SCHMIDT P J INVESTMENT MANAGEMENT INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1008895
Institutional-grade research for retail investors
13F Reported Value
ⓘ$594.6M
Holdings
212
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SCHMIDT P J INVESTMENT MANAGEMENT INC disclosed 212 positions worth $594.6M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 6.5% of the equity portfolio, followed by $MSFT and $GOOGL. During the quarter the fund opened 14 new positions and exited 5 and a full exit from $QCOM. The portfolio is most concentrated in Other (32.8% of disclosed assets). All figures are sourced directly from SCHMIDT P J INVESTMENT MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 1008895.
AI Fund Analysis
Diversifying
$AAPL6.5% weight
Held 9 quarters
$MSFT5.6% weight
Held 9 quarters
$GOOG4.8% weight
Held 9 quarters
$AVGO4.7% weight
Held 9 quarters
ISHARES TR
4.7% weight
Held 9 quarters
FIDELITY MERRIMACK STR TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
SCHWAB STRATEGIC TR
8 quarters accumulating
FIDELITY COVINGTON TRUST
8 quarters accumulating
$TDG8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$38.4M151,229 sh - 83.7#15
Quality
$33.1M89,453 sh - 80.2#45
Quality
$28.2M98,443 sh - 86.4
Quality
$28.0M90,438 sh ISHARES TR
—Quality
$27.6M519,337 sh- 51.5
Quality
$22.0M834,009 sh ISHARES TR
—Quality
$18.9M824,415 sh- 89.3
Quality
$17.4M18,956 sh - 74.6
Quality
$16.0M76,993 sh - 90.2
Quality
$12.5M71,796 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $38.4M | 151,229 |
| MICROSOFT CORP$MSFT | 83.7#15 | $33.1M | 89,453 |
 Alphabet Inc.$GOOGL | 80.2#45 | $28.2M | 98,443 |
| Broadcom Inc.$AVGO | 86.4 | $28.0M | 90,438 |
| ISHARES TR | — | $27.6M | 519,337 |
 Schneider National, Inc.$SNDR | 51.5 | $22.0M | 834,009 |
| ISHARES TR | — | $18.9M | 824,415 |
 ELI LILLY & Co$LLY | 89.3 | $17.4M | 18,956 |
 AMAZON COM INC$AMZN | 74.6 | $16.0M | 76,993 |
 NVIDIA CORP$NVDA | 90.2 | $12.5M | 71,796 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SCHMIDT P J INVESTMENT MANAGEMENT INC's 212 positions.
Showing top 10 of 212 holdings.
Sector Allocation
Other
$194.8M
Technology
$162.2M
Financials
$54.0M
Healthcare
$49.7M
Consumer Discretionary
$47.0M
Industrials
$44.4M
Consumer Staples
$18.9M
Utilities
$13.9M
Full Holdings — SCHMIDT P J INVESTMENT MANAGEMENT INC (Q1 2026)
All 212 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $38.4M | 6.5% | -1% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $33.1M | 5.6% | +5% | 83.7 |
| 3 | $GOOGL | Alphabet Inc. | $28.2M | 4.8% | -1% | 80.2 |
| 4 | $AVGO | Broadcom Inc. | $28.0M | 4.7% | -5% | 86.4 |
| 5 | — | ISHARES TR | $27.6M | 4.7% | +1% | — |
| 6 | $SNDR | Schneider National, Inc. | $22.0M | 3.7% | -2% | 51.5 |
