SCHMIDT P J INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001008895 · Show all filings

Period: Q3 2012 (← Previous) (Next →)

Filing Date: Aug 13, 2013

Total Value ($000): $216,696 (100.0% shares, 0.0% debt)

Holdings (85)

CVX Chevron Corp 4.3%
Value ($000) $9,222 Shares 79,119 Est. Cost $107.21 Unrealized
Goldcorp Inc 3.4%
Value ($000) $7,401 Shares 161,413 Est. Cost $45.06 Unrealized
Exxon Mobil Corp 3.3%
Value ($000) $7,144 Shares 78,114 Est. Cost $86.73 Unrealized
AT&T Inc 3.2%
Value ($000) $6,974 Shares 184,985 Est. Cost $31.23 Unrealized
Verizon Communications Inc 3.2%
Value ($000) $6,833 Shares 149,951 Est. Cost $38.29 Unrealized
ABT Abbott Laboratories 3.0%
Value ($000) $6,410 Shares 93,493 Est. Cost $61.29 Unrealized
PG Procter & Gamble Co 2.8%
Value ($000) $6,022 Shares 86,822 Est. Cost $67.21 Unrealized
PEP PepsiCo Inc 2.7%
Value ($000) $5,891 Shares 83,238 Est. Cost $66.35 Unrealized
JNJ Johnson & Johnson 2.7%
Value ($000) $5,822 Shares 84,489 Est. Cost $65.96 Unrealized
MCD McDonalds Corp 2.6%
Value ($000) $5,741 Shares 62,572 Est. Cost $97.10 Unrealized
Royal Dutch Shell PLC Sp ADR B 2.6%
Value ($000) $5,680 Shares 79,665 Est. Cost $70.63 Unrealized
PM Philip Morris Intl Inc 2.6%
Value ($000) $5,652 Shares 62,840 Est. Cost $88.57 Unrealized
BMY Bristol-Myers Squibb Co 2.6%
Value ($000) $5,607 Shares 166,140 Est. Cost $33.86 Unrealized
Merck & Co Inc 2.5%
Value ($000) $5,511 Shares 122,211 Est. Cost $38.40 Unrealized
YUM Yum Brands Inc 2.4%
Value ($000) $5,260 Shares 79,295 Est. Cost $71.06 Unrealized
Dominion Resources Inc VA 2.4%
Value ($000) $5,097 Shares 96,272 Est. Cost $51.56 Unrealized
Barrick Gold Corp 2.3%
Value ($000) $4,989 Shares 119,464 Est. Cost $43.48 Unrealized
ITW Illinois Tool Works Inc 2.3%
Value ($000) $4,963 Shares 83,460 Est. Cost $57.12 Unrealized
GlaxoSmithKline PLC Sp ADR 2.1%
Value ($000) $4,556 Shares 98,530 Est. Cost $44.95 Unrealized
OXY Occidental Petroleum Corp 2.0%
Value ($000) $4,441 Shares 51,607 Est. Cost $95.23 Unrealized
Duke Energy Corp 2.0%
Value ($000) $4,379 Shares 67,594 Est. Cost $64.78 Unrealized
SLB Schlumberger Ltd 2.0%
Value ($000) $4,319 Shares 59,714 Est. Cost $69.93 Unrealized
NSRGY Nestle SA Sp ADR 1.9%
Value ($000) $4,212 Shares 66,753 Est. Cost $62.81 Unrealized
UNP Union Pacific Corp 1.9%
Value ($000) $4,069 Shares 34,284 Est. Cost $107.79 Unrealized
Du Pont E I de Nemours & Co 1.9%
Value ($000) $4,025 Shares 80,069 Est. Cost $52.86 Unrealized
NextEra Energy Inc 1.6%
Value ($000) $3,469 Shares 49,324 Est. Cost $61.08 Unrealized
EMR Emerson Electric Co 1.6%
Value ($000) $3,391 Shares 70,241 Est. Cost $52.18 Unrealized
PetroChina Co Ltd Sp ADR 1.5%
Value ($000) $3,226 Shares 24,975 Est. Cost $140.16 Unrealized
Walgreen Co 1.4%
Value ($000) $3,070 Shares 84,255 Est. Cost $33.49 Unrealized
GIS General Mills Inc 1.4%
Value ($000) $2,999 Shares 75,267 Est. Cost $39.45 Unrealized
CAT Caterpillar Inc 1.3%
Value ($000) $2,804 Shares 32,585 Est. Cost $100.63 Unrealized
GPC Genuine Parts Co 1.3%
Value ($000) $2,788 Shares 45,675 Est. Cost $62.75 Unrealized
EMC Corp MA 1.2%
Value ($000) $2,684 Shares 98,440 Est. Cost $29.88 Unrealized
DE Deere & Co 1.2%
Value ($000) $2,552 Shares 30,945 Est. Cost $80.91 Unrealized
BCE Inc 1.2%
Value ($000) $2,510 Shares 57,125 Est. Cost $40.24 Unrealized
SO Southern Co 1.1%
Value ($000) $2,475 Shares 53,697 Est. Cost $44.93 Unrealized
Oracle Corp 1.0%
Value ($000) $2,252 Shares 71,585 Est. Cost $29.15 Unrealized
HON Honeywell Intl Inc 1.0%
Value ($000) $2,251 Shares 37,680 Est. Cost $60.71 Unrealized
NEM Newmont Mining Corp 1.0%
Value ($000) $2,102 Shares 37,530 Est. Cost $51.26 Unrealized
Kellogg Co 1.0%
Value ($000) $2,059 Shares 39,848 Est. Cost $53.62 Unrealized
AEP American Electric Power Inc 0.9%
Value ($000) $2,033 Shares 46,260 Est. Cost $38.77 Unrealized
