Jacobsen Capital Management Purchases in Q2 2025

Jacobsen Capital Management

  • $270 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
357
+ 15.2%
$335.24 - $380.78 $120K - $136K
2.71K $992K
ETN
Eaton Corp PLC

Industrials
186
+ 24.57%
$246.52 - $356.99 $45.9K - $66.4K
943 $336K
IWF
Ishares Russell 1000 Gr ETF

ETFs
8
+ 0.42%
$320.42 - $424.58 $2.56K - $3.4K
1.89K $804K
MU
Micron Technology Inc

Technology
287
+ 12.22%
$64.72 - $127.91 $18.6K - $36.7K
2.64K $324K
LLY
Eli Lilly & CO

Healthcare
214
+ 15.86%
$713.71 - $898.95 $153K - $192K
1.56K $1.22M
WFC
Wells Fargo & Company

Financial Services
688
+ 12.5%
$60.98 - $80.12 $42K - $55.1K
6.19K $496K
SCHX
Schwab Strategic Tr Us Large C

ETFs
31
+ 0.07%
$19.6 - $24.44 $608 - $758
41.5K $1.01M
DIS
Walt Disney CO

Communication Services
282
+ 13.42%
$81.72 - $124.01 $23K - $35K
2.38K $295K
COST
Costco Wholesale Corp

Consumer Defensive
55
+ 7.55%
$908.13 - $1056.85 $49.9K - $58.1K
783 $775K
MS
Morgan Stanley

Financial Services
215
+ 9.72%
$99.83 - $140.86 $21.5K - $30.3K
2.43K $341K
AXP
American Express CO

Financial Services
102
+ 12.0%
$231.39 - $318.98 $23.6K - $32.5K
952 $303K
ABT
Abbott Laboratories

Healthcare
445
+ 14.5%
$123.95 - $138.08 $55.2K - $61.4K
3.51K $477K
PANW
Palo Alto Networks Inc

Technology
111
+ 8.28%
$152.44 - $204.64 $16.9K - $22.7K
1.45K $297K
NEE
Nextera Energy Inc

Utilities
1.06K
+ 26.93%
$64.11 - $75.0 $68.1K - $79.7K
5.01K $347K
KO
Coca Cola CO

Consumer Defensive
1.02K
+ 14.25%
$68.37 - $73.9 $70K - $75.7K
8.21K $580K
RTX
Raytheon Technologies Corp

Industrials
110
+ 3.11%
$113.75 - $148.48 $12.5K - $16.3K
3.65K $532K
T
At&T Inc.

Communication Services
1.88K
+ 13.06%
$26.33 - $28.94 $49.6K - $54.5K
16.3K $471K
SYK
Stryker Corp

Healthcare
123
+ 21.89%
$337.37 - $395.63 $41.5K - $48.7K
685 $271K
PH
Parker Hannifin Corp

Industrials
36
+ 10.81%
$517.23 - $700.54 $18.6K - $25.2K
369 $257K
HON
Honeywell International Inc

Industrials
123
+ 11.94%
$182.86 - $232.88 $22.5K - $28.6K
1.15K $268K
ISRG
Intuitive Surgical Inc

Healthcare
37
+ 6.4%
$451.58 - $565.94 $16.7K - $20.9K
615 $334K
BSX
Boston Scientific Corp

Healthcare
242
+ 8.41%
$89.7 - $107.41 $21.7K - $26K
3.12K $334K
MRK
Merck & Co., Inc.

Healthcare
956
+ 30.55%
$73.47 - $87.12 $70.2K - $83.3K
4.09K $323K
QCOM
Qualcomm Inc

Technology
185
+ 9.32%
$124.66 - $159.48 $23.1K - $29.5K
2.17K $345K
SO
Southern CO

Utilities
448
+ 18.15%
$84.91 - $92.56 $38K - $41.5K
2.92K $267K
PGR
Progressive Corp

Financial Services
181
+ 19.4%
$255.27 - $288.74 $46.2K - $52.3K
1.11K $297K
CRM
Salesforce, Inc.

Technology
59
+ 3.47%
$236.26 - $291.15 $13.9K - $17.2K
1.76K $479K
WMB
Williams Companies, Inc.

Energy
63
+ 1.07%
$54.33 - $62.87 $3.42K - $3.96K
5.94K $373K
CMCSA
Comcast Corp

Communication Services
750
+ 13.53%
$32.84 - $36.72 $24.6K - $27.5K
6.29K $224K
MCD
Mcdonalds Corp

Consumer Cyclical
142
+ 13.17%
$285.55 - $321.23 $40.5K - $45.6K
1.22K $356K
VZ
Verizon Communications Inc

Communication Services
784
+ 10.38%
$41.67 - $45.62 $32.7K - $35.8K
8.34K $360K
AMGN
Amgen Inc

Healthcare
161
+ 18.9%
$262.28 - $309.85 $42.2K - $49.9K
1.01K $282K
ADP
Automatic Data Processing Inc

Industrials
33
+ 3.78%
$276.76 - $326.81 $9.13K - $10.8K
907 $279K
UNP
Union Pacific Corp

Industrials
57
+ 4.58%
$208.27 - $238.46 $11.9K - $13.6K
1.3K $299K
PG
Procter & Gamble CO

Consumer Defensive
354
+ 7.53%
$157.66 - $172.39 $55.8K - $61K
5.05K $805K
CB
Chubb LTD

Financial Services
39
+ 5.31%
$274.32 - $302.46 $10.7K - $11.8K
773 $223K
O
Realty Income Corp

Real Estate
38
+ 0.88%
$52.27 - $58.52 $1.99K - $2.22K
4.36K $251K
Arista Networks Inc
2.68K
New
N/A
2.68K $0
Linde PLC
109
+ 13.78%
N/A
900 $0
Blackrock Inc
261
New
N/A
261 $0
Pacs Group Inc
14.7K
New
N/A
14.7K $0
Lam Research Corp
2.69K
New
N/A
2.69K $0
Ge Vernova Inc
614
New
N/A
614 $0
ABBV
Abb Vie Inc.

Healthcare
385
+ 11.65%
$170.16 - $206.27 $65.5K - $79.4K
3.69K $684K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.22%
$210.83 - $235.28 $422 - $471
928 $205K
EXR
Extra Space Storage Inc.

Real Estate
162
+ 0.42%
$126.61 - $152.99 $20.5K - $24.8K
38.8K $5.72M
TMUS
T Mobile Us, Inc.

Communication Services
23
+ 2.68%
$220.99 - $268.54 $5.08K - $6.18K
882 $210K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
209
+ 6.78%
$483.48 - $539.8 $101K - $113K
3.29K $1.6M
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
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