Jacobsen Capital Management Portfolio Holdings
Jacobsen Capital Management
- $230 Million
- Q1 2025
Jacobsen Capital Management has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $230 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $48.5M, Vanguard Growth ETF with a value of $37.2M, Vanguard Value ETF with a value of $31.5M, Vanguard Small Cap Value ETF with a value of $12.7M, and Vanguard Small Cap Growth ETF with a value of $9.23M.
Examining the 13F form we can see an decrease of $4.54M in the current position value, from $234M to 230M.
Below you can find more details about Jacobsen Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$230 Million
ETFs: $161 Million
Technology: $24.2 Million
Financial Services: $8.5 Million
Communication Services: $8.01 Million
Consumer Cyclical: $6.82 Million
Healthcare: $6.18 Million
Real Estate: $5.99 Million
Consumer Defensive: $3.33 Million
Other: $5.34 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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