SCHMIDT P J INVESTMENT MANAGEMENT INC

Q3 2025 13F Holdings

  • Location
    cedarburg, WI
  • Num holdings

    199

  • Value ($000)

    $605,118

  • Date Filed
    10/27/2025
  • Form type
    13F-HR
  • CIK
    0001008895
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$44.75M
7 %

86,408

A
AAPL

APPLE INC

COM
037833100
$39.44M
7 %

154,897

A
AVGO

BROADCOM INC

COM
11135F101
$33.89M
6 %

102,730

I
IGIB

ISHARES TR

ISHS 5-10YR INVT
464288638
$27.96M
5 %

516,986

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$25.10M
4 %

103,068

G
GOVT

ISHARES TR

US TREAS BD ETF
46429B267
$19.00M
3 %

821,700

S
SNDR

SCHNEIDER NATIONAL INC

CL B
80689H102
$18.09M
3 %

854,954

A
AMZN

AMAZON COM INC

COM
023135106
$16.67M
3 %

75,899

L
LLY

ELI LILLY & CO

COM
532457108
$15.56M
3 %

20,397

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$13.98M
2 %

74,925

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