| 7 | — | ISHARES TR | $18.9M | 3.2% | +1% | — |
| 8 | $LLY | ELI LILLY & Co | $17.4M | 2.9% | -4% | 89.3 |
| 9 | $AMZN | AMAZON COM INC | $16.0M | 2.7% | +0% | 74.6 |
| 10 | $NVDA | NVIDIA CORP | $12.5M | 2.1% | -1% | 90.2 |
| 11 |  $NEE | NEXTERA ENERGY INC | $11.1M | 1.9% | -1% | 71.7 |
| 12 |  $ADI | ANALOG DEVICES INC | $10.6M | 1.8% | -0% | 76.2 |
| 13 |  $V | VISA INC. | $9.8M | 1.6% | -1% | 83.5 |
| 14 |  $BLK | BlackRock, Inc. | $9.6M | 1.6% | +0% | 70.3 |
| 15 | — | J P MORGAN EXCHANGE TRADED F | $9.2M | 1.6% | +6% | — |
| 16 | — | VANGUARD WORLD FD | $8.9M | 1.5% | -0% | — |
| 17 | — | SELECT SECTOR SPDR TR | $8.9M | 1.5% | +1% | — |
| 18 | — | FIDELITY MERRIMACK STR TR | $8.9M | 1.5% | +7% | — |
| 19 |  $PG | PROCTER & GAMBLE Co | $8.8M | 1.5% | +0% | 72.9 |
| 20 | — | SPDR INDEX SHS FDS | $8.6M | 1.4% | -1% | — |
| 21 |  $JPM | JPMORGAN CHASE & CO | $8.5M | 1.4% | +0% | 35.6 |
| 22 |  $MCD | MCDONALDS CORP | $8.4M | 1.4% | +1% | 73.9 |
| 23 |  $PEP | PEPSICO INC | $8.0M | 1.4% | -0% | 62.7 |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $8.0M | 1.4% | -1% | 67 |
| 25 |  $SYK | STRYKER CORP | $7.6M | 1.3% | +2% | 69.8 |
| 26 |  $ABBV | AbbVie Inc. | $7.5M | 1.3% | +2% | 59.3 |
| 27 | — | ISHARES TR | $7.0M | 1.2% | +214% | — |
| 28 |  $UNP | UNION PACIFIC CORP | $7.0M | 1.2% | +0% | 74 |
| 29 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.5M | 1.1% | +0% | 64.5 |
| 30 | — | SCHWAB STRATEGIC TR | $6.4M | 1.1% | -3% | — |
| 31 |  $GWW | W.W. GRAINGER, INC. | $6.3M | 1.1% | -2% | 69.5 |
| 32 | — | ISHARES TR | $6.1M | 1.0% | -0% | — |
| 33 |  $HD | HOME DEPOT, INC. | $5.3M | 0.9% | -0% | 69.2 |
| 34 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.2M | 0.9% | +0% | — |
| 35 | — | ISHARES TR | $5.1M | 0.9% | +3% | — |
| 36 |  $HON | HONEYWELL INTERNATIONAL INC | $5.0M | 0.8% | -2% | 65.7 |
| 37 | — | ISHARES TR | $4.7M | 0.8% | -0% | — |
| 38 |  $UNH | UNITEDHEALTH GROUP INC | $4.3M | 0.7% | -11% | 66.8 |
| 39 |  $ICE | Intercontinental Exchange, Inc. | $4.2M | 0.7% | -2% | 73.8 |
| 40 |  $MA | Mastercard Inc | $4.0M | 0.7% | -0% | 81.7 |
| 41 |  $ITW | ILLINOIS TOOL WORKS INC | $3.9M | 0.7% | -3% | 71.2 |
| 42 | — | SCHWAB STRATEGIC TR | $3.7M | 0.6% | +10% | — |
| 43 |  $IVZ | Invesco Ltd. | $3.5M | 0.6% | -1% | — |
| 44 | — | VANGUARD MUN BD FDS | $3.3M | 0.6% | -1% | — |
| 45 | — | ISHARES TR | $3.2M | 0.5% | +11% | — |
| 46 |  $ABT | ABBOTT LABORATORIES | $3.2M | 0.5% | -6% | 67 |
| 47 |  $JNJ | JOHNSON & JOHNSON | $3.1M | 0.5% | -0% | 72.8 |
| 48 | — | FIDELITY COVINGTON TRUST | $3.0M | 0.5% | +2% | — |
| 49 |  $XOM | EXXON MOBIL CORP | $2.6M | 0.4% | +0% | 61.8 |
| 50 | — | ISHARES TR | $2.6M | 0.4% | -4% | — |
