SCHMIDT P J INVESTMENT MANAGEMENT INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORCL | 2K | $551.23K |
 | SPGI | 2K | $892.14K |
 | CDNS | 2K | $641.05K |
 | BMO | 2K | $231.19K |
 | GD | 2K | $582.43K |
 | GPC | 2K | $214.83K |
 | FSLR | 2K | $333.15K |
 | ISRG | 2K | $672.63K |
 | QCOM | 1K | $246.38K |
 | TMO | 1K | $605.30K |
 | PLTR | 1K | $204.68K |
 | LIN | 900 | $427.50K |
 | CRWD | 825 | $404.56K |
 | DE | 765 | $349.80K |
 | META | 738 | $542.09K |
 | ADBE | 690 | $243.40K |
 | NOW | 535 | $492.35K |
 | TDG | 380 | $501.40K |
 | MELI | 208 | $486.08K |
Oracle Corporation
ORCL
Shares Held
2K
Value
$551.23K
S&P Global Inc.
SPGI
Shares Held
2K
Value
$892.14K
Cadence Design Systems, Inc.
CDNS
Shares Held
2K
Value
$641.05K
Bank of Montreal
BMO
Shares Held
2K
Value
$231.19K
General Dynamics Corporation
GD
Shares Held
2K
Value
$582.43K
Genuine Parts Company
GPC
Shares Held
2K
Value
$214.83K
First Solar, Inc.
FSLR
Shares Held
2K
Value
$333.15K
Intuitive Surgical, Inc.
ISRG
Shares Held
2K
Value
$672.63K
QUALCOMM Incorporated
QCOM
Shares Held
1K
Value
$246.38K
Thermo Fisher Scientific Inc.
TMO
Shares Held
1K
Value
$605.30K
Palantir Technologies Inc.
PLTR
Shares Held
1K
Value
$204.68K
Linde plc
LIN
Shares Held
900
Value
$427.50K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
825
Value
$404.56K
Deere & Company
DE
Shares Held
765
Value
$349.80K
Meta Platforms, Inc.
META
Shares Held
738
Value
$542.09K
Adobe Inc.
ADBE
Shares Held
690
Value
$243.40K
ServiceNow, Inc.
NOW
Shares Held
535
Value
$492.35K
TransDigm Group Incorporated
TDG
Shares Held
380
Value
$501.40K
MercadoLibre, Inc.
MELI
Shares Held
208
Value
$486.08K