SCHMIDT P J INVESTMENT MANAGEMENT INC
Q4 2024 13F Holdings
- Locationcedarburg, WI
- Num holdings
184
- Value ($000)
$576,543
- Date Filed01/27/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $38.84M | 7 % | 155,096 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $36.02M | 6 % | 85,454 | ||
AVGO BROADCOM INC | COM | 11135F101 | $25.98M | 5 % | 112,044 | ||
SNDR SCHNEIDER NATIONAL INC | CL B | 80689H102 | $25.64M | 4 % | 875,783 | ||
IGIB ISHARES TR | ISHS 5-10YR INVT | 464288638 | $25.41M | 4 % | 493,394 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $24.26M | 4 % | 1,055,825 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $19.28M | 3 % | 101,219 | ||
AMZN AMAZON COM INC | COM | 023135106 | $16.50M | 3 % | 75,225 | ||
LLY ELI LILLY & CO | COM | 532457108 | $15.04M | 3 % | 19,488 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $12.56M | 2 % | 24,823 |
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