Jacobsen Capital Management Purchases in Q3 2025

Jacobsen Capital Management

  • $293 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
62
+ 1.42%
$56.13 - $60.79 $3.48K - $3.77K
4.42K $268K
BA
Boeing CO

Industrials
47
+ 4.59%
$209.79 - $237.38 $9.86K - $11.2K
1.07K $230K
SCHW
Schwab Charles Corp

Financial Services
65
+ 2.83%
$91.03 - $98.69 $5.92K - $6.41K
2.36K $225K
AXP
American Express CO

Financial Services
3
+ 0.32%
$294.27 - $342.31 $883 - $1.03K
955 $317K
VZ
Verizon Communications Inc

Communication Services
159
+ 1.91%
$40.84 - $45.06 $6.49K - $7.16K
8.5K $373K
CB
Chubb LTD

Financial Services
64
+ 8.28%
$265.99 - $289.59 $17K - $18.5K
837 $236K
FISV
Fiserv Inc

Technology
97
+ 5.81%
N/A
1.77K $221K
SO
Southern CO

Utilities
36
+ 1.23%
$90.83 - $96.0 $3.27K - $3.46K
2.95K $279K
SWX
Southwest Gas Holdings, Inc.

Utilities
8
+ 0.28%
$72.88 - $79.93 $583 - $639
2.89K $226K
UNP
Union Pacific Corp

Industrials
13
+ 1.0%
$214.91 - $237.16 $2.79K - $3.08K
1.31K $310K
ADSK
Autodesk, Inc.

Technology
9
+ 1.27%
N/A
716 $176K
WMB
Williams Companies, Inc.

Energy
5
+ 0.08%
$56.52 - $64.01 $283 - $320
5.95K $376K
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.11%
$226.02 - $259.01 $226 - $259
883 $211K
Linde PLC
12
+ 1.33%
N/A
912 $0
Pacs Group Inc
3.14K
+ 21.38%
N/A
17.8K $0
Lam Research Corp
111
+ 4.12%
N/A
2.8K $0
T
At&T Inc.

Communication Services
355
+ 2.18%
$26.94 - $29.62 $9.56K - $10.5K
16.6K $470K
CME
Cme Group Inc.

Financial Services
11
+ 1.45%
$258.83 - $287.1 $2.85K - $3.16K
769 $207K
ABT
Abbott Laboratories

Healthcare
38
+ 1.08%
$120.51 - $136.62 $4.58K - $5.19K
3.55K $475K
CSCO
Cisco Systems, Inc.

Technology
34
+ 0.42%
$66.2 - $71.79 $2.25K - $2.44K
8.12K $555K
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 0.77%
$412.46 - $514.1 $1.65K - $2.06K
525 $257K
IBM
International Business Machines Corp

Technology
46
+ 2.56%
$234.77 - $292.47 $10.8K - $13.5K
1.84K $519K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.22%
$288.69 - $310.94 $577 - $622
909 $266K
SYK
Stryker Corp

Healthcare
5
+ 0.73%
$368.57 - $403.53 $1.84K - $2.02K
690 $255K
DIS
Walt Disney CO

Communication Services
53
+ 2.22%
$112.25 - $124.0 $5.95K - $6.57K
2.44K $278K
ADBE
Adobe Inc.

Technology
26
+ 2.69%
$333.65 - $392.1 $8.67K - $10.2K
992 $349K
CRM
Salesforce, Inc.

Technology
163
+ 9.28%
$231.66 - $273.65 $37.8K - $44.6K
1.92K $455K
BSX
Boston Scientific Corp

Healthcare
52
+ 1.67%
$97.03 - $108.14 $5.05K - $5.62K
3.17K $309K
NOW
Service Now, Inc.

Technology
2
+ 0.45%
$850.86 - $1044.69 $1.7K - $2.09K
446 $410K
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 0.4%
$157.77 - $183.27 $1.74K - $2.02K
2.76K $447K
INTU
Intuit Inc

Technology
1
+ 0.16%
$646.03 - $807.39 $646 - $807
614 $419K
NFLX
Netflix Inc

Communication Services
26
+ 3.6%
$1147.87 - $1297.18 $29.8K - $33.7K
748 $896K
EXR
Extra Space Storage Inc.

Real Estate
8
+ 0.02%
$134.36 - $152.88 $1.07K - $1.22K
38.8K $5.47M
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
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