| 51 | — | ISHARES TR | $2.3M | 0.4% | +6% | — |
| 52 | — | FIDELITY COVINGTON TRUST | $2.3M | 0.4% | +7% | — |
| 53 | — | FIDELITY COVINGTON TRUST | $2.2M | 0.4% | +11% | — |
| 54 |  $MRK | Merck & Co., Inc. | $2.1M | 0.4% | -1% | 70.9 |
| 55 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.1M | 0.3% | +0% | 69.8 |
| 56 | $GOOG | Alphabet Inc. | $2.0M | 0.3% | -0% | 80.2 |
| 57 |  $TSLA | Tesla, Inc. | $1.8M | 0.3% | -3% | 50.1 |
| 58 | — | PGIM ETF TR | $1.7M | 0.3% | +24% | — |
| 59 |  $GLD | SPDR GOLD TRUST | $1.6M | 0.3% | -0% | — |
| 60 |  $LMT | LOCKHEED MARTIN CORP | $1.6M | 0.3% | +0% | 65 |
| 61 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.6M | 0.3% | +1% | 77.9 |
| 62 | — | ISHARES TR | $1.6M | 0.3% | +2% | — |
| 63 |  $CVX | CHEVRON CORP | $1.6M | 0.3% | +0% | 54.7 |
| 64 | — | ISHARES TR | $1.4M | 0.2% | +2% | — |
| 65 | — | CAPITAL GRP FIXED INCM ETF T | $1.4M | 0.2% | +43% | — |
| 66 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.3M | 0.2% | +3% | 70.9 |
| 67 | — | FIDELITY COVINGTON TRUST | $1.2M | 0.2% | +18% | — |
| 68 | — | SELECT SECTOR SPDR TR | $1.2M | 0.2% | +0% | — |
| 69 |  $PANW | Palo Alto Networks Inc | $1.2M | 0.2% | -1% | 66.5 |
| 70 | — | VANGUARD BD INDEX FDS | $1.1M | 0.2% | -6% | — |
| 71 | — | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.2% | -8% | — |
| 72 | — | J P MORGAN EXCHANGE TRADED F | $1.0M | 0.2% | +0% | — |
| 73 | — | CAPITAL GROUP INTERNATIONAL | $1.0M | 0.2% | +6% | — |
| 74 | — | CAPITAL GRP FIXED INCM ETF T | $1.0M | 0.2% | +8% | — |
| 75 |  $WEC | WEC ENERGY GROUP, INC. | $1.0M | 0.2% | +0% | 67 |
| 76 |  $BSX | BOSTON SCIENTIFIC CORP | $999,201 | 0.2% | -1% | 79.9 |
| 77 |  $YUM | YUM BRANDS INC | $983,666 | 0.2% | +0% | 71.7 |
| 78 | — | VANGUARD SPECIALIZED FUNDS | $981,413 | 0.2% | -51% | — |
| 79 |  $DUK | Duke Energy CORP | $977,140 | 0.2% | +16% | 64 |
| 80 | — | FIDELITY COVINGTON TRUST | $974,389 | 0.2% | -15% | — |
| 81 | — | PACER FDS TR | $936,915 | 0.2% | +19% | — |
| 82 |  $AMGN | AMGEN INC | $933,454 | 0.2% | +0% | 79.5 |
| 83 | — | ISHARES TR | $930,660 | 0.2% | -0% | — |
| 84 | — | PACER FDS TR | $892,740 | 0.1% | -12% | — |
| 85 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $891,740 | 0.1% | -3% | 76.6 |
| 86 | — | PACER FDS TR | $887,341 | 0.1% | +28% | — |
| 87 |  $VZ | VERIZON COMMUNICATIONS INC | $812,336 | 0.1% | +15% | 71.6 |
| 88 |  $BX | Blackstone Inc. | $811,829 | 0.1% | +3% | 68 |
| 89 |  $VRT | Vertiv Holdings Co | $786,320 | 0.1% | +3% | 82.7 |
| 90 |  $WMT | Walmart Inc. | $779,436 | 0.1% | +0% | 63.2 |
| 91 | — | SCHWAB STRATEGIC TR | $774,701 | 0.1% | -2% | — |
| 92 |  $RGLD | ROYAL GOLD INC | $771,359 | 0.1% | -4% | 79.4 |
| 93 | — | ISHARES TR | $731,607 | 0.1% | +11% | — |
