Schmidt P J Investment Management Inc Portfolio Holdings

Schmidt P J Investment Management Inc has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $577 Million distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $37.3M, Apple Inc. with a value of $37M, Ishares Trust Ishares 5 10 Yea with a value of $26.2M, Schneider National, Inc. with a value of $25.9M, and Ishares U.S. Treasury Bond ETF with a value of $24.2M.

Examining the 13F form we can see an increase of $30.4M in the current position value, from $547M to 577M.

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.