JACOBSON & SCHMITT ADVISORS, LLC
Q4 2025 13F Holdings
- Locationmiddleton, WI
- Num holdings
72
- Value ($000)
$593,936
- Date Filed01/20/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | CORE UNIVRSL USD | 46434V613 | $36.26M | 6 % | 779,202 | ||
A AMPHENOL CORP NEW | CL A | 032095101 | $33.36M | 6 % | 246,887 | ||
A AMAZON COM INC | COM | 023135106 | $29.88M | 5 % | 129,435 | ||
F FIRSTSERVICE CORP NEW | COM | 33767E202 | $22.55M | 4 % | 144,994 | ||
M ISHARES TR | MBS ETF | 464288588 | $21.81M | 4 % | 229,052 | ||
D DANAHER CORPORATION | COM | 235851102 | $21.8M | 4 % | 95,217 | ||
I ISHARES TR | ISHS 1-5YR INVS | 464288646 | $21.21M | 4 % | 401,077 | ||
A APPLOVIN CORP | COM CL A | 03831W108 | $19.78M | 3 % | 29,353 | ||
M MICROSOFT CORP | COM | 594918104 | $18.77M | 3 % | 38,805 | ||
C CSW INDUSTRIALS INC | COM | 126402106 | $18.34M | 3 % | 62,484 |
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