SCHMIDT P J INVESTMENT MANAGEMENT INC 13F Holdings
CIK 0001008895 · CEDARBURG, WI
As of Sep 30, 2025, SCHMIDT P J INVESTMENT MANAGEMENT INC reported 199 positions worth $605.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 86,408 | $44.8M | 7.40% |
| APPLE INC | AAPL | Technology | 154,897 | $39.4M | 6.52% |
| BROADCOM INC | AVGO | Technology | 102,730 | $33.9M | 5.60% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 516,986 | $28.0M | 4.62% |
| ALPHABET INC | GOOG | Equity | 103,068 | $25.1M | 4.15% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 821,700 |