Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 01-29-2023 | 12-31-2023 | 170 | 504,735,076 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $35,515,986 | 87,926 | 0.01 | 0.01 | -2,863 | -3.15 | 12-31-2023 |
| APPLE INC | COM | 2 | $30,251,486 | 157,216 | 0.01 | 0.01 | -1,996 | -1.25 | 12-31-2023 |
| SCHNEIDER NATIONAL INC | CL B | 3 | $26,732,604 | 1,077,059 | 0.01 | 0.01 | -117,500 | -9.84 | 12-31-2023 |
| ISHARES TR | ISHS 5-10YR INVT | 4 | $22,829,350 | 443,374 | 0.00 | 0.00 | 280,327 | 171.93 | 12-31-2023 |
