Jacobson--Schmitt-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "FSV", null, "TNC", null, "GOOGL", "ASML", "APP", "TTAN", "MUB", null, null, "KNSL", "MSFT", "ELF", "FLS", "BX", "FAST", "ANSS", "ROP", null, "TXN", "SCHW", "GSHD", "APH", "IBP", "IDXX", "AMZN", "HDB", "VTEB", "VRNA", "V", "JKHY", "TTD", "OKTA", null, "MELI", null, "FDX", "COST", "CSWI", "DHR", "NKE" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 42
- Total Value
- 489269093
- Accession Number
- 0001951757-25-000495
- Form Type
- 13F-HR
- Manager Name
- Jacobson--Schmitt-Advisors
Data Enrichment
83% identified35 identified7 unidentified
Holdings
42 positions • $489.3M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 37.7K | YoY NEW(+37.7K) | All Managers (Combined) | $2.4M | 0.5% ($2.4M/$489.3M) | YoY NEW(+$2.4M) | |
| 22.4K | All Managers (Combined) | $2.4M | 0.5% ($2.4M/$489.3M) |