SEC 13F Intelligence

Schmidt P J Investment Management Inc / UNP

Schmidt P J Investment Management Inc’s Union Pac Corp Position

Does Schmidt P J Investment Management Inc own Union Pac Corp (UNP)? Yes — 28.7K shares worth $7M (+1.17% of its 13F portfolio) as of Q1 2026, up from 28.6K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
28.7K
% of Portfolio
+1.17%
Quarters Held
30
currently held

Position History UNP

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $9MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $9MQ2 ’24: $8MQ3 ’24: $8MQ4 ’24: $7MQ4 ’24Q1 ’25: $7MQ2 ’25: $7MQ3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.7K$7M+1.17%
Q4 202528.6K$7M+1.08%
Q3 202528.9K$7M+1.13%
Q2 202529.6K$7M+1.18%
Q1 202531.2K$7M+1.35%
Q4 202432.4K$7M+1.28%
Q3 202433.2K$8M+1.41%
Q2 202434.7K$8M+1.44%
Q1 202435.4K$9M+1.64%
Q4 202336.3K$9M+1.73%
Q3 202337.0K$8M+1.67%
Q2 202337.1K$8M+1.59%
Q1 202337.1K$7M+1.50%
Q4 202236.7K$8M+1.72%
Q3 202236.1K$7M+1.66%
Q2 202235.9K$9M+1.86%
Q1 202233.7K$8M+1.75%
Q4 202134.3K$8M+1.68%
Q3 202134.8K$8M+1.65%
Q2 202135.3K$8M+1.55%
Q1 202134.7K$8M+1.62%
Q4 202035.2K$7M+1.57%
Q3 202035.2K$6M+1.54%
Q2 202036.4K$6M+1.84%
Q1 202037.0K$5M+1.82%
Q4 201937.8K$7M+1.83%
Q3 201938.1K$6M+1.75%
Q2 201939.3K$7M+1.92%
Q1 201942.3K$7M+2.07%
Q4 201843.4K$6M+1.97%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schmidt P J Investment Management Inc’s full portfolio or all institutional holders of UNP.