Schmidt P J Investment Management Inc has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $562 Million distributed in 187 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $42.1M, Apple Inc. with a value of $32.1M, Broadcom Inc. with a value of $29.6M, Ishares Trust Ishares 5 10 Yea with a value of $28M, and Schneider National, Inc. with a value of $21M.
Examining the 13F form we can see an increase of $28.7M in the current position value, from $533M to 562M.
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
$562 Million
ETFs: $176 Million
Technology: $131 Million
Industrials: $54.6 Million
Healthcare: $52.1 Million
Financial Services: $42.4 Million
Consumer Cyclical: $35.3 Million
Consumer Defensive: $29.2 Million
Communication Services: $21.9 Million
Other: $19 Million
Stock Holdings Table Market Cap. of $200 Billions or more
