Schmidt P J Investment Management Inc has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $587 Million distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $44.8M, Apple Inc. with a value of $39.4M, Broadcom Inc. with a value of $33.9M, Ishares Trust Ishares 5 10 Yea with a value of $28M, and Alphabet Inc. with a value of $25.1M.
Examining the 13F form we can see an increase of $24.7M in the current position value, from $562M to 587M.
Schmidt P J Investment Management Inc is based out at Cedarburg, WI
Below you can find more details about Schmidt P J Investment Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$587 Million
ETFs: $184 Million
Technology: $148 Million
Healthcare: $52 Million
Industrials: $49.9 Million
Financial Services: $40.9 Million
Consumer Cyclical: $36.1 Million
Communication Services: $28.6 Million
Consumer Defensive: $27.6 Million
Other: $19 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
