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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
44
5
1
1
2
0
37
8
0
SCHMIDT P J INVESTMENT MANAGEMENT INC

Time Period2019-03-31

Total Holdings132

Total Value ($x1000)342,132
Activities
New6

Increased44

Unchanged17

Decreased65

Sold Out4

Top 10 Stock Holdingstotal 33.03%
SNDR8.46

MSFT4.21

AAPL3.37

IJH2.99

V2.57

 
IVV2.45

MCD2.34

JNJ2.3

PG2.18

UNH2.16

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SNDR
8.46%
CL B
MSFT
4.21%
COM
AAPL
3.37%
COM
IJH
2.99%
CORE S&P MCP ETF
V
2.57%
COM CL A
IVV
2.45%
CORE S&P500 ETF
MCD
2.34%
COM
JNJ
2.3%
COM
PG
2.18%
COM
UNH
2.16%
COM
PEP
2.11%
COM
UNP
2.07%
COM
ABT
1.93%
COM
AMZN
1.92%
COM
GOOG
1.92%
CAP STK CL C
VZ
1.89%
COM
PNC
1.88%
COM
CVX
1.86%
COM
NEE
1.79%
COM
BRK.B
1.75%
CL B NEW
BLK
1.7%
COM
ABBV
1.68%
COM
HON
1.64%
COM
IJR
1.52%
CORE S&P SCP ETF
MRK
1.45%
COM
DIS
1.41%
COM DISNEY
ADP
1.41%
COM
AMGN
1.38%
COM
ITW
1.21%
COM
HD
1.19%
COM
CSCO
1.18%
COM
MDLZ
1.17%
CL A
NKE
1.12%
CL B
BA
1.12%
COM
INTC
1.11%
COM
JPM
1.11%
COM
ADI
0.95%
COM
QQQ
0.89%
UNIT SER 1
XOM
0.86%
COM
D
0.86%
COM
MA
0.86%
CL A
AMT
0.85%
COM
BDX
0.85%
COM
CBG
0.71%
CL A
CLX
0.71%
COM
ALL
0.7%
COM
CHKP
0.69%
ORD
ENB
0.67%
COM
DUK
0.65%
COM NEW
TRV
0.59%
COM
CRM
0.58%
COM
LMT
0.56%
COM
GD
0.53%
COM
WBA
0.47%
COM
CCI
0.44%
COM
BMY
0.44%
COM
YUM
0.37%
COM
GPC
0.35%
COM
ICE
0.34%
COM
MMM
0.32%
COM
FIS
0.3%
COM
TMO
0.29%
COM
FIRST AM...
0.29%
COM
FB
0.29%
CL A
NSRGY
0.29%
COM
UTX
0.29%
COM
CMCSA
0.28%
CL A
SYY
0.27%
COM
EL
0.26%
CL A
ADBE
0.25%
COM
IXUS
0.25%
CORE MSCITOTAL
GIS
0.24%
COM
RTN
0.23%
COM NEW
SBUX
0.23%
COM
DGRO
0.23%
CORE DIV GRWTH
PM
0.23%
COM
TRU
0.23%
COM
MO
0.22%
COM
USB
0.22%
COM NEW
SLB
0.22%
COM
USMV
0.22%
USA MIN VOL ETF
T
0.21%
COM
BBT
0.21%
COM
WEC
0.2%
COM
DWDP
0.2%
COM
VXF
0.2%
EXTEND MKT ETF
FHLC
0.2%
MSCI HLTH CARE I
AVGO
0.18%
COM
QQEW
0.17%
SHS
BMRN
0.17%
COM
IWZ
0.16%
RUS 3000 GRW ETF
EPD
0.16%
COM
VYM
0.15%
HIGH DIV YLD
IEFA
0.14%
CORE MSCI EAFE
PYPL
0.13%
COM
MDT
0.13%
SHS
KMB
0.13%
COM
ULTA
0.13%
COM
PFE
0.12%
COM
AEP
0.12%
COM
SO
0.12%
COM
XLK
0.12%
TECHNOLOGY
SCHW
0.12%
COM
FISV
0.12%
COM
IWV
0.12%
RUSSELL 3000 ETF
GE
0.11%
COM
ATVI
0.11%
COM
COST
0.11%
COM
BSX
0.11%
COM
ITOT
0.1%
CORE S&P TTL STK
PAYX
0.1%
COM
VRNS
0.09%
COM
BCE
0.09%
COM NEW
STZ
0.09%
CL A
EXPE
0.09%
COM NEW
GOOGL
0.09%
CAP STK CL A
BKNG
0.09%
COM
ROP
0.09%
COM
MNST
0.08%
COM
CL
0.08%
COM
GWW
0.07%
COM
SJM
0.07%
COM NEW
LOW
0.07%
COM
BAX
0.07%
COM
VBR
0.07%
SM CP VAL ETF
FNCL
0.07%
MSCI FINLS IDX
KO
0.07%
COM
SNBR
0.07%
COM
IWW
0.06%
RUS 3000 VAL ETF
XLV
0.06%
SBI HEALTHCARE
BKS
0.02%
COM
WANDERPO...
< 0.01%
COM
DWAS
0.11%
DWA SMLCP MENT
PIZ
0.11%
DWA DEV MKTS
CYHHZ
< 0.01%
RIGHT 01/27/2016
WASHINGT...
< 0.01%
COM