SCHMIDT P J INVESTMENT MANAGEMENT INC
All 13F Filings
- Location
- Cedarburg, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 594,617
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 212 | 594,617 | 13F-HR | SCHMIDT P J INVESTMENT MANAGEMENT INC |
| Q4 2025 | 1/28/2026 | 194 | 614,773 | 13F-HR | SCHMIDT P J INVESTMENT MANAGEMENT INC |
| Q3 2025 | 10/27/2025 | 199 | 605,118 | 13F-HR | SCHMIDT P J INVESTMENT MANAGEMENT INC |
| Q2 2025 | 8/1/2025 | 187 | 578,394 | 13F-HR | SCHMIDT P J INVESTMENT MANAGEMENT INC |
| Q2 2014 | 7/23/2014 | 147 | 255,637 | 13F-HR/A - RESTATEMENT | SCHMIDT P J INVESTMENT MANAGEMENT INC |
| Q2 2014 | 7/23/2014 | 145 | 252,774 | 13F-HR | SCHMIDT P J INVESTMENT MANAGEMENT INC |
| Q1 2014 | 4/25/2014 | 145 | 252,774 | 13F-HR | SCHMIDT P J INVESTMENT MANAGEMENT INC |
| Q4 2013 | 2/6/2014 | 130 | 236,626 | 13F-HR | SCHMIDT P J INVESTMENT MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 406.8 K | 68.5% | 0 | 134.9 K | -134.9 K |
| ETFs | 181.8 K | 30.6% | 113 K | 0 | 113 K |
| Debt | 5.143 K | 0.9% | 2.023 K | 0 | 2.023 K |
| Other | 0 | 0.0% | 0 | 682 | -682 |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
594,617
Holdings
212
QoQ value change ($000)
-20,156
(-3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.