Jacobsen Capital Management Incresed Positions in Q3 2025

Jacobsen Capital Management

  • $293 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
13
+ 1.0%
$214.91 - $237.16 $2.79K - $3.08K
1.31K $310K
COF
Capital One Financial Corp

Financial Services
34
+ 2.9%
$207.29 - $229.74 $7.05K - $7.81K
1.21K $256K
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
Pacs Group Inc
3.14K
+ 21.38%
N/A
17.8K $0
Linde PLC
12
+ 1.33%
N/A
912 $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
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
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