JACOBSON & SCHMITT ADVISORS, LLC

Q3 2025 13F Holdings

  • Location
    middleton, WI
  • Num holdings

    86

  • Value ($000)

    $582,791

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0001632096
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IUSB
IUSB

ISHARES TR

CORE TOTAL USD
$35.68 M
6 %

763,844

APH
APH

AMPHENOL CORP NEW

CL A
$30.73 M
5 %

248,300

AMZN
AMZN

AMAZON COM INC

COM
$27.98 M
5 %

127,425

APP
APP

APPLOVIN CORP

COM CL A
$21.01 M
4 %

29,242

MSFT
MSFT

MICROSOFT CORP

COM
$20.84 M
4 %

40,226

IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
$20.64 M
4 %

389,137

MBB
MBB

ISHARES TR

MBS ETF
$20.55 M
4 %

215,953

---

ASML HOLDING N V

N Y REGISTRY SHS
$19.32 M
3 %

19,955

DHR
DHR

DANAHER CORPORATION

COM
$19.10 M
3 %

96,343

ELF
ELF

E L F BEAUTY INC

COM
$18.60 M
3 %

140,420

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