SCHMIDT P J INVESTMENT MANAGEMENT INC
All 13F Filings
- Location
- Cedarburg, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 614,773
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 541.7 K | 88.2% | 11.91 K | 0 | 11.91 K |
| ETFs | 68.8 K | 11.2% | 0 | 258 | -258 |
| Debt | 3.12 K | 0.5% | 0 | 1.821 K | -1.821 K |
| Other | 682 | 0.1% | 0 | 181 | -181 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
614,773
Holdings
194
QoQ value change ($000)
9,655
(1.6%)
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.