Jacobson & Schmitt Advisors, LLC Purchases in Q3 2024

Jacobson & Schmitt Advisors, LLC

  • $487 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
73.8K
New
$67.14 - $130.65 $4.96M - $9.65M
73.8K $9.64M
GSHD
Goosehead Insurance, Inc.

Financial Services
13.6K
+ 10.62%
$55.77 - $90.46 $758K - $1.23M
142K $12.7M
FSV
First Service Corp

Real Estate
704
+ 0.72%
$152.13 - $183.13 $107K - $129K
99.2K $18.1M
KNSL
Kinsale Capital Group, Inc.

Financial Services
567
+ 1.62%
$370.41 - $491.09 $210K - $278K
35.6K $16.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
39K
+ 6.04%
$44.83 - $47.42 $1.75M - $1.85M
685K $32.3M
DHR
Danaher Corp

Healthcare
1.57K
+ 1.98%
$239.25 - $280.76 $375K - $440K
80.5K $22.4M
BX
Blackstone Inc.

Financial Services
1.63K
+ 2.0%
$120.77 - $159.66 $197K - $261K
83.2K $12.7M
SCHR
Schwab Intermediate Term Us Tr

ETFs
51.9K
New
$48.4 - $50.91 $2.51M - $2.64M
51.9K $2.63M
TTD
Trade Desk, Inc.

Technology
4.05K
+ 3.04%
$83.08 - $110.79 $337K - $449K
137K $15.1M
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.5K
+ 4.13%
$198.8 - $270.35 $298K - $406K
37.8K $9.31M
JBHT
Hunt J B Transport Services Inc

Industrials
3.57K
+ 5.23%
$155.54 - $176.97 $555K - $632K
71.8K $12.4M
FLS
Flowserve Corp

Industrials
9.25K
+ 4.08%
$44.46 - $52.53 $411K - $486K
236K $12.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.28K
+ 1.87%
$74.26 - $78.84 $318K - $337K
233K $18.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.2K
+ 4.63%
$51.02 - $52.74 $672K - $695K
298K $15.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
33.1K
+ 52.73%
$26.69 - $29.87 $883K - $989K
95.9K $2.79M
JKHY
Henry Jack & Associates Inc

Technology
2.67K
+ 5.07%
$160.87 - $177.06 $429K - $472K
55.2K $9.74M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16.6K
+ 11.44%
$49.93 - $51.15 $829K - $850K
162K $8.27M
V
Visa Inc.

Financial Services
1.52K
+ 3.9%
$253.74 - $291.56 $386K - $444K
40.6K $11.2M
COST
Costco Wholesale Corp

Consumer Defensive
236
+ 1.42%
$801.83 - $917.05 $189K - $216K
16.9K $15M
TXN
Texas Instruments Inc

Technology
3.75K
+ 8.72%
$194.6 - $194.6 $729K - $729K
46.7K $9.09M
ANSS
Ansys Inc

Technology
2.54K
+ 7.06%
$296.54 - $331.25 $754K - $842K
38.5K $12.3M
CDW
Cdw Corp

Technology
2.3K
+ 3.52%
$206.67 - $239.84 $475K - $551K
67.6K $15.3M
NEAR
Blackrock Short Maturity Bond

ETFs
3.07K
+ 3.62%
$50.09 - $51.31 $154K - $158K
88K $4.51M
HD
Home Depot, Inc.

Consumer Cyclical
509
New
$333.64 - $405.2 $170K - $206K
509 $206K
SPG
Simon Property Group Inc

Real Estate
1.2K
New
$146.09 - $170.11 $175K - $204K
1.2K $202K
ROP
Roper Technologies Inc

Industrials
525
+ 3.93%
$515.25 - $576.55 $271K - $303K
13.9K $7.72M
HDB
Hdfc Bank LTD

Financial Services
7.39K
+ 4.88%
$58.04 - $66.97 $429K - $495K
159K $9.93M
TNC
Tennant CO

Industrials
4.47K
+ 4.2%
$90.62 - $108.78 $405K - $486K
111K $10.6M
CTAS
Cintas Corp

Industrials
1.94K
+ 300.0%
$201.38 - $819.83 $391K - $1.59M
2.59K $533K
MUB
Ishares National Muni Bond ETF

ETFs
92
+ 0.3%
$106.13 - $108.7 $9.76K - $10K
31.2K $3.39M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
632
+ 8.69%
$76.94 - $79.54 $48.6K - $50.3K
7.91K $628K
VGIT
Vanguard Intermediate Term Tre

ETFs
65
+ 0.24%
$57.8 - $60.8 $3.76K - $3.95K
27.2K $1.64M
IXUS
Ishares Tr

ETFs
378
+ 5.76%
$64.9 - $73.35 $24.5K - $27.7K
6.94K $504K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
92
+ 0.65%
$60.84 - $67.51 $5.6K - $6.21K
14.2K $961K
MEAR
Blackrock Short Maturity Munic

ETFs
760
+ 1.59%
$49.99 - $50.34 $38K - $38.3K
48.6K $2.45M
SHYD
Vaneck Short High Yield Muni E

ETFs
470
+ 0.9%
$22.24 - $22.81 $10.5K - $10.7K
52.9K $1.2M
OKTA
Okta, Inc.

Technology
12.2K
+ 24.22%
$71.0 - $100.39 $864K - $1.22M
62.4K $4.64M
AMZN
Amazon Com Inc

Consumer Cyclical
4.34K
+ 3.35%
$161.02 - $200.0 $699K - $869K
134K $25M
APH
Amphenol Corp

Technology
5.47K
+ 2.01%
$58.39 - $70.41 $319K - $385K
278K $18.1M
GOOGL
Alphabet Inc.

Communication Services
2.08K
+ 3.41%
$148.65 - $191.18 $309K - $398K
63.2K $10.5M
FDX
Fedex Corp

Industrials
1.65K
+ 3.67%
$254.64 - $313.52 $421K - $518K
46.7K $12.8M
SCHW
Schwab Charles Corp

Financial Services
282
+ 0.17%
$61.74 - $76.08 $17.4K - $21.5K
162K $10.5M
ASML
Asml Holding Nv

Technology
676
+ 4.87%
$749.82 - $1098.95 $507K - $743K
14.5K $12.1M
Activity Summary
Buys All Purchases 44 New Holdings 4 Increased Positions 40 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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