SCHMIDT P J INVESTMENT MANAGEMENT INC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationcedarburg, WI
- CIK0001008895
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
184 | $546.03 M | AAPL, MSFT, IGIB, GOVT | 13F-HR | May 21, 2025 | 000100889525000005 | ||
184 | $576.54 M | AAPL, MSFT, AVGO, SNDR | 13F-HR | Jan 27, 2025 | 000100889525000001 | ||
188 | $579.27 M | MSFT, AAPL, IGIB, SNDR | 13F-HR | Oct 23, 2024 | 000100889524000005 | ||
182 | $547.50 M | MSFT, AAPL, IGIB, SNDR | 13F-HR | Jul 29, 2024 | 000100889524000003 | ||
180 | $530.05 M | MSFT, AAPL, IGIB, SNDR | 13F-HR | Apr 26, 2024 | 000100889524000002 | ||
170 | $504.74 M | MSFT, AAPL, SNDR, IGIB | 13F-HR | Jan 29, 2024 | 000100889524000001 | ||
167 | $466.57 M | SNDR, MSFT, AAPL, IGSB | 13F-HR | Oct 20, 2023 | 000100889523000004 | ||
170 | $503.07 M | SNDR, MSFT, AAPL, IGSB | 13F-HR | Jul 26, 2023 | 000100889523000003 | ||
170 | $478.57 M | SNDR, MSFT, AAPL, IGSB | 13F-HR | Apr 28, 2023 | 000100889523000002 | ||
172 | $441.49 M | SNDR, MSFT, AAPL, IGSB | 13F-HR | Feb 1, 2023 | 000100889523000001 | ||
168 | $415.52 M | SNDR, AAPL, MSFT, UNH | 13F-HR | Oct 24, 2022 | 000100889522000004 | ||
172 | $458.30 M | AAPL, SNDR, MSFT, UNH | 13F-HR | Aug 24, 2022 | 000100889522000003 | ||
169 | $450.74 M | AAPL, SNDR, MSFT, AGG | 13F-HR | May 6, 2022 | 000100889522000002 | ||
173 | $500.80 M | AAPL, SNDR, MSFT, AGG | 13F-HR | Feb 1, 2022 | 000100889522000001 | ||
172 | $508.73 M | MSFT, SNDR, AAPL, AGG | 13F-HR | Oct 27, 2021 | 000100889521000004 | ||
174 | $500.60 M | MSFT, AAPL, SNDR, AGG | 13F-HR | Jul 26, 2021 | 000100889521000003 | ||
172 | $479.37 M | SNDR, AAPL, MSFT, AGG | 13F-HR | Apr 30, 2021 | 000100889521000002 | ||
156 | $442.80 M | AAPL, SNDR, MSFT, AGG | 13F-HR | Feb 1, 2021 | 000100889521000001 | ||
149 | $410.92 M | SNDR, AAPL, MSFT, GVI | 13F-HR | Oct 28, 2020 | 000100889520000004 | ||
116 | $333.54 M | SNDR, MSFT, AAPL, AMZN | 13F-HR | Jul 29, 2020 | 000100889520000003 | ||
119 | $287.59 M | SNDR, MSFT, AAPL, V | 13F-HR | Apr 20, 2020 | 000100889520000002 | ||
134 | $373.51 M | SNDR, MSFT, AAPL, IJH | 13F-HR | Jan 24, 2020 | 000100889520000001 | ||
132 | $351.99 M | SNDR, MSFT, AAPL, IJH | 13F-HR | Oct 23, 2019 | 000100889519000006 | ||
133 | $346.11 M | SNDR, MSFT, AAPL, IJH | 13F-HR | Jul 25, 2019 | 000100889519000005 | ||
132 | $342.13 M | SNDR, MSFT, AAPL, IJH | 13F-HR | Apr 25, 2019 | 000100889519000004 | ||
130 | $304.69 M | SNDR, MSFT, AAPL, IJH | 13F-HR | Feb 4, 2019 | 000100889519000003 | ||
138 | $353.00 M | SNDR, MSFT, AAPL, IJH | 13F-HR | Oct 23, 2018 | 000100889518000004 | ||
133 | $342.69 M | SNDR, MSFT, AAPL, IJH | 13F-HR | Jul 24, 2018 | 000100889518000003 | ||
132 | $341.89 M | SNDR, MSFT, AAPL, IJH | 13F-HR | Apr 24, 2018 | 000100889518000002 | ||
135 | $353.43 M | SNDR, MSFT, AAPL, IVV | 13F-HR | Jan 30, 2018 | 000100889518000001 | ||
135 | $334.21 M | SNDR, MSFT, IVV, AAPL | 13F-HR | Oct 23, 2017 | 000100889517000005 | ||
129 | $328.42 M | SNDR, IVV, MSFT, JNJ | 13F-HR | Jul 20, 2017 | 000100889517000003 | ||
123 | $281.87 M | IVV, AAPL, MSFT, JNJ | 13F-HR | Apr 26, 2017 | 000100889517000002 | ||
123 | $270.37 M | IVV, MSFT, JNJ, BAC | 13F-HR | Jan 24, 2017 | 000100889517000001 | ||
132 | $269.09 M | JNJ, MSFT, PEP, BAC | 13F-HR | Oct 21, 2016 | 000100889516000009 | ||
133 | $269.01 M | JNJ, BMY, BAC, IVV | 13F-HR | Aug 9, 2016 | 000100889516000008 | ||
134 | $254.78 M | JNJ, BMY, AAPL, IVV | 13F-HR | Apr 29, 2016 | 000100889516000006 | ||
138 | $250.01 M | BMY, JNJ, AAPL, MSFT | 13F-HR | Jan 29, 2016 | 000100889516000005 | ||
141 | $229.64 M | BMY, JNJ, AAPL, IVV | 13F-HR | Oct 20, 2015 | 000100889515000004 | ||
155 | $255.24 M | BMY, JNJ, AAPL, IVV | 13F-HR | Jul 22, 2015 | 000100889515000003 | ||
153 | $255.66 M | BMY, JNJ, UNP, IVV | 13F-HR | Apr 29, 2015 | 000100889515000002 | ||
151 | $252.93 M | JNJ, BMY, UNP, PG | 13F-HR | Jan 22, 2015 | 000100889515000001 | ||
146 | $244.70 M | JNJ, CHV, BMY, UNP | 13F-HR | Oct 24, 2014 | 000100889514000005 | ||
147 | $255.64 M | JNJ, CHV, BAC, BMY | RESTATEMENT | Jul 23, 2014 | 000100889514000004 | ||
145 | $252.77 M | JNJ, CHV, BMY, BAC | 13F-HR | Apr 25, 2014 | 000100889514000002 | ||
130 | $236.63 M | CHV, JNJ, BMY, BAC | 13F-HR | Feb 6, 2014 | 000100889514000001 |