SCHMIDT P J INVESTMENT MANAGEMENT INC - Portfolio overview

SCHMIDT P J INVESTMENT MANAGEMENT INC has 223 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.41%
2. MSFT - MICROSOFT CORP, 5.53%
3. GOOG - ALPHABET INC, 4.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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