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  Name: SCHMIDT P J INVESTMENT MANAGEMENT INC
  City: CEDARBURG
  State: WI
  Zip: 53012
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $530,004,000
  Total Value Change : $25,299,000
  Securities Held Change : 10
   
All Securities Held : 179
  New Positions : 16
  Closed Positions : 7
  Increased Positions : 67
  Unchanged Positions : 24
  Decreased Positions : 72

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SMLF)1 Year Chart         SMLF Ishares Edge Msci Multifact... 94 New $61.32 $600,000 9,442 0.11% 600,000 9,442 0.007    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 117 New $469.98 $463,000 963 0.09% 463,000 963 0    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 138 New $49.56 $370,000 7,380 0.07% 370,000 7,380 0    Closed - End Fund - F...
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 145 New $25.35 $327,000 12,740 0.06% 327,000 12,740 0.006    N/A
   (PYLD)1 Year Chart         PYLD Pimco Multisector Bond Acti... 149 New $25.41 $314,000 12,196 0.06% 314,000 12,196 0.049    N/A
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... 153 New $0.00 $274,000 5,362 0.05% 274,000 5,362 0    N/A
   (PTNQ)1 Year Chart         PTNQ Pacer Trendpilot 100 Etf 157 New $0.00 $268,000 3,896 0.05% 268,000 3,896 0.024    N/A
   (TDG)1 Year Chart         TDG Transdigm Group Inc 165 New $1,293.80 $235,000 191 0.04% 235,000 191 0    Aerospace/Defense Pro...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 168 New $179.64 $222,000 1,310 0.04% 222,000 1,310 0    Communication Equipment
   (IRM)1 Year Chart         IRM Iron Mountain Inc 170 New $75.32 $221,000 2,760 0.04% 221,000 2,760 0.001    Business Services
   (IFRA)1 Year Chart         IFRA Ishares Us Infrastructure Etf 171 New $0.00 $216,000 4,978 0.04% 216,000 4,978 0.006    N/A
   (MIDD)1 Year Chart         MIDD Middleby Corp 172 New $140.08 $215,000 1,336 0.04% 215,000 1,336 0.025    Diversified Machinery
   (IEO)1 Year Chart         IEO iShares Dow Jones U.S. Oil ... 173 New $0.00 $215,000 2,012 0.04% 215,000 2,012 0    Closed - End Fund - E...
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 174 New $227.32 $210,000 890 0.04% 210,000 890 0.002    Closed - End Fund - Debt
   (GCOW)1 Year Chart         GCOW Pacer Global Cash Cows Divi... 177 New $0.00 $205,000 5,906 0.04% 205,000 5,906 0.013    N/A
      15 Records Found
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Page 1 of 1
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