Jacobsen Capital Management Purchases in Q1 2025

Jacobsen Capital Management

  • $230 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
48
+ 1.21%
$112.81 - $126.16 $5.41K - $6.06K
4K $487K
FISV
Fiserv Inc

Technology
45
+ 2.73%
N/A
1.69K $212K
Linde PLC
22
+ 2.86%
N/A
791 $0
BAC
Bank Of America Corp

Financial Services
373
+ 4.13%
$39.61 - $47.74 $14.8K - $17.8K
9.4K $392K
MS
Morgan Stanley

Financial Services
90
+ 4.24%
$111.68 - $141.08 $10.1K - $12.7K
2.21K $258K
HON
Honeywell International Inc

Industrials
20
+ 1.98%
$202.75 - $226.52 $4.06K - $4.53K
1.03K $218K
PANW
Palo Alto Networks Inc

Technology
29
+ 2.21%
$167.82 - $208.28 $4.87K - $6.04K
1.34K $228K
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 0.98%
$222.66 - $268.42 $2K - $2.42K
926 $215K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.87%
$476.63 - $610.45 $2.38K - $3.05K
578 $286K
WMT
Walmart Inc.

Consumer Defensive
65
+ 0.77%
$84.5 - $105.05 $5.49K - $6.83K
8.46K $742K
DIS
Walt Disney CO

Communication Services
67
+ 3.29%
$96.87 - $114.0 $6.49K - $7.64K
2.1K $207K
ETN
Eaton Corp PLC

Industrials
58
+ 8.3%
$271.83 - $371.23 $15.8K - $21.5K
757 $205K
ORCL
Oracle Corp

Technology
267
+ 10.94%
$139.81 - $186.47 $37.3K - $49.8K
2.71K $378K
TMO
Thermo Fisher Scientific Inc.

Healthcare
15
+ 0.93%
$497.6 - $606.74 $7.46K - $9.1K
1.63K $809K
ACN
Accenture PLC

Technology
7
+ 0.75%
$300.91 - $398.25 $2.11K - $2.79K
946 $295K
ADBE
Adobe Inc.

Technology
51
+ 5.48%
$377.84 - $464.11 $19.3K - $23.7K
982 $376K
SCHX
Schwab Strategic Tr Us Large C

ETFs
268
+ 0.65%
$21.75 - $24.28 $5.83K - $6.51K
41.5K $916K
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 0.95%
$347.25 - $424.87 $7.64K - $9.35K
2.35K $860K
NOW
Service Now, Inc.

Technology
7
+ 2.15%
$783.83 - $1170.39 $5.49K - $8.19K
332 $264K
CRM
Salesforce, Inc.

Technology
52
+ 3.16%
$268.36 - $359.95 $14K - $18.7K
1.7K $455K
GOOG
Alphabet Inc.

Communication Services
215
+ 3.81%
$156.06 - $207.71 $33.6K - $44.7K
5.85K $914K
AMZN
Amazon Com Inc

Consumer Cyclical
312
+ 1.99%
$190.26 - $242.06 $59.4K - $75.5K
16K $3.04M
AVGO
Broadcom Inc.

Technology
193
+ 2.37%
$167.43 - $244.7 $32.3K - $47.2K
8.32K $1.39M
MSFT
Microsoft Corp

Technology
152
+ 1.12%
$375.39 - $447.2 $57.1K - $68K
13.7K $5.16M
AAPL
Apple Inc.

Technology
388
+ 1.25%
$209.68 - $247.1 $81.4K - $95.9K
31.4K $6.97M
NVDA
Nvidia Corp

Technology
1.46K
+ 3.37%
$106.98 - $149.43 $156K - $218K
44.8K $4.86M
VUG
Vanguard Growth ETF

ETFs
79
+ 0.08%
$369.1 - $427.61 $29.2K - $33.8K
100K $37.2M
Activity Summary
Buys All Purchases 78 New Holdings 9 Increased Positions 69 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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