INTC Intel Corp 0.9%
Value ($000) $2,002 Shares 88,390 Est. Cost $26.23 Unrealized
IBM International Business Machine 0.9%
Value ($000) $1,887 Shares 9,097 Est. Cost $204.95 Unrealized
GWW Grainger W W Inc 0.8%
Value ($000) $1,802 Shares 8,647 Est. Cost $214.82 Unrealized
KO Coca-Cola Co 0.8%
Value ($000) $1,721 Shares 45,372 Est. Cost $56.21 Unrealized
General Electric Co 0.8%
Value ($000) $1,712 Shares 75,388 Est. Cost $20.07 Unrealized
Seadrill Limited 0.7%
Value ($000) $1,540 Shares 39,275 Est. Cost $37.47 Unrealized
Novartis AG Sp ADR 0.7%
Value ($000) $1,530 Shares 24,977 Est. Cost $55.40 Unrealized
QCOM Qualcomm Inc 0.6%
Value ($000) $1,392 Shares 22,285 Est. Cost $63.93 Unrealized
Diageo PLC Sp ADR 0.6%
Value ($000) $1,309 Shares 11,610 Est. Cost $99.07 Unrealized
SYY Sysco Corp 0.6%
Value ($000) $1,306 Shares 41,758 Est. Cost $29.85 Unrealized
Market Vectors ETF Tr Gold Min 0.5%
Value ($000) $1,149 Shares 21,400 Est. Cost $49.69 Unrealized
ADP Automatic Data Processing Inc 0.5%
Value ($000) $1,065 Shares 18,157 Est. Cost $55.28 Unrealized
Altria Group Inc 0.5%
Value ($000) $993 Shares 29,732 Est. Cost $31.23 Unrealized
QUAD Quad / Graphics Inc Cl A 0.4%
Value ($000) $971 Shares 57,228 Est. Cost $13.89 Unrealized
AAPL Apple Inc 0.4%
Value ($000) $881 Shares 1,321 Est. Cost $595.22 Unrealized
SU Suncor Energy Inc 0.4%
Value ($000) $879 Shares 26,755 Est. Cost $32.68 Unrealized
First American Bankshares 0.4%
Value ($000) $806 Shares 1,260 Est. Cost $639.68 Unrealized
Wisconsin Energy Corp 0.4%
Value ($000) $777 Shares 20,631 Est. Cost $35.19 Unrealized
Heinz H J Co 0.4%
Value ($000) $760 Shares 13,590 Est. Cost $53.74 Unrealized
3M Co 0.3%
Value ($000) $754 Shares 8,157 Est. Cost $89.22 Unrealized
NSC Norfolk Southern Corp 0.3%
Value ($000) $744 Shares 11,695 Est. Cost $66.95 Unrealized
ConocoPhillips 0.3%
Value ($000) $706 Shares 12,340 Est. Cost $75.62 Unrealized
KMB Kimberly Clark Corp 0.3%
Value ($000) $665 Shares 7,754 Est. Cost $73.93 Unrealized
NKE Nike Inc Cl B 0.3%
Value ($000) $618 Shares 6,516 Est. Cost $94.84 Unrealized
BMO Bank Montreal Que 0.2%
Value ($000) $518 Shares 8,780 Est. Cost $59.45 Unrealized
Chesapeake Energy Corp 0.2%
Value ($000) $461 Shares 24,405 Est. Cost $22.99 Unrealized
FAST Fastenal Co 0.2%
Value ($000) $406 Shares 9,437 Est. Cost $41.44 Unrealized
CL Colgate Palmolive Co 0.2%
Value ($000) $396 Shares 3,691 Est. Cost $98.57 Unrealized
PFE Pfizer Inc 0.2%
Value ($000) $330 Shares 13,277 Est. Cost $22.63 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $320 Shares 3,465 Est. Cost $108.28 Unrealized
CVS CVS Caremark Corporation 0.1%
Value ($000) $320 Shares 6,600 Est. Cost $44.85 Unrealized
Baker Hughes Inc 0.1%
Value ($000) $289 Shares 6,380 Est. Cost $41.92 Unrealized
Johnson Controls Inc 0.1%
Value ($000) $283 Shares 10,327 Est. Cost $32.39 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $278 Shares 3,535 Est. Cost $77.58 Unrealized
DVY iShares Tr DJ Select Div Index 0.1%
Value ($000) $274 Shares 4,754 Est. Cost $57.64 Unrealized
CenterPoint Energy Inc 0.1%
Value ($000) $267 Shares 12,545 Est. Cost $19.75 Unrealized
BAX Baxter Intl Inc 0.1%
Value ($000) $264 Shares 4,382 Est. Cost $59.84 Unrealized
KSS Kohls Corp 0.1%
Value ($000) $255 Shares 4,970 Est. Cost $50.10 Unrealized
Hewlett Packard Co 0.1%
Value ($000) $252 Shares 14,758 Est. Cost $23.83 Unrealized
PSX Phillips 66 0.1%
Value ($000) $243 Shares 5,235 Est. Cost $46.42 Unrealized
BP BP PLC Sp ADR 0.1%
Value ($000) $243 Shares 5,746 Est. Cost $45.07 Unrealized
United Technologies Corp 0.1%
Value ($000) $219 Shares 2,800 Est. Cost $78.21 Unrealized
ADI Analog Devices Inc 0.1%
Value ($000) $214 Shares 5,470 Est. Cost $40.34 Unrealized
Northern States Financial Corp 0.0%
Value ($000) $10 Shares 11,250 Est. Cost $0.71 Unrealized