SCHMIDT P J INVESTMENT MANAGEMENT INC
Q2 2025 13F Holdings
- Locationcedarburg, WI
- Num holdings
187
- Value ($000)
$578,394
- Date Filed08/01/2025
- Form type13F-HR
- CIK0001008895
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $42.07 M | 7 % | 84,576 | ||
AAPL APPLE INC | COM | 037833100 | $32.07 M | 6 % | 156,323 | ||
AVGO BROADCOM INC | COM | 11135F101 | $29.59 M | 5 % | 107,330 | ||
IGIB ISHARES TR | ISHS 5-10YR INVT | 464288638 | $27.96 M | 5 % | 524,664 | ||
SNDR SCHNEIDER NATIONAL INC | CL B | 80689H102 | $20.98 M | 4 % | 868,783 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $19.40 M | 3 % | 844,293 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $19.13 M | 3 % | 107,829 | ||
AMZN AMAZON COM INC | COM | 023135106 | $16.95 M | 3 % | 77,278 | ||
LLY ELI LILLY & CO | COM | 532457108 | $15.41 M | 3 % | 19,764 | ||
V VISA INC | COM CL A | 92826C839 | $12.37 M | 2 % | 34,831 |
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