| 94 |  $IAU | ISHARES GOLD TRUST | $723,970 | 0.1% | -12% | — |
| 95 | — | ISHARES TR | $706,711 | 0.1% | -0% | — |
| 96 |  $ALL | ALLSTATE CORP | $706,049 | 0.1% | -1% | 76.6 |
| 97 | — | SPDR SERIES TRUST | $686,062 | 0.1% | +159% | — |
| 98 |  $SYY | SYSCO CORP | $685,125 | 0.1% | -5% | 58.4 |
| 99 |  $ISRG | INTUITIVE SURGICAL INC | $673,967 | 0.1% | -1% | 81.4 |
| 100 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $672,038 | 0.1% | +0% | 66.4 |
| 101 | $IVZ | Invesco Ltd. | $671,871 | 0.1% | -2% | — |
| 102 |  $CRM | Salesforce, Inc. | $660,438 | 0.1% | -27% | 75.2 |
| 103 | — | SELECT SECTOR SPDR TR | $631,788 | 0.1% | -2% | — |
| 104 | — | ISHARES TR | $620,639 | 0.1% | -8% | — |
| 105 | — | VANGUARD INDEX FDS | $617,400 | 0.1% | +0% | — |
| 106 | — | ISHARES TR | $606,379 | 0.1% | +167% | — |
| 107 |  $META | Meta Platforms, Inc. | $605,471 | 0.1% | +38% | 80.9 |
| 108 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $595,795 | 0.1% | +10% | 66.7 |
| 109 |  $EMR | EMERSON ELECTRIC CO | $588,804 | 0.1% | +0% | 65.9 |
| 110 | — | PACER FDS TR | $584,686 | 0.1% | -10% | — |
| 111 |  $GD | GENERAL DYNAMICS CORP | $581,415 | 0.1% | -1% | 73 |
| 112 |  $TRV | TRAVELERS COMPANIES, INC. | $576,943 | 0.1% | +0% | 71.5 |
| 113 | — | FIRST TR EXCHANGE-TRADED FD | $570,492 | 0.1% | +0% | — |
| 114 | — | ISHARES TR | $562,692 | 0.1% | +3% | — |
| 115 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $542,402 | 0.1% | +8% | 74.4 |
| 116 | — | ISHARES TR | $539,840 | 0.1% | +4% | — |
| 117 | — | SELECT SECTOR SPDR TR | $538,965 | 0.1% | +0% | — |
| 118 | — | ISHARES TR | $525,490 | 0.1% | +41% | — |
| 119 | — | ISHARES TR | $505,832 | 0.1% | -17% | — |
| 120 | — | FIDELITY COVINGTON TRUST | $502,768 | 0.1% | -2% | — |
| 121 | $TDG | TransDigm Group INC | $498,837 | 0.1% | +7% | 75.4 |
| 122 | — | FIDELITY COVINGTON TRUST | $492,309 | 0.1% | +6% | — |
| 123 |  $MO | ALTRIA GROUP, INC. | $491,561 | 0.1% | -1% | 72.1 |
| 124 |  $NOW | ServiceNow, Inc. | $490,967 | 0.1% | +45% | 76 |
| 125 | — | ISHARES TR | $488,186 | 0.1% | +0% | — |
| 126 |  $DE | DEERE & CO | $487,255 | 0.1% | +13% | 57.4 |
| 127 | — | SPDR SERIES TRUST | $473,293 | 0.1% | +0% | — |
| 128 | — | VANGUARD WORLD FD | $468,582 | 0.1% | -9% | — |
| 129 |  $RTX | RTX Corp | $467,451 | 0.1% | +0% | 70 |
| 130 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $461,547 | 0.1% | -14% | 63.7 |
| 131 | — | ISHARES TR | $459,295 | 0.1% | +35% | — |
| 132 | — | ISHARES TR | $458,800 | 0.1% | +35% | — |
| 133 | — | SSGA ACTIVE ETF TR | $453,646 | 0.1% | -13% | — |
| 134 | — | SELECT SECTOR SPDR TR | $449,242 | 0.1% | +11% | — |
| 135 | — | VANGUARD SCOTTSDALE FDS | $446,850 | 0.1% | +0% | — |
