SCHMIDT P J INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001008895 · Show all filings

Period: Q1 2012 (Next →)

Filing Date: Aug 13, 2013

Total Value ($000): $219,541 (100.0% shares, 0.0% debt)

Holdings (89)

CVX Chevron Corp 4.0%
Value ($000) $8,780 Shares 81,897 Est. Cost $107.21 Unrealized
Goldcorp Inc 3.4%
Value ($000) $7,438 Shares 165,068 Est. Cost $45.06 Unrealized
Exxon Mobil Corp 3.4%
Value ($000) $7,399 Shares 85,310 Est. Cost $86.73 Unrealized
PG Procter & Gamble Co 2.8%
Value ($000) $6,217 Shares 92,499 Est. Cost $67.21 Unrealized
ABT Abbott Laboratories 2.8%
Value ($000) $6,065 Shares 98,949 Est. Cost $61.29 Unrealized
AT&T Inc 2.7%
Value ($000) $5,993 Shares 191,899 Est. Cost $31.23 Unrealized
PEP PepsiCo Inc 2.7%
Value ($000) $5,855 Shares 88,248 Est. Cost $66.35 Unrealized
Verizon Communications Inc 2.6%
Value ($000) $5,810 Shares 151,975 Est. Cost $38.23 Unrealized
Barrick Gold Corp 2.6%
Value ($000) $5,796 Shares 133,294 Est. Cost $43.48 Unrealized
Royal Dutch Shell PLC Sp ADR B 2.6%
Value ($000) $5,757 Shares 81,515 Est. Cost $70.63 Unrealized
JNJ Johnson & Johnson 2.6%
Value ($000) $5,706 Shares 86,509 Est. Cost $65.96 Unrealized
YUM Yum Brands Inc 2.5%
Value ($000) $5,584 Shares 78,445 Est. Cost $71.18 Unrealized
PM Philip Morris Intl Inc 2.5%
Value ($000) $5,432 Shares 61,305 Est. Cost $88.61 Unrealized
MCD McDonalds Corp 2.4%
Value ($000) $5,368 Shares 54,723 Est. Cost $98.09 Unrealized
BMY Bristol-Myers Squibb Co 2.4%
Value ($000) $5,327 Shares 157,845 Est. Cost $33.75 Unrealized
ITW Illinois Tool Works Inc 2.3%
Value ($000) $5,148 Shares 90,120 Est. Cost $57.12 Unrealized
OXY Occidental Petroleum Corp 2.3%
Value ($000) $5,062 Shares 53,155 Est. Cost $95.23 Unrealized
Merck & Co Inc 2.2%
Value ($000) $4,801 Shares 125,036 Est. Cost $38.40 Unrealized
SLB Schlumberger Ltd 2.1%
Value ($000) $4,629 Shares 66,192 Est. Cost $69.93 Unrealized
EMR Emerson Electric Co 2.1%
Value ($000) $4,562 Shares 87,429 Est. Cost $52.18 Unrealized
Dominion Resources Inc VA 2.0%
Value ($000) $4,377 Shares 85,462 Est. Cost $51.22 Unrealized
Companhia de Bebidas das Ameri 1.9%
Value ($000) $4,263 Shares 103,180 Est. Cost $41.32 Unrealized
Du Pont E I de Nemours & Co 1.9%
Value ($000) $4,224 Shares 79,849 Est. Cost $52.90 Unrealized
GlaxoSmithKline PLC Sp ADR 1.9%
Value ($000) $4,193 Shares 93,370 Est. Cost $44.91 Unrealized
NSRGY Nestle SA Sp ADR 1.9%
Value ($000) $4,147 Shares 65,983 Est. Cost $62.85 Unrealized
Duke Energy Corp Old 1.8%
Value ($000) $3,940 Shares 187,508 Est. Cost $21.01 Unrealized
Walgreen Co 1.8%
Value ($000) $3,868 Shares 115,501 Est. Cost $33.49 Unrealized
UNP Union Pacific Corp 1.7%
