Jacobson & Schmitt Advisors, LLC Portfolio Holdings
Jacobson & Schmitt Advisors, LLC
- $517 Million
- Q4 2024
Jacobson & Schmitt Advisors, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $517 Million distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $32M, Amazon Com Inc with a value of $28.7M, Danaher Corp with a value of $20.4M, Amphenol Corp with a value of $18.1M, and Ishares Barclays 0 5 Year Tips with a value of $17.6M.
Examining the 13F form we can see an increase of $30.3M in the current position value, from $487M to 517M.
Below you can find more details about Jacobson & Schmitt Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$517 Million
Technology: $127 Million
ETFs: $103 Million
Industrials: $84.4 Million
Financial Services: $78.9 Million
Consumer Cyclical: $45.6 Million
Healthcare: $25.3 Million
Consumer Defensive: $22.6 Million
Real Estate: $17.2 Million
Other: $13.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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