account_balance
Investment manager · 13F filer · SEC CIK 1632096
Jacobson & Schmitt Advisors, LLC
Reported value$612Mas of Sep 30, 2026
Positions81 0 new, 0 sold out
Top 10 weight42.7%APH alone is 7%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
APHAmphenol Corp
6.9%Trimmed −50%
IUSBiShares Tr
5.9%
ASMLASML Holding NV
4.7%
AMZNAmazon.com Inc
4.7%
MBBiShares Tr
4.0%
IGSBiShares Tr
3.6%
TXNTexas Instruments Inc
3.5%
FSVFirstService Corp
3.3%
AAONAAON, Inc.
3.2%
ELFe.l.f. Beauty, Inc.
2.8%
DHRDanaher Corp
2.8%
CSWCSW Industrials, Inc.
2.7%
APHAmphenol Corp
6.9%Trimmed −50%
IUSBiShares Tr
5.9%
ASMLASML Holding NV
4.7%
AMZNAmazon.com Inc
4.7%
MBBiShares Tr
4.0%
IGSBiShares Tr
3.6%
TXNTexas Instruments Inc
3.5%
FSVFirstService Corp
3.3%
AAONAAON, Inc.
3.2%
ELF2.8%DHR2.8%CSW2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
APH Amphenol Corp 6.9% Trimmed −50%
IUSB iShares Tr 5.9% Held
ASML ASML Holding NV 4.7% HeldAMZN Amazon.com Inc 4.7% HeldMBB iShares Tr 4.0% Held
IGSB iShares Tr 3.6% Held
TXN Texas Instruments Inc 3.5% HeldFSV FirstService Corp 3.3% HeldAAON AAON, Inc. 3.2% HeldELF e.l.f. Beauty, Inc. 2.8% HeldDHR Danaher Corp 2.8% HeldCSW CSW Industrials, Inc. 2.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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