $4.8M - $4.94M
844K $19.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-46K
- 79.71%
$47.46 - $55.3 $2.18M - $2.55M
11.7K $645K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-4.16K
- 48.65%
$390.26 - $489.06 $1.62M - $2.03M
4.39K $1.78M
PEP
Pepsico Inc

Consumer Defensive
-2.1K
- 3.75%
$128.02 - $151.37 $268K - $317K
53.8K $7.1M
FNDX
Schwab Fundamental U S Large C

ETFs
-60.8K
- 18.53%
$20.84 - $24.54 $1.27M - $1.49M
267K $6.56M
MCD
Mcdonalds Corp

Consumer Cyclical
-371
- 1.28%
$285.55 - $321.23 $106K - $119K
28.5K $8.33M
MRK
Merck & Co., Inc.

Healthcare
-3.9K
- 14.6%
$73.47 - $87.12 $287K - $340K
22.8K $1.81M
HON
Honeywell International Inc

Industrials
-5.19K
- 17.61%
$182.86 - $232.88 $948K - $1.21M
24.3K $5.65M
UNP
Union Pacific Corp

Industrials
-1.66K
- 5.31%
$208.27 - $238.46 $346K - $396K
29.6K $6.81M
MUB
Ishares National Muni Bond ETF

ETFs
-4.43K
- 48.57%
$102.31 - $105.8 $453K - $469K
4.69K $490K
IYK
Ishares U.S. Consumer Staples

ETFs
-5.47K
- 45.72%
$67.29 - $72.42 $368K - $396K
6.49K $457K
HD
Home Depot, Inc.

Consumer Cyclical
-920
- 4.99%
$335.24 - $380.78 $308K - $350K
17.5K $6.42M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-7.36K
- 6.03%
$46.99 - $57.94 $346K - $426K
115K $6.5M
XLE
Energy Sector Spdr

ETFs
-2.47K
- 32.34%
$76.44 - $94.13 $189K - $233K
5.17K $438K
ROP
Roper Technologies Inc

Industrials
-209
- 3.05%
$519.19 - $590.78 $109K - $123K
6.65K $3.77M
NEE
Nextera Energy Inc

Utilities
-1.29K
- 1.03%
$64.11 - $75.0 $82.5K - $96.5K
124K $8.61M
PFF
Ishares Trust Ishares Pfd And

ETFs
-8.26K
- 37.99%
$29.0 - $30.68 $240K - $253K
13.5K $413K
XLV
Select Sector Spdr Fund Health

ETFs
-1.39K
- 26.55%
$128.77 - $144.3 $179K - $201K
3.85K $518K
JNJ
Johnson & Johnson

Healthcare
-236
- 1.48%
$146.36 - $159.82 $34.5K - $37.7K
15.7K $2.39M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.28K
- 27.5%
$221.86 - $362.89 $505K - $826K
6K $1.91M
XOM
Exxon Mobil Corp

Energy
-63
- 0.35%
$99.93 - $119.04 $6.3K - $7.5K
17.8K $1.92M
ITW
Illinois Tool Works Inc

Industrials
-646
- 3.58%
$218.41 - $252.43 $141K - $163K
17.4K $4.3M
CRM
Salesforce, Inc.

Technology
-685
- 11.03%
$236.26 - $291.15 $162K - $199K
5.53K $1.51M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2.07K
- 31.21%
$86.93 - $109.64 $180K - $227K
4.57K $501K
SYY
Sysco Corp

Consumer Defensive
-2K
- 16.26%
$68.0 - $75.91 $136K - $152K
10.3K $780K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-5.23K
- 32.66%
$24.14 - $25.43 $126K - $133K
10.8K $267K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.6K
- 1.7%
$48.13 - $49.85 $77K - $79.7K
92.6K $4.54M
AMGN
Amgen Inc

Healthcare
-134
- 4.9%
$262.28 - $309.85 $35.1K - $41.5K
2.6K $726K
SBUX
Starbucks Corp

Consumer Cyclical
-1.12K
- 31.12%
$79.69 - $99.41 $89.1K - $111K
2.47K $226K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-1.73K
- 8.47%
$47.42 - $51.67 $82.2K - $89.5K
18.7K $950K
NKE
Nike, Inc.

Consumer Cyclical
-2.17K
- 29.65%
$53.27 - $72.04 $115K - $156K
5.14K $365K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.79K
- 3.87%
$51.68 - $52.76 $92.3K - $94.2K
44.4K $2.34M
CCI
Crown Castle International Corp

Real Estate
-446
- 6.45%
$94.83 - $107.06 $42.3K - $47.7K
6.47K $664K
AMT
American Tower Corp

Real Estate
-414
- 3.05%
$203.96 - $228.19 $84.4K - $94.5K
13.2K $2.91M
VB
Vanguard Small Cap ETF

ETFs
-280
- 14.71%
$193.73 - $237.37 $54.2K - $66.5K
1.62K $384K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-400
- 8.91%
$63.54 - $68.5 $25.4K - $27.4K
4.09K $275K
ADP
Automatic Data Processing Inc

Industrials
-173
- 1.87%
$276.76 - $326.81 $47.9K - $56.5K
9.1K $2.81M
ADBE
Adobe Inc.

Technology
-67
- 7.48%
$340.0 - $420.68 $22.8K - $28.2K
829 $320K
MBB
Ishares Tr

ETFs
-240
- 4.23%
$91.41 - $94.22 $21.9K - $22.6K
5.44K $510K
PFE
Pfizer Inc

Healthcare
-350
- 3.98%
$21.59 - $24.84 $7.56K - $8.69K
8.45K $204K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-188
- 1.43%
$45.12 - $46.23 $8.48K - $8.69K
13K $600K
RGLD
Royal Gold Inc

Basic Materials
-239
- 9.31%
$155.48 - $186.71 $37.2K - $44.6K
2.33K $414K
CGMS
Capital Grp Core Plus Income E
-81
- 0.28%
N/A
29.2K $0
Pimco ETF Tr
-7.19K
- 25.56%
N/A
20.9K $0
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-126
- 2.03%
$47.29 - $53.34 $5.96K - $6.72K
6.08K $319K
SPY
Spdr S&P 500 ETF Trust

ETFs
-35
- 6.73%
$496.48 - $617.85 $17.4K - $21.6K
485 $299K
GD
General Dynamics Corp

Industrials
-58
- 3.79%
$247.68 - $291.66 $14.4K - $16.9K
1.47K $429K
SPGI
S&P Global Inc.

Financial Services
-14
- 0.68%
$438.31 - $527.29 $6.14K - $7.38K
2.03K $1.07M
Activity Summary
Buys All Purchases 88 New Holdings 16 Increased Positions 72 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Schmidt P J Investment Management Inc Portfolio

Follow Schmidt P J Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schmidt P J Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email