Jacobson & Schmitt Advisors, LLC Incresed Positions in Q1 2025

Jacobson & Schmitt Advisors, LLC

  • $481 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
17.4K
+ 83.02%
$375.39 - $447.2 $6.52M - $7.76M
38.3K $14.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
38.2K
+ 11.58%
$51.52 - $52.37 $1.97M - $2M
368K $19.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
22.2K
+ 3.13%
$44.72 - $46.25 $992K - $1.03M
730K $33.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.59K
+ 3.77%
$100.59 - $103.47 $663K - $682K
181K $18.8M
KNSL
Kinsale Capital Group, Inc.

Financial Services
420
+ 1.17%
$416.48 - $494.72 $175K - $208K
36.2K $17.6M
SCHW
Schwab Charles Corp

Financial Services
2K
+ 1.23%
$71.24 - $83.64 $142K - $167K
164K $12.9M
HDB
Hdfc Bank LTD

Financial Services
4.87K
+ 2.98%
$58.06 - $66.85 $283K - $326K
168K $11.2M
JKHY
Henry Jack & Associates Inc

Technology
1.7K
+ 2.98%
$166.47 - $191.28 $283K - $325K
58.6K $10.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
18.7K
+ 15.69%
$25.54 - $27.64 $478K - $517K
138K $3.76M
TXN
Texas Instruments Inc

Technology
2.09K
+ 4.05%
N/A
53.6K $10.4M
IBP
Installed Building Products, Inc.

Consumer Cyclical
2.92K
+ 5.78%
$162.22 - $206.22 $474K - $603K
53.5K $9.16M
NEAR
Blackrock Short Maturity Bond

ETFs
4.43K
+ 4.47%
$50.4 - $50.89 $223K - $226K
104K $5.27M
MEAR
Blackrock Short Maturity Munic

ETFs
2.7K
+ 4.23%
$49.97 - $50.36 $135K - $136K
66.6K $3.35M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.38K
+ 1.83%
$49.25 - $50.66 $166K - $171K
188K $9.3M
TNC
Tennant CO

Industrials
3.25K
+ 2.55%
$79.73 - $89.16 $259K - $290K
131K $10.4M
MUB
Ishares National Muni Bond ETF

ETFs
442
+ 2.01%
$104.71 - $107.69 $46.3K - $47.6K
22.4K $2.36M
ASML
Asml Holding Nv

Technology
266
+ 1.48%
$662.63 - $776.99 $176K - $207K
18.2K $12.1M
ANSS
Ansys Inc

Technology
1.43K
+ 3.54%
$316.56 - $360.36 $452K - $514K
41.7K $13.2M
APH
Amphenol Corp

Technology
3.83K
+ 1.47%
$61.62 - $78.55 $236K - $301K
265K $17.3M
FSV
First Service Corp

Real Estate
2.23K
+ 2.37%
$159.66 - $185.88 $357K - $415K
96.3K $16M
FDX
Fedex Corp

Industrials
1.67K
+ 3.45%
$230.33 - $281.53 $384K - $469K
50K $12.2M
DHR
Danaher Corp

Healthcare
3.12K
+ 3.5%
$201.62 - $250.59 $628K - $781K
92.1K $18.9M
FLS
Flowserve Corp

Industrials
432
+ 0.19%
$46.47 - $64.75 $20.1K - $28K
233K $11.4M
CSWI
Csw Industrials, Inc.

Industrials
754
+ 1.96%
$283.77 - $396.86 $214K - $299K
39.1K $11.4M
BX
Blackstone Inc.

Financial Services
95
+ 0.12%
$136.53 - $186.74 $13K - $17.7K
76.9K $10.7M
TTD
Trade Desk, Inc.

Technology
57.9K
+ 44.97%
$53.59 - $126.58 $3.11M - $7.34M
187K $10.2M
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jacobson & Schmitt Advisors, LLC Portfolio

Follow Jacobson & Schmitt Advisors, LLC 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 Jacobson & Schmitt Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacobson & Schmitt Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email