Schmidt P J Investment Management Inc has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $563 Million distributed in 184 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $38.8M, Microsoft Corp with a value of $36M, Broadcom Inc. with a value of $26M, Schneider National, Inc. with a value of $25.6M, and Ishares Trust Ishares 5 10 Yea with a value of $25.4M.
Examining the 13F form we can see an decrease of $13.9M in the current position value, from $577M to 563M.
Schmidt P J Investment Management Inc is based out at Cedarburg, WI
Below you can find more details about Schmidt P J Investment Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$563 Million
ETFs: $172 Million
Technology: $122 Million
Industrials: $60.9 Million
Healthcare: $59.4 Million
Financial Services: $38.5 Million
Consumer Cyclical: $38.4 Million
Consumer Defensive: $30 Million
Communication Services: $21.8 Million
Other: $19.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
