Jacobsen Capital Management Purchases and Sells in Q2 2025

Jacobsen Capital Management

$270 Million
Q2 2025

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	2.09K + 2.08%	$329.49 - $438.4 $688K - $916K	102K $44.9M
VEA	30.6K + 3.21%	$45.65 - $57.01 $1.4M - $1.74M	984K $56.1M
NVDA	4.15K + 9.26%	$94.31 - $157.99 $391K - $656K	49K $7.74M
MSFT	2K + 14.53%	$354.56 - $497.45 $708K - $993K	15.7K $7.83M
VBK	3.89K + 10.6%	$219.76 - $276.94 $854K - $1.08M	40.5K $11.2M
VTV	3.25K + 1.78%	$153.67 - $176.74 $499K - $574K	186K $32.8M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAT	831 New	$273.94 - $388.21 $228K - $323K	831 $322K
AMAT	1.52K New	$126.95 - $183.52 $192K - $278K	1.52K $277K
CRWD	521 New	$321.63 - $509.31 $168K - $265K	521 $265K
ELV	678 New	$372.27 - $452.69 $252K - $307K	678 $263K
COF	1.17K New	$150.57 - $212.76 $176K - $249K	1.17K $249K
GS	323 New	$462.22 - $707.75 $149K - $229K	323 $228K

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-758 - 52.64%	$274.35 - $599.47 $208K - $454K	682 $212K
TMO	-41 - 2.52%	$390.26 - $489.06 $16K - $20.1K	1.59K $643K
BSV	-1.41K - 4.09%	$77.74 - $78.78 $110K - $111K	33.1K $2.6M
SHW	-88 - 5.01%	$313.51 - $363.51 $27.6K - $32K	1.67K $573K
ZTS	-121 - 6.66%	$144.41 - $170.3 $17.5K - $20.6K	1.7K $264K
TJX	-179 - 4.47%	$119.13 - $135.03 $21.3K - $24.2K	3.83K $472K

Activity Summary All Purchases 99 New Holdings 22 Increased Positions 77 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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