Jacobsen Capital Management Purchases in Q2 2025

Jacobsen Capital Management

  • $270 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.09K
+ 2.08%
$329.49 - $438.4 $688K - $916K
102K $44.9M
VEA
Vanguard Ftse Developed Market

ETFs
30.6K
+ 3.21%
$45.65 - $57.01 $1.4M - $1.74M
984K $56.1M
NVDA
Nvidia Corp

Technology
4.15K
+ 9.26%
$94.31 - $157.99 $391K - $656K
49K $7.74M
MSFT
Microsoft Corp

Technology
2K
+ 14.53%
$354.56 - $497.45 $708K - $993K
15.7K $7.83M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.89K
+ 10.6%
$219.76 - $276.94 $854K - $1.08M
40.5K $11.2M
VTV
Vanguard Value ETF

ETFs
3.25K
+ 1.78%
$153.67 - $176.74 $499K - $574K
186K $32.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.7K
+ 3.97%
$17.76 - $22.1 $279K - $348K
412K $9.11M
VBR
Vanguard Small Cap Value ETF

ETFs
3.44K
+ 5.05%
$162.76 - $195.77 $559K - $673K
71.4K $13.9M
AVGO
Broadcom Inc.

Technology
926
+ 11.13%
$146.29 - $275.65 $135K - $255K
9.25K $2.55M
VB
Vanguard Small Cap ETF

ETFs
3.53K
+ 19.3%
$193.73 - $237.37 $684K - $838K
21.8K $5.17M
META
Meta Platforms, Inc.

Communication Services
483
+ 12.74%
$484.66 - $738.09 $234K - $356K
4.27K $3.15M
TSLA
Tesla, Inc.

Consumer Cyclical
1.26K
+ 28.79%
$221.86 - $362.89 $279K - $457K
5.63K $1.79M
GOOGL
Alphabet Inc.

Communication Services
1.02K
+ 5.46%
$144.7 - $178.6 $147K - $182K
19.7K $3.47M
GOOG
Alphabet Inc.

Communication Services
1.64K
+ 27.93%
$146.58 - $180.01 $240K - $294K
7.49K $1.33M
JPM
Jpmorgan Chase & CO

Financial Services
365
+ 7.38%
$210.28 - $289.91 $76.8K - $106K
5.31K $1.54M
NFLX
Netflix Inc

Communication Services
35
+ 5.09%
$855.86 - $1339.13 $30K - $46.9K
722 $966K
CAT
Caterpillar Inc

Industrials
831
New
$273.94 - $388.21 $228K - $323K
831 $322K
AMAT
Applied Materials Inc

Technology
1.52K
New
$126.95 - $183.52 $192K - $278K
1.52K $277K
ORCL
Oracle Corp

Technology
272
+ 10.04%
$122.82 - $218.63 $33.4K - $59.5K
2.98K $651K
CRWD
Crowd Strike Holdings, Inc.

Technology
521
New
$321.63 - $509.31 $168K - $265K
521 $265K
ELV
Elevance Health, Inc.

Healthcare
678
New
$372.27 - $452.69 $252K - $307K
678 $263K
PLTR
Palantir Technologies Inc.

Technology
504
+ 13.62%
$74.01 - $144.25 $37.3K - $72.7K
4.21K $573K
COF
Capital One Financial Corp

Financial Services
1.17K
New
$150.57 - $212.76 $176K - $249K
1.17K $249K
GS
Goldman Sachs Group Inc

Financial Services
323
New
$462.22 - $707.75 $149K - $229K
323 $228K
GILD
Gilead Sciences, Inc.

Healthcare
2.02K
New
$96.91 - $113.0 $196K - $228K
2.02K $223K
JNJ
Johnson & Johnson

Healthcare
1.72K
+ 54.32%
$146.36 - $159.82 $252K - $275K
4.89K $747K
V
Visa Inc.

Financial Services
555
+ 11.14%
$308.27 - $373.31 $171K - $207K
5.54K $1.97M
BA
Boeing CO

Industrials
1.02K
New
$136.59 - $217.51 $140K - $223K
1.02K $214K
SWX
Southwest Gas Holdings, Inc.

Utilities
2.88K
New
$66.91 - $76.44 $193K - $220K
2.88K $214K
TT
Trane Technologies PLC

Industrials
491
New
$315.21 - $437.41 $155K - $215K
491 $214K
AMD
Advanced Micro Devices Inc

Technology
643
+ 20.76%
$78.21 - $143.81 $50.3K - $92.5K
3.74K $530K
KLAC
Kla Corp

Technology
235
New
$576.53 - $902.94 $135K - $212K
235 $210K
SCHW
Schwab Charles Corp

Financial Services
2.29K
New
$69.06 - $91.24 $158K - $209K
2.29K $209K
CME
Cme Group Inc.

Financial Services
758
New
$252.37 - $290.71 $191K - $220K
758 $208K
BMY
Bristol Myers Squibb CO

Healthcare
4.39K
New
$44.12 - $59.6 $194K - $262K
4.39K $203K
MO
Altria Group, Inc.

Consumer Defensive
3.44K
New
$55.56 - $60.91 $191K - $209K
3.44K $201K
MDT
Medtronic PLC

Healthcare
2.3K
New
$80.68 - $88.86 $185K - $204K
2.3K $200K
WMT
Walmart Inc.

Consumer Defensive
1.16K
+ 13.71%
$81.79 - $99.98 $94.8K - $116K
9.62K $940K
XOM
Exxon Mobil Corp

Energy
2.39K
+ 41.1%
$99.93 - $119.04 $239K - $284K
8.2K $884K
NOW
Service Now, Inc.

Technology
112
+ 33.73%
$721.65 - $1040.18 $80.8K - $117K
444 $456K
GE
General Electric CO

Industrials
250
+ 12.42%
$166.81 - $257.39 $41.7K - $64.3K
2.26K $582K
CSCO
Cisco Systems, Inc.

Technology
1.88K
+ 30.32%
$53.19 - $69.38 $100K - $130K
8.08K $560K
ADSK
Autodesk, Inc.

Technology
707
New
N/A
707 $173K
IBM
International Business Machines Corp

Technology
276
+ 18.17%
$221.03 - $294.78 $61K - $81.4K
1.8K $529K
MA
Mastercard Inc

Financial Services
218
+ 10.8%
$479.92 - $590.74 $105K - $129K
2.24K $1.26M
UBER
Uber Technologies, Inc

Technology
856
+ 25.89%
$64.62 - $93.3 $55.3K - $79.9K
4.16K $388K
INTU
Intuit Inc

Technology
63
+ 11.45%
$544.07 - $787.63 $34.3K - $49.6K
613 $482K
AAPL
Apple Inc.

Technology
3.25K
+ 10.35%
$172.42 - $223.89 $560K - $728K
34.6K $7.11M
PM
Philip Morris International Inc.

Consumer Defensive
431
+ 18.61%
$149.23 - $184.95 $64.3K - $79.7K
2.75K $500K
Activity Summary
Buys All Purchases 99 New Holdings 22 Increased Positions 77 Sells All Sells 15 Reductions 15 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