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CIK: 0001008895
Total reported value
$643.3M
$643.3M
184 檔
21.2%
The Q1 2025 SEC filing reveals that Schmidt P J Investment Management Inc held a total portfolio value of $643.3M, covering 184 public equity positions.
In Q1 2025, Schmidt P J Investment Management Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.24% | +0.25% | -1.09% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.91% | -0.41% | +0.68% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 4.75% | -0.22% | +0.07% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.45% | -0.24% | +0.16% | |
| 5 | SNDR | Schneider National Inc-cl B | Stock-Other | 3.66% | +0.92% | — | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.40% | +0.01% | -0.92% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.09% | +0.12% | +6.53% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.92% | +0.57% | -1.06% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.63% | +0.01% | +0.45% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.34% | +0.24% | -1.76% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.21% | +0.08% | -2.34% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.02% | -0.10% | -0.24% | |
| 13 | BLK | Blackrock Inc | Stock-Financials | 1.79% | -0.12% | -0.47% | |
| 14 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.70% | +0.05% | -5.24% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.65% | -0.29% | -4.78% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 1.63% | -0.24% | +0.25% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.53% | -0.27% | -0.34% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | +0.04% | -0.98% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.46% | -0.16% | -1.52% | |
| 20 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.45% | +0.08% | -0.30% | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.42% | +0.02% | -3.13% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.35% | +0.03% | -3.52% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.34% | -0.13% | +3.71% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.33% | -0.18% | +4.82% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.32% | +0.06% | -1.27% | |
| 26 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.29% | — | +5.26% | |
| 27 | ADI | Analog Devices Inc | Stock-Tech | 1.28% | — | -0.37% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.04% | -6.17% | |
| 29 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 1.24% | -0.27% | -2.54% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | -0.02% | -0.52% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 1.14% | -0.84% | EXIT | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | -0.13% | +0.25% | |
| 33 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.04% | — | -8.53% | |
| 34 | GWW | Ww Grainger Inc | Stock-Industrials | 0.96% | +0.15% | +0.91% | |
| 35 | ICE | Intercontinental Exchange In | Stock-Financials | 0.87% | -0.19% | -3.98% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.86% | +0.26% | +2.55% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.86% | -0.01% | +0.06% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | -0.05% | -0.13% | |
| 39 | ITW | Illinois Tool Works | Stock-Industrials | 0.82% | -0.03% | -3.23% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.81% | -0.16% | -5.42% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.78% | -0.01% | -8.83% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.16% | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.03% | -7.43% | |
| 44 | ROP | Roper Technologies Inc | Stock-Tech | 0.74% | -0.04% | EXIT | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | +0.01% | -2.22% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.58% | -0.01% | -11.92% | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.54% | -0.05% | -8.04% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.52% | — | -0.47% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.04% | -1.47% | |
| 50 | IQLT | Ishares Msci International Q | ETF-Other | 0.47% | -0.03% | -3.32% |
According to official SEC Form 13F filings, Schmidt P J Investment Management Inc reported a total U.S. public equity portfolio value of $643.3M across 184 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IGIB) accounted for 21.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $34.1M
During Q1 2025, Schmidt P J Investment Management Inc's top holdings by market value included AAPL (6.2%)、MSFT (5.9%)、IGIB (4.8%). The largest single position, AAPL, represented 6.2% of total portfolio value.
In Q1 2025, Schmidt P J Investment Management Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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