Value ($000) $3,631 Shares 33,784 Est. Cost $107.48 Unrealized
PetroChina Co Ltd Sp ADR 1.6%
Value ($000) $3,551 Shares 25,270 Est. Cost $140.52 Unrealized
NextEra Energy Inc 1.5%
Value ($000) $3,398 Shares 55,633 Est. Cost $61.08 Unrealized
GIS General Mills Inc 1.5%
Value ($000) $3,206 Shares 81,262 Est. Cost $39.45 Unrealized
Novartis AG Sp ADR 1.4%
Value ($000) $3,171 Shares 57,234 Est. Cost $55.40 Unrealized
EMC Corp MA 1.3%
Value ($000) $2,959 Shares 99,025 Est. Cost $29.88 Unrealized
GPC Genuine Parts Co 1.3%
Value ($000) $2,886 Shares 45,995 Est. Cost $62.75 Unrealized
NEM Newmont Mining Corp 1.2%
Value ($000) $2,558 Shares 49,900 Est. Cost $51.26 Unrealized
CAT Caterpillar Inc 1.1%
Value ($000) $2,514 Shares 23,605 Est. Cost $106.50 Unrealized
DE Deere & Co 1.1%
Value ($000) $2,441 Shares 30,170 Est. Cost $80.91 Unrealized
SO Southern Co 1.1%
Value ($000) $2,385 Shares 53,087 Est. Cost $44.93 Unrealized
Oracle Corp 1.0%
Value ($000) $2,225 Shares 76,320 Est. Cost $29.15 Unrealized
GWW Grainger W W Inc 1.0%
Value ($000) $2,218 Shares 10,325 Est. Cost $214.82 Unrealized
Kellogg Co 1.0%
Value ($000) $2,204 Shares 41,104 Est. Cost $53.62 Unrealized
HON Honeywell Intl Inc 1.0%
Value ($000) $2,202 Shares 36,065 Est. Cost $61.06 Unrealized
BCE Inc 1.0%
Value ($000) $2,140 Shares 53,415 Est. Cost $40.06 Unrealized
General Electric Co 0.9%
Value ($000) $1,877 Shares 93,533 Est. Cost $20.07 Unrealized
KO Coca-Cola Co 0.8%
Value ($000) $1,658 Shares 22,400 Est. Cost $74.02 Unrealized
Seadrill Limited 0.7%
Value ($000) $1,623 Shares 43,275 Est. Cost $37.50 Unrealized
AEP American Electric Power Inc 0.7%
Value ($000) $1,567 Shares 40,625 Est. Cost $38.57 Unrealized
SYY Sysco Corp 0.7%
Value ($000) $1,516 Shares 50,783 Est. Cost $29.85 Unrealized
3M Co 0.6%
Value ($000) $1,357 Shares 15,210 Est. Cost $89.22 Unrealized
IBM International Business Machine 0.5%
Value ($000) $1,040 Shares 4,985 Est. Cost $208.63 Unrealized
QCOM Qualcomm Inc 0.5%
Value ($000) $1,035 Shares 15,205 Est. Cost $68.07 Unrealized
INTC Intel Corp 0.4%
Value ($000) $969 Shares 34,460 Est. Cost $28.12 Unrealized
SU Suncor Energy Inc 0.4%
Value ($000) $966 Shares 29,555 Est. Cost $32.68 Unrealized
ConocoPhillips 0.4%
Value ($000) $936 Shares 12,320 Est. Cost $75.97 Unrealized
Market Vectors ETF Tr Gold Min 0.4%
Value ($000) $898 Shares 18,125 Est. Cost $49.54 Unrealized
Altria Group Inc 0.4%
Value ($000) $819 Shares 26,537 Est. Cost $30.86 Unrealized
First American Bankshares 0.4%
Value ($000) $806 Shares 1,260 Est. Cost $639.68 Unrealized
ADP Automatic Data Processing Inc 0.4%
Value ($000) $796 Shares 14,425 Est. Cost $55.18 Unrealized
