Schmidt P J Investment Management Inc Portfolio Holdings

Schmidt P J Investment Management Inc

  • $587 Million
  • Q3 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $587 Million
  • Prior Value $562 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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