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
I
IUSB

ISHARES TR

CORE TOTAL USD
$35.68M
6 %

763,844

A
APH

AMPHENOL CORP NEW

CL A
$30.73M
5 %

248,300

A
AMZN

AMAZON COM INC

COM
$27.98M
5 %

127,425

A
APP

APPLOVIN CORP

COM CL A
$21.01M
4 %

29,242

M
MSFT

MICROSOFT CORP

COM
$20.84M
4 %

40,226

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
$20.64M
4 %

389,137

M
MBB

ISHARES TR

MBS ETF
$20.55M
4 %

215,953

---

ASML HOLDING N V

N Y REGISTRY SHS
$19.32M
3 %

19,955

D
DHR

DANAHER CORPORATION

COM
$19.10M
3 %

96,343

E
ELF

E L F BEAUTY INC

COM
$18.60M
3 %

140,420

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