Jacobsen Capital Management Incresed Positions 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
ORCL
Oracle Corp

Technology
272
+ 10.04%
$122.82 - $218.63 $33.4K - $59.5K
2.98K $651K
PLTR
Palantir Technologies Inc.

Technology
504
+ 13.62%
$74.01 - $144.25 $37.3K - $72.7K
4.21K $573K
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
AMD
Advanced Micro Devices Inc

Technology
643
+ 20.76%
$78.21 - $143.81 $50.3K - $92.5K
3.74K $530K
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
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
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
BAC
Bank Of America Corp

Financial Services
538
+ 5.72%
$34.39 - $47.46 $18.5K - $25.5K
9.94K $470K
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
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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