Fund Holdings — SCHMIDT P J INVESTMENT MANAGEMENT INC

Total Portfolio Value
$594.62M
Total Bought
$32.37M
Total Sold
$42.51M
Net Transaction
-$10.14M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR
US SML CAP EQT
29,45792,470+63,0132,2066,9811.17%+4,775
ANALOG DEVICES INC(ADI)33,39433,348-469,05710,6091.78%+1,553
SPDR INDEX SHS FDS
ST STR SP N AM
103,389101,949-1,4407,0138,5641.44%+1,551
NEXTERA ENERGY INC(NEE)120,301119,194-1,1079,65811,0711.86%+1,413
CAPITAL GRP FIXED INCM ETF T
MUN HIGH ETF
040,047+40,04701,0140.17%+1,014
COSTCO WHOLESALE CORPORATION(COST)8,1438,042-1017,0228,0131.35%+991
EXXON MOBIL CORP15,45215,45201,8592,6220.44%+762
PEPSICO INC(PEP)51,87951,833-467,4468,0491.35%+603
HONEYWELL INTL INC(HON)22,68322,206-4774,4255,0190.84%+594
FIDELITY MERRIMACK STR TR181,883194,437+12,5548,3748,8701.49%+496
JOHNSON & JOHNSON(JNJ)12,80312,781-222,6493,1240.53%+475
ISHARES U S ETF TR
INT RT HDG C B
04,758+4,75804390.07%+439
CHEVRON CORPORATION(CVX)7,6737,67301,1691,5880.27%+418
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
36,95552,689+15,7341,0211,4350.24%+414
SPDR SERIES TRUST
SPDR S&P 500 ESG
4,20310,876+6,6732786860.12%+408
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
014,995+14,99504070.07%+407
WW GRAINGER INC(GWW)5,8565,761-955,9096,2841.06%+375
T ROWE PRICE ETF INC
FLOATING RATE
07,001+7,00103530.06%+353
CATERPILLAR INC(CAT)0466+46603300.06%+330
LOCKHEED MARTIN CORP(LMT)2,7172,71701,3141,6420.28%+328
FIDELITY COVINGTON TRUST010,362+10,36203270.06%+327
UNION PAC CORP(UNP)28,63828,651+136,6256,9511.17%+327
INTUITIVE SURGICAL INC8,1171,462-6,6553566740.11%+318
FLEXSHARES TR
QUALT DIVD IDX
03,979+3,97903150.05%+315
ISHARES TR
IBONDS DEC 2030
011,974+11,97403090.05%+309
PGIM ETF TR
ACTV HY BD ETF
40,59450,465+9,8711,4401,7480.29%+307
PIMCO ETF TR
MTG BKD SECS ACT
05,926+5,92602940.05%+294
VERTIV HOLDINGS CO(VRT)3,0533,138+854957860.13%+292
ISHARES TR
IBONDS DEC 2031
010,840+10,84002780.05%+278
ISHARES TR010,940+10,94002770.05%+277
ISHARES TR59,30365,719+6,4162,9473,2190.54%+272
AT&T INC(T)08,965+8,96502600.04%+260
MERCK & CO INC(MRK)17,79217,692-1001,8732,1280.36%+255
ISHARES TR8,11726,462+18,3453566060.10%+250
IRON MTN INC DEL(IRM)02,360+2,36002410.04%+241
ARM HOLDINGS PLC01,587+1,58702400.04%+240
MCDONALDS CORP(MCD)26,71627,044+3288,1658,4051.41%+240
MONDELEZ INTL INC(MDLZ)04,151+4,15102390.04%+239
VERIZON COMMUNICATIONS INC(VZ)14,08216,182+2,1005748120.14%+239
PACER FDS TR
GLOBL CASH ETF
16,96120,262+3,3016999370.16%+238
DUKE ENERGY CORP NEW(DUK)6,4377,463+1,0267549770.16%+223
ATMOS ENERGY CORP(ATO)01,143+1,14302110.04%+211
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)03,600+3,60002070.03%+207
BLACK HILLS CORP02,950+2,95002050.03%+205
FIDELITY COVINGTON TRUST03,863+3,86302020.03%+202
NORTHERN TR CORP(NTRS)01,444+1,44402020.03%+202
ISHARES TR31,71033,677+1,9672,0932,2740.38%+181
FIDELITY COVINGTON TRUST
ENHANCED INTL
57,21960,969+3,7502,0932,2680.38%+175
FIDELITY COVINGTON TRUST35,06439,056+3,9921,9882,1570.36%+170
