SCHMIDT P J INVESTMENT MANAGEMENT INC
All 13F Filings
- Location
- Cedarburg, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 655,690
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 220 | 655,690 | 13F-HR | SCHMIDT P J INVESTMENT MANAGEMENT INC |
| Q2 2026 | 7/29/2026 | 215 | 643,334 | 13F-HR | SCHMIDT P J INVESTMENT MANAGEMENT INC |
| 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 | 451.3 K | 68.9% | 11.59 K | 0 | 11.59 K |
| ETFs | 197.7 K | 30.2% | 260 | 0 | 260 |
| Debt | 5.639 K | 0.9% | 388 | 0 | 388 |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
655,690
Holdings
220
QoQ value change ($000)
12,356
(1.9%)
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.