SCHMIDT P J INVESTMENT MANAGEMENT INC
Q1 2025 13F Holdings
- Locationcedarburg, WI
- Num holdings
184
- Value ($000)
$546,028
- Date Filed05/21/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $34.08M | 6 % | 153,402 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $32.30M | 6 % | 86,036 | ||
IGIB ISHARES TR | ISHS 5-10YR INVT | 464288638 | $25.93M | 5 % | 493,742 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $24.31M | 5 % | 1,057,469 | ||
SNDR SCHNEIDER NATIONAL INC | CL B | 80689H102 | $20.01M | 4 % | 875,783 | ||
AVGO BROADCOM INC | COM | 11135F101 | $18.59M | 3 % | 111,012 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $16.85M | 3 % | 107,833 | ||
LLY ELI LILLY & CO | COM | 532457108 | $15.93M | 3 % | 19,282 | ||
AMZN AMAZON COM INC | COM | 023135106 | $14.38M | 3 % | 75,563 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $12.77M | 2 % | 24,387 |
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