ISHARES TR8,11724,058+15,9413565250.09%+169
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
21,12620,987-1393,3093,4780.58%+169
PACER FDS TR
US LRG CP CASH
20,49626,300+5,8047228870.15%+166
SELECT SECTOR SPDR TR
ST STR ENERG ETF
8,7988,79803935390.09%+146
FIDELITY COVINGTON TRUST14,62417,229+2,6051,0571,1960.20%+139
DEERE & CO(DE)765865+1003564870.08%+131
GABELLI EQUITY TR INC(GAB)023,000+23,00001290.02%+129
SPDR GOLD TR(GLD)3,8343,824-101,5191,6450.28%+126
ISHARES TR
IBDS DEC28 ETF
13,43118,132+4,7013424590.08%+117
ISHARES TR14,62619,725+5,0993424590.08%+116
ILLINOIS TOOL WKS INC(ITW)15,36414,963-4013,7843,8950.65%+110
PROCTER & GAMBLE CO(PG)60,57160,858+2878,6808,7901.48%+110
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
73,99878,799+4,8019,1259,2341.55%+109
ENTERPRISE PRODS PARTNERS L(EPD)17,76017,76005696720.11%+103
META PLATFORMS INC(META)7671,058+2915066050.10%+99
WEC ENERGY GROUP INC(WEC)8,7488,74809231,0130.17%+90
CLEVELAND-CLIFFS INC NEW(CLF)010,000+10,0000850.01%+85
WALMART INC(WMT)6,2716,272+16997790.13%+81
CAPITAL GROUP INTERNATIONAL
SHS
28,84130,669+1,8289371,0150.17%+78
SELECT SECTOR SPDR TR
ST STR UTIL ETF
8,8529,790+9383784490.08%+71
ROYAL GOLD INC(RGLD)3,1633,031-1327037710.13%+68
SCHWAB STRATEGIC TR25,83925,251-5887097750.13%+66
AMGEN INC(AMGN)2,6532,65308689330.16%+65
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
3,5093,454-556136720.11%+59
ALTRIA GROUP INC(MO)7,5497,449-1004354920.08%+56
ISHARES TR
US TREAS BD ETF
818,330824,415+6,08518,84218,8873.18%+45
CHURCH & DWIGHT CO INC(CHD)4,3754,37503674080.07%+41
ISHARES TR
IBONDS DEC 28
8,56210,112+1,5502192580.04%+39
PNC FINL SVCS GROUP INC(PNC)6,2476,447+2001,3041,3420.23%+38
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
5,8886,770+8822873240.05%+37
AMERICAN ELEC PWR CO INC2,2342,23402582930.05%+35
NOVARTIS AG(NVS)2,3002,30003173510.06%+34
FIDELITY COVINGTON TRUST4,5904,863+2732532870.05%+34
PFIZER INC(PFE)8,6958,69502172440.04%+28
YUM BRANDS INC(YUM)6,3266,327+19579840.17%+27
BRISTOL-MYERS SQUIBB CO(BMY)3,7503,75002022270.04%+25
COCA COLA CO(KO)3,7963,79602652890.05%+23
ISHARES TR29,77230,392+6201,5741,5970.27%+23
RTX CORPORATION(RTX)2,4232,42304444670.08%+23
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
5,8526,322+4702762970.05%+21
ISHARES TR5,7125,71203824000.07%+18
ISHARES TR
ULTRA SHORT DUR
10,77911,116+3375455630.09%+17
ISHARES TR5,5466,173+6277167320.12%+15
STARBUCKS CORP(SBUX)2,4742,47402082220.04%+13
ISHARES TR
MSCI USA MIN ETF
5,5925,821+2295275400.09%+13
FIDELITY COVINGTON TRUST5,9395,811-1284905030.08%+13
PHILIP MORRIS INTL INC(PM)2,4162,41603874000.07%+12
ISHARES TR
ESG AWRE USD ETF
60,93562,030+1,0951,4251,4350.24%+10
BANK MONTREAL MEDIUM1,7731,77302302400.04%+10
ISHARES TR3,2473,231-166977070.12%+10
VANECK ETF TRUST
SEMICONDUCTR ETF
645627-182322400.04%+8
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SCHMIDT P J INVESTMENT MANAGEMENT INC — 13F Holdings — Q1 2026 | TickerTrail