Schmidt P J Investment Management Inc has filed its 13F form on May 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $533 Million distributed in 184 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.1M, Microsoft Corp with a value of $32.3M, Ishares Trust Ishares 5 10 Yea with a value of $25.9M, Ishares U.S. Treasury Bond ETF with a value of $24.3M, and Schneider National, Inc. with a value of $20M.
Examining the 13F form we can see an decrease of $29.8M in the current position value, from $563M to 533M.
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
$533 Million
ETFs: $168 Million
Technology: $103 Million
Healthcare: $61.9 Million
Industrials: $54.6 Million
Financial Services: $40.6 Million
Consumer Cyclical: $34.6 Million
Consumer Defensive: $30.8 Million
Communication Services: $19.2 Million
Other: $19.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
