SCHMIDT P J INVESTMENT MANAGEMENT INC

CIK

1008895

City

CEDARBURG

State / Country

Stock

SNDR — Schneider National, Inc.

Top Portfolio Positions

105 positions · $372,563,716 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	151,229	$38,380,407	10.30%
MSFT	Microsoft Corp Technology	89,453	$33,112,817	8.89%
AVGO	Broadcom Inc. Technology	90,438	$27,991,465	7.51%
SNDR	Schneider National, Inc. Industrials	834,009	$21,984,477	5.90%
LLY	ELI LILLY & Co Healthcare	18,956	$17,435,160	4.68%
AMZN	Amazon Com Inc Consumer Cyclical	76,993	$16,035,332	4.30%
NVDA	Nvidia Corp Technology	71,796	$12,521,222	3.36%
NEE	Nextera Energy Inc Utilities	119,194	$11,070,738	2.97%
ADI	Analog Devices Inc Technology	33,348	$10,609,332	2.85%
V	Visa Inc. Financial Services	32,322	$9,769,001	2.62%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,984,477	834,009	-2.4%	Shares	Sole	2026-04-29
2025-12-31	$22,681,929	854,954	0.0%	Shares	Sole	2026-01-28
2025-09-30	$18,090,826	854,954	-1.6%	Shares	Sole	2025-10-27
2025-06-30	$20,981,109	868,783	-0.8%	Shares	Sole	2025-08-01
2025-03-31	$20,011,641	875,783	0.0%	Shares	Sole	2025-05-21
2024-12-31	$25,642,926	875,783	-3.6%	Shares	Sole	2025-01-27
2024-09-30	$25,931,415	908,599	-6.7%	Shares	Sole	2024-10-23
2024-06-30	$23,526,983	973,799	-5.6%	Shares	Sole	2024-07-29
2024-03-31	$23,365,815	1,032,059	-4.2%	Shares	Sole	2024-04-26
2023-12-31	$27,411,151	1,077,059	-9.8%	Shares	Sole	2024-01-29
2023-09-30	$33,077,338	1,194,559	-0.0%	Shares	Sole	2023-10-20
2023-06-30	$34,309,170	1,194,609	-2.1%	Shares	Sole	2023-07-26
2023-03-31	$32,637,915	1,220,109	-1.7%	Shares	Sole	2023-04-28
2022-12-31	$29,039,540	1,241,006	0.0%	Shares	Sole	2023-02-01
2022-09-30	$25,192,421	1,241,006	-1.1%	Shares	Sole	2022-10-24
2022-06-30	$28,084,259	1,254,882	-0.0%	Shares	Sole	2022-08-24
2022-03-31	$32,006,197	1,255,145	-1.5%	Shares	Sole	2022-05-06
2021-12-31	$34,290,740	1,274,275	-1.3%	Shares	Sole	2022-02-01
2021-09-30	$29,345,151	1,290,464	-0.8%	Shares	Sole	2021-10-27
2021-06-30	$28,311,101	1,300,464	-1.2%	Shares	Sole	2021-07-26
2021-03-31	$32,868,510	1,316,320	+0.0%	Shares	Sole	2021-04-30
2020-12-31	$27,244,387	1,316,154	-0.4%	Shares	Sole	2021-02-01
2020-09-30	$32,694,890	1,322,074	-0.9%	Shares	Sole	2020-10-28
2020-06-30	$32,899,270	1,333,574	+0.0%	Shares	Sole	2020-07-29
2020-03-31	$25,790,199	1,333,516	—	Shares	Sole	2020-04-20
No 13F history on record for this holder in this stock.