Jacobsen Capital Management Reduced Holdings in Q3 2025

Jacobsen Capital Management

  • $293 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-498
- 9.86%
$150.47 - $161.22 $74.9K - $80.3K
4.56K $699K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.3K
- 3.93%
$78.11 - $79.07 $102K - $103K
31.8K $2.51M
V
Visa Inc.

Financial Services
-25
- 0.45%
$332.09 - $358.86 $8.3K - $8.97K
5.51K $1.88M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 1.88%
$5364.25 - $5815.92 $16.1K - $17.4K
157 $847K
ISRG
Intuitive Surgical Inc

Healthcare
-31
- 5.04%
$433.66 - $544.47 $13.4K - $16.9K
584 $261K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-320
- 16.9%
$420.11 - $472.68 $134K - $151K
1.57K $737K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.06%
$484.94 - $564.15 $485 - $564
1.64K $798K
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 2.17%
$915.95 - $994.57 $15.6K - $16.9K
766 $709K
PGR
Progressive Corp

Financial Services
-155
- 13.91%
$238.61 - $264.3 $37K - $41K
959 $236K
KO
Coca Cola CO

Consumer Defensive
-249
- 3.03%
$65.67 - $71.67 $16.4K - $17.8K
7.96K $527K
PANW
Palo Alto Networks Inc

Technology
-148
- 10.19%
$167.06 - $208.19 $24.7K - $30.8K
1.3K $265K
HON
Honeywell International Inc

Industrials
-3
- 0.26%
$207.7 - $240.4 $623 - $721
1.15K $242K
ZTS
Zoetis Inc.

Healthcare
-40
- 2.36%
$141.13 - $159.19 $5.65K - $6.37K
1.66K $242K
BR
Broadridge Financial Solutions, Inc.

Technology
-17
- 1.67%
$233.75 - $266.89 $3.97K - $4.54K
998 $237K
UBER
Uber Technologies, Inc

Technology
-263
- 6.32%
$86.91 - $99.57 $22.9K - $26.2K
3.9K $381K
Ge Vernova Inc
-5
- 0.81%
N/A
609 $0
GILD
Gilead Sciences, Inc.

Healthcare
-2
- 0.1%
$108.22 - $120.47 $216 - $241
2.02K $223K
Arista Networks Inc
-3
- 0.11%
N/A
2.68K $0
AMGN
Amgen Inc

Healthcare
-4
- 0.39%
$271.18 - $309.22 $1.08K - $1.24K
1.01K $284K
SHW
Sherwin Williams CO

Basic Materials
-2
- 0.12%
$330.88 - $375.23 $662 - $750
1.67K $577K
ETN
Eaton Corp PLC

Industrials
-6
- 0.64%
$342.99 - $392.76 $2.06K - $2.36K
937 $350K
XOM
Exxon Mobil Corp

Energy
-126
- 1.54%
$105.83 - $117.22 $13.3K - $14.8K
8.08K $910K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.59K
- 3.83%
$24.46 - $26.5 $38.9K - $42.2K
39.9K $1.05M
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.11%
$357.4 - $423.42 $1.07K - $1.27K
2.7K $1.1M
APH
Amphenol Corp

Technology
-847
- 9.66%
$97.39 - $125.4 $82.5K - $106K
7.92K $979K
PLTR
Palantir Technologies Inc.

Technology
-388
- 9.23%
$130.68 - $186.97 $50.7K - $72.5K
3.82K $696K
JNJ
Johnson & Johnson

Healthcare
-110
- 2.25%
$155.17 - $185.42 $17.1K - $20.4K
4.78K $886K
VBR
Vanguard Small Cap Value ETF

ETFs
-3.33K
- 4.67%
$195.41 - $212.37 $651K - $708K
68.1K $14.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
-127
- 0.31%
$276.51 - $305.12 $35.1K - $38.8K
40.4K $12M
VUG
Vanguard Growth ETF

ETFs
-840
- 0.82%
$433.97 - $484.08 $365K - $407K
102K $48.7M
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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