Long-term investor
Schmidt P J Investment Management Inc. @schmidtpjinvestmentmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001008895).
Record
- Tracked since 2025-06-30 (434 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months +8.2% · 1 year +15.1% · all +15.1%
- Max drawdown -4.6% · Sharpe 0.77 · win rate 28% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.7% · long · since 2025-06-30
- MSFT · 5.2% · long · since 2025-06-30
- GOOG · 4.9% · long · since 2025-06-30
- AVGO · 4.7% · long · since 2025-06-30
- SNDR · 4.6% · long · since 2025-06-30
- IGIB · 4.4% · long · since 2025-06-30
- LLY · 3.5% · long · since 2025-06-30
- GOVT · 2.9% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30
- ADI · 1.8% · long · since 2025-06-30
- V · 1.7% · long · since 2025-06-30