JACOBSON & SCHMITT ADVISORS, LLC
Q1 2025 13F Holdings
- Locationmiddleton, WI
- Num holdings
42
- Value ($000)
$489,269
- Date Filed05/02/2025
- Form type13F-HR
- CIK0001632096
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE TOTAL USD | 46434V613 | $33.65M | 7 % | 730,165 | ||
AMAZON COM INC | COM | 023135106 | $24.89M | 5 % | 130,800 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | $19.26M | 4 % | 367,831 | ||
DANAHER CORPORATION | COM | 235851102 | $18.88M | 4 % | 92,106 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $18.76M | 4 % | 181,317 | ||
KINSALE CAP GROUP INC | COM | 49714P108 | $17.62M | 4 % | 36,194 | ||
AMPHENOL CORP NEW | CL A | 032095101 | $17.35M | 4 % | 264,513 | ||
FIRSTSERVICE CORP NEW | COM | 33767E202 | $15.98M | 3 % | 96,311 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | $15.24M | 3 % | 16,109 | ||
MICROSOFT CORP | COM | 594918104 | $14.37M | 3 % | 38,272 |
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