Stock Taper 
SCHMIDT P J INVESTMENT MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 First Solar, Inc. | FSLR | 1.61K | $378.87K |
 Arm Holdings plc American Depositary Shares | ARM | 1.59K | $562.7K |
 QUALCOMM Incorporated | QCOM | 1.49K | $274.78K |
 Northern Trust Corporation | NTRS | 1.44K | $251.03K |
 Royal Bank of Canada | RY | 1.19K | $246.5K |
 Intuitive Surgical, Inc. | ISRG | 1.11K | $441.82K |
 Meta Platforms, Inc. | META | 1.1K | $619.78K |
 Vertex Pharmaceuticals Incorporated | VRTX | 1.07K | $529.51K |
 Thermo Fisher Scientific Inc. | TMO | 927 | $464.76K |
 Texas Instruments Incorporated | TXN | 925 | $275.71K |
 Deere & Company | DE | 885 | $561.38K |
 Advanced Micro Devices, Inc. | AMD | 860 | $499.51K |
 CrowdStrike Holdings, Inc. | CRWD | 805 | $614.33K |
 KLA Corporation | KLAC | 700 | $211.2K |
 Linde plc | LIN | 564 | $292.68K |
 TransDigm Group Incorporated | TDG | 459 | $611.96K |
 Caterpillar Inc. | CAT | 371 | $395.08K |
 MercadoLibre, Inc. | MELI | 342 | $580.51K |
 Quanta Services, Inc. | PWR | 300 | $216.01K |
 ASML Holding N.V. | ASML | 127 | $252.66K |