Holdings
Jacobson & Schmitt Advisors, LLC
As of Jun 30, 2026, Jacobson & Schmitt Advisors, LLC reported 54 positions worth US$474M. Largest: Amphenol Corporation, Asml Holding Nv and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amphenol Corporation | 241K | US$42.4M | +510 | Jun 30, 2026 |
| Asml Holding Nv | 14,521 | US$28.9M | −1,805 | Jun 30, 2026 |
| Amazon.com, Inc. | 120K | US$28.5M | −12,337 | Jun 30, 2026 |
| Texas Instruments Incorporated | 72,080 | US$21.5M | −7,218 | Jun 30, 2026 |
| Firstservice Corp | 142K | US$20.2M | −5,745 | Jun 30, 2026 |
| Aaon, Inc. | 155K | US$19.7M | −682 | Jun 30, 2026 |
| E.l.f. Beauty, Inc. | 234K | US$17.3M | +40,188 | Jun 30, 2026 |
| Danaher Corporation | 89,144 | US$17M | +5,088 | Jun 30, 2026 |
| Csw Industrials, Inc. | 58,309 | US$16.2M | −5,427 | Jun 30, 2026 |
| Kinsale Capital Group, Inc. | 48,730 | US$16.1M | +4,744 | Jun 30, 2026 |