QUAD Quad / Graphics Inc Cl A 0.4%
Value ($000) $795 Shares 57,228 Est. Cost $13.89 Unrealized
AAPL Apple Inc 0.3%
Value ($000) $737 Shares 1,229 Est. Cost $599.67 Unrealized
Wisconsin Energy Corp 0.3%
Value ($000) $726 Shares 20,631 Est. Cost $35.19 Unrealized
Hewlett Packard Co 0.3%
Value ($000) $707 Shares 29,663 Est. Cost $23.83 Unrealized
Diageo PLC Sp ADR 0.3%
Value ($000) $687 Shares 7,120 Est. Cost $96.49 Unrealized
KMB Kimberly Clark Corp 0.3%
Value ($000) $662 Shares 8,954 Est. Cost $73.93 Unrealized
Heinz H J Co 0.3%
Value ($000) $613 Shares 11,440 Est. Cost $53.58 Unrealized
NSC Norfolk Southern Corp 0.3%
Value ($000) $597 Shares 9,075 Est. Cost $65.79 Unrealized
Chesapeake Energy Corp 0.3%
Value ($000) $576 Shares 24,855 Est. Cost $23.17 Unrealized
BMO Bank Montreal Que 0.2%
Value ($000) $522 Shares 8,780 Est. Cost $59.45 Unrealized
BDX Becton Dickinson & Co 0.2%
Value ($000) $514 Shares 6,625 Est. Cost $77.58 Unrealized
CSX CSX Corp 0.2%
Value ($000) $472 Shares 21,930 Est. Cost $21.52 Unrealized
Cisco Systems Inc 0.2%
Value ($000) $375 Shares 17,750 Est. Cost $21.13 Unrealized
CL Colgate Palmolive Co 0.2%
Value ($000) $351 Shares 3,589 Est. Cost $97.80 Unrealized
BAX Baxter Intl Inc 0.2%
Value ($000) $346 Shares 5,782 Est. Cost $59.84 Unrealized
Johnson Controls Inc 0.2%
Value ($000) $344 Shares 10,602 Est. Cost $32.45 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $296 Shares 13,093 Est. Cost $22.61 Unrealized
CVS CVS Caremark Corporation 0.1%
Value ($000) $296 Shares 6,600 Est. Cost $44.85 Unrealized
Baker Hughes Inc 0.1%
Value ($000) $280 Shares 6,680 Est. Cost $41.92 Unrealized
CenterPoint Energy Inc 0.1%
Value ($000) $278 Shares 14,095 Est. Cost $19.72 Unrealized
BP BP PLC Sp ADR 0.1%
Value ($000) $259 Shares 5,746 Est. Cost $45.07 Unrealized
United Technologies Corp 0.1%
Value ($000) $255 Shares 3,070 Est. Cost $83.06 Unrealized
KSS Kohls Corp 0.1%
Value ($000) $249 Shares 4,970 Est. Cost $50.10 Unrealized
AMZN Amazon.com Inc 0.1%
Value ($000) $236 Shares 1,166 Est. Cost $202.40 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $220 Shares 1,830 Est. Cost $120.22 Unrealized
ADI Analog Devices Inc 0.1%
Value ($000) $213 Shares 5,260 Est. Cost $40.49 Unrealized
Total SA Sp ADR 0.1%
Value ($000) $210 Shares 4,110 Est. Cost $51.09 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $203 Shares 2,770 Est. Cost $73.29 Unrealized
GLW Corning Inc 0.1%
Value ($000) $158 Shares 11,200 Est. Cost $14.11 Unrealized
Gulf Keystone Petroleum Ltd 0.0%
Value ($000) $63 Shares 15,000 Est. Cost $4.20 Unrealized
Northern States Financial Corp 0.0%
Value ($000) $8 Shares 11,250 Est. Cost $0.71 Unrealized