Jacobson & Schmitt Advisors, LLC Purchases in Q2 2025

Jacobson & Schmitt Advisors, LLC

  • $550 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
7.87K
+ 2.97%
$59.09 - $98.75 $465K - $777K
272K $26.9M
TTD
Trade Desk, Inc.

Technology
55.2K
+ 29.56%
$45.27 - $79.4 $2.5M - $4.38M
242K $17.4M
IBP
Installed Building Products, Inc.

Consumer Cyclical
27.2K
+ 50.91%
$153.99 - $182.0 $4.19M - $4.95M
80.7K $14.5M
MELI
Mercadolibre Inc

Consumer Cyclical
946
+ 23.61%
$1794.73 - $2613.63 $1.7M - $2.47M
4.95K $12.9M
MSFT
Microsoft Corp

Technology
208
+ 0.54%
$354.56 - $497.45 $73.7K - $103K
38.5K $19.1M
IDXX
Idexx Laboratories Inc

Healthcare
1.91K
+ 7.65%
$361.04 - $536.34 $690K - $1.03M
26.9K $14.4M
HDB
Hdfc Bank LTD

Financial Services
25.7K
+ 15.28%
$63.78 - $77.48 $1.64M - $1.99M
194K $14.9M
TXN
Texas Instruments Inc

Technology
17.1K
+ 31.94%
N/A
70.7K $13.8M
ASML
Asml Holding Nv

Technology
45
+ 0.25%
$595.37 - $815.24 $26.8K - $36.7K
18.2K $14.6M
SCHR
Schwab Intermediate Term Us Tr

ETFs
95.4K
New
$24.54 - $25.07 $2.34M - $2.39M
95.4K $2.39M
ANSS
Ansys Inc

Technology
149
+ 0.36%
$284.19 - $351.22 $42.3K - $52.3K
41.8K $14.7M
CSWI
Csw Industrials, Inc.

Industrials
5.8K
+ 14.83%
$254.34 - $336.43 $1.48M - $1.95M
44.9K $12.9M
SHYD
Vaneck Short High Yield Muni E

ETFs
61.9K
New
$21.84 - $22.79 $1.35M - $1.41M
61.9K $1.4M
LLY
Eli Lilly & CO

Healthcare
1.7K
New
$713.71 - $898.95 $1.22M - $1.53M
1.7K $1.33M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15.1K
New
$77.94 - $79.5 $1.18M - $1.2M
15.1K $1.2M
RVNU
Xtrackers Municipal Infrastruc

ETFs
45.4K
New
$23.4 - $24.92 $1.06M - $1.13M
45.4K $1.09M
BX
Blackstone Inc.

Financial Services
1.51K
+ 1.97%
$120.07 - $151.11 $182K - $228K
78.4K $11.7M
FDX
Fedex Corp

Industrials
7.66K
+ 15.31%
$198.07 - $245.17 $1.52M - $1.88M
57.7K $13.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.6K
New
$58.41 - $72.69 $735K - $915K
12.6K $915K
FSV
First Service Corp

Real Estate
442
+ 0.46%
$158.93 - $179.74 $70.2K - $79.4K
96.8K $16.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
16.4K
+ 2.24%
$45.12 - $46.23 $739K - $757K
747K $34.5M
FAST
Fastenal CO

Industrials
142K
+ 97.74%
$40.65 - $83.16 $5.77M - $11.8M
287K $12.1M
SUB
Ishares Short Term National Mu

ETFs
6.83K
New
$104.77 - $106.34 $715K - $726K
6.83K $726K
EAT
Brinker International, Inc

Consumer Cyclical
3.7K
New
$128.68 - $181.78 $475K - $672K
3.7K $666K
ETN
Eaton Corp PLC

Industrials
1.81K
New
$246.52 - $356.99 $447K - $647K
1.81K $646K
JPM
Jpmorgan Chase & CO

Financial Services
2.02K
New
$210.28 - $289.91 $424K - $584K
2.02K $584K
CTAS
Cintas Corp

Industrials
2.59K
New
$190.11 - $227.66 $493K - $590K
2.59K $577K
IXUS
Ishares Tr

ETFs
6.21K
New
$62.37 - $77.63 $387K - $482K
6.21K $480K
JNJ
Johnson & Johnson

Healthcare
2.69K
New
$146.36 - $159.82 $394K - $430K
2.69K $411K
ITW
Illinois Tool Works Inc

Industrials
1.6K
New
$218.41 - $252.43 $349K - $404K
1.6K $395K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
811
New
$483.48 - $539.8 $392K - $438K
811 $393K
ABT
Abbott Laboratories

Healthcare
2.83K
New
$123.95 - $138.08 $350K - $390K
2.83K $384K
ABBV
Abb Vie Inc.

Healthcare
2.03K
New
$170.16 - $206.27 $346K - $419K
2.03K $376K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.25K
+ 1.16%
$51.68 - $52.76 $220K - $224K
372K $19.6M
AAPL
Apple Inc.

Technology
1.71K
New
$172.42 - $223.89 $294K - $382K
1.71K $350K
AMD
Advanced Micro Devices Inc

Technology
2.1K
New
$78.21 - $143.81 $164K - $302K
2.1K $297K
MAS
Masco Corp

Industrials
4.6K
New
$58.73 - $71.06 $270K - $327K
4.6K $296K
NEE
Nextera Energy Inc

Utilities
4.15K
New
$64.11 - $75.0 $266K - $311K
4.15K $288K
NUE
Nucor Corp

Basic Materials
2.2K
New
$103.22 - $131.43 $227K - $289K
2.2K $284K
SPY
Spdr S&P 500 ETF Trust

ETFs
400
New
$496.48 - $617.85 $199K - $247K
400 $247K
SCI
Service Corp International

Consumer Cyclical
3K
New
$73.58 - $81.65 $221K - $245K
3K $244K
APD
Air Products & Chemicals, Inc.

Basic Materials
800
New
$248.61 - $294.96 $199K - $236K
800 $225K
MCD
Mcdonalds Corp

Consumer Cyclical
753
New
$285.55 - $321.23 $215K - $242K
753 $220K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.35K
New
$91.43 - $91.74 $215K - $216K
2.35K $215K
NEAR
Blackrock Short Maturity Bond

ETFs
3.38K
+ 3.26%
$50.41 - $51.17 $170K - $173K
107K $5.47M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.5K
+ 1.38%
$102.02 - $103.5 $255K - $259K
184K $18.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.49K
+ 2.39%
$26.18 - $26.93 $91.2K - $93.9K
149K $3.98M
MEAR
Blackrock Short Maturity Munic

ETFs
406
+ 0.61%
$49.74 - $50.27 $20.2K - $20.4K
67K $3.37M
Vanguard Wellington Fd
6.81K
New
N/A
6.81K $0
Activity Summary
Buys All Purchases 54 New Holdings 29 Increased Positions 25 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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