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| P J Schmidt Investment Management Inc
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|---|---|
| CRD # | 104701 |
| SEC # | 801-16815 |
| CIK # | 0001008895 |
| AUM | 852.0 M (2026-03-27) |
| Employees | 18 (33% Investors, 0% Brokers) |
| Phone | 262-377-0484 |
| Address | W62N570 Washington Avenue Cedarburg, WI 53012 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 38.4 | ||
| Microsoft Corp | 33.1 | ||
| Alphabet Inc | 28.2 | ||
| Broadcom Inc | 28.0 | ||
| Schneider National Inc | 22.0 | ||
| Lilly Eli & Co | 17.4 | ||
| Amazon Com Inc | 16.0 | ||
| Nvidia Corp | 12.5 | ||
| FPL Group Inc | 11.1 | ||
| Analog Devices Inc | 10.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 266 | 88.7 |
| (b) Individuals (high net worth individuals) | 188 | 722.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 23.8 |
| (h) Charitable organizations | 5 | 16.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,368 | 852.0 |
| By Discretionary | ||
| Discretionary | 1,352 | 826.8 |
| Non-Discretionary | 16 | 25.3 |
| Total | 1,368 | 852.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 850.4 | |
| Total | 1,368 | 852.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001008895] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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