SCHMIDT P J INVESTMENT MANAGEMENT INC
Q3 2025 13F Holdings
- Locationcedarburg, WI
- Num holdings
199
- Value ($000)
$605,118
- Date Filed10/27/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $44.75 M | 7 % | 86,408 | ||
AAPL APPLE INC | COM | 037833100 | $39.44 M | 7 % | 154,897 | ||
AVGO BROADCOM INC | COM | 11135F101 | $33.89 M | 6 % | 102,730 | ||
IGIB ISHARES TR | ISHS 5-10YR INVT | 464288638 | $27.96 M | 5 % | 516,986 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $25.10 M | 4 % | 103,068 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $19.00 M | 3 % | 821,700 | ||
SNDR SCHNEIDER NATIONAL INC | CL B | 80689H102 | $18.09 M | 3 % | 854,954 | ||
AMZN AMAZON COM INC | COM | 023135106 | $16.67 M | 3 % | 75,899 | ||
LLY ELI LILLY & CO | COM | 532457108 | $15.56 M | 3 % | 20,397 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $13.98 M | 2 % | 74,925 |
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