Jacobsen Capital Management Purchases and Sells in Q3 2025

Jacobsen Capital Management

$293 Million
Q3 2025

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	7.32K + 0.74%	$56.02 - $60.3 $410K - $441K	991K $59.4M
VTV	1.26K + 0.68%	$175.51 - $186.57 $222K - $236K	187K $34.9M
SCHF	58.9K + 14.3%	$21.69 - $23.34 $1.28M - $1.37M	471K $11M
AAPL	330 + 0.95%	$202.38 - $256.87 $66.8K - $84.8K	35K $8.91M
NVDA	1.2K + 2.44%	$153.3 - $186.58 $183K - $223K	50.2K $9.36M
GOOGL	210 + 1.07%	$174.36 - $254.72 $36.6K - $53.5K	19.9K $4.83M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVX	2.47K New	$145.57 - $161.83 $359K - $399K	2.47K $382K
PEP	2.11K New	$133.81 - $152.16 $282K - $321K	2.11K $296K
PFE	10.1K New	$23.29 - $25.88 $236K - $262K	10.1K $258K
INTC	6.53K New	$19.31 - $35.5 $126K - $232K	6.53K $219K
EGO	7.5K New	$19.75 - $28.89 $148K - $217K	7.5K $216K
C	2.07K New	$85.57 - $103.49 $177K - $214K	2.07K $210K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PG	-498 - 9.86%	$150.47 - $161.22 $74.9K - $80.3K	4.56K $699K
BSV	-1.3K - 3.93%	$78.11 - $79.07 $102K - $103K	31.8K $2.51M
V	-25 - 0.45%	$332.09 - $358.86 $8.3K - $8.97K	5.51K $1.88M
BKNG	-3 - 1.88%	$5364.25 - $5815.92 $16.1K - $17.4K	157 $847K
ISRG	-31 - 5.04%	$433.66 - $544.47 $13.4K - $16.9K	584 $261K
SPGI	-1 - 0.06%	$484.94 - $564.15 $485 - $564	1.64K $798K

Activity Summary All Purchases 84 New Holdings 9 Increased Positions 75 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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