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| Happy Holidays!! thanks for using AUM13F!! |
| P J Schmidt Investment Management Inc
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| CRD # | 104701 |
| SEC # | 801-16815 |
| CIK # | 0001008895 |
| AUM | $787.3 M (2025-03-26) |
| Employees | 17 (35% Investors, 0% Brokers) |
| Phone | 262-377-0484 |
| Address | W62N570 Washington Avenue Cedarburg, WI 53012 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 42.1 | ||
| Apple Inc | 32.1 | ||
| Broadcom Inc | 29.6 | ||
| Schneider National Inc | 21.0 | ||
| Alphabet Inc | 19.1 | ||
| Amazon Com Inc | 17.0 | ||
| Lilly Eli & Co | 15.4 | ||
| VISA Inc | 12.4 | ||
| Nvidia Corp | 12.1 | ||
| BlackRock Inc | 10.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 95.1 |
| (b) Individuals (high net worth individuals) | 187 | 655.5 |
| (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 | 20.6 |
| (h) Charitable organizations | 5 | 14.6 |
| (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 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,320 | 787.3 |
| By Discretionary | ||
| Discretionary | 1,313 | 765.8 |
| Non-Discretionary | 7 | 21.5 |
| Total | 1,320 | 787.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 785.7 | |
| Total | 1,320 | 787.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001008895] |
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|---|---|---|
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NY | 0.8 |
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Johnson Bixby & Associates LLC
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WA | 0.8 |
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PA | 0.8 |
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The Rice Partnership LLC
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|
Southland Equity Partners LLC
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0.8 | |
|
MRAZ Amerine & Associates Inc
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CA | 0.8 |