| 136 | — | ISHARES U S ETF TR | $439,354 | 0.1% | NEW | — |
| 137 |  $AME | AMETEK INC/ | $434,293 | 0.1% | -6% | 74.2 |
| 138 | — | ISHARES TR | $432,113 | 0.1% | +0% | — |
| 139 | — | PIMCO ETF TR | $426,536 | 0.1% | -17% | — |
| 140 | — | NUSHARES ETF TR | $422,882 | 0.1% | -7% | — |
| 141 | — | ISHARES TR | $421,282 | 0.1% | +0% | — |
| 142 | — | SELECT SECTOR SPDR TR | $419,598 | 0.1% | -13% | — |
| 143 | — | ISHARES TR | $408,939 | 0.1% | -15% | — |
| 144 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $408,275 | 0.1% | +0% | 65.3 |
| 145 | — | CAPITAL GRP FIXED INCM ETF T | $407,114 | 0.1% | -59% | — |
| 146 | — | ISHARES TR | $400,011 | 0.1% | +0% | — |
| 147 |  $PM | Philip Morris International Inc. | $399,505 | 0.1% | +0% | 80.5 |
| 148 | — | VANGUARD INDEX FDS | $393,188 | 0.1% | -13% | — |
| 149 |  $ORCL | ORACLE CORP | $384,546 | 0.1% | +11% | 67.2 |
| 150 | — | ISHARES TR | $380,668 | 0.1% | +0% | — |
| 151 | — | CAPITAL GROUP INTERNATIONAL | $374,624 | 0.1% | -3% | — |
| 152 |  $MELI | MERCADOLIBRE INC | $359,636 | 0.1% | -3% | 77.5 |
| 153 | — | ISHARES TR | $353,093 | 0.1% | +0% | — |
| 154 | — | ISHARES TR | $353,090 | 0.1% | +0% | — |
| 155 | — | T ROWE PRICE ETF INC | $352,570 | 0.1% | NEW | — |
| 156 |  $NVS | NOVARTIS AG | $351,325 | 0.1% | +0% | — |
| 157 |  $CCI | CROWN CASTLE INC. | $348,483 | 0.1% | -15% | 52.9 |
| 158 |  $LIN | LINDE PLC | $347,032 | 0.1% | -22% | — |
| 159 | — | CAPITAL GROUP INTL FOCUS EQT | $338,722 | 0.1% | +0% | — |
| 160 |  $CAT | CATERPILLAR INC | $330,142 | 0.1% | NEW | 67.8 |
| 161 | — | FIDELITY COVINGTON TRUST | $327,237 | 0.1% | -67% | — |
| 162 | — | VANGUARD TAX-MANAGED FDS | $324,757 | 0.1% | -2% | — |
| 163 | — | J P MORGAN EXCHANGE TRADED F | $323,741 | 0.1% | +15% | — |
| 164 | — | ISHARES TR | $322,221 | 0.1% | +0% | — |
| 165 | — | ISHARES TR | $319,190 | 0.1% | +28% | — |
| 166 | — | ISHARES TR | $318,025 | 0.1% | -6% | — |
| 167 |  $FLEX | FLEX LTD. | $314,717 | 0.1% | -14% | — |
| 168 |  $D | DOMINION ENERGY, INC | $314,293 | 0.1% | -7% | 74.9 |
| 169 |  $CRWD | CrowdStrike Holdings, Inc. | $314,280 | 0.1% | +0% | 55 |
| 170 | — | ISHARES TR | $309,288 | 0.1% | +58% | — |
| 171 | — | ISHARES TR | $299,852 | 0.1% | -42% | — |
| 172 | — | VANGUARD SCOTTSDALE FDS | $296,817 | 0.1% | +8% | — |
| 173 | — | PIMCO ETF TR | $293,905 | 0.1% | -70% | — |
| 174 |  $FSLR | FIRST SOLAR, INC. | $293,064 | 0.1% | -2% | 73.8 |
| 175 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $292,833 | 0.1% | +0% | 75.4 |
| 176 |  $KO | COCA COLA CO | $288,686 | 0.1% | +0% | 74 |
| 177 | — | FIDELITY COVINGTON TRUST | $287,236 | 0.1% | +6% | — |
| 178 | — | FIDELITY COVINGTON TRUST | $280,791 | 0.1% | +2% | — |
