$443 Million is the total value of SCHMIDT P J INVESTMENT MANAGEMENT INC's 156 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBM | New | INTERNATIONAL BUSINESS MACHS | $404,000 | – | 3,390 | +100.0% | 0.09% | – |
| MO | New | ALTRIA GROUP INC | $308,000 | – | 7,499 | +100.0% | 0.07% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $270,000 | – | 1,250 | +100.0% | 0.06% | – |
| IMTM | New | ISHARES TRmsci intl moment | $254,000 | – | 6,824 | +100.0% | 0.06% | – |
| PLUG | New | PLUG POWER INC | $250,000 | – | 3,960 | +100.0% | 0.06% | – |
| PANW | New | PALO ALTO NETWORKS INC | $237,000 | – | 675 | +100.0% | 0.05% | – |
| GIGB | New | GOLDMAN SACHS ETF TRaccess invt gr | $229,000 | – | 4,126 | +100.0% | 0.05% | – |
| TCHP | New | T ROWE PRICE ETF INCprice blue chip | $208,000 | – | 7,571 | +100.0% | 0.05% | – |
| CDE | New | COEUR MNG INC | $100,000 | – | 11,000 | +100.0% | 0.02% | – |
| HL | New | HECLA MNG CO | $68,000 | – | 12,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 47 | Q3 2023 | 7.0% |
| JOHNSON & JOHNSON | 47 | Q3 2023 | 3.4% |
| Procter & Gamble Co | 47 | Q3 2023 | 2.9% |
| PEPSICO INC | 47 | Q3 2023 | 2.8% |
| MCDONALDS CORP | 47 | Q3 2023 | 2.7% |
| VERIZON COMMUNICATIONS INC | 47 | Q3 2023 | 3.4% |
| Union Pacific Corp | 47 | Q3 2023 | 2.8% |
| NEXTERA ENERGY INC | 47 | Q3 2023 | 2.7% |
| CHEVRON CORP NEW | 47 | Q3 2023 | 4.3% |
| ABBOTT LABS | 47 | Q3 2023 | 3.0% |
View SCHMIDT P J INVESTMENT MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-24 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-01 |
View SCHMIDT P J INVESTMENT MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.