JACOBSON & SCHMITT ADVISORS, LLC
Q4 2024 13F Holdings
- Locationmiddleton, WI
- Num holdings
78
- Value ($000)
$517,444
- Date Filed02/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $32.00M | 6 % | 707,989 | ||
AMZN AMAZON COM INC | COM | 023135106 | $28.72M | 6 % | 130,916 | ||
DHR DANAHER CORPORATION | COM | 235851102 | $20.43M | 4 % | 88,991 | ||
APH AMPHENOL CORP NEW | CL A | 032095101 | $18.10M | 4 % | 260,682 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $17.58M | 3 % | 174,729 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $17.04M | 3 % | 329,659 | ||
FSV FIRSTSERVICE CORP NEW | COM | 33767E202 | $17.03M | 3 % | 94,078 | ||
KNSL KINSALE CAP GROUP INC | COM | 49714P108 | $16.64M | 3 % | 35,774 | ||
APP APPLOVIN CORP | COM CL A | 03831W108 | $16.29M | 3 % | 50,309 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | $15.15M | 3 % | 128,862 |
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