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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) |
|---|
| CIK | Period |
|---|---|
| 0001008895 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 42.1 | ||
| Apple Inc | 32.1 | ||
| Broadcom Inc | 29.6 | ||
| Schneider National Inc | 21.0 | ||
| Alphabet Inc | 19.1 | ||
| Amazon Com Inc | 17.0 | ||
| Lilly Eli & Co | 15.4 | ||
| VISA Inc | 12.4 | ||
| Nvidia Corp | 12.1 | ||
| BlackRock Inc | 10.8 | ||
| Procter & Gamble Co | 10.4 | ||
| J P Morgan Chase & Co | 9.6 | ||
| Stryker Corp | 8.9 | ||
| FPL Group Inc | 8.6 | ||
| McDonalds Corp | 8.3 | ||
| Analog Devices Inc | 8.2 | ||
| Costco Wholesale Corp /NEW | 7.8 | ||
| PepsiCo Inc | 7.1 | ||
| Union Pacific Corp | 6.8 | ||
| AbbVie Inc | 6.4 | ||
| UnitedHealth Group Inc | 6.4 | ||
| Home Depot Inc | 6.4 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Frisch Financial Group Inc
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|
NY | 0.8 |
|
Johnson Bixby & Associates LLC
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|
WA | 0.8 |
|
Harbor Advisors LLC
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FL | 0.8 |
|
Atlantic Private Wealth LLC
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NC | 0.8 |
|
Sage Rhino Capital LLC
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|
CA | 0.8 |
|
Consilium Wealth Management LLC
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CA | 0.8 |
|
Radnor Capital Management LLC
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|
PA | 0.8 |
|
The Rice Partnership LLC
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|
HI | 0.8 |
|
Southland Equity Partners LLC
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|
0.8 | |
|
MRAZ Amerine & Associates Inc
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|
CA | 0.8 |