| 179 | — | ISHARES TR | $280,748 | 0.1% | +0% | — |
| 180 | — | ISHARES TR | $278,229 | 0.1% | +43% | — |
| 181 | — | FIDELITY COVINGTON TRUST | $278,148 | 0.1% | +6% | — |
| 182 |  $DIS | Walt Disney Co | $277,478 | 0.1% | -3% | 68.9 |
| 183 | — | ISHARES TR | $277,329 | 0.1% | +44% | — |
| 184 |  $SPGI | S&P Global Inc. | $277,322 | 0.1% | -52% | 79.4 |
| 185 |  $GIS | GENERAL MILLS INC | $270,143 | 0.1% | +0% | 64.1 |
| 186 | — | ISHARES TR | $265,648 | 0.0% | +78% | — |
| 187 |  $T | AT&T INC. | $259,895 | 0.0% | NEW | 71.9 |
| 188 | — | ISHARES TR | $258,159 | 0.0% | +18% | — |
| 189 | — | ISHARES TR | $244,337 | 0.0% | +44% | — |
| 190 |  $PFE | PFIZER INC | $244,156 | 0.0% | +0% | 69 |
| 191 |  $IRM | IRON MOUNTAIN INC | $241,050 | 0.0% | NEW | 50.7 |
| 192 | — | VANECK ETF TRUST | $240,392 | 0.0% | -3% | — |
| 193 |  $ARM | ARM HOLDINGS PLC /UK | $240,081 | 0.0% | NEW | — |
| 194 |  $BMO | BANK OF MONTREAL /CAN/ | $239,958 | 0.0% | +0% | — |
| 195 |  $MDLZ | Mondelez International, Inc. | $239,246 | 0.0% | NEW | 53.9 |
| 196 |  $SPY | SPDR S&P 500 ETF TRUST | $236,073 | 0.0% | -15% | — |
| 197 |  $BMY | BRISTOL MYERS SQUIBB CO | $227,438 | 0.0% | +0% | 70.1 |
| 198 |  $SBUX | STARBUCKS CORP | $221,646 | 0.0% | +0% | 54.6 |
| 199 |  $VRNS | VARONIS SYSTEMS INC | $220,068 | 0.0% | +0% | 44.5 |
| 200 | — | ISHARES TR | $211,548 | 0.0% | -49% | — |
| 201 |  $ATO | ATMOS ENERGY CORP | $211,135 | 0.0% | NEW | 72 |
| 202 |  $ROP | ROPER TECHNOLOGIES INC | $208,777 | 0.0% | -89% | 72.2 |
| 203 |  $KNX | Knight-Swift Transportation Holdings Inc. | $207,288 | 0.0% | NEW | 49.3 |
| 204 | — | ISHARES TR | $205,920 | 0.0% | -24% | — |
| 205 |  $BKH | BLACK HILLS CORP /SD/ | $204,760 | 0.0% | NEW | 53.1 |
| 206 | — | VANGUARD INDEX FDS | $202,752 | 0.0% | -14% | — |
| 207 | — | FIDELITY COVINGTON TRUST | $202,151 | 0.0% | -88% | — |
| 208 |  $NTRS | NORTHERN TRUST CORP | $201,539 | 0.0% | NEW | 71.8 |
| 209 |  $GAB | GABELLI EQUITY TRUST INC | $128,800 | 0.0% | NEW | — |
| 210 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $97,577 | 0.0% | +0% | — |
| 211 |  $CLF | CLEVELAND-CLIFFS INC. | $84,500 | 0.0% | NEW | 35.7 |
| 212 | — | GABELLI EQUITY TR INC | $161 | 0.0% | NEW | — |
New Positions (14)
ISHARES U S ETF TR$439,354
T ROWE PRICE ETF INC$352,570
$CAT CATERPILLAR INC$330,142$T AT&T INC.$259,895$IRM IRON MOUNTAIN INC$241,050$ARM ARM HOLDINGS PLC /UK$240,081$MDLZ Mondelez International, Inc.$239,246$ATO ATMOS ENERGY CORP$211,135$KNX Knight-Swift Transportation Holdings Inc.$207,288$BKH BLACK HILLS CORP /SD/$204,760$NTRS NORTHERN TRUST CORP$201,539$GAB GABELLI EQUITY TRUST INC$128,800$CLF CLEVELAND-CLIFFS INC.$84,500 GABELLI EQUITY TR INC$161
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