Schmidt P J Investment Management Inc has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $547 Million distributed in 182 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $38.8M, Apple Inc. with a value of $33.8M, Ishares Trust Ishares 5 10 Yea with a value of $24.6M, Schneider National, Inc. with a value of $23.5M, and Ishares U.S. Treasury Bond ETF with a value of $22.4M.
Examining the 13F form we can see an increase of $17.2M in the current position value, from $530M to 547M.
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
$547 Million
ETFs: $157 Million
Technology: $116 Million
Healthcare: $64.2 Million
Industrials: $58.7 Million
Financial Services: $42.7 Million
Consumer Cyclical: $34.4 Million
Consumer Defensive: $31.5 Million
Communication Services: $22.4 Million
Other: $20.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
