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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
43
4
1
1
2
0
36
8
0
SCHMIDT P J INVESTMENT MANAGEMENT INC

Time Period2018-12-31

Total Holdings130

Total Value ($x1000)304,692
Activities
New1

Increased46

Unchanged23

Decreased60

Sold Out9

Top 10 Stock Holdingstotal 33.04%
SNDR8.45

MSFT4.08

AAPL3.05

IJH2.79

IVV2.64

 
JNJ2.49

MCD2.46

V2.44

UNH2.33

ABBV2.31

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SNDR
8.45%
CL B
MSFT
4.08%
COM
AAPL
3.05%
COM
IJH
2.79%
CORE S&P MCP ETF
IVV
2.64%
CORE S&P500 ETF
JNJ
2.49%
COM
MCD
2.46%
COM
V
2.44%
COM CL A
UNH
2.33%
COM
ABBV
2.31%
COM
PG
2.17%
COM
PEP
2.09%
COM
PNC
1.98%
COM
ABT
1.98%
COM
UNP
1.97%
COM
VZ
1.97%
COM
BRK.B
1.95%
CL B NEW
CVX
1.86%
COM
GOOG
1.86%
CAP STK CL C
NEE
1.79%
COM
AMZN
1.77%
COM
BLK
1.75%
COM
IJR
1.57%
CORE S&P SCP ETF
AMGN
1.53%
COM
HON
1.53%
COM
MRK
1.5%
COM
DIS
1.47%
COM DISNEY
ADP
1.32%
COM
ITW
1.26%
COM
HD
1.13%
COM
INTC
1.09%
COM
NKE
1.08%
CL B
BA
1.08%
COM
CSCO
1.07%
COM
MDLZ
1.06%
CL A
JPM
1.05%
COM
D
0.94%
COM
ADI
0.92%
COM
QQQ
0.86%
UNIT SER 1
BDX
0.84%
COM
XOM
0.84%
COM
MA
0.82%
CL A
CLX
0.79%
COM
AMT
0.74%
COM
DUK
0.67%
COM NEW
ALL
0.66%
COM
CHKP
0.63%
ORD
ENB
0.62%
COM
CBG
0.62%
CL A
TRV
0.58%
COM
WBA
0.58%
COM
CRM
0.58%
COM
GD
0.55%
COM
BMY
0.54%
COM
LMT
0.53%
COM
CCI
0.42%
COM
YUM
0.41%
COM
ICE
0.37%
COM
MMM
0.36%
COM
GPC
0.33%
COM
UTX
0.32%
COM
IXUS
0.31%
CORE MSCITOTAL
FIRST AM...
0.31%
COM
SYY
0.29%
COM
NSRGY
0.28%
COM
CMCSA
0.27%
CL A
SLB
0.26%
COM
TMO
0.26%
COM
FB
0.26%
CL A
FIS
0.25%
COM
DWDP
0.24%
COM
T
0.24%
COM
USB
0.23%
COM NEW
SBUX
0.23%
COM
RTN
0.23%
COM NEW
EL
0.22%
CL A
BBT
0.22%
COM
PM
0.22%
COM
DGRO
0.21%
CORE DIV GRWTH
GIS
0.21%
COM
TRU
0.2%
COM
VXF
0.2%
EXTEND MKT ETF
WEC
0.2%
COM
FHLC
0.2%
MSCI HLTH CARE I
AVGO
0.19%
COM
MO
0.19%
COM
EPD
0.19%
COM
BMRN
0.18%
COM
IWZ
0.17%
RUS 3000 GRW ETF
IWV
0.17%
RUSSELL 3000 ETF
IEFA
0.16%
CORE MSCI EAFE
VYM
0.16%
HIGH DIV YLD
QQEW
0.16%
SHS
ITOT
0.16%
CORE S&P TTL STK
MDT
0.15%
SHS
USMV
0.15%
USA MIN VOL ETF
PFE
0.13%
COM
ADBE
0.13%
COM
KMB
0.13%
COM
ATVI
0.13%
COM
AEP
0.12%
COM
PYPL
0.12%
COM
XLK
0.12%
TECHNOLOGY
FISV
0.11%
COM
BKNG
0.11%
COM
DWAS
0.11%
DWA SMLCP MENT
PIZ
0.11%
DWA DEV MKTS
EXPE
0.1%
COM NEW
ULTA
0.1%
COM
COST
0.1%
COM
GE
0.1%
COM
BCE
0.09%
COM NEW
VRNS
0.09%
COM
SO
0.09%
COM
GWW
0.09%
COM
GOOGL
0.09%
CAP STK CL A
VBR
0.09%
SM CP VAL ETF
PAYX
0.09%
COM
CL
0.09%
COM
MNST
0.08%
COM
STZ
0.08%
CL A
ROP
0.08%
COM
KO
0.08%
COM
FNCL
0.07%
MSCI FINLS IDX
LOW
0.07%
COM
SJM
0.07%
COM NEW
BKS
0.02%
COM
WANDERPO...
< 0.01%
COM
WASHINGT...
< 0.01%
COM
CYHHZ
< 0.01%
RIGHT 01/27/2016
C
0.94%
COM NEW
MCHP
0.53%
COM
ABC
0.09%
COM
FTEC
0.07%
MSCI INFO TECH I
OCONOMOW...
0.06%
COM
ICBK
0.06%
COM
MPLX
0.06%
COM UNIT REP LTD
XLV
0.06%
SBI HEALTHCARE
NSFC
< 0.01%
COM