Current Market Value 578,394,007
Current Holdings 187
Most Recent File Date 2025-08-01
Total Filings on Record 55
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Schmidt P J Investment Management Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-01 2025-06-30 13F-HR 187 578,394
2025-05-21 2025-03-31 13F-HR 184 546,028
2025-01-27 2024-12-31 13F-HR 184 576,543
2024-10-23 2024-09-30 13F-HR 188 579,267
2024-07-29 2024-06-30 13F-HR 182 547,498
2024-04-26 2024-03-31 13F-HR 180 530,054
2024-01-29 2023-12-31 13F-HR 170 504,735
2023-10-20 2023-09-30 13F-HR 167 466,573
2023-07-26 2023-06-30 13F-HR 170 503,073
2023-04-28 2023-03-31 13F-HR 170 478,567
2023-02-01 2022-12-31 13F-HR 172 441,493
2022-10-24 2022-09-30 13F-HR 168 415,516
2022-08-24 2022-06-30 13F-HR 172 458,299
2022-05-06 2022-03-31 13F-HR 169 450,739
2022-02-01 2021-12-31 13F-HR 173 500,803
2021-10-27 2021-09-30 13F-HR 172 508,733
2021-07-26 2021-06-30 13F-HR 174 500,597
2021-04-30 2021-03-31 13F-HR 172 479,367
2021-02-01 2020-12-31 13F-HR 156 442,801
2020-10-28 2020-09-30 13F-HR 149 410,918
2020-07-29 2020-06-30 13F-HR 116 333,540
2020-04-20 2020-03-31 13F-HR 119 287,590
2020-01-24 2019-12-31 13F-HR 134 373,509
2019-10-23 2019-09-30 13F-HR 132 351,991
2019-07-25 2019-06-30 13F-HR 133 346,112
2019-04-25 2019-03-31 13F-HR 132 342,132
2019-02-04 2018-12-31 13F-HR 130 304,692
2018-10-23 2018-09-30 13F-HR 138 353,004
2018-07-24 2018-06-30 13F-HR 133 342,688
2018-04-24 2018-03-31 13F-HR 132 341,893
2018-01-30 2017-12-31 13F-HR 135 353,431
2017-10-23 2017-09-30 13F-HR 135 334,212
2017-07-20 2017-06-30 13F-HR 129 328,424
2017-04-26 2017-03-31 13F-HR 123 281,873
2017-01-24 2016-12-31 13F-HR 123 270,367
2016-10-21 2016-09-30 13F-HR 132 269,091
2016-08-09 2016-06-30 13F-HR 133 269,015
2016-04-29 2016-03-31 13F-HR 134 254,779
2016-01-29 2015-12-31 13F-HR 138 250,009
2015-10-20 2015-09-30 13F-HR 141 229,639
2015-07-22 2015-06-30 13F-HR 155 255,237
2015-04-29 2015-03-31 13F-HR 153 255,661
2015-01-22 2014-12-31 13F-HR 151 252,926
2014-10-24 2014-09-30 13F-HR 146 244,699
2014-07-23 2014-06-30 13F-HR/A 1 R 147 255,637
2014-07-23 2014-06-30 13F-HR 145 252,774
2014-04-25 2014-03-31 13F-HR 145 252,774
2014-02-06 2013-12-31 13F-HR 130 236,626
2013-10-29 2013-09-30 13F-HR 117 218,586
2013-08-06 2013-06-30 13F-HR 106 207,939
2013-08-07 2013-03-31 13F-HR/A 1 R 98 219,774
2013-08-13 2012-12-31 13F-HR/A 1 R 80 199,071
2013-08-13 2012-09-30 13F-HR/A 1 R 85 216,696
2013-08-13 2012-06-30 13F-HR/A 1 R 84 214,175
2013-08-13 2012-03-31 13F-HR/A 1 R 89 219,541