SCHMIDT P J INVESTMENT MANAGEMENT INC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Cedarburg, WI
CIK
0001008895
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 182 547,498 MSFT, AAPL, IGIB, SNDR 13F-HR 7/29/2024 000100889524000003
Q1 2024 180 530,054 MSFT, AAPL, IGIB, SNDR 13F-HR 4/26/2024 000100889524000002
Q4 2023 170 504,735 MSFT, AAPL, SNDR, IGIB 13F-HR 1/29/2024 000100889524000001
Q3 2023 167 466,572 SNDR, MSFT, AAPL, IGSB 13F-HR 10/20/2023 000100889523000004
Q2 2023 170 503,072 SNDR, MSFT, AAPL, IGSB 13F-HR 7/26/2023 000100889523000003
Q1 2023 170 478,567 SNDR, MSFT, AAPL, IGSB 13F-HR 4/28/2023 000100889523000002
Q4 2022 172 441,492 SNDR, MSFT, AAPL, IGSB 13F-HR 2/1/2023 000100889523000001
Q3 2022 168 415,516 SNDR, AAPL, MSFT, UNH 13F-HR 10/24/2022 000100889522000004
Q2 2022 172 458,299 AAPL, SNDR, MSFT, UNH 13F-HR 8/24/2022 000100889522000003
Q1 2022 169 450,739 AAPL, SNDR, MSFT, AGG 13F-HR 5/6/2022 000100889522000002
Q4 2021 173 500,803 AAPL, SNDR, MSFT, AGG 13F-HR 2/1/2022 000100889522000001
Q3 2021 172 508,733 MSFT, SNDR, AAPL, AGG 13F-HR 10/27/2021 000100889521000004
Q2 2021 174 500,597 MSFT, AAPL, SNDR, AGG 13F-HR 7/26/2021 000100889521000003
Q1 2021 172 479,367 SNDR, AAPL, MSFT, AGG 13F-HR 4/30/2021 000100889521000002
Q4 2020 156 442,801 AAPL, SNDR, MSFT, AGG 13F-HR 2/1/2021 000100889521000001
Q3 2020 149 410,918 SNDR, AAPL, MSFT, GVI 13F-HR 10/28/2020 000100889520000004
Q2 2020 116 333,540 SNDR, MSFT, AAPL, AMZN 13F-HR 7/29/2020 000100889520000003
Q1 2020 119 287,590 SNDR, MSFT, AAPL, V 13F-HR 4/20/2020 000100889520000002
Q4 2019 134 373,509 SNDR, MSFT, AAPL, IJH 13F-HR 1/24/2020 000100889520000001
Q3 2019 132 351,991 SNDR, MSFT, AAPL, IJH 13F-HR 10/23/2019 000100889519000006
Q2 2019 133 346,112 SNDR, MSFT, AAPL, IJH 13F-HR 7/25/2019 000100889519000005
Q1 2019 132 342,132 SNDR, MSFT, AAPL, IJH 13F-HR 4/25/2019 000100889519000004
Q4 2018 130 304,692 SNDR, MSFT, AAPL, IJH 13F-HR 2/4/2019 000100889519000003
Q3 2018 138 353,004 SNDR, MSFT, AAPL, IJH 13F-HR 10/23/2018 000100889518000004
Q2 2018 133 342,688 SNDR, MSFT, AAPL, IJH 13F-HR 7/24/2018 000100889518000003
Q1 2018 132 341,893 SNDR, MSFT, AAPL, IJH 13F-HR 4/24/2018 000100889518000002
Q4 2017 135 353,431 SNDR, MSFT, AAPL, IVV 13F-HR 1/30/2018 000100889518000001
Q3 2017 135 334,212 SNDR, MSFT, IVV, AAPL 13F-HR 10/23/2017 000100889517000005
Q2 2017 129 328,424 SNDR, IVV, MSFT, JNJ 13F-HR 7/20/2017 000100889517000003
Q1 2017 123 281,873 IVV, AAPL, MSFT, JNJ 13F-HR 4/26/2017 000100889517000002
Q4 2016 123 270,367 IVV, MSFT, JNJ, VZ 13F-HR 1/24/2017 000100889517000001
Q3 2016 132 269,091 JNJ, MSFT, PEP, VZ 13F-HR 10/21/2016 000100889516000009
Q2 2016 133 269,015 JNJ, BMY, VZ, IVV 13F-HR 8/9/2016 000100889516000008
Q1 2016 134 254,779 JNJ, BMY, AAPL, IVV 13F-HR 4/29/2016 000100889516000006
Q4 2015 138 250,009 BMY, JNJ, AAPL, MSFT 13F-HR 1/29/2016 000100889516000005
Q3 2015 141 229,639 BMY, JNJ, AAPL, IVV 13F-HR 10/20/2015 000100889515000004
Q2 2015 155 255,237 BMY, JNJ, AAPL, IVV 13F-HR 7/22/2015 000100889515000003
Q1 2015 153 255,661 BMY, JNJ, UNP, IVV 13F-HR 4/29/2015 000100889515000002
Q4 2014 151 252,926 JNJ, BMY, UNP, PG 13F-HR 1/22/2015 000100889515000001
Q3 2014 146 244,699 JNJ, CVX, BMY, UNP 13F-HR 10/24/2014 000100889514000005
Q2 2014 147 255,637 JNJ, CVX, VZ, BMY RESTATEMENT 7/23/2014 000100889514000004
Q1 2014 145 252,774 JNJ, CVX, BMY, VZ 13F-HR 4/25/2014 000100889514000002
Q4 2013 130 236,626 CVX, JNJ, BMY, VZ 13F-HR 2/6/2014 000100889514000001
Additional filings from Schmidt P J Investment Management Inc that have since been restated