Schmidt P J Investment Management Inc Reduced Holdings in Q3 2025

Schmidt P J Investment Management Inc

  • $587 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SNDR
Schneider National, Inc.

Industrials
-13.8K
- 1.59%
$21.09 - $26.92 $292K - $372K
855K $18.1M
V
Visa Inc.

Financial Services
-2.39K
- 6.85%
$332.09 - $358.86 $792K - $856K
32.4K $11.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3.14K
- 71.55%
$404.94 - $499.99 $1.27M - $1.57M
1.25K $605K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-24.4K
- 26.32%
$48.5 - $50.19 $1.18M - $1.22M
68.2K $3.42M
PG
Procter & Gamble CO

Consumer Defensive
-3.63K
- 5.58%
$150.47 - $161.22 $546K - $585K
61.4K $9.43M
HON
Honeywell International Inc

Industrials
-1.4K
- 5.77%
$207.7 - $240.4 $291K - $336K
22.9K $4.81M
VIG
Vanguard Dividend Appreciation

ETFs
-4.35K
- 29.06%
N/A
10.6K $1.93M
JPM
Jpmorgan Chase & CO

Financial Services
-4.91K
- 14.77%
$282.78 - $316.06 $1.39M - $1.55M
28.3K $8.94M
SYK
Stryker Corp

Healthcare
-10
- 0.04%
$368.57 - $403.53 $3.69K - $4.04K
22.4K $8.29M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-11.3K
- 25.38%
$52.39 - $53.11 $590K - $598K
33.1K $1.76M
ICE
Intercontinental Exchange, Inc.

Financial Services
-87
- 0.32%
$167.28 - $188.45 $14.6K - $16.4K
27K $4.55M
ADP
Automatic Data Processing Inc

Industrials
-970
- 10.66%
$288.69 - $310.94 $280K - $302K
8.13K $2.39M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-22.6K
- 2.68%
$22.64 - $23.22 $512K - $525K
822K $19M
AMT
American Tower Corp

Real Estate
-116
- 0.88%
$192.32 - $232.35 $22.3K - $27K
13.1K $2.51M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.38K
- 1.78%
$211.65 - $238.24 $292K - $329K
75.9K $16.7M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-6.13K
- 47.95%
$45.72 - $47.27 $280K - $290K
6.66K $312K
CRM
Salesforce, Inc.

Technology
-335
- 6.06%
$231.66 - $273.65 $77.6K - $91.7K
5.19K $1.23M
WEC
Wec Energy Group, Inc.

Utilities
-3.43K
- 26.05%
$103.66 - $114.59 $356K - $394K
9.75K $1.12M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-6.15K
- 9.55%
$41.43 - $44.2 $255K - $272K
58.3K $2.58M
MUB
Ishares National Muni Bond ETF

ETFs
-1.89K
- 40.33%
$103.24 - $106.68 $195K - $202K
2.8K $298K
SPGI
S&P Global Inc.

Financial Services
-197
- 9.7%
$484.94 - $564.15 $95.5K - $111K
1.83K $892K
VB
Vanguard Small Cap ETF

ETFs
-772
- 47.54%
$237.58 - $259.17 $183K - $200K
852 $216K
PANW
Palo Alto Networks Inc

Technology
-614
- 7.58%
$167.06 - $208.19 $103K - $128K
7.49K $1.52M
XOM
Exxon Mobil Corp

Energy
-1.89K
- 10.59%
$105.83 - $117.22 $200K - $221K
15.9K $1.8M
YUM
Yum Brands Inc

Consumer Cyclical
-1K
- 13.65%
$139.5 - $153.94 $140K - $154K
6.33K $961K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-14
- 0.67%
$366.54 - $479.53 $5.13K - $6.71K
2.07K $809K
LMT
Lockheed Martin Corp

Industrials
-466
- 14.04%
$410.74 - $499.21 $191K - $233K
2.85K $1.42M
PEP
Pepsico Inc

Consumer Defensive
-4.02K
- 7.48%
$133.81 - $152.16 $538K - $612K
49.7K $6.99M
GIS
General Mills Inc

Consumer Defensive
-1.6K
- 13.59%
$48.44 - $53.83 $77.5K - $86.1K
10.2K $512K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.72K
- 13.73%
$50.52 - $50.75 $86.6K - $87K
10.8K $547K
MRK
Merck & Co., Inc.

Healthcare
-2.27K
- 9.96%
$77.6 - $87.37 $176K - $199K
20.6K $1.73M
ADBE
Adobe Inc.

Technology
-139
- 16.77%
$333.65 - $392.1 $46.4K - $54.5K
690 $243K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.33K
- 4.66%
$291.67 - $316.99 $388K - $422K
27.2K $8.26M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-1.57K
- 25.87%
$52.31 - $56.47 $82.2K - $88.8K
4.51K $254K
PAYX
Paychex Inc

Industrials
-10
- 0.3%
$126.69 - $147.99 $1.27K - $1.48K
3.28K $415K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.21K
- 8.5%
$50.82 - $51.09 $61.2K - $61.6K
13K $662K
FNDX
Schwab Fundamental U S Large C

ETFs
-20.1K
- 7.53%
$24.38 - $26.34 $491K - $530K
247K $6.5M
ITW
Illinois Tool Works Inc

Industrials
-1.12K
- 6.43%
$252.31 - $269.41 $282K - $301K
16.3K $4.24M
IYK
Ishares U.S. Consumer Staples

ETFs
-562
- 8.66%
$67.65 - $71.68 $38K - $40.3K
5.93K $405K
CCI
Crown Castle International Corp

Real Estate
-53
- 0.82%
$92.96 - $113.91 $4.93K - $6.04K
6.41K $618K
XLV
Select Sector Spdr Fund Health

ETFs
-357
- 9.27%
$129.01 - $139.72 $46.1K - $49.9K
3.49K $486K
FISV
Fiserv Inc

Technology
-248
- 8.66%
N/A
2.62K $327K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-873
- 7.45%
$55.15 - $58.11 $48.1K - $50.7K
10.8K $623K
NKE
Nike, Inc.

Consumer Cyclical
-200
- 3.89%
$69.24 - $79.24 $13.8K - $15.8K
4.94K $344K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.57K
- 5.56%
$26.38 - $27.95 $41.4K - $43.9K
26.7K $728K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-92
- 10.81%
$567.77 - $614.76 $52.2K - $56.6K
759 $464K
PFF
Ishares Trust Ishares Pfd And

ETFs
-928
- 6.88%
$30.67 - $32.13 $28.5K - $29.8K
12.6K $396K
KO
Coca Cola CO

Consumer Defensive
-10
- 0.31%
$65.67 - $71.67 $657 - $717
3.2K $211K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-442
- 2.46%
$25.09 - $25.19 $11.1K - $11.1K
17.5K $440K
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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