SCHMIDT P J INVESTMENT MANAGEMENT INC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    cedarburg, WI
  • CIK
    0001008895
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

184

$576.54M
AAPL, MSFT, AVGO, SNDR
13F-HR
Jan 27, 2025
000100889525000001

188

$579.27M
MSFT, AAPL, IGIB, SNDR
13F-HR
Oct 23, 2024
000100889524000005

182

$547.50M
MSFT, AAPL, IGIB, SNDR
13F-HR
Jul 29, 2024
000100889524000003

180

$530.05M
MSFT, AAPL, IGIB, SNDR
13F-HR
Apr 26, 2024
000100889524000002

170

$504.74M
MSFT, AAPL, SNDR, IGIB
13F-HR
Jan 29, 2024
000100889524000001

167

$466.57M
SNDR, MSFT, AAPL, IGSB
13F-HR
Oct 20, 2023
000100889523000004

170

$503.07M
SNDR, MSFT, AAPL, IGSB
13F-HR
Jul 26, 2023
000100889523000003

170

$478.57M
SNDR, MSFT, AAPL, IGSB
13F-HR
Apr 28, 2023
000100889523000002

172

$441.49M
SNDR, MSFT, AAPL, IGSB
13F-HR
Feb 1, 2023
000100889523000001

168

$415.52M
SNDR, AAPL, MSFT, UNH
13F-HR
Oct 24, 2022
000100889522000004

172

$458.30M
AAPL, SNDR, MSFT, UNH
13F-HR
Aug 24, 2022
000100889522000003

169

$450.74M
AAPL, SNDR, MSFT, AGG
13F-HR
May 6, 2022
000100889522000002

173

$500.80M
AAPL, SNDR, MSFT, AGG
13F-HR
Feb 1, 2022
000100889522000001

172

$508.73M
MSFT, SNDR, AAPL, AGG
13F-HR
Oct 27, 2021
000100889521000004

174

$500.60M
MSFT, AAPL, SNDR, AGG
13F-HR
Jul 26, 2021
000100889521000003

172

$479.37M
SNDR, AAPL, MSFT, AGG
13F-HR
Apr 30, 2021
000100889521000002

156

$442.80M
AAPL, SNDR, MSFT, AGG
13F-HR
Feb 1, 2021
000100889521000001

149

$410.92M
SNDR, AAPL, MSFT, GVI
13F-HR
Oct 28, 2020
000100889520000004

116

$333.54M
SNDR, MSFT, AAPL, AMZN
13F-HR
Jul 29, 2020
000100889520000003

119

$287.59M
SNDR, MSFT, AAPL, V
13F-HR
Apr 20, 2020
000100889520000002

134

$373.51M
SNDR, MSFT, AAPL, IJH
13F-HR
Jan 24, 2020
000100889520000001

132

$351.99M
SNDR, MSFT, AAPL, IJH
13F-HR
Oct 23, 2019
000100889519000006

133

$346.11M
SNDR, MSFT, AAPL, IJH
13F-HR
Jul 25, 2019
000100889519000005

132

$342.13M
SNDR, MSFT, AAPL, IJH
13F-HR
Apr 25, 2019
000100889519000004

130

$304.69M
SNDR, MSFT, AAPL, IJH
13F-HR
Feb 4, 2019
000100889519000003

138

$353.00M
SNDR, MSFT, AAPL, IJH
13F-HR
Oct 23, 2018
000100889518000004

133

$342.69M
SNDR, MSFT, AAPL, IJH
13F-HR
Jul 24, 2018
000100889518000003

132

$341.89M
SNDR, MSFT, AAPL, IJH
13F-HR
Apr 24, 2018
000100889518000002

135

$353.43M
SNDR, MSFT, AAPL, IVV
13F-HR
Jan 30, 2018
000100889518000001

135

$334.21M
SNDR, MSFT, IVV, AAPL
13F-HR
Oct 23, 2017
000100889517000005

129

$328.42M
SNDR, IVV, MSFT, JNJ
13F-HR
Jul 20, 2017
000100889517000003

123

$281.87M
IVV, AAPL, MSFT, JNJ
13F-HR
Apr 26, 2017
000100889517000002

123

$270.37M
IVV, MSFT, JNJ, BAC
13F-HR
Jan 24, 2017
000100889517000001

132

$269.09M
JNJ, MSFT, PEP, BAC
13F-HR
Oct 21, 2016
000100889516000009

133

$269.01M
JNJ, BMY, BAC, IVV
13F-HR
Aug 9, 2016
000100889516000008

134

$254.78M
JNJ, BMY, AAPL, IVV
13F-HR
Apr 29, 2016
000100889516000006

138

$250.01M
BMY, JNJ, AAPL, MSFT
13F-HR
Jan 29, 2016
000100889516000005

141

$229.64M
BMY, JNJ, AAPL, IVV
13F-HR
Oct 20, 2015
000100889515000004

155

$255.24M
BMY, JNJ, AAPL, IVV
13F-HR
Jul 22, 2015
000100889515000003

153

$255.66M
BMY, JNJ, UNP, IVV
13F-HR
Apr 29, 2015
000100889515000002

151

$252.93M
JNJ, BMY, UNP, PG
13F-HR
Jan 22, 2015
000100889515000001

146

$244.70M
JNJ, CHV, BMY, UNP
13F-HR
Oct 24, 2014
000100889514000005

147

$255.64M
JNJ, CHV, BAC, BMY
RESTATEMENT
Jul 23, 2014
000100889514000004

145

$252.77M
JNJ, CHV, BMY, BAC
13F-HR
Apr 25, 2014
000100889514000002

130

$236.63M
CHV, JNJ, BMY, BAC
13F-HR
Feb 6, 2014
000100889514000001