Jacobsen Capital Management Purchases in Q3 2025

Jacobsen Capital Management

  • $293 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
7.32K
+ 0.74%
$56.02 - $60.3 $410K - $441K
991K $59.4M
VTV
Vanguard Value ETF

ETFs
1.26K
+ 0.68%
$175.51 - $186.57 $222K - $236K
187K $34.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
58.9K
+ 14.3%
$21.69 - $23.34 $1.28M - $1.37M
471K $11M
AAPL
Apple Inc.

Technology
330
+ 0.95%
$202.38 - $256.87 $66.8K - $84.8K
35K $8.91M
NVDA
Nvidia Corp

Technology
1.2K
+ 2.44%
$153.3 - $186.58 $183K - $223K
50.2K $9.36M
GOOGL
Alphabet Inc.

Communication Services
210
+ 1.07%
$174.36 - $254.72 $36.6K - $53.5K
19.9K $4.83M
TSLA
Tesla, Inc.

Consumer Cyclical
136
+ 2.42%
$293.94 - $444.72 $40K - $60.5K
5.76K $2.56M
VB
Vanguard Small Cap ETF

ETFs
1.17K
+ 5.35%
$237.58 - $259.17 $277K - $303K
23K $5.85M
AVGO
Broadcom Inc.

Technology
243
+ 2.63%
$264.74 - $369.57 $64.3K - $89.8K
9.49K $3.13M
GOOG
Alphabet Inc.

Communication Services
287
+ 3.83%
$175.16 - $255.24 $50.3K - $73.3K
7.78K $1.89M
CVX
Chevron Corp

Energy
2.47K
New
$145.57 - $161.83 $359K - $399K
2.47K $382K
PEP
Pepsico Inc

Consumer Defensive
2.11K
New
$133.81 - $152.16 $282K - $321K
2.11K $296K
PFE
Pfizer Inc

Healthcare
10.1K
New
$23.29 - $25.88 $236K - $262K
10.1K $258K
INTC
Intel Corp

Technology
6.53K
New
$19.31 - $35.5 $126K - $232K
6.53K $219K
EGO
Eldorado Gold Corp

Basic Materials
7.5K
New
$19.75 - $28.89 $148K - $217K
7.5K $216K
C
Citigroup Inc

Financial Services
2.07K
New
$85.57 - $103.49 $177K - $214K
2.07K $210K
USB
Us Bancorp \De\

Financial Services
4.24K
New
$43.94 - $50.41 $186K - $214K
4.24K $205K
ORCL
Oracle Corp

Technology
63
+ 2.11%
$218.96 - $328.33 $13.8K - $20.7K
3.04K $855K
UNH
Unitedhealth Group Inc

Healthcare
523
+ 76.69%
$237.77 - $353.61 $124K - $185K
1.21K $416K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.7K
New
$109.47 - $119.06 $186K - $202K
1.7K $200K
URI
United Rentals, Inc.

Industrials
210
New
$774.14 - $975.23 $163K - $205K
210 $200K
JPM
Jpmorgan Chase & CO

Financial Services
128
+ 2.41%
$282.78 - $316.06 $36.2K - $40.5K
5.44K $1.72M
TMO
Thermo Fisher Scientific Inc.

Healthcare
101
+ 6.37%
$404.94 - $499.99 $40.9K - $50.5K
1.69K $818K
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.19%
$184.85 - $231.54 $1.29K - $1.62K
3.7K $856K
MU
Micron Technology Inc

Technology
94
+ 3.57%
$104.88 - $168.89 $9.86K - $15.9K
2.73K $456K
AMZN
Amazon Com Inc

Consumer Cyclical
504
+ 2.74%
$211.65 - $238.24 $107K - $120K
18.9K $4.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
110
+ 3.34%
$459.11 - $506.91 $50.5K - $55.8K
3.4K $1.71M
GE
General Electric CO

Industrials
32
+ 1.41%
$244.75 - $305.63 $7.83K - $9.78K
2.3K $690K
BAC
Bank Of America Corp

Financial Services
1.03K
+ 10.35%
$44.92 - $52.42 $46.2K - $53.9K
11K $565K
RTX
Raytheon Technologies Corp

Industrials
71
+ 1.95%
$144.19 - $167.33 $10.2K - $11.9K
3.72K $622K
MRK
Merck & Co., Inc.

Healthcare
804
+ 19.68%
$77.6 - $87.37 $62.4K - $70.2K
4.89K $410K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
512
+ 0.84%
$76.16 - $78.59 $39K - $40.2K
61.6K $4.81M
AMD
Advanced Micro Devices Inc

Technology
64
+ 1.71%
$134.8 - $184.42 $8.63K - $11.8K
3.81K $615K
TJX
Tjx Companies Inc

Consumer Cyclical
9
+ 0.24%
$121.35 - $144.54 $1.09K - $1.3K
3.83K $554K
CAT
Caterpillar Inc

Industrials
6
+ 0.72%
$390.92 - $477.15 $2.35K - $2.86K
837 $399K
KLAC
Kla Corp

Technology
10
+ 4.26%
$843.9 - $1078.6 $8.44K - $10.8K
245 $264K
WMT
Walmart Inc.

Consumer Defensive
19
+ 0.2%
$94.4 - $104.27 $1.79K - $1.98K
9.63K $992K
GS
Goldman Sachs Group Inc

Financial Services
25
+ 7.74%
$696.56 - $806.32 $17.4K - $20.2K
348 $277K
MS
Morgan Stanley

Financial Services
5
+ 0.21%
$139.09 - $161.16 $695 - $806
2.43K $386K
MO
Altria Group, Inc.

Consumer Defensive
152
+ 4.43%
$57.75 - $67.68 $8.78K - $10.3K
3.59K $236K
NEE
Nextera Energy Inc

Utilities
38
+ 0.76%
$69.77 - $77.54 $2.65K - $2.95K
5.04K $380K
WFC
Wells Fargo & Company

Financial Services
106
+ 1.71%
$77.05 - $85.16 $8.17K - $9.03K
6.3K $527K
LOW
Lowes Companies Inc

Consumer Cyclical
13
+ 1.4%
$215.01 - $273.02 $2.8K - $3.55K
941 $236K
MDT
Medtronic PLC

Healthcare
96
+ 4.18%
$87.67 - $95.74 $8.42K - $9.19K
2.39K $228K
TXN
Texas Instruments Inc

Technology
139
+ 9.75%
N/A
1.57K $304K
MCD
Mcdonalds Corp

Consumer Cyclical
39
+ 3.2%
$291.67 - $316.99 $11.4K - $12.4K
1.26K $382K
META
Meta Platforms, Inc.

Communication Services
55
+ 1.29%
$695.21 - $791.73 $38.2K - $43.5K
4.33K $3.18M
PH
Parker Hannifin Corp

Industrials
1
+ 0.27%
$697.13 - $769.67 $697 - $770
370 $280K
MA
Mastercard Inc

Financial Services
10
+ 0.45%
$550.18 - $598.96 $5.5K - $5.99K
2.25K $1.28M
Activity Summary
Buys All Purchases 84 New Holdings 9 Increased Positions 75 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jacobsen Capital Management Portfolio

Follow Jacobsen Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jacobsen Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